2021-05-13T14:06:05-05:00 2020-12-31 390758449 WIPFLI LLP PO BOX 12237 GREEN BAY WI 543072237 990 2020-01-01 262795800 CATALYSIS INC CATA 9206597500 100 W LAWRENCE STREET NO 422 APPLETON WI 54911 KIM BARNAS PRESIDENT 9206597500 2021-05-10 1 KIM BARNAS 999009999 TERRI REXRODE CPA MST P00096513 9206620016 2021-05-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KIM BARNAS 100 W LAWRENCE STREET NO 422 APPLETON WI 54911 3437455 0 X WWW.CREATEVALUE.ORG X 2008 WI TO REDESIGN CARE DELIVERY OF HEALTHCARE PERFORMANCE WHICH WILL RESULT IN IMPROVED VALUE FOR PATIENTS. 12 11 17 12 0 0 0 377300 5120481 3023817 4955 1781 59794 29375 5185230 3432273 51122 2781 0 0 2732453 2104009 0 0 0 1923380 1000294 4706955 3107084 478275 325189 2747436 2403725 2592367 1923467 155069 480258 X TO REDESIGN CARE DELIVERY OF HEALTHCARE PERFORMANCE WHICH WILL RESULT IN IMPROVED VALUE FOR PATIENTS. 0 0 1058269 2781 1409021 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. 790130 1453687 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. 412829 161104 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. 87944 18732 PRODUCTS - THE ORGANIZATION HAS LEARNING MATERIALS INCLUDING BOOKS ABOUT THE HEALTHCARE INDUSTRY. 87944 18732 2349172 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 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 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 100 W LAWRENCE ST SUITE 422 APPLETON WI 54911 KIM BARNAS CEO 40.00 X 293570 0 32386 JOHN TOUSSAINT MD CHAIRMAN 40.00 X X 237176 0 39386 PAUL PEJSA PROGRAM DIRECTOR 40.00 X 203614 0 36071 BRIAN VEARA PROGRAM DIRECTOR 40.00 X 161986 0 33015 CHRIS WEISBROD NETWORK MANAGER 40.00 X 149771 0 27558 PETER MARIAHAZY CHIEF ADMINISTRATIVE OFFIC 40.00 X 133998 0 18969 HEIDI BETSINGER PROGRAM DIRECTOR 40.00 X 112362 0 31835 KAREN FLOM PROGRAM DIRECTOR 40.00 X 120171 0 10385 OREST FIUME DIRECTOR 1.00 X X 0 0 0 JEFFREY THOMPSON MD DIRECTOR 1.00 X 0 0 0 JOHN SHOOK DIRECTOR 1.00 X 0 0 0 STEPHEN SHORTELL DIRECTOR 1.00 X 0 0 0 KATHRYN CORREIA DIRECTOR 1.00 X 0 0 0 MARK HALLETT DIRECTOR 1.00 X 0 0 0 KEN SNYDER 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 PETER WARD DIRECTOR 1.00 X 0 0 0 LISA YERIAN DIRECTOR 1.00 X 0 0 0 GEORGE KOENIGSAECKER - TERMED DIRECTOR 1.00 X 0 0 0 1412648 0 229605 8 0 1 0 TL MOORE LLC W5945 BLUE BONNET DRIVE APPLETON WI 54915 FACULTY 240237 1 372200 5100 377300 HEALTHCARE VALUE NETWO 541900 1453687 1453687 EDUCATION PROGRAMS 541900 1401197 1401197 SUMMITS AND EVENTS 541900 161104 161104 SPEAKING ENGAGEMENT 541900 7824 7824 OTHER 900099 5 5 3023817 2158 2158 10643 10643 377 -377 -377 -377 23537 4805 18732 18732 3432273 3042544 0 12429 X 2781 2781 755485 498552 256933 1086263 1000770 85493 77035 69301 7734 76013 66901 9112 109213 88359 20854 7497 7497 26339 26339 14463 14463 5706 5706 87911 25141 62770 54321 54321 3363 3363 164400 164400 31375 28781 2594 565223 565223 20161 20161 19535 19535 3107084 2349172 757912 0 1025940 889002 645667 410263 27064 34695 84457 61342 467765 383241 95859 84524 868449 923899 2747436 2403725 254915 138731 1469003 710837 150000 868449 923899 2592367 1923467 X 155069 480258 155069 480258 2747436 2403725 325189 0 X X 0 1 X 1 0 X 377300 377300 5635813 5231033 5376936 5185631 3047354 24476767 5635813 5231033 5376936 5185631 3424654 24854067 0 2041038 1913679 1233745 1560861 1128649 7877972 2041038 1913679 1233745 1560861 1128649 7877972 16976095 7876 10356 2499 16480 12801 50012 7876 10356 2499 16480 12801 50012 25316 13253 38569 5669005 5241389 5392688 5202111 3437455 24942648 0.68060 0.69560 0.00200 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 164753 100929 63824 303012 282312 20700 84524 457B PLAN ASSETS 923899 923899 457B PLAN LIABILITY 923899 923899 X 3507455 0 3507455 -75182 -75182 3432273 3182266 75182 75182 3107084 0 3107084 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 -4,805. LOSS ON SALE OF EQUIPMENT -377. ERC CREDIT -70,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 4,805. LOSS ON SALE OF EQUIPMENT 377. ERC CREDIT 70,000. EUROPE 0 1 PROGRAM SERVICE MISCELLANEOUS - SPEAKING ENGAGEMENTS 17351 NORTH AMERICA 0 0 PROGRAM SERVICE EDUCATIONAL PROGRAMS 73581 0 1 0 0 0 1 90932 0 90932 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 0 0 0 0 0 0 0 0 0 KIM BARNAS CEO 293570 0 0 0 0 0 19950 0 12436 0 325956 0 0 0 JOHN TOUSSAINT MD CHAIRMAN 237176 0 0 0 0 0 17403 0 21983 0 276562 0 0 0 PAUL PEJSA PROGRAM DIRECTOR 203614 0 0 0 0 0 14958 0 21113 0 239685 0 0 0 BRIAN VEARA PROGRAM DIRECTOR 161986 0 0 0 0 0 12059 0 20956 0 195001 0 0 0 CHRIS WEISBROD NETWORK MANAGER 149771 0 0 0 0 0 10879 0 16679 0 177329 0 0 0 PETER MARIAHAZY CHIEF ADMINISTRATIVE OFFIC 133998 0 0 0 0 0 9555 0 9414 0 152967 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 2020, 4 INDIVIDUALS HAD COMPENSATION REDUCTIONS AND NO ONE ELSE RECEIVED 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. PART IX UNDER SECTION 2301(E) OF THE CARES ACT AN EMPLOYER'S DEDUCTION FOR QUALIFIED WAGES, INCLUDING QUALIFIED HEALTH PLAN EXPENSES, IS REDUCED BY THE AMOUNT OF THE EMPLOYEE RETENTION CREDIT. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.