2013-09-10T15:15:19-05:00 2012-12-31 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2012-01-01 391245329 CARE WISCONSIN FIRST INC CARE 6082400020 PO BOX 14017 MADISON WI 537080017 KAREN MUSSER 6082400020 2013-09-10 1 JAY ADKISSON CPA P01360892 4144319300 2013-08-20 2012 2016-02-24 21:20:13Z KAREN MUSSER PO BOX 14017 MADISON WI 537080017 178249176 0 X WWW.CAREWISC.ORG X 1976 WI PROVIDE HEALTH, SOCIAL, INFORMATIONAL AND RELATED SUPPORT SERVICES TO ELIGIBLE MEMBERS AND THEIR FAMILIES OR OTHER CARE GIVERS. 16 13 549 13 0 0 238072 101680 171083766 177305394 118127 259877 3535616 0 174975581 177666951 0 0 127439801 0 31435450 30804839 0 0 0 7957171 137642746 166832422 168447585 8143159 9219366 26648111 35260841 18216603 17604817 8431508 17656024 X PROVIDE HEALTH, SOCIAL, INFORMATIONAL AND RELATED SUPPORT SERVICES TO ELIGIBLE MEMBERS AND THEIR FAMILIES OR OTHER CARE GIVERS. 0 0 143419349 159773417 FAMILY CARE PROGRAM - PROVIDES CARE MANAGEMENT AND A MEDICAID BENEFIT AND SERVICE PACKAGE. FOCUS IS ON ELIMINATING WAIT LISTS AND MEETING MEMBERS' DESIRED HEALTH AND LONG-TERM CARE OUTCOMES THROUGH EFFECTIVE AND COST-EFFECTIVE CARE PLANS. FAMILY CARE HAD 3,624 MEMBERS ENROLLED AT THE END OF 2012. 13265746 17378940 PARTNERSHIP PROGRAM - PROVIDES COORDINATED HEALTH CARE AND LONG-TERM SUPPORT SERVICES FOR MEDICAID ELIGIBLE MEMBERS WHO HAVE CONDITIONS REQUIRING NURSING HOME LEVEL OF CARE. 78441 64800 ADULT DAY CENTERS - BRIGHT AND VIBRANT PLACES WHERE OLDER PERSONS WITH MEDICAL, PHYSICAL OR COGNITIVE DISABILITIES CAN ACTIVELY AND ENJOYABLY SPEND THE DAYTIME. BEGAN PURCHASING THESE SERVICES INSTEAD OF PROVIDING THIS SERVICE IN JULY 2012. 312526 88237 OTHER HEALTH AND LONG-TERM CARE SERVICES PROVIDED INCLUDE TRANSPORTATION, REHAB, AND DENTAL. 312526 88237 157076062 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 395 0 1 549 1 0 0 0 0 0 0 0 0 0 0 X 16 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X TERRY METZGER 6082453066 PO BOX 14017 MADISON WI 53708 BRIAN HELLMER 1.00 X 0 0 0 DIANE KRUEGER 1.00 X 0 0 0 IRIS CHRISTENSON 1.00 X 0 0 0 ANDRE PAFF 1.00 X 0 0 0 KAREN PAULSON 1.00 X 0 0 0 MEL MCCARTNEY 1.00 X 0 0 0 MARSHA TESAR 1.00 X 0 0 0 ELAINE TAYLOR 1.00 X 0 0 0 BARB BOWERS 1.00 X 0 0 0 STEVE CABLE 1.00 X 0 0 0 TERRY SCHADEBERG 1.00 X 0 0 0 DENISE DELONG 1.00 X 0 0 0 KAREN MUSSER 40.00 X X 255113 0 20721 TERRY METZGER 40.00 X X 163878 0 17890 KEN EIMERS 40.00 X X 199132 0 20007 RITA WELLS 1.00 X X 0 0 0 SCOTT JOHNSON 40.00 X 169263 0 4841 PATRICIA NEELY 40.00 X 141265 0 13624 MYRA ENLOE 40.00 X 128608 0 13242 KRISTIN JEFFRIES 40.00 X 142961 0 14570 RITA SEAVER 40.00 X 113564 0 9641 AMY PEELER 40.00 X 124936 0 5499 1438720 0 120035 9 0 1 0 OCONOMOWOC RESIDENTIAL PROGRAMS INC PO BOX 3090 MILWAUKEE WI 53201 LONG TERM CARE SERVICES 6638454 BETHESDA LUTHERAN COMMUNITIES INC 600 HOFFMAN DRIVE WATERTOWN WI 53094 LONG TERM CARE SERVICES 6311402 ST COLETTA OF WISCONSIN DAC N4637 COUNTY ROAD Y JEFFERSON WI 53549 LONG TERM CARE SERVICES 4865144 CREATIVE COMMUNITY LIVING SERVICES INC 314 E MAIN ST WATERTOWN WI 53094 LONG TERM CARE SERVICES 3901175 ABILITIES INC 700 HIGHLAND FORT ATKINSON WI 53538 LONG TERM CARE SERVICES 3606738 221 23591 74514 3575 101680 MEDICARE PREMIUMS 624100 142172287 142172287 FAMILY CARE 624100 17601130 17601130 CARE WISCONSIN HEALTH PLAN CONTRA 624100 17378940 17378940 TRANSPORTATION 624100 88237 88237 ADULT DAY CENTER 624100 64800 64800 177305394 6855 6855 5271 829976 4257 577968 1014 252008 253022 253022 177666951 177305394 0 259877 X 864206 864206 24266654 17283063 6983591 417190 281634 135556 3346935 2604940 741995 1909854 1375474 534380 73951 73951 86000 86000 37176 37176 712 712 128027345 127595801 431544 5869 5869 1398336 861721 536615 1988876 781 1988095 710915 653810 57105 7806 2552 5254 25379 25379 1074237 484366 589871 292747 32252 260495 MEDICAL EQUIPMENT/SUPPL 2098837 2098837 EQUIPMENT MAINTENANCE & 926505 161407 765098 ASSESSMENT EXPENSE 750000 750000 BAD DEBT EXPENSE 113820 113820 24235 2889424 -2865189 168447585 157076062 11371523 0 1700 1200 14083596 26032982 4669845 3103494 473762 489041 10004629 6885006 4196764 3119623 3222444 2514501 26648111 35260841 3238503 3018652 604321 26715 477742 0 13896037 14559450 18216603 17604817 X 8418738 17651994 8740 0 4030 4030 8431508 17656024 26648111 35260841 9219366 5150 0 X X 0 1 X 1 1 1 X 238618 149371 172328 238072 101680 900069 56816726 139314898 144685778 174619382 177305394 692742178 57055344 139464269 144858106 174857454 177407074 693642247 0 0 0 693642247 45372 31460 32381 56925 6855 172993 45372 31460 32381 56925 6855 172993 57100716 139495729 144890487 174914379 177413929 693815240 0.99980 0.99940 0.00020 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 37176 37176 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: NATIONAL HEALTH POLICY GROUP ($28,712) REPRESENTS SNP'S (SPECIAL NEEDS PLANS) AND THE UNIQUE NEEDS OF SNP MEMBERS. MICHAEL BLUMENFELD ($8,464) IS RESPONSIBLE FOR AWARENESS AND REPRESENTATION OF THE MANAGED-CARE ORGANIZATIONS AND MEMBERS OF MEDICAID FUNDED LONG-TERM CARE PROGRAMS . 63404 7364 70768 63535 -131 63404 56725 6810 63535 46032 10693 56725 57840 -11808 46032 1.00000 0 0 3346505 1537859 1808646 632833 398159 234674 1815336 1598399 216937 4209955 3350589 859366 3119623 TRUSTS 2514501 2514501 MEDICAL CLAIMS PAYABLE 14559450 14559450 X 177679503 5150 8114 13264 177666239 712 712 177666951 168446247 0 168446247 712 626 1338 168447585 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE BOARD DESIGNATED FUNDS IS SPECIAL PROJECTS AT CARE WISCONSIN FIRST, INC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE COMPANY DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF 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 THAT POSITION IS NOT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE COMPANY RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS IN 2012 OR 2011. TAX RETURNS FOR YEARS 2009 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 8,114. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 626. X X X 1 0 0 0 0 0 0 0 0 KAREN MUSSER 253412 0 0 0 1701 0 6814 0 13907 0 275834 0 0 0 TERRY METZGER 163650 0 0 0 228 0 4632 0 13258 0 181768 0 0 0 KEN EIMERS 198332 0 0 0 800 0 5002 0 15005 0 219139 0 0 0 SCOTT JOHNSON 168624 0 0 0 639 0 4158 0 683 0 174104 0 0 0 PATRICIA NEELY 140502 0 0 0 763 0 3877 0 9747 0 154889 0 0 0 KRISTIN JEFFRIES 142473 0 0 0 488 0 3517 0 11053 0 157531 0 0 0 PART I, LINE 4A SCOTT JOHNSON - $34,328 RITA SEAVER - $24,324 KRISTIN JEFFRIES - $25,410 FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL & ADMINISTRATIVE OFFICER PERFORMS AN EXTENSIVE REVIEW PRIOR TO FILING FORM 990 WITH THE INTERNAL REVENUE SERVICE. PRIOR TO THE 990 FILING WITH THE IRS, THE FORM IS MADE AVAILABLE TO THE MEMBERS OF THE BOARD. AT THE NEXT BOARD MEETING, KEY COMPONENTS OF THE RETURN ARE THEN DISCUSSED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL BOARD MEMBERS AND EXECUTIVE TEAM MEMBERS MUST SIGN THE CONFLICT OF INTEREST DOCUMENT TO CERTIFY THAT THEY ARE IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 FOR THE EXECUTIVE TEAM, A CONSULTANT HELPS WITH REVIEWING THE MARKET DATA FROM SIMILAR ORGANIZATIONS FOR DETERMINING THE APPROPRIATE PAY RANGES AND PAY RATES FOR THE INCUMBENTS. THE CONSULTANT WILL MAKE THE RECOMMENDATION FOR THE COMPENSATION TO THE CEO FOR THE EXECUTIVE TEAM MEMBERS WHO WILL THEN REVIEW AND APPROVE. FOR THE CEO'S COMPENSATION, THE BOARD RECEIVES THE RECOMMENDATION FROM THE CONSULTANT AND WILL REVIEW/APPROVE. FORM 990, PART VI, SECTION C, LINE 19 RECORDS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BY MAILING TO CARE WISCONSIN, INC. C/O TERRY METZGER PO BOX 14017, MADISON, WI 53708-0017. OTHER FEES FORM 990, PART IX, LINE 11G OTHER FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 61,412. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,412. CONSULTING FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 370,132. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 370,132. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 127,595,801. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 127,595,801. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. CARE WISCONSIN HEALTH PLAN 2802 INTERNATIONAL LANE MADISON WI 53704 240093404 HEALTH CARE WI 501(C)(3) LINE 9 CARE WISCONSIN FIRST INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CARE WISCONSIN HEALTH PLAN INC P 11807728 COST REIMBURSEMENT CARE WISCONSIN HEALTH PLAN INC P 4107712 COST REIMBURSEMENT CARE WISCONSIN HEALTH PLAN INC P 1463500 COST REIMBURSEMENT