2023-06-27T07:13:55-05:00 2022-12-31 390758449 WIPFLI LLP PO BOX 12237 GREEN BAY WI 543072237 990 2022-01-01 262795800 CATALYSIS INC CATA 9206597500 3825 EAST CALUMET STREET 400-114 APPLETON WI 549154159 KIM BARNAS PRESIDENT 9206597500 2023-06-22 1 KIM BARNAS 999009999 0 TERRI REXRODE CPA MST P00096513 9206620016 2023-06-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X KIM BARNAS 3825 EAST CALUMET STREET 400-114 APPLETON WI 549154159 2757566 0 X WWW.CREATEVALUE.ORG X 2008 WI TO REDESIGN CARE DELIVERY OF HEALTHCARE PERFORMANCE WHICH WILL RESULT IN IMPROVED VALUE FOR PATIENTS. 13 12 16 13 0 0 657681 20005 2178460 2712935 -51826 6611 18429 14882 2802744 2754433 28459 1802 0 0 2157916 2153497 0 0 0 757075 1295540 2943450 3450839 -140706 -696406 2690751 1718072 2351199 2074926 339552 -356854 X TO REDESIGN CARE DELIVERY OF HEALTHCARE PERFORMANCE WHICH WILL RESULT IN IMPROVED VALUE FOR PATIENTS. 0 0 1007363 1802 1137413 EDUCATION - CATALYSIS PROVIDES EDUCATIONAL CURRICULUM TO HEALTHCARE INDUSTRY LEADERS TO IMPROVE ORGANIZATIONAL DELIVERY OF SERVICES TO IMPROVE MEDICAL OUTCOMES AND VALUE FOR PATIENTS, FAMILIES, AND COMMUNITIES. THESE SERVICES ARE OFFERED IN PERSON AND VIRTUALLY. 979010 0 652372 LEARNING FORUMS AND SUMMITS - CATALYSIS ORGANIZES EDUCATIONAL SUMMITS FOCUSED ON TEACHING WORKSHOP CURRICULUM, BREAKOUT SESSIONS AND KEYNOTES TO TEACH PRACTICES, PHILOSOPHIES, AND TOOLS FOR IMPROVING HEALTHCARE DELIVERY. IN ADDITION, CATALYSIS CONVENES HEALTHCARE EXECUTIVES IN PEER TO PEER LEARNING GROUPS TO SHARE EXPERIENCE AND LEARN PRACTICES FOR IMPROVING HEALTHCARE OUTCOMES. 788783 0 906725 THE CATALYSIS HEALTHCARE VALUE NETWORK IS A MEMBERSHIP NETWORK OF HEALTHCARE ORGANIZATIONS WHO ARE COMMITTED TO LEARNING METHODS TO DELIVER HIGH QUALITY, COST EFFECTIVE HEALTHCARE. THIS LEARNING IS ACCOMPLISHED BY PEER TO PEER RELATIONSHIPS, KNOWLEDGE SHARING, SITE VISITS TO OTHER MEMBER LOCATIONS AND MONTHLY CONTACT WITH A CATALYSIS NETWORK MANAGER THAT GUIDES THE ORGANIZATION IN ITS LEARNING AND GROWTH. 85235 0 16425 PRODUCTS - THE ORGANIZATION HAS LEARNING MATERIALS INCLUDING BOOKS ABOUT THE HEALTHCARE INDUSTRY 85235 0 16425 2860391 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 WI X PETER MARIAHAZY 9206597474 3825 EAST CALUMET STREET 400-114 APPLETON WI 549154159 JOHN TOUSSAINT MD BOARD CHAIR 40.00 X X 165838 0 12498 OREST FIUME DIRECTOR 1.00 X 0 0 0 KATHRYN CORREIA DIRECTOR 1.00 X 0 0 0 ERIC DICKSON DIRECTOR 1.00 X 0 0 0 MARK HALLETT DIRECTOR 1.00 X 0 0 0 KEVIN MCNAMARA DIRECTOR 1.00 X 0 0 0 KEVIN SCHULMAN MD DIRECTOR 1.00 X 0 0 0 STEPHEN SHORTELL DIRECTOR 1.00 X 0 0 0 KEN SNYDER DIRECTOR 1.00 X 0 0 0 JEFF THOMPSON MD DIRECTOR 1.00 X 0 0 0 PETER WARD DIRECTOR 1.00 X 0 0 0 LUCY XENOPHON DIRECTOR 1.00 X 0 0 0 LISA YERIAN DIRECTOR 1.00 X 0 0 0 KIM BARNAS CEO 40.00 X 318385 0 22670 PETER MARIAHAZY CHIEF ADMINISTRATIVE OFFICER 40.00 X 138646 0 20698 JEAN LAKIN PROGRAM DIRECTOR 40.00 X 169567 0 12796 BRIAN VEARA PROGRAM DIRECTOR 40.00 X 181604 0 14450 CHRIS WEISBROD NETWORK MANAGER 40.00 X 156485 0 21261 HEIDI BETZINGER PROGRAM DIRECTOR 40.00 X 138966 0 20724 KAREN FLOM PROGRAM DIRECTOR 40.00 X 121271 0 17771 1390762 0 142868 8 0 1 0 TL MOORE LLC W5945 BLUE BONNET DRIVE APPLETON WI 54915 FACULTY 233875 1 20005 20005 EDUCATION PROGRAMS 541900 1137413 1137413 HEALTHCARE VALUE NETWORK 541900 906725 906725 SUMMITS AND EVENTS 541900 652372 652372 SPEAKING ENGAGEMENT 541900 16425 16425 2712935 3089 3089 2009 2009 4043 521 3522 3522 3522 15485 2612 12873 12873 2754433 2712935 0 21493 1802 1802 678735 416124 262611 1180339 1084873 95466 82557 76145 6412 91380 82700 8680 120486 98370 22116 28413 28413 28764 28764 14902 14902 56112 12245 43867 29202 29202 2350 2350 10830 10830 35884 27494 8390 1058288 1058288 4138 4138 8822 8822 17835 17835 3450839 2860391 590448 0 1101825 350913 476090 482497 42459 41286 55665 32266 86521 76490 19374 10031 995338 801079 2690751 1718072 164146 187108 1041715 936739 150000 150000 995338 801079 2351199 2074926 X 339552 -356854 339552 -356854 2690751 1718072 -696406 0 X 0 1 X 1 0 X 377300 657681 20005 1054986 5276435 5120481 3023817 2178460 2712935 18312128 100501 65150 23537 21538 15485 226211 5376936 5185631 3424654 2857679 2748425 19593325 0 1233745 1560861 1128649 919056 961377 5803688 1233745 1560861 1128649 919056 961377 5803688 13789637 2499 16480 12801 2528 5098 39406 2499 16480 12801 2528 5098 39406 13253 13253 5392688 5202111 3437455 2860207 2753523 19645984 0.70190 0.69250 0.00200 0.00200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4020 4020 0 82501 72470 10031 10031 457B PLAN ASSETS 801079 801079 457B PLAN LIABILITY 801079 801079 X 2753523 0 2753523 910 910 2754433 3449929 -910 -910 3450839 0 3450839 PART X, LINE 2: THE ORGANIZATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS ON THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -2,612. GAIN ON SALE OF EQUIPMENT 3,522. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 2,612. GAIN ON SALE OF EQUIPMENT -3,522. EUROPE 0 0 PROGRAM SERVICE MISCELLANEOUS - SPEAKING ENGAGEMENTS 180700 NORTH AMERICA 0 0 PROGRAM SERVICE EDUCATIONAL PROGRAMS 30630 0 0 0 0 0 0 211330 0 211330 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 3 THE EXPENDITURES ON PART I, LINE 3 ARE DETERMINED USING THE ACCRUAL METHOD OF ACCOUNTING THAT WAS USED ON THE AUDITED FINANCIAL STATEMENTS. X X X X 0 0 0 0 0 0 0 0 0 KIM BARNAS CEO 317200 0 0 0 1185 0 21350 0 1320 0 341055 0 0 0 BRIAN VEARA PROGRAM DIRECTOR 180133 0 0 0 1471 0 12730 0 1720 0 196054 0 0 0 JEAN LAKIN PROGRAM DIRECTOR 168641 0 0 0 926 0 11870 0 926 0 182363 0 0 0 JOHN TOUSSAINT MD BOARD CHAIR 164949 0 0 0 889 0 11609 0 889 0 178336 0 0 0 CHRIS WEISBROD NETWORK MANAGER 155014 0 0 0 1471 0 11416 0 9845 0 177746 0 0 0 HEIDI BETZINGER PROGRAM DIRECTOR 137669 0 0 0 1297 0 10177 0 10547 0 159690 0 0 0 PETER MARIAHAZY CHIEF ADMINISTRATIVE OFFICER 137224 0 0 0 1422 0 10185 0 10513 0 159344 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION ADOPTED A POLICY FOR KIM BARNAS AND PETER MARIAHAZY TO REVIEW THE 990 PRIOR TO FILING. IN ADDITION, THE BOARD MEMBERS HAVE AN OPPORTUNITY TO REVIEW THE RETURN VIA E-MAIL BEFORE SUBMITTING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT AND IN ADDITION PERIODIC REVIEWS ARE PERFORMED. THE CDO AND CAO REVIEW POTENTIAL CONFLICTS AND FACTOR IN IF THERE IS A CONFLICT OF INTEREST DEEMED TO BE A SIGNIFICANT CONFLICT. IF A CONFLICT IS DEEMED A SIGNIFICANT CONFLICT IT WOULD GO TO THE BOARD OF DIRECTORS FOR RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USED A COMPENSATION CONSULTANT IN 2019 TO REVIEW MANAGEMENT AND STAFF CASH COMPENSATION. THIS PROCESS INCLUDED PEER GROUP, SALARY ANALYSIS, AND SALARY RANGES. THE STUDY WAS REVIEWED BY THE BOARD OF DIRECTORS EXECUTIVE COMPENSATION COMMITTEE. THE BOARD OF DIRECTORS EXECUTIVE COMPENSATION COMMITTEE THEN MADE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL. IN 2013, 2014, 2015, 2016, 2017 AND 2018 THERE WAS A COST OF LIVING ADJUSTMENT APPROVED BY THE CEO PRESIDENT. 2019 THE CEO APPROVED A COST OF LIVING ADJUSTMENT INFORMED BY THE COMPENSATION STUDY FOR EQUITY. IN 2022, ONE LISTED INDIVIDUAL IN PART VII HAD A COMPENSATION REDUCTION AND THE REMAINING LISTED INDIVIDUALS RECEIVED COMPENSATION INCREASES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.