2024-02-14T14:40:37-06:00 2023-06-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2022-07-01 455490584 UW Health ACO Inc UWHE 6082666071 7974 UW Health Court Middleton WI 53562 Jodilynn Vitello VP of Finance 6082666071 2024-02-08 1 Jodilynn Vitello 999009999 0 Rebekuh Eley P01247672 3126343400 2024-02-08 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Peter Newcomer 7974 UW Health Court Middleton WI 53562 5646764 0 X http://www.uwhealth.org/aco X 2012 WI To deliver the highest quality patient and family-centered care to Medicare beneficiaries and other patients. UW Health ACO achieves these initiatives through population health activities including but not limited to programs that target population health management, quality improvement and social determinants of health. 10 5 0 5 0 0 0 0 9009792 5646764 0 0 0 0 9009792 5646764 0 0 0 0 532517 491763 0 0 0 1472553 858225 2005070 1349988 7004722 4296776 6370451 10712107 565598 1771401 5804853 8940706 X To deliver the highest quality patient and family-centered care to Medicare beneficiaries and other patients. UW Health ACO achieves these initiatives through population health activities including but not limited to programs that target population health management, quality improvement and social determinants of health. 0 0 747126 0 5646764 To provide better care, improved health, and lower per capita growth in expenditures for Medicare beneficiaries assigned to the ACO and provide support to University of Wisconsin Medical Foundation (UWMF) and University of Wisconsin Hospitals and Clinics Authority (UW Hospital) for population health programs and development of innovative new care models. 747126 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 5 1 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X Aaron Prochaska 6088214272 7974 UW Health Court Middleton WI 53562 Dr Michael Sloan Director 2.00 38.00 X 0 593164 62563 Dr Elizabeth Trowbridge Chair 2.00 38.00 X X 0 438395 56622 Dr Roy Allan Jhagroo Director 2.00 38.00 X 0 251450 50852 Kiah Calmese Walker Director 2.00 38.00 X 0 29327 3347 Dr Thomas Bugliosi Director 2.00 38.00 X 0 0 0 Sarah Davis Director 2.00 38.00 X 0 118127 26204 Dr Farah Khan Director 2.00 38.00 X 0 0 0 Julieanne Pofahl Public Member 2.00 0.00 X 0 0 0 Katie Brietzman Consumer Advocate 2.00 0.00 X 0 0 0 Kevin Fehr Director (as of 3/23) 2.00 38.00 X 0 0 0 Dr Jonathan Jaffery President (until 12/22) 2.00 38.00 X 0 544926 107803 Jodi Vitello Treasurer 2.00 38.00 X 0 448949 92311 Troy Lepien Secretary 2.00 38.00 X 0 480239 102936 Sarah Valencia Vice President (until 1/23) 2.00 38.00 X 0 0 0 Dr Peter Newcomer President (as of 12/22) 2.00 38.00 X 0 1096925 181791 Dave Childers Vice President (as of 3/23) 2.00 38.00 X 0 0 0 Grace Flood Medical Director 2.00 38.00 X 0 221352 50226 0 4222854 734655 0 0 1 0 0 Case Management Servic 621500 5646764 5646764 5646764 5646764 5646764 0 0 X 376159 256574 119585 40194 27489 12705 47931 32776 15155 27479 18766 8713 97857 97857 1826 1826 325862 325862 3047 3047 1518 1038 480 4587 4469 118 6480 4432 2048 92708 63403 29305 Shared Savings Reimburs 304300 304300 Dues & Subscriptions 18270 7500 10770 1770 1770 1349988 747126 602862 0 6283478 10653756 0 300 45311 45311 41662 12740 6370451 10712107 105338 1354495 460260 416906 565598 1771401 X 5804853 8940706 5804853 8940706 6370451 10712107 X 4296776 -1160923 X 0 1 X 1 0 X 0 204 0 0 0 204 4442517 4587813 9182423 9009792 5646764 32869309 4442517 4588017 9182423 9009792 5646764 32869513 0 0 0 32869513 4442517 4588017 9182423 9009792 5646764 32869513 1.00000 1.00000 0.00000 0.00000 X 0 Due To Members 416906 416906 X Part X, Line 2: The Organization is exempt from federal income tax as an organization described in Section 501(c)(3) of the Internal Revenue Code. The Organization is also exempt from state income tax. The Organization follows guidance relative to the uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization, and various positions related to the potential sources of unrelated business taxable income (UBTI). Any tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. 0 1 0 0 0 0 0 0 0 Dr Peter Newcomer President (as of 12/22) 0 758752 0 338173 0 0 0 180355 0 1436 0 1278716 0 0 Dr Michael Sloan Director 0 527275 0 65889 0 0 0 61000 0 1563 0 655727 0 0 Dr Jonathan Jaffery President (until 12/22) 0 410548 0 134378 0 0 0 107740 0 63 0 652729 0 0 Troy Lepien Secretary 0 333044 0 144071 0 3124 0 68702 0 34234 0 583175 0 0 Jodi Vitello Treasurer 0 345006 0 100136 0 3807 0 57095 0 35216 0 541260 0 0 Dr Elizabeth Trowbridge Chair 0 434831 0 0 0 3564 0 55509 0 1113 0 495017 0 0 Dr Roy Allan Jhagroo Director 0 251450 0 0 0 0 0 50789 0 63 0 302302 0 0 Grace Flood Medical Director 0 219385 0 0 0 1967 0 20500 0 29726 0 271578 0 0 Part I, Line 3 Compensation is paid via a leasing agreement with members of the organization. Executive compensation is based on comparative data with like positions within the market. Part I, Line 4b Several members of the Board participate in supplemental, non-qualified retirement plans through their employers, which are related organizations to the filing entity. Those individuals participate in a 457(f) plan. In 2022, the following employer contributions were made: - Jonathan Jaffery $46,740 - Troy Lepien $33,370 - Peter Newcomer $119,355 - Jodi Vitello $34,830 No distributions were made in 2022. Form 990, Part VI, Section A, line 2 The following individuals have a business relationship; Jonathan Jaffery, Michael Sloan, Grace Flood, Peter Newcomer, and Roy Allan Jhagroo are all employees of a related organization in which Jodi Vitello and Elizabeth Trowbridge are associated as an Officer or Director. Form 990, Part VI, Section A, line 3 Due to the Management services agreement established between University of Wisconsin Medical Foundation, Inc. (UWMF) and UW Health ACO, Inc., We have answered yes to Question #3 on Part VI, Section A. UWMF is the management company within this agreement. UWMF provides payroll services (through a paymaster agreement), human resources, patient billing and collections, accounts payable services, I/T services, monthly financial statement preparation, tax return preparation support, financial audit support, compliance auditing, medical records storage/transcription, infection control/employee health, maintenance/mechanical support, nursing and nursing support, quality assurance and improvement, housekeeping, removal of hazardous waste, courier, mail and receiving, purchasing, security and telecommunications. In addition, various administrative duties are assigned to an individual so to carry out the decision/direction of UW Health ACO's board of directors and any clinical duties performed for UWMF. For the current fiscal year, Dr. Jonathan Jaffery and Dr. Peter Newcomer spend a portion of their time implementing the decisions and direction of UW Health ACO's board of directors. Since UWMF is considered a related organization, all compensation paid from UWMF and related organizations for services provided to UW Health ACO, Inc. and related organizations is reported in Part VII. Form 990, Part VI, Section A, line 6 University of Wisconsin Hospitals and Clinics Authority (UWHCA) is the sole member of the Organization. UWHCA, University of Wisconsin School of Medicine and Public Health (UWSMPH), and the University of Wisconsin Medical Foundation (UWMF) are the "participating organizations" of the ACO. Effective January 1, 2018 Unity Point Health-Meriter Hospital (UPH-M) and Unity Point Clinic-Meriter Physicians (UPC-M) joined UW Health ACO as participants. Effective January 1, 2023 Access Community Health Centers (ACHC) joined UW Health ACO as a participant. Form 990, Part VI, Section A, line 7a The Board of Directors includes representatives of the member organization and participant organizations. Form 990, Part VI, Section A, line 7b There are a variety of reserve powers that are subject to approval by the ACO's member (UWHCA) and they cover things like board appointments, budgets, officers, etc. Form 990, Part VI, Section A, line 8b UW Health ACO, Inc. has no other committees beyond the governing body. Form 990, Part VI, Section B, line 11b Form 990 is completed by the organization's external accounting firm. Key finance employees review the Form 990 to determine complete and accurate. The return is provided to the members of the board of directors before filing. The return is submitted for filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Members of the Board of Directors must review and sign the conflict of interest policy on a yearly basis. Should a conflict arise, the interested party shall not participate in any discussion or vote related to this determination, except to the extent necessary to fully explain the financial interest and the manner in which the proposed transaction or arrangement to be discussed or acted upon by the Board may or will bear upon or relate to the financial interest. A Member of the Board may direct that the interested person leave the meeting for all or part of the discussion of whether the financial interest creates a conflict of interest. Form 990, Part VI, Section B, line 15 Compensation is paid via a leasing agreement with Members of the Organization. Executive compensation is based on comparative data with like positions within the market. Form 990, Part VI, Section C, line 19 Governing documents, conflicts of interest policy, and financial statements are made available to the public upon request for the same period of disclosure as required per IRC Section 6104(d). Form 990, Part IX, line 11g Health Innovation Program Service Agreement: Program service expenses 250,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 250,000. Care Coordination Notification Admission Tool: Program service expenses 29,829. Management and general expenses 0. Fundraising expenses 0. Total expenses 29,829. Miscellaneous: Program service expenses 6,128. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,128. Quarterly Financial Monitoring: Program service expenses 39,905. Management and general expenses 0. Fundraising expenses 0. Total expenses 39,905. Form 990, Part XI, line 9: Distribution to Members -1,160,923. Generations Fertility Care 2365 Deming Way Middleton WI 53562 273496527 Reproductive endocrinology and infertility services WI 501(c)(3) Line 10 N/A 1 Isthmus Project Inc 600 Highland Avenue Madison WI 53792 832278676 Research and Innovation WI 501(c)(3) Line 12a University of WI Hospital and Clinics Authority 1 Madison Surgery Center 7974 UW Health Court Middleton WI 53562 391940656 Health care services and training WI 501(c)(3) Line 10 N/A 1 Regional Division Inc 7974 UW Health Court No MC1020 Middleton WI 53562 391446049 Regional Parent Corp. to manage and direct activities of entities WI 501(c)(3) Line 12a University of WI Hospital and Clinics Authority 1 SwedishAmerican Foundation 1415 East State Street Rockford IL 61104 363097493 Supports fundraising for SwedishAmerican Hospital IL 501(c)(3) Line 7 SwedishAmerican Hospital 1 SwedishAmerican Health System Corporation 1401 East State Street Rockford IL 61104 363241458 Parent Corporation to manage and direct activities of entities IL 501(c)(3) Line 12a Regional Division Inc 1 SwedishAmerican Hospital 1401 East State Street Rockford IL 61104 362222696 Hospital IL 501(c)(3) Line 3 SwedishAmerican Health System Corporation 1 SwedishAmerican Hospital Self Insurance Trust 1401 East State Street Rockford IL 61104 366652702 Hospital Malpractice Trust VT 501(c)(3) Line 12a SwedishAmerican Hospital 1 SwedishAmerican Realty Corporation 1313 East State Street Rockford IL 61104 363248013 Title Holding Company IL 501(c)(2) SwedishAmerican Health System Corporation 1 University Health Care Inc 7974 UW Health Court Middleton WI 53562 472553196 Support Organization WI 501(c)(3) Line 12a University of WI Hospital and Clinics Authority 1 University of Wisconsin Hospital and Clinics Authority 7974 UW Health Court Middleton WI 53562 391835630 Hospital and Clinics WI 501(c)(3) Line 6 N/A 0 University of Wisconsin Medical Foundation 7974 UW Health Court Middleton WI 53562 391824445 Physician Services WI 501(c)(3) Line 10 University of WI Hospital and Clinics Authority 1 Wisconsin Therapies Inc 7974 UW Health Court Middleton WI 53562 391807425 Infusion Therapy WI 501(c)(3) Line 12a University of WI Hospital and Clinics Authority 1 Chartwell Wisconsin Enterprises LLC 2241 Pinehurst Drive Middleton WI 53562 391796267 Parent entity of CW and CMW-HR WI N/A 0 0 Madison Medical Center LLP 7974 UW Health Court Middleton WI 53562 391329429 Real Estate WI N/A 0 0 Northern Illinois Vein Clinic 2550 Charles Street Rockford IL 61108 201642329 Outpatient Health Services IL N/A 0 0 Sixth Street Medical LLC 7974 UW Health Court Middleton WI 53562 472705724 Real Estate WI N/A 0 0 Three Rivers Partners LLC 1313 East State Street Rockford IL 61104 262231757 Information Technology Services IL N/A 0 0 Physician's Care Network 1313 East State Street Rockford IL 61104 363455791 Health Services IL N/A C 1 Quartz Health Benefit Plans Corporation 840 Carolina Street Sauk City WI 53583 391450766 Health Maintenance Organization WI N/A C 1 Quartz Health Insurance Corporation 840 Carolina Street Sauk City WI 53583 391565691 Health Maintenance Organization WI N/A C 1 Quartz Health Solutions Inc 840 Carolina Street Sauk City WI 53583 465710709 Insurance WI N/A C 1 Quartz Holding Company 840 Carolina Street Sauk City WI 53583 821728929 Holding Company WI N/A C 1 SARI Insurance Company 76 St Paul Street Suite 500 Burlington VT 054014477 030308753 Captive Insurance Company VT N/A C 1 State & Charles Inc 1313 East State Street Rockford IL 61104 363321193 Holding Company IL N/A C 1 SwedishAmerican Health Management Corp 1401 East State Street Rockford IL 61104 363246511 Management Services IL N/A C 1 Wisconsin Dialysis 3034 Fish Hatchery Road Fitchburg WI 53713 300072647 Dialysis Services WI N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 University of Wisconsin Medical Foundation Inc M 97857 FMV University of Wisconsin Medical Foundation Inc O 491763 FMV