UCARE FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UCARE FOUNDATION (EIN 46-4795214)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-26
- IRS object ID
- 201833309349300603
- Schema version
- 2017v2.3
- 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 | 2018-11-26T08:46:32-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464795214 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCare Foundation | 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 | 2018-11-13 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.31.188.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-26 | IPDt |
| IP Tm | 08:41:21 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D3A006131336D2C4A5EA98C6E294D56E138DD4BD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D3A006131336D2C4A5EA98C6E294D56E138DD4BD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mark W Traynor | 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 | $1,160,311 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ucare.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | Grant making to improve the health of under-served populations in Minnesota. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,017,233 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $114,553 | PYInvestmentIncomeAmt |
| CY Investment Income | $143,078 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $114,553 | PYTotalRevenueAmt |
| CY Total Revenue | $1,160,311 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,444,051 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $160,000 | 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 | $5,678 | PYOtherExpensesAmt |
| CY Other Expenses | $5,082 | CYOtherExpensesAmt |
| PY Total Expenses | $1,449,729 | PYTotalExpensesAmt |
| CY Total Expenses | $165,082 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,335,176 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $995,229 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,188,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,444,171 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $458 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $422 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,188,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,443,749 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The UCare Foundation is a community-directed initiative of UCare Minnesota. The focus is grant-making to programs and initiatives that improve the health of underserved populations in the Twin Cities and throughout Minnesota and western Wisconsin. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $165,082 | ExpenseAmt |
| Grant | $160,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | In 2017, UCare Foundation distributed 3 community grants to Minnesota organizations working to improve the health of people of all ages, cultures, and abilities through innovative services, education, community outreach and research. UCare Foundation grants were awarded to organizations meeting one of three health improvement-related criteria for 2017:-Preventive health care-Programs for people with disabilities-Promoting health equityExamples of UCare Foundation grants awarded in 2017 include support for organizations that promote education and research related to primary care and family medicine, activities that support health disparities and healthy living among southern Minnesota refugee families, and programs that provide various supports to aging seniors who are struggling to live independently in the community. UCare Foundation has a formal board that oversees and approves annual grant awards. The board meets annually to determine priority areas of focus for current year solicitations. Grantees apply via an online grant system and all organizations must meet funding eligibility guidelines. Grant applications are reviewed by UCare Minnesota assigned individuals as well as certain members of the UCare Foundation board. Once approved grantees sign a conditions of grant agreement and are responsible to submit an interim and final report as well as participate in a site visit by UCare staff. The Board of Directors receives an annual report on the use of the funds.During the year, UCare staff monitored the activities and received reports related to a number of grants in progress from 2016, including support to organizations that promote access, adventure, and opportunities for those with disabilities, assist refugee families to secure basic needs and resources for self-sufficiency and to acclimate to a new way of life, expansion of the Twin Cities Mobile Market that increased access to healthy, affordable food for low income residents, provide legal supports for seniors, provide online resources and tools to support culturally appropriate delivery of health care, deliver child advocacy programs that address issues related to poverty, abuse or neglect, health care access, and quality education, and provide programs to reduce health and opportunity disparities for North Minneapolis youth by getting them outdoors and active, and setting them on a path for long-term health and success. | Desc |
| Total Program Service Expenses | $165,082 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| 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 |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other | Yes (X) | OtherInd |
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 (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Macaran Baird MD | ||||||||
| Board Chair through 10/4/2017 | 0.20 | 40.40 | Yes (X) | Yes (X) | $0 | $368,488 | $108,730 | |
| James Pacala MD | ||||||||
| Board Chair | 0.20 | 40.40 | Yes (X) | Yes (X) | $0 | $219,936 | $53,859 | |
| James Van Vorren MD | ||||||||
| Vice Chair | 0.20 | 40.40 | Yes (X) | Yes (X) | $0 | $197,255 | $76,890 | |
| Patricia Adam MD | ||||||||
| Director | 0.20 | 40.40 | Yes (X) | $0 | $197,226 | $68,662 | ||
| Charity Bennett | ||||||||
| Director | 0.10 | 0.20 | Yes (X) | $0 | $10,662 | $0 | ||
| Mirella Ceja-Orozco | ||||||||
| Director | 0.10 | 0.20 | Yes (X) | $0 | $8,535 | $0 | ||
| Catherine Godlewski | ||||||||
| Director | 0.20 | 40.40 | Yes (X) | $0 | $156,766 | $68,712 | ||
| John Gross | ||||||||
| Director | 0.10 | 0.20 | Yes (X) | $0 | $11,179 | $0 | ||
| P Jay Kiedrowski | ||||||||
| Director | 0.10 | 0.20 | Yes (X) | $0 | $10,354 | $0 | ||
| Teresa McCarthy MD | ||||||||
| Director | 0.20 | 40.40 | Yes (X) | $0 | $191,724 | $54,134 | ||
| Bert McKasy | ||||||||
| Director | 0.10 | 0.20 | Yes (X) | $0 | $11,090 | $0 | ||
| James Miller | ||||||||
| Director | 0.10 | 0.20 | Yes (X) | $0 | $10,114 | $0 | ||
| Peter Mitsch | ||||||||
| Director | 0.20 | 40.40 | Yes (X) | $0 | $257,761 | $62,551 | ||
| William Roberts MD | ||||||||
| Director | 0.20 | 40.40 | Yes (X) | $0 | $176,876 | $79,575 | ||
| Lance Teachworth | ||||||||
| Director | 0.10 | 0.20 | Yes (X) | $0 | $9,323 | $0 | ||
| Michael Wootten MD | ||||||||
| Director | 0.20 | 40.40 | Yes (X) | $0 | $229,953 | $53,881 | ||
| James Eppel | ||||||||
| Pres & CEO through 4/10/17 | 0.10 | 40.10 | Yes (X) | $0 | $730,396 | $53,841 | ||
| Mark Traynor | ||||||||
| Pres & CEO eff 4/10/17 | 0.10 | 40.10 | Yes (X) | $0 | $871,915 | $107,723 | ||
| Beth Monsrud | ||||||||
| SVP, CFO & Treasurer | 0.10 | 40.10 | Yes (X) | $0 | $604,440 | $80,412 | ||
| Hilary Marden-Resnik | ||||||||
| Secretary & SVP Chief Administrative Officer | 0.10 | 40.10 | Yes (X) | $0 | $518,245 | $75,930 | ||
| Ghitiann Worcester | ||||||||
| SVP, Public Affairs & Development | 0.10 | 40.10 | $0 | $534,453 | $64,216 | Yes (X) | ||
| Lawrence Lee | ||||||||
| SVP Chief Medical Officer | 0.10 | 40.10 | $0 | $392,459 | $76,849 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,719,150 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,085,965 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,000,000 | RelatedOrganizationsAmt |
| Government Grants | $15,673 | GovernmentGrantsAmt |
| All Other Contributions | $1,560 | AllOtherContributionsAmt |
| Total Contributions | $1,017,233 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,078 | TotalRevenueColumnAmt |
| Exclusion | $143,078 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,160,311 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $143,078 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,000 | TotalAmt |
| Program Services | $160,000 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,082 | TotalAmt |
| Program Services | $5,082 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,082 | TotalAmt |
| Program Services | $165,082 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,584 | BOYAmt |
| EOY | $11,700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,051 | BOYAmt |
| EOY | $1,214,128 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,957,899 | BOYAmt |
| EOY | $3,218,343 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,188,534 | BOYAmt |
| EOY | $4,444,171 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458 | BOYAmt |
| EOY | $422 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458 | BOYAmt |
| EOY | $422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,188,076 | BOYAmt |
| EOY | $4,443,749 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,188,076 | BOYAmt |
| EOY | $4,443,749 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,188,534 | BOYAmt |
| EOY | $4,444,171 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $995,229 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $260,444 | NetUnrlzdGainsLossesInvstAmt |
| 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCare Minnesota | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363573805 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $165,082 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $165,082 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
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 has elected to adopt guidance in 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 Financial Statements. UCare's tax returns are subject to review and examination by federal, state and local authorities. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LUTHERAN SOCIAL SERVICE | |||||||
| 2485 COMO AVE | ST PAUL | MN | 55108 | 410872993 | 501(c)3 | $130,000 | Program that provides various supports to aging seniors who are struggling to live independently in the community. |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST | MINNEAPOLIS | MN | 55455 | 416042488 | 501(c)3 | $5,000 | Contribution in honor of Dr. Macaran Baird, on his retirement as Chairman of UCare's Board of Directors. The funds were designated for the benefit of the Department of Family Medicine that supports family medicine education and research. |
| ISD # 656 | |||||||
| 710 17TH ST SW | FARIBAULT | MN | 55021 | 416003618 | ISD #656 | $25,000 | School based wellness & personal support activities that promote healthy living & wellness among refugee families. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | UCare Foundation has a formal board that oversees and approves annual grant awards. The board meets annually to determine priority areas of focus for current year solicitations. Grantees apply via an online grant system and all organizations must meet funding eligibility guidelines. Grant applications are reviewed by UCare Minnesota assigned individuals as well as certain members of the UCare Foundation board. Once approved grantees sign a conditions of grant agreement and are responsible to submit an interim and final report as well as participate in a site visit by UCare staff. The Board of Directors receives an annual report on the use of the funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Macaran Baird MD | ||||||||||||||
| Board Chair through 10/4/2017 | $0 | $368,148 | $0 | $0 | $0 | $340 | $0 | $83,850 | $0 | $24,880 | $0 | $477,218 | $0 | $0 |
| James Pacala MD | ||||||||||||||
| Board Chair | $0 | $219,936 | $0 | $0 | $0 | $0 | $0 | $32,644 | $0 | $21,215 | $0 | $273,795 | $0 | $0 |
| James Van Vorren MD | ||||||||||||||
| Vice Chair | $0 | $196,912 | $0 | $0 | $0 | $343 | $0 | $54,475 | $0 | $22,415 | $0 | $274,145 | $0 | $0 |
| Patricia Adam MD | ||||||||||||||
| Director | $0 | $196,883 | $0 | $0 | $0 | $343 | $0 | $54,335 | $0 | $14,327 | $0 | $265,888 | $0 | $0 |
| Catherine Godlewski | ||||||||||||||
| Director | $0 | $156,423 | $0 | $0 | $0 | $343 | $0 | $54,335 | $0 | $14,377 | $0 | $225,478 | $0 | $0 |
| Teresa McCarthy MD | ||||||||||||||
| Director | $0 | $191,381 | $0 | $0 | $0 | $343 | $0 | $27,900 | $0 | $26,234 | $0 | $245,858 | $0 | $0 |
| Peter Mitsch | ||||||||||||||
| Director | $0 | $257,418 | $0 | $0 | $0 | $343 | $0 | $39,920 | $0 | $22,631 | $0 | $320,312 | $0 | $0 |
| William Roberts MD | ||||||||||||||
| Director | $0 | $176,533 | $0 | $0 | $0 | $343 | $0 | $53,442 | $0 | $26,133 | $0 | $256,451 | $0 | $0 |
| Michael Wootten MD | ||||||||||||||
| Director | $0 | $229,610 | $0 | $0 | $0 | $343 | $0 | $33,480 | $0 | $20,401 | $0 | $283,834 | $0 | $0 |
| James Eppel | ||||||||||||||
| Pres & CEO through 4/10/17 | $0 | $485,457 | $0 | $247,156 | $0 | -$2,217 | $0 | $39,384 | $0 | $14,457 | $0 | $784,237 | $0 | $0 |
| Mark Traynor | ||||||||||||||
| Pres & CEO eff 4/10/17 | $0 | $579,725 | $0 | $213,499 | $0 | $78,691 | $0 | $92,070 | $0 | $15,653 | $0 | $979,638 | $0 | $81,978 |
| Beth Monsrud | ||||||||||||||
| SVP, CFO & Treasurer | $0 | $379,649 | $0 | $186,691 | $0 | $38,100 | $0 | $56,323 | $0 | $24,089 | $0 | $684,852 | $0 | $44,260 |
| Hilary Marden-Resnik | ||||||||||||||
| Secretary & SVP Chief Administrative | $0 | $327,082 | $0 | $157,204 | $0 | $33,959 | $0 | $51,664 | $0 | $24,266 | $0 | $594,175 | $0 | $40,268 |
| Ghitiann Worcester | ||||||||||||||
| SVP, Public Affairs & Development | $0 | $335,678 | $0 | $157,204 | $0 | $41,571 | $0 | $53,704 | $0 | $10,512 | $0 | $598,669 | $0 | $39,973 |
| Lawrence Lee | ||||||||||||||
| SVP Chief Medical Officer | $0 | $340,050 | $0 | $58,585 | $0 | -$6,176 | $0 | $54,697 | $0 | $22,152 | $0 | $469,308 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Supplemental Information | FormAndLineReferenceDesc |
| Explanation | 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; and (6) approval by the Board or Compensation Committee. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | UCare Foundation has an administrative service agreement with UCare Minnesota to provide overall management and administration of UCare Foundation's business. UCare Foundation's business includes, but is not limited to, accounting, investment management, and grant administration services. For the year ended December 31, 2017, UCare Minnesota provided these services to UCare Foundation as a donation of their time and talent. The value of these services aren't reflected as non-cash contributions on Part VIII, Line 1 as the IRS doesn't allow for the reporting of donated services in the Form 990. |
| Form 990, Part VI, Section A, line 6 | The sole member of this corporation is UCare Minnesota, a Minnesota nonprofit corporation. |
| Form 990, Part VI, Section A, line 7a | The sole corporate member of UCare Foundation is UCare Minnesota which elects the directors for the UCare Foundation. |
| Form 990, Part VI, Section A, line 7b | The following rights are reserved to the power of the Member of the organization: (1) the number of Board of Directors, (2) the terms of each Board member, (3) any elected or appointed Director may be removed from office with or without case by the Member, (4) vacancies in the Board of Directors shall be filled by the Member, (5) appoint an Executive Committee, (6) appoint a Finance and Audit Committee, (7) appoint individuals to serve as the UCare Foundation Council. |
| Form 990, Part VI, Section B, line 11b | The form 990 is prepared by the controller and reviewed by an independent accounting firm. UCare Foundation provides a copy and reviews the details of the completed 990 Form with the Board's Finance and Audit Committee. UCare Foundation also provides a copy of the completed 990 Form to all members of the Board of Directors via email, and 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 is filed with the Internal Revenue Service. |
| Form 990, Part VI, Section B, line 12c | UCare Foundation 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 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 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 18 | UCare Foundation's 990 Form is available on www.guidestar.org in addition to being made available upon request. |
| Form 990, Part VI, Section C, line 19 | UCare Foundation's governing documents, Conflict of Interest Policy and financial statements are available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UCare Minnesota | ||||||||||
| 500 Stinson Blvd NE | Minneapolis | MN | 55413 | 363573805 | Non-Profit HMO | MN | 501(c)(3) | Line 10 | U of M Medical SchoolDepartment of Family Practice | 0 |
| UCare Health Inc | ||||||||||
| 500 Stinson Blvd NE | Minneapolis | MN | 55413 | 208294948 | Non-Profit Service Insurance Organization | WI | 501(c)(4) | UCare Minnesota | 0 | |
| U of M Med SchoolDept of Family Practice | ||||||||||
| 516 Delaware St | Minneapolis | MN | 55455 | 416007513 | Medical Education | MN | 115 | University of Minnesota | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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