UCARE HEALTH INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UCARE HEALTH INC (EIN 20-8295948)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202323049349302902
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T16:22:49-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208295948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCARE HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UCAR | BusinessNameControlTxt |
| Phone | 6126766500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 STINSON BLVD NE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH MONSRUD | PersonNm |
| Person Title | SVP, CFO & TREASURER | PersonTitleTxt |
| Phone | 6126766500 | PhoneNum |
| Signature | 2023-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETH | PersonFirstNm |
| Person Last | MONSRUD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2023-10-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HILARY MARDEN-RESNIK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 STINSON BLVD NE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,801,482 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.UCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE COMPREHENSIVE HEALTH SERVICES AND CARE MANAGEMENT SERVICES TO OUR MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $904,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $977 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,405,260 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,339,563 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,840 | PYInvestmentIncomeAmt |
| CY Investment Income | $556,607 | CYInvestmentIncomeAmt |
| PY Other Revenue | $899,425 | PYOtherRevenueAmt |
| CY Other Revenue | $905,312 | CYOtherRevenueAmt |
| PY Total Revenue | $41,308,525 | PYTotalRevenueAmt |
| CY Total Revenue | $44,801,482 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $40,079,880 | PYOtherExpensesAmt |
| CY Other Expenses | $44,425,595 | CYOtherExpensesAmt |
| PY Total Expenses | $40,079,880 | PYTotalExpensesAmt |
| CY Total Expenses | $44,425,595 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,228,645 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $375,887 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,509,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,796,218 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,409,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,320,684 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,099,647 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,475,534 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UCARE HEALTH, INC. WILL IMPROVE THE HEALTH OF OUR MEMBERS THROUGH INNOVATIVE SERVICES AND PARTNERSHIPS ACROSS COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $42,334,306 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $43,339,563 | RevenueAmt |
| Desc | UCARE HEALTH INC. (FORMERLY UCARE WISCONSIN) IS A NON-PROFIT SERVICE INSURANCE CORPORATION PROVIDING ACCESS TO COMPREHENSIVE HEALTH SERVICES AND CARE MANAGEMENT PROGRAMS DESIGNED TO IMPROVE THE HEALTH AND HEALTH COVERAGE OF OUR ENROLLED MEMBERS.UCARE HEALTH INC. IS COMMITTED TO SERVING INDIVIDUALS IN PUBLIC HEALTH CARE PROGRAMS; A PRIMARY COMPONENT OF ITS PROGRAM ACTIVITY IS TO PROVIDE MEDICARE ADVANTAGE COORDINATED CARE PLAN SERVICES TO SENIORS. AS OF DECEMBER 2022, IT WAS SERVING NEARLY 2,849 MEDICARE AND 727 MEDICARE SUPPLEMENT BENEFICIARIES IN MINNESOTA AND WISCONSIN. UCARE HEALTH INC IS A WHOLLY OWNED SUBSIDIARY OF UCARE MINNESOTA, A TAX-EXEMPT ORGANIZATION SERVING MEDICAID, MEDICARE, AND INDIVIDUAL HEALTH EXCHANGE RECIPIENTS IN MINNESOTA.AS UCARE MINNESOTA'S WHOLLY OWNED SUBSIDIARY, UCARE HEALTH, INC. ALSO PROVIDES SUPPORTING COVERAGE FOR SERVICES DELIVERED OUTSIDE THE SERVICE AREA OF AN INDIVIDUAL COMPREHENSIVE HEALTH PLAN OFFERED THROUGH MINNESOTA'S HEALTH INSURANCE EXCHANGE. THIS UCARE HEALTH ACTIVITY IS INTENDED TO FURTHER UCARE MINNESOTA'S CHARITABLE PURPOSE TO IMPROVE THE HEALTH OF ITS MEMBERSHIP THROUGH INNOVATIVE SERVICES AND PARTNERSHIPS ACROSS COMMUNITIES. MEASURED BY PREMIUM REVENUE, THIS ACTIVITY IS INCIDENTAL TO UCARE HEALTH LNC.'S PRIMARY SOCIAL WELFARE ACTIVITY OF OFFERING MEDICARE ADVANTAGE HEALTH PLANS FOR SENIORS AND ITS PLANNED GROWTH STRATEGY OF EXPANDING INTO MEDICAID OFFERINGS.UCARE HEALTH, INC.'S MEDICARE ADVANTAGE HEALTH PLANS ARE OFFERED IN PARTNERSHIP WITH NONPROFIT HEALTH CARE DELIVERY SYSTEMS THAT SHARE THE FINANCIAL RISK FOR SERVING THE ENROLLED POPULATION. THIS PRODUCT DESIGN FEATURES AN INCREASED EMPHASIS ON COST CONTROL, QUALITY PERFORMANCE, AND ROBUST POPULATION HEALTH MANAGEMENT. THE SHARED RISK ARRANGEMENTS WITH HEALTH CARE PROVIDER PARTNERS INCLUDE QUALITY OUTCOMES THAT CREATE AN ADDITIONAL INCENTIVE FOR IMPROVEMENTS IN HEALTH FOR THE MEMBERSHIP.THE COVID-19 PANDEMIC CONTINUED TO IMPACT UCARE'S PLANNED QUALITY IMPROVEMENT ACTIVITIES FOR 2022. UCARE WAS ABLE TO SHIFT FOCUS, PRIORITIES, AND RESOURCES TO ADDRESS THE COVID-19 PANDEMIC AND PRESSING NEEDS OF MEMBERS. UCARE CONTINUES TO IDENTIFY OPPORTUNITIES FOR IMPROVEMENT TO DEVELOP INTERVENTIONS TO SUPPORT THE NEEDS OF OUR MEMBERSHIP. OUR STRATEGIES AND INTERVENTIONS HAVE BEEN TAILORED TO REDUCE DISPROPORTIONATE BURDEN OF COVID-19 AMONG DIVERSE POPULATION GROUPS THAT ARE AT INCREASED RISK FOR INFECTION AND SEVERE ILLNESS AS WELL AS WORKING TO ADDRESS HEALTH DISPARITIES AND INEQUITIES RELATED TO COVID-19.UCARE HEALTH, INC. SUPPORTS MEMBER HEALTH PROGRAMS, COMMUNITY ACTIVITIES AND COLLABORATIONS, AND HEALTH EDUCATION PROGRAMS, WHICH ARE INTEGRAL TO THE PRODUCTS OFFERED TO MEMBERS. ONE EXAMPLE IS THE FITNESS BENEFIT, WITH A CHOICE OF THE SILVERSNEAKERS FITNESS PROGRAM OR UCARE'S HEALTH CLUB SAVINGS NETWORK OF FITNESS CENTERS. MEMBERS ALSO HAVE ACCESS TO DISEASE MANAGEMENT PROGRAMS FOR ASTHMA, DIABETES, CHRONIC KIDNEY DISEASE AND CONGESTIVE HEART FAILURE, SMOKING CESSATION PROGRAMS, DISTRIBUTION OF FREE MATERIALS ON HEALTH EDUCATION AND PROPER USE OF URGENT AND EMERGENCY FACILITIES AT COMMUNITY FORUMS. IN ADDITION, UCARE SUPPORTS MEMBER ACCESS TO SERVICES THAT ARE HEALTH AND WELLNESS RELATED VIA DISCOUNTS ON COMMUNITY EDUCATION CLASSES, OVER THE COUNTER MEDICATIONS, ALTERNATIVE MEDICINE AND HEALTHY FOOD DISCOUNTS. THESE EFFORTS NOT ONLY BENEFIT THE HEALTH OF ENROLLEES, BUT POSITIVELY AFFECT THEIR FAMILIES AND LARGER COMMUNITIES.COMMUNITY ACTIVITIES AND EDUCATION ARE ALSO ESSENTIAL TO IMPROVING THE HEALTH OF OUR COMMUNITY. EXAMPLES INCLUDE PARTICIPATING IN THE INSTITUTE FOR CLINICAL SYSTEMS IMPROVEMENTS, AS WELL AS DELIVERING MEDICARE GENERAL EDUCATION SESSIONS ACROSS UCARE HEALTH'S SERVICE AREA. THESE MEETINGS ARE OPEN TO ANYONE IN THE COMMUNITY, ESPECIALLY THOSE WHO WILL BE OR KNOW SOMEONE WHO WILL BE AGING INTO MEDICARE SOON AND IS INTERESTED IN LEARNING ABOUT ALL ASPECTS OF THE FEDERAL MEDICARE PROGRAM AND SYSTEM. WHILE THE COVID-19 PANDEMIC LIMITED THE SESSIONS CONDUCTED IN 2022, UCARE MINNESOTA, ON BEHALF OF UCARE HEALTH, CONDUCTED 81 MEDICARE EDUCATION CLASSES WHICH WERE ATTENDED BY 340 INDIVIDUALS, INCLUDING INDIVIDUALS RESIDING IN UCARE HEALTH'S SERVICE AREA. UCARE HEALTH ALSO PRODUCED NUMEROUS NEWSLETTER ARTICLES EDUCATING BOTH MEMBERS AND PROVIDERS ABOUT VARIOUS TOPICS, INCLUDING DENTAL BENEFITS, CHRONIC CONDITION MANAGEMENT, NEW PROVIDER SEARCH TOOL, MEDICARE COVERAGE UPDATES, CAREGIVING SUPPORT FOR FAMILIES, BUT MOST NOTABLY RELATED TO MANAGING HEALTH AND SAFETY DURING THE COVID-19 PANDEMIC. | Desc |
| Total Program Service Expenses | $42,334,306 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 802 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG MARSHALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6126766500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 STINSON BLVD NE | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55413 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| HILARY MARDEN-RESNIK | |||||||||
| PRESIDENT & CEO | 0.10 | 40.10 | Yes (X) | $0 | $997,449 | $165,460 | |||
| MARK TRAYNOR | |||||||||
| FORMER CEO | 0.00 | 0.00 | $0 | $799,197 | $2,880 | Yes (X) | |||
| BETH MONSRUD | |||||||||
| SVP, CFO & TREASURER | 0.10 | 40.10 | Yes (X) | $0 | $601,270 | $94,041 | |||
| GHITIANN WORCESTER | |||||||||
| EVP CHIEF MARKETING OFFICER | 0.10 | 40.10 | $0 | $610,456 | $79,480 | Yes (X) | |||
| DANIEL SANTOS | |||||||||
| CHIEF LEGAL OFFICER & SECRETARY | 0.10 | 40.10 | Yes (X) | $0 | $576,434 | $76,578 | |||
| JAMES PACALA MD | |||||||||
| DIRECTOR | 40.40 | 0.20 | $0 | $424,124 | $62,712 | Yes (X) | |||
| MYRON FRANS | |||||||||
| DIRECTOR | 40.40 | 0.20 | $0 | $392,198 | $62,652 | Yes (X) | |||
| JULIA JOSEPH-DE CAPRIO EVP | |||||||||
| CHIEF MEDICAL OFFICER (THRU 6/3/22) | 0.10 | 40.10 | $0 | $350,303 | $36,138 | Yes (X) | |||
| PATRICIA ADAM MD | |||||||||
| DIRECTOR | 40.40 | 0.20 | $0 | $238,117 | $66,681 | Yes (X) | |||
| TERESA MCCARTHY MD | |||||||||
| VICE CHAIR | 40.40 | 0.20 | Yes (X) | $0 | $219,983 | $54,620 | Yes (X) | ||
| TOM DEPHILLIPS | |||||||||
| DIRECTOR | 40.40 | 0.20 | $0 | $178,003 | $85,398 | Yes (X) | |||
| WILLIAM ROBERTS MD | |||||||||
| DIRECTOR | 40.40 | 0.20 | $0 | $162,436 | $78,373 | Yes (X) | |||
| MICHAEL WOOTTEN MD | |||||||||
| DIRECTOR | 40.40 | 0.20 | $0 | $176,181 | $41,933 | Yes (X) | |||
| TENBIT EMIRU EVP CHIEF | |||||||||
| MEDICAL OFFICER (EFFECTIVE 8/22/22) | 0.00 | 40.00 | $0 | $157,896 | $43,403 | Yes (X) | |||
| ROBERT RISKIN | |||||||||
| DIRECTOR | 0.10 | 0.20 | $0 | $13,250 | $0 | Yes (X) | |||
| CHARITY BENNETT | |||||||||
| DIRECTOR | 0.10 | 0.20 | $0 | $12,560 | $0 | Yes (X) | |||
| ALLISON O'TOOLE | |||||||||
| DIRECTOR | 0.10 | 0.20 | $0 | $12,500 | $0 | Yes (X) | |||
| P JAY KIEDROWSKI | |||||||||
| DIRECTOR | 0.10 | 0.20 | $0 | $12,000 | $0 | Yes (X) | |||
| PATRICIA NELSON | |||||||||
| DIRECTOR | 0.10 | 0.20 | $0 | $12,000 | $0 | Yes (X) | |||
| JAMES VAN VOOREN MD | |||||||||
| BOARD CHAIR | 0.20 | 0.40 | Yes (X) | $0 | $11,250 | $0 | Yes (X) | ||
| JEFF BANGSBERG | |||||||||
| DIRECTOR | 0.10 | 0.20 | $0 | $9,500 | $0 | Yes (X) | |||
| JOHN GROSS | |||||||||
| DIRECTOR (THRU 8/31/22) | 0.10 | 0.20 | $0 | $8,000 | $0 | Yes (X) | |||
| MARIAM MOHAMED | |||||||||
| DIRECTOR (EFFECTIVE 8/31/22) | 0.10 | 0.20 | $0 | $4,750 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,979,857 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $950,349 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE PAYMENTS | 524114 | $26,848,390 | $26,848,390 |
| MEMBER PREMIUMS | 524114 | $16,491,173 | $16,491,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,339,563 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $556,607 | TotalRevenueColumnAmt |
| Exclusion | $556,607 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMINISTRATIVE SERVICE | 561000 | $904,000 | $904,000 | |
| MISCELLANEOUS INCOME | 900099 | $1,312 | $1,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $905,312 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,801,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,339,563 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $904,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $557,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,999 | TotalAmt |
| Program Services | $13,788 | ProgramServicesAmt |
| Management And General | $4,211 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,639,541 | TotalAmt |
| Program Services | $41,607,830 | ProgramServicesAmt |
| Management And General | $31,711 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,470 | TotalAmt |
| Program Services | $465,470 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,744 | TotalAmt |
| Program Services | $127,173 | ProgramServicesAmt |
| Management And General | $235,571 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,584 | TotalAmt |
| Program Services | $83,275 | ProgramServicesAmt |
| Management And General | $1,309 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,656,027 | TotalAmt |
| Management And General | $1,656,027 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| TAXES & ASSESSMENTS | $156,397 | $156,397 | |
| MISCELLANEOUS | $35,576 | $494 | $35,082 |
| BAD DEBT EXPENSE | $5,054 | $5,054 | |
| LICENSES, FEES & DUES | $2,203 | $515 | $1,688 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,425,595 | TotalAmt |
| Program Services | $42,334,306 | ProgramServicesAmt |
| Management And General | $2,091,289 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$403,044 | BOYAmt |
| EOY | -$288,116 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,150,609 | BOYAmt |
| EOY | $35,887,334 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,336,864 | BOYAmt |
| EOY | $2,682,639 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,995 | BOYAmt |
| EOY | $514,361 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,509,424 | BOYAmt |
| EOY | $38,796,218 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,218,932 | BOYAmt |
| EOY | $9,205,936 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,845 | BOYAmt |
| EOY | $114,748 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,000,000 | BOYAmt |
| EOY | $26,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,409,777 | BOYAmt |
| EOY | $35,320,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,099,647 | BOYAmt |
| EOY | $3,475,534 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,099,647 | BOYAmt |
| EOY | $3,475,534 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,509,424 | BOYAmt |
| EOY | $38,796,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $375,887 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | UCARE HAD ELECTED TO ADOPT GUIDANCE ON THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. UCARE FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAS NO EFFECT ON UCARE'S CONSOLIDATED FINANCIAL STATEMENTS. UCARE'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HILARY MARDEN-RESNIK | ||||||||||||||
| PRESIDENT & CEO | $0 | $829,358 | $0 | $109,921 | $0 | $58,170 | $0 | $11,000 | $0 | $154,460 | $0 | $1,162,909 | $0 | $0 |
| MARK TRAYNOR | ||||||||||||||
| FORMER CEO | $0 | $417,391 | $0 | $219,843 | $0 | $161,963 | $0 | $0 | $0 | $2,880 | $0 | $802,077 | $0 | $0 |
| BETH MONSRUD | ||||||||||||||
| SVP, CFO & TREASURER | $0 | $453,882 | $0 | $86,121 | $0 | $61,267 | $0 | $8,250 | $0 | $85,791 | $0 | $695,311 | $0 | $0 |
| GHITIANN WORCESTER | ||||||||||||||
| EVP CHIEF MARKETING OFFICER | $0 | $457,768 | $0 | $83,774 | $0 | $68,914 | $0 | $11,000 | $0 | $68,480 | $0 | $689,936 | $0 | $0 |
| DANIEL SANTOS | ||||||||||||||
| CHIEF LEGAL OFFICER & SECRETARY | $0 | $428,076 | $0 | $77,738 | $0 | $70,620 | $0 | $11,000 | $0 | $65,578 | $0 | $653,012 | $0 | $0 |
| JAMES PACALA MD | ||||||||||||||
| DIRECTOR | $0 | $423,838 | $0 | $0 | $0 | $286 | $0 | $36,468 | $0 | $26,244 | $0 | $486,836 | $0 | $0 |
| MYRON FRANS | ||||||||||||||
| DIRECTOR | $0 | $391,912 | $0 | $0 | $0 | $286 | $0 | $47,275 | $0 | $15,377 | $0 | $454,850 | $0 | $0 |
| JULIA JOSEPH-DE CAPRIO EVP | ||||||||||||||
| CHIEF MEDICAL OFFICER (THRU 6/3/22) | $0 | $191,820 | $0 | $82,265 | $0 | $76,218 | $0 | $10,963 | $0 | $25,175 | $0 | $386,441 | $0 | $0 |
| PATRICIA ADAM MD | ||||||||||||||
| DIRECTOR | $0 | $237,881 | $0 | $0 | $0 | $236 | $0 | $49,560 | $0 | $17,121 | $0 | $304,798 | $0 | $0 |
| TERESA MCCARTHY MD | ||||||||||||||
| VICE CHAIR | $0 | $219,771 | $0 | $0 | $0 | $212 | $0 | $19,893 | $0 | $34,727 | $0 | $274,603 | $0 | $0 |
| TOM DEPHILLIPS | ||||||||||||||
| DIRECTOR | $0 | $177,717 | $0 | $0 | $0 | $286 | $0 | $57,370 | $0 | $28,028 | $0 | $263,401 | $0 | $0 |
| WILLIAM ROBERTS MD | ||||||||||||||
| DIRECTOR | $0 | $162,304 | $0 | $0 | $0 | $132 | $0 | $43,396 | $0 | $34,977 | $0 | $240,809 | $0 | $0 |
| MICHAEL WOOTTEN MD | ||||||||||||||
| DIRECTOR | $0 | $176,028 | $0 | $0 | $0 | $153 | $0 | $14,381 | $0 | $27,552 | $0 | $218,114 | $0 | $0 |
| TENBIT EMIRU EVP CHIEF | ||||||||||||||
| MEDICAL OFFICER (EFFECTIVE 8/22/22) | $0 | $159,650 | $0 | $0 | $0 | -$1,754 | $0 | $8,250 | $0 | $35,153 | $0 | $201,299 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE COMPENSATION FOR THE PRESIDENT AND CEO IS DETERMINED BY UCARE MINNESOTA, THE SOLE MEMBER. THE FOLLOWING METHODS ARE USED BY UCARE MINNESOTA WHEN DETERMINING THE PRESIDENT AND CEO'S COMPENSATION: (1) COMPENSATION COMMITTEE (2) INDEPENDENT COMPENSATION CONSULTANT (3) FORM 990 OF OTHER ORGANIZATIONS (4) WRITTEN EMPLOYMENT CONTRACT (5) COMPENSATION SURVEY OR STUDY (6) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 4B | THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN IN 2022: CONTRIBUTIONS: HILARY MARDEN-RESNIK - $126,828 BETH MONSRUD - $59,247 GHITIANN WORCESTER - $57,682 JULIA JOSEPH-DI CAPRIO - $13,891 DANIEL SANTOS - $54,053 TENBIT EMIRU - $29,120 DISTRIBUTIONS: MARK W TRAYNOR - $161,963 HILARY MARDEN-RESNIK - $65,678 BETH MONSRUD - $68,415 GHITIANN WORCESTER - $66,110 JULIA JOSEPH-DI CAPRIO - $73,014 DANIEL SANTOS - $71,380 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | UCARE HEALTH, INC. HAS AN ADMINISTRATIVE SERVICE AGREEMENT WITH UCARE MINNESOTA TO PROVIDE OVERALL MANAGEMENT AND ADMINISTRATION OF UCARE HEALTH, INC.'S BUSINESS. UCARE HEALTH, INC.'S BUSINESS, INCLUDES BUT IS NOT LIMITED TO, ADMINISTRATIVE MANAGEMENT, FINANCIAL MANAGEMENT, PROVIDER CONTRACTING SERVICES, MARKETING SERVICES AND PUBLIC AFFAIRS SERVICES, AND OTHER TASKS AS MAY BE NECESSARY TO CARRY OUT ANY POLICIES RELATED TO UCARE HEALTH, INC.'S BUSINESS. UCARE HEALTH, INC. REIMBURSES UCARE MINNESOTA FOR ALL COSTS AND EXPENSES DIRECTLY AND INDIRECTLY INCURRED AND ASSOCIATED WITH THE BUSINESS AND OPERATION OF UCARE HEALTH, INC. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION'S SOLE MEMBER IS UCARE MINNESOTA, A MINNESOTA NON-PROFIT CORPORATION ORGANIZED TO OPERATE AS A HEALTH MAINTENANCE ORGANIZATION UNDER MINNESOTA STATUTES, CHAPTER 62D AND EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE. UCARE MINNESOTA AS THE CORPORATE MEMBER, HAS ALL POWERS AND VOTING RIGHTS AFFORDED BY LAW TO VOTING MEMBERS OF SERVICE INSURANCE CORPORATIONS UNDER WISCONSIN STATUTES CHAPTER 613 AND APPLICABLE SECTIONS OF WISCONSIN STATUTES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS CONSISTS OF 15 DIRECTORS. THE DIRECTORS ARE ELECTED AUTOMATICALLY BY VIRTUE OF THEIR ELECTION TO THE UCARE MINNESOTA BOARD OF DIRECTORS, UNLESS A DIFFERENT DIRECTOR IS ELECTED BY UCARE MINNESOTA AS CORPORATE MEMBER ACTING THROUGH ITS BOARD OF DIRECTORS. SUCH DIFFERENT DIRECTORS NEED NOT BE RESIDENT OF WISCONSIN, AND MAY OR MAY NOT BE ENROLLEES RECEIVING COVERAGE OR SERVICES FROM THE CORPORATION ALTHOUGH AT LEAST 40% OF THE DIRECTORS SHALL BE ENROLLEES OF THE CORPORATION OR UCARE MINNESOTA. |
| FORM 990, PART VI, SECTION A, LINE 7B | IN ADDITION TO THE POWERS SET FORTH IN WISCONSIN LAW FOR MEMBERS, UCARE MINNESOTA HAS RESERVED TO ITSELF THE FOLLOWING POWERS CONCERNING THE GOVERNANCE OF THE CORPORATION, WHICH SHALL BE EXPRESSED THROUGH THE UCARE MINNESOTA BOARD OF DIRECTORS: (A) THE APPROVAL OF ANY PLANS OF MERGER OR CONSOLIDATION BY THE CORPORATION WITH ANY FOREIGN OR DOMESTIC CORPORATION, VOLUNTARY DISSOLUTION OF THE CORPORATION, OR ANY SALES, LEASE, OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; (B) THE APPROVAL OF THE GRANT OF A SECURITY INTEREST IN ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS OR THE GUARANTEE OF ANY INDEBTEDNESS BEFORE SUCH ECURITY INTEREST OR GUARANTEE BECOMES LEGALLY BINDING, AND (C) THE AMENDMENT OF THE ARTICLES OF INCORPORATION OR BY LAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE CONTROLLER AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. UCARE PROVIDED A COPY AND REVIEWED THE DETAIL OF THE COMPLETED 990 FORM WITH THE BOARD'S FINANCE AND AUDIT COMMITTEE. UCARE ALSO PROVIDED A COPY OF THE COMPLETED 990 FORM TO ALL MEMBERS OF THE BOARD OF DIRECTORS VIA THE BOARD'S ON-LINE PORTAL PRIOR TO THE FINANCE AND AUDIT COMMITTEE'S REPORT TO THE BOARD. UPON APPROVAL BY THE BOARD OF DIRECTORS, THE 990 FORM WAS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | UCARE REQUIRES COMPLETION OF AN ANNUAL QUESTIONNAIRE BY ITS BOARD MEMBERS, OFFICERS, AND SENIOR EXECUTIVES, WHICH IS DESIGNED TO SURFACE POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, UCARE'S CONFLICT OF INTEREST POLICY REQUIRES DISCLOSURE TO THE BOARD CHAIR AND/OR CEO OF A POTENTIAL CONFLICT INVOLVING A DIRECTOR, OFFICER, OR MANAGEMENT STAFF WHEN A PARTICULAR TRANSACTION ARISES. IF THE BOARD OR DESIGNATED BOARD COMMITTEE DETERMINES THAT A POTENTIAL CONFLICT EXISTS RELATED TO A TRANSACTION REQUIRING ACTION BY THE BOARD, THE POLICY CALLS FOR THE BOARD MEMBER WITH THE POTENTIAL CONFLICT TO ABSTAIN FROM VOTING. IN ADDITION, A MAJORITY OF THE DISINTERESTED DIRECTORS MUST FIND THAT THE TRANSACTION IS FAIR AND REASONABLE TO THE OPERATION AND THAT THE ORGANIZATION COULD NOT REASONABLY FIND A MORE ADVANTAGEOUS TRANSACTION FROM ANOTHER ENTITY WITHOUT A POTENTIAL CONFLICT. THE POLICY ALSO REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS TO THE BOARD OR DESIGNATED COMMITTEE EVEN FOR TRANSACTIONS NOT REQUIRING BOARD ACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | UCARE HEALTH, INC. WILL PROVIDE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 38,571,820. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,571,820. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,422,934. MANAGEMENT AND GENERAL EXPENSES 363. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,423,297. BROKER COMMISSIONS: PROGRAM SERVICE EXPENSES 313,920. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 313,920. HEALTH PROMOTION: PROGRAM SERVICE EXPENSES 55,120. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,120. OUTSOURCED SERVICES: PROGRAM SERVICE EXPENSES 244,036. MANAGEMENT AND GENERAL EXPENSES 31,348. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 275,384. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| U OF MN SCHOOLDEPT OF FAMILY MEDICINE & COMMUNITY HEALTH | ||||||||||
| 516 DELAWARE ST | MINNEAPOLIS | MN | 55455 | 416007513 | MEDICAL EDUCATION | MN | UNIVERSITY OF MINNESOTA | 0 | ||
| UCARE FOUNDATION | ||||||||||
| 500 STINSON BLVD NE | MINNEAPOLIS | MN | 55413 | 464795214 | COMMUNITY-DIRECTED INITIATIVE OF UCARE MINNESOTA | MN | UCARE MINNESOTA | 0 | 501(C)(3) | LINE 12A, I |
| UCARE MINNESOTA | ||||||||||
| 500 STINSON BLVD NE | MINNEAPOLIS | MN | 55413 | 363573805 | NOT-FOR-PROFIT HEALTH MAINTENANCE ORGANIZATION | MN | U OF M DEPARTMENT OF FAMILY PRACTICE | 0 | 501(C)(3) | LINE 10 |
| UCARE IOWA | ||||||||||
| 500 STINSON BLVD NE | MINNEAPOLIS | MN | 55413 | 880661315 | NON-PROFIT SERVICE INSURANCE ORGANIZATION | IA | UCARE MINNESOTA | 0 | 501(C)(4) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Comments