2026-04-07T18:02:35-05:00 2025-06-30 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2024-07-01 391807425 Wisconsin Therapies Inc WISC 6082658482 7974 UW Health Court Middleton WI 53562 Jodilynn Vitello VP of Finance 6082658482 2026-04-03 1 1 Rebekuh Eley P01247672 3126343400 2026-04-03 2024 2025-03-06 01:10:19Z Kelly Wilson 7974 UW Health Court Middleton WI 53562 1943029 0 X N/A X 1994 WI WI Therapies is established as a nonprofit corporation organized to provide alternate site medical and related therapies including a broad array of infusion therapies, parenteral and enteral nutrition therapy and other innovative therapies as appropriate to alternate site patients through a partnership with Chartwell-Midwest Inc., to be known as Chartwell-Midwest Wisconsin, and in connection with such activities, to acquire, retain and administer funds from the same, to be held, invested and used exclusively for the benefit of the University of Wisconsin Hospitals and Clinics. 7 0 0 0 92138 54023 0 0 -4076 1943029 0 0 0 0 -4076 1943029 0 0 0 0 0 0 0 0 0 56600 61748 56600 61748 -60676 1881281 5864745 7807726 0 0 5864745 7807726 X WI Therapies is established as a nonprofit corporation organized to provide alternate site medical and related therapies including a broad array of infusion therapies, parenteral and enteral nutrition therapy and other innovative therapies as appropriate to alternate site patients through a partnership with Chartwell-Midwest Inc., and in connection with such activities, to acquire, retain and administer funds from the same, to be held, invested and used exclusively for the benefit of the University of Wisconsin Hospitals and Clinics. 0 0 0 0 1850891 Administrative services in maintaining partnership interest in home infusion partnership. The partnership provides tertiary home infusion therapy to acutely and chronically ill patients. 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 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 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X Aaron Prochaska 6088214272 7974 UW Health Court Middleton WI 53562 Robert Flannery Treasurer 1.00 39.00 X X 0 1875257 234795 Kelly Wilson President & Board Chair 1.00 39.00 X X 0 1600152 191175 Teresa Neely Vice President 1.00 39.00 X X 0 716048 124460 Dennis Jolley Director 1.00 39.00 X 0 421227 78447 David Andes MD Director 1.00 39.00 X 0 383390 47677 Anne Mork Director 1.00 39.00 X 0 348598 116454 Jack Temple Director 1.00 39.00 X 0 331766 77233 Dan Kirschnik Secretary 1.00 39.00 X 0 268710 30412 Patti Meyer Assistant Secretary 1.00 39.00 X 0 147411 24479 0 6092559 925132 0 0 1 0 0 Partnership Income 900099 1943029 1850891 92138 1943029 1943029 1850891 92138 0 Contracted Services 61700 61700 Bank Charges 48 48 61748 0 61748 0 5086 5038 5859659 7802688 5864745 7807726 0 0 X 0 0 0 0 5864745 7807726 5864745 7807726 5864745 7807726 X 1881281 61700 X 0 1 X 0 0 X X 1 UW Hospitals & Clinics Authority 391835630 3 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 Investment in Chartwell Wisconsin Enterprises, LLC 7802688 7802688 0 1 0 0 0 0 0 0 0 Robert Flannery Treasurer 0 963018 0 412298 0 499941 0 193585 0 41210 0 2110052 0 488770 Kelly Wilson President & Board Chair 0 743180 0 323279 0 533693 0 158562 0 32613 0 1791327 0 533693 Teresa Neely Vice President 0 538851 0 169715 0 7482 0 81910 0 42550 0 840508 0 0 Dennis Jolley Director 0 317239 0 103838 0 150 0 58860 0 19587 0 499674 0 0 Anne Mork Director 0 254175 0 80999 0 13424 0 54000 0 62454 0 465052 0 0 David Andes MD Director 0 383390 0 0 0 0 0 47269 0 408 0 431067 0 0 Jack Temple Director 0 269472 0 60019 0 2275 0 47478 0 29755 0 408999 0 0 Dan Kirschnik Secretary 0 266339 0 0 0 2371 0 20529 0 9883 0 299122 0 0 Patti Meyer Assistant Secretary 0 134829 0 10710 0 1872 0 0 0 24479 0 171890 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 Some members of the Board participates in supplemental, non-qualified retirement plans through their employer, which is a related organization to the filing entity. Those individuals participate in a 457(f) plan. In 2024, the following employer contributions were made: - Teresa Neely $55,000 - Kelly Wilson $131,652 - Robert Flannery $149,030 - Anne Mork $27,090 - Dennis Jolley $31,950 - Jack Temple $22,500 In 2024, following distributions were made: - Robert Flannery $488,770 - Kelly Wilson $533,693 Form 990, Part VI, Section A, line 2 The following individuals have a business relationship; Robert Flannery and David Andes are all employees of a related organization in which Kelly Wilson is associated as an Officer. Form 990, Part VI, Section A, line 6 The University of Wisconsin Hospitals and Clinics Authority is the sole voting member on behalf of the University of Wisconsin Hospitals and Clinics. Form 990, Part VI, Section A, line 7a The Directors shall be appointed by the University of Wisconsin Hospitals and Clinics Authority Board. The number of directors of the corporation shall be fixed at seven (7). Form 990, Part VI, Section A, line 7b Governing documents can only be changed with the sole member's approval. 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 To ensure that the Organization operates in a manner consistent with charitable purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects, to the extent such subjects are applicable: 1) Whether compensation arrangements and benefits are reasonable and are the result of arm's length bargaining; 2) Whether acquisitions of physician practices and other provider services result in inurement or impermissible private benefit; 3) Whether partnership and joint venture arrangements and arrangements with management service organizations and physician hospital organizations conform to written policies, are properly recorded, reflect reasonable payments for goods and services, further the Organization's charitable purposes and do not result in inurement or impermissible private benefit; 4) Whether agreements to provide health care and agreements with other health care providers, employees, and third party payers further the Corporation's charitable purposes and do not result in inurement or impermissible private benefit; 5) The policy covers all voting and ex-officer Board Members. Anyone found to be in violation of this policy would be recused from voting on and discussion about the transaction or topic. All review activity of actual or potential conflicts takes place at the full board level. Form 990, Part VI, Section C, line 19 The governing documents and financial statements are available to the public upon request. Form 990, Part XI, line 9: Shares of Salaries Paid by Related Parties 61,700. Form 990, Part XI, Line 9: The other changes in net assets or fund balances includes Wisconsin Therapies, Inc's share of the salaries paid by UW Hospital and Clinics for UWHC management in their role of Directors and Officers of Wisconsin Therapies, Inc. 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 Hospitals 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 University of WI Hospital and Clinics Authority 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 Hospitals and Clinics Authority 1 SwedishAmerican Hospital 1401 E State Street Rockford IL 61104 362222696 Hospital IL 501(c)(3) Line 3 SwedishAmerican Health System Corporation 1 SwedishAmerican Health Foundation 1415 E State Street Rockford IL 61104 363097493 Supporting Fundraising for SwedishAmerican Hospital IL 501(c)(3) Line 7 SwedishAmerican Hospital 1 SwedishAmerican Realty Corporation 1313 E State Street Rockford IL 61104 363248013 Title Holding Company IL 501(c)(2) SwedishAmerican Health System Corporation 1 SwedishAmerican Hospital Self Insurance Trust 1401 E State Street Rockford IL 61104 366652702 Hospital Malpractice Trust VT 501(c)(3) Line 12a SwedishAmerican Hospital 1 SwedishAmerican Health System Corporation 1401 E 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 University Health Care Inc 7974 UW Health Court Middleton WI 53562 472553196 Support Organization WI 501(c)(3) Line 12a University of WI Hospitals and Clinics Authority 1 University of Wisconsin Medical Foundation 7974 UW Health Court Middleton WI 53562 391824445 Physician Services WI 501(c)(3) Line 10 University of WI Hospitals and Clinics Authority 1 University of Wisconsin Hospitals and Clinics Authority 7974 UW Health Court Middleton WI 53562 391835630 Hospital and Clinics WI 501(c)(3) Line 3 N/A 0 UW Health ACO Inc 7974 UW Health Court Middleton WI 53562 455490584 Accountable Care Organization WI 501(c)(3) Line 10 University of WI Hospitals and Clinics Authority 1 Chartwell Wisconsin Enterprises LLC 2241 Pinehurst Drive Middleton WI 53562 391796267 Parent entity of CMW and CMW-HR WI N/A Related 2003559 12500426 0 92138 0 0.50000 Sixth Street Medical LLC 7974 UW Health Court Middleton WI 53562 472705724 Real Estate WI N/A 0 0 Three Rivers Partners LLC 1313 E State Street Rockford IL 61104 262231757 Information Technology Services IL N/A 0 0 The Featherstone Partnership LP 1016 Featherstone Road Rockford IL 61107 363861021 Ambulatory Surgery Center IL N/A 0 0 Physician's Care Network 1313 E 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 Holding Company 840 Carolina Street Sauk City WI 53583 821728929 Holding Company WI N/A C 1 Quartz Health Solutions 840 Carolina Street Sauk City WI 53583 465710709 Insurance 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 State & Charles Inc 1313 E State Street Rockford IL 61104 363321193 Holding Company IL N/A C 1 SwedishAmerican Health Management Corp 1401 E State Street Rockford IL 61104 363246511 Management Services IL N/A C 1 Wisconsin Dialysis Inc 3034 Fish Hatchery Road Madison WI 53713 300072647 Dialysis Seervices WI N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0