2020-08-06T09:22:35-05:00 2019-12-31 390859910 BAKER TILLY US LLP 225 S 6TH ST 2300 MINNEAPOLIS MN 55402 990 2019-01-01 522177891 UNITEDHEALTHCARE CHILDREN'S FOUNDATION UNIT 8556984223 MN017-W400 PO BOX 41 MINNEAPOLIS MN 554400041 GREGORY MILLER TREASURER 7158416167 2020-08-05 1 LAWRENCE H MOHR CPA P00447603 6128764500 2020-07-29 73.24.24.118 2020-08-05 16:43:11 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F928441D2398D0B4DCF9932C1CB380BE5D4089C9 2019 2020-09-23 17:36:50Z MATTHEW W PETERSON MN017-W400 PO BOX 41 MINNEAPOLIS MN 554400041 7521098 0 X WWW.UHCCF.ORG X 1999 MD TO FACILITATE ACCESS TO HEALTH SERVICES THAT WILL ENHANCE THE CLINICAL CONDITION OR QUALITY OF LIFE OF THE CHILD AND THAT ARE NOT FULLY COVERED BY THE AVAILABLE COMMERCIAL HEALTH BENEFIT. 5 5 0 500 0 0 7044150 6373433 0 0 13330 147445 -519060 -766254 6538420 5754624 3606826 3572709 0 0 0 0 0 0 949243 2235440 2435856 5842266 6008565 696154 -253941 9127314 9803758 1893516 2823901 7233798 6979857 X THE FOUNDATION IS COMMITTED TO ENHANCING THE QUALITY OF LIFE OF CHILDREN WITH COMMERCIAL HEALTH INSURANCE WHO ARE 16 YEARS OLD AND YOUNGER, LIVING IN THE REGIONS WHERE UNITEDHEALTHCARE DOES BUSINESS ACROSS THE UNITED STATES. THE FOUNDATION SHALL ENDEAVOR TO HELP PAY FOR SERVICES OR ITEMS THAT HAVE THE POTENTIAL OF SIGNIFICANTLY ENHANCING EITHER THE CLINICAL CONDITION OR THE QUALITY OF LIFE OF THE CHILD AND THAT ARE NOT FULLY COVERED BY THE AVAILABLE COMMERCIAL HEALTH INSURANCE. 0 0 5047401 3572709 IN 2019 WE AWARDED GRANTS FOR 3,553 CHILDREN, VALUED AT $5,152,792. GRANTS ARE FOR CHILDREN 16 YEARS AND YOUNGER AND LIMITED TO $5,000 ANNUAL AND $10,000 LIFETIME. OUR GRANTS ARE OPEN FOR A MINIMUM OF 12 MONTHS, DURING WHICH TIME WE WILL DIRECTLY PAY FOR GOODS AND SERVICES, AS APPROVED BY OUR REGIONAL COMMITTEES, DIRECTLY RELATED TO THE CHILD'S MEDICAL CONDITION. OUR GOAL IS TO HELP FAMILIES BRIDGE THE GAP BETWEEN WHAT IS COVERED BY THEIR COMMERCIAL HEALTH INSURANCE AND THE FAMILIES SHARE OF THESE COSTS. THIS INCLUDES ITEMS SUCH AS MEDICAL CO-PAYS, DEDUCTIBLES, DURABLE MEDICAL EQUIPMENT, PRESCRIPTIONS AND OTHER NON PLAN COVERED EXPENSES. 5047401 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 672 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 AK AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WV WI X X GREG MILLER 7158416167 11 SCOTT STREET WAUSAU WI 54403 X JACK WICKENS CHAIRMAN OF THE BOARD 0.50 X 0 0 0 JEANNINE RIVET DIRECTOR 0.50 X 0 0 0 TERRY CLARK DIRECTOR 0.50 X 0 0 0 ALEXIS GLICK DIRECTOR 0.50 X 0 0 0 FRED SIEGEL DIRECTOR 0.50 X 0 0 0 MATTHEW PETERSON PRESIDENT 1.00 X 0 0 0 GAYLE WOODIS EXECUTIVE DIRECTOR 20.00 X 0 0 0 KYRIE DOWNE ASST TREASURER 40.00 X 0 0 0 GREG MILLER TREASURER 40.00 X 0 0 0 FARAZ CHOUDHRY SECRETARY 3.00 X 0 0 0 SCOTT OTTO ASST EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 3287487 3085946 6373433 147445 147445 975095 3287487 1753249 -778154 -778154 25125 13225 11900 11900 5754624 0 0 -618809 X 3572709 3572709 23179 23179 1614308 800423 82 813803 250728 191067 1 59660 270655 190907 11838 67910 129322 122592 6730 42719 42719 INVENTORY MGMT/SHIPPING 104945 103805 1140 6008565 5047401 11921 949243 3529881 178053 5277346 9124791 868 222659 217803 205267 101416 72988 9127314 9803758 1194497 1631196 625000 650000 74019 542705 1893516 2823901 X 7233798 6979857 7233798 6979857 9127314 9803758 -253941 0 X X 0 1 X 1 0 X 5281452 6479651 6967317 7044150 6373433 32146003 5281452 6479651 6967317 7044150 6373433 32146003 8803568 23342435 14469 13342 13107 13330 147445 201693 32347696 0.72160 0.73580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 7671031 1150153 1150153 6520878 -766254 -766254 5754624 7924972 1150153 766254 1916407 6008565 0 6008565 PART X, LINE 2: THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2019 AND 2018. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS -766,254. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS 766,254. UHCCF GOLF CLASSIC 1743100 1353299 389801 238099 146702 5000 206404 MN CENTURY RIDE 711096 588957 122139 39607 77031 5500 113937 34 1808386 1345231 463155 166383 314043 7855 432688 4262582 3287487 975095 444089 537776 18355 753029 1753249 -778154 25125 13225 0 25125 13225 13225 11900 MN 1 0 0 0 0.00000 1.00000 GREG MILLER 11 SCOTT STREET WASUSAU WI 54403 0 GREG MILLER 0 RECORDKEEPING, MONEY COUNTING, BANK DEPOSITS, COORDINATION OF STAFF, MAINTAIN TICKET STUBS AND UNSOLD TICKETS. X 0 1 MEDICAL GRANTS 3553 3572704 PART I, LINE 2: THE FOUNDATION'S BOARD OF DIRECTORS APPROVES GRANTS CONTINGENT UPON THE FOUNDATION RECEIVING DETAILED SUPPORTING FINANCIAL INFORMATION. UPON RECEIPT OF SUCH INFORMATION, THE GRANT PAYABLE AND CORRESPONDING PROGRAM EXPENSE IS RECORDED. GRANT PAYMENTS ARE ONLY MADE WHEN PROOF OF SERVICES OR GOODS ARE PROVIDED BY THE GRANTEES. WE REVIEW THE DOCUMENTATION TO ENSURE THE COSTS FALL WITHIN THE GUIDELINES FOR EACH INDIVIDUAL GRANT. A TOTAL OF $5,152,792 WAS AUTHORIZED DURING 2019, OF WHICH $3,572,704 WAS SUBSTANTIATED AND EXPENSED IN THE CURRENT YEAR. UNITEDHEALTH GROUP ALL OFFICERS AND DIRECTORS OF THE FOUNDATION ARE EMPLOYEES OF UHG. 1564238 UNITEDHEALTH GROUP PROVIDES CERTAIN ADMINISTRATIVE, OVERHEAD, AND ACCOUNTING SERVICES TO THE FOUNDATION. THE FOUNDATION PAYS UNITEDHEALTH GROUP FOR A PORTION OF THE SERVICES PROVIDED TO THE FOUNDATION. THE TOTAL AMOUNT OF THESE SERVICES BILLED TO THE FOUNDATION WAS $1,564,238 FOR THE YEAR ENDED DECEMBER 31, 2019 AND IS INCLUDED IN CONSULTING EXPENSE ON THE STATEMENT OF FUNCTIONAL EXPENSES. 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER-TERRY CLARK, AND OFFICERS-MATTHEW PETERSON, GAYLE WOODIS, SCOTT OTTO, FARAZ CHOUDHRY, GREG MILLER, AND KYRIE DOWNE ARE EMPLOYED BY THE SAME COMPANY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT VERSION OF THE FORM 990, EITHER ELECTRONIC OR PAPER IS SUPPLIED TO EACH BOARD MEMBER PRIOR TO FILING. THEY ARE ASKED TO REVIEW AND RAISE ANY QUESTIONS ABOUT THE CONTENT OF THE FORM. IF NEEDED, A DISCUSSION MAY BE HELD WITH THE BOARD TO ADDRESS ANY QUESTIONS OR COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C WE REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE THE POLICY. SPECIFICALLY, WE REQUIRE THE COMPLETION OF AN ANNUAL DISCLOSURE FORM WHICH IS REVIEWED FOR ANY CONFLICTS OF INTEREST. WE ALSO HAVE A POLICY IN PLACE TO DETERMINE IF ANY CONFLICTS OF INTEREST ISSUES ARE PRESENT IN ANY PARTICULAR TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 800,423. MANAGEMENT AND GENERAL EXPENSES 82. FUNDRAISING EXPENSES 813,803. TOTAL EXPENSES 1,614,308. FORM 990, PART XII, LINE 2C: NEITHER THE OVERSIGHT PROCESS OF THE AUDIT, NOR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT CHANGED DURING THE YEAR.