UCARE MINNESOTA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UCARE MINNESOTA (EIN 36-3573805)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201332269349300318
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T08:50:49-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363573805 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCare Minnesota | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UCAR | NameControl |
| Phone | 6126766500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Stinson Blvd NE | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554132615 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Beth Monsrud | Name |
| Title | SVP & CFO/Treasurer | Title |
| Phone | 6126763217 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Nancy Feldman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Stinson Blvd NE | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554132615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2525808238 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ucare.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | To operate a health maintenance organization dedicated to promoting the health of the community served by making quality health care available on an economically advantageous prepaid basis. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 709 | TotalNbrEmployees |
| Total Nbr Volunteers | 2100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1745718082 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2233356809 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10260886 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8745490 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 45746 | OtherRevenuePriorYear |
| Other Revenue Current Year | 83308 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1756024714 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2242185607 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 37634500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11925000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 41915930 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 51787891 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1649937733 | OtherExpensePriorYear |
| Other Expenses Current Year | 2107615927 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1729488163 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2171328818 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 26536551 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 70856789 | RevenuesLessExpensesCY |
| Total Assets BOY | 631667208 | TotalAssetsBOY |
| Total Assets EOY | 805615054 | TotalAssetsEOY |
| Total Liabilities BOY | 295707219 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 392874715 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 335959989 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 412740339 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UCare will improve the health of our members through innovative services and partnerships across communities. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2125694241 | Expense |
| Grants | 11925000 | Grants |
| Revenue | 2233356809 | Revenue |
| Description | Operates a HMO providing coordinated health care and coverage for 302,885 individuals from the community enrolled in state and federal public health care programs, including Medicaid and Medicare. UCare's programs provide services to seniors, low-income families, the physically disabled and other individuals who may have challenges accessing health care. UCare does not offer any traditional commercial HMO or insurance products. UCare's mission is to improve the health of our members through innovative services and partnerships across communities. In 2012, UCare's quality monitoring and program initiatives demonstrated many significant activities and outcomes. The highlights are outlined below. Statistically significant (p< 0.05) clinical improvements for our members were identified in the following Healthcare Effectiveness Data and Information Set("HEDIS")measurements for Medicare & Medicaid: Breast Cancer Screening; Controlling High-Blood Pressure; Managing Diabetes and Hypertension by Controlling LDL-C; and HbA1c; Child and Teen Checkups and Childhood & Adolescent Immunizations and Lead Screenings; Prenatal Care; Chlamydia Screening; Harmful Drug Interactions; Follow-up after hospitalization for Mental Illness; Spirometry Testing for COPD; Colorectal Cancer Screening; Adult BMI Assessment; Glaucoma Screening; and Reducing Non-Urgent Emergency Department Utilization. UCare offers a telemonitoring program for qualifying members with heart failure. Ninety percent of participants agree that they have learned to make changes in the way they take care of their heart failure. Program participants were also 41% less likely to have an inpatient event for heart failure than their non-program counterparts. Additional significant clinical improvements included exceeding the goals for improving the rates of pneumococcal vaccine in a Medicare special needs plan community population and Chlamydia screening in Medicaid enrollees. The Aspirin Therapy in Ischemic Heart Disease and Diabetes Mellitus Performance Improvement Project aimed at increasing aspirin utilization among members, 65 to 84 years of age-realized significant gains. UCare's health improvement efforts also were reflected in 2012 by earning 4.5 stars out of 5 in the CMS Medicare Performance Assessment report for its UCare for Seniors product and 3.5 for the Minnesota Senior Health Options product. In the CMS Medicare CAHPS survey, UCare performed significantly higher than the national average on the following measures: overall rating of health plan; overall rating of care received; and overall rating of prescription drug coverage. It also performed at a high level on other Medicare measures designed to identify member health and satisfaction, and on the Medicaid CAHPS survey.UCare's Community Benefit Program In addition to UCare's core business of providing public health care program plans that seek to improve the health of our communities, UCare's community benefit program reaches out to: address social determinants of heath; strengthen providers that serve populations with challenges accessing care; encourage the wellness of families and seniors; and support research, programs, and organizations that benefit health care quality and delivery. During 2012, UCare helped fund many community organizations and providers delivering services, research, and programs that reach beyond UCare's membership, including efforts to strengthen the social safety net for at-risk families and seniors. Examples include funding for: HIV specific housing and supportive services through Clare Housing; Minneapolis Urban League Scholarship Program that provides opportunities for African descendants and other people of color; National Alliance of the Mentally Ill, a grassroots organization dedicated to building better lives for those affected by mental illness; Lutheran Social Services Senior Companion Program as they impact and enhance the lives of many older adults who are attempting to remain in their own homes; and the Minnesota Academy of Family Physicians Research Forum which provides opportunities for family medicine researchers to share innovations in family medicine. In addition to funding quality improvement and public health efforts in the community, UCare employees devoted time to participate in collaborations working to improve health care quality and advance public health and health care access, including projects aimed at reducing language and cultural barriers. Examples include: Community Health Worker Project, Institute for Clinical Systems Improvement, Minnesota Community Measurement, Health Literacy Partnership, Interpreter Stakeholders Group, Metro and Minnesota Public Health Association/Health Plan Collaboration, Multilingual Health Resource Exchange, and Metro Refugee Health Task Force. UCare provides many health promotion, disease management, care management and wellness programs. These efforts not only benefit the health of its enrollees, but positively affect their families and larger communities. Examples include: disease management programs for asthma, diabetes, chronic kidney disease and congestive heart failure; falls prevention programs to improve safety of seniors; Management of Maternity Services (M.O.M.S.) programs that provide resources to enrollees and providers to improve pregnancy and post-partum health; car seat distribution and education to pregnant women; and distribution of free materials on health education and proper use of urgent and emergency facilities at community forums. UCare's Mobile Dental Clinic, operated with the University of Minnesota School of Dentistry, offers quality oral health care to UCare members with dental access issues. In 2012, the MDC staff performed 5,000 preventive and restorative procedures for more than 1,100 members. UCare encourages employees and their families to volunteer time and financial resources in the community. UCare provides organizational support for volunteer services to education, social services, and health organizations that build capacity in local communities to improve the welfare of at-risk families and seniors. Examples include support for the following: Adopt-a-Family Gift Drive, Food/School Supply Drives, Jeremiah House "Cook for Kids", Northeast Dinner Bell, Keystone Community Services, Pratt Community School Reading Program and Little Brothers Friends of the Elderly. UCare also provides support for the UCare Fund of the Minnesota Medical Foundation, a community-directed initiative. Funding focuses on programs and projects that improve the health of underserved populations through innovative services, education, community outreach, and research. Priority was given in 2012 to projects focusing on obesity reduction, reducing health disparities, enhancing medical homes, and supporting preventive health care. Examples include support for the following programs and projects: -Portico Healthnet: This project, developed in partnership with Children's Hospitals and Clinics of MN, seeks to improve the health status of Children's patients by providing personalized navigation services to ensure patient families access appropriate and timely care.-Knute Nelson Foundation: Introduced a new wellness program focused on biking for aging adults 60 and older.-Neighborhood HealthSource: Worked in Hennepin and Anoka Counties to educate and assist the community in accessing care, establishing a medical home. -Human Services of Faribault & Martin Counties: Increased the number of worksites and schools wellness projects through the Statewide Health Improvement Program in Southern Minnesota. -Na-way-ee Center School: Healthy Choices Project is a collaborative partnership with the Native American community Clinic organizations that provide screening for diabetes and other abnormalities, follow-up treatment, healthy meals and snacks, health and nutrition education and exercise. UCare's financial contributions to the University of Minnesota Medical School, Department of Family Medicine & Community Health supported activities in 2012 to enhance and strengthen family medicine education, research, and innovative health service delivery that improves the health of people and communities of Minnesota. In addition to providing critical funding to support family medicine education, efforts include: the Rural Physician Associate Program; development of global health educational experience for residents and medical students; volunteering to provide preventive health services to underserved populations at homeless and free clinics; curriculum development for delivering team-based care to chronically ill patients; diabetes prevention/management program with the Native American Community; outreach services in perinatal/newborn care; conducting childhood obesity prevention programs; and research in health disparities, post-partum, depression and smoking cessation programs. | Description |
| Total Program Service Expense | 2125694241 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5782 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 709 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greg Marshall | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6126766500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Stinson Blvd NE | AddressLine1 |
| City | Minneapolis | City |
| State | MN | State |
| ZIP Code | 554132615 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Macaran Baird MD | |||||||||
| Board Chair | 0.20 | 40.00 | X | X | 1400 | 338311 | 51194 | ||
| William Brombach | |||||||||
| Director | 0.20 | X | 2510 | 0 | 0 | ||||
| Catherine Godlewski | |||||||||
| Director | 0.20 | 40.00 | X | 1200 | 155396 | 40827 | |||
| P Jay Kiedrowski | |||||||||
| Director | 0.20 | X | 3400 | 0 | 0 | ||||
| Teresa McCarthy MD | |||||||||
| Director | 0.20 | 40.00 | X | 2200 | 161248 | 47064 | |||
| Bert McKasy | |||||||||
| Director | 0.20 | X | 3455 | 0 | 0 | ||||
| Peter Mitsch | |||||||||
| Director | 0.20 | 40.00 | X | 3400 | 202347 | 49494 | |||
| William Roberts MD | |||||||||
| Director | 0.20 | 40.00 | X | 2000 | 191458 | 44556 | |||
| Mary Jeanne Schneeman | |||||||||
| Director | 0.20 | X | 2420 | 0 | 0 | ||||
| Sharon Shonka | |||||||||
| Director | 0.20 | X | 2400 | 0 | 0 | ||||
| James Van Vooren MD | |||||||||
| Vice Chair | 0.20 | 40.00 | X | X | 2800 | 168483 | 45742 | ||
| Kimberly Carter | |||||||||
| Director | 0.20 | X | 3365 | 0 | 0 | ||||
| James Miller | |||||||||
| Director | 0.20 | X | 2620 | 0 | 0 | ||||
| Patricia Adam MD | |||||||||
| Director | 0.20 | 40.00 | X | 2000 | 169791 | 44065 | |||
| Michael Wootten MD | |||||||||
| Director | 0.20 | 40.00 | X | 1600 | 186319 | 47595 | |||
| Nancy Feldman | |||||||||
| President & Chief Executive Officer | 40.00 | X | 786060 | 0 | 119762 | ||||
| Mark Traynor | |||||||||
| Secretary/SVP & General Counsel | 40.00 | X | 297879 | 0 | 52198 | ||||
| Beth Monsrud | |||||||||
| Treasurer/SVP & CFO | 40.00 | X | 370884 | 0 | 65131 | ||||
| Laurie Heyer | |||||||||
| SVP Operations | 40.00 | 293544 | 0 | 50068 | X | ||||
| Russel Kuzel MD | |||||||||
| SVP & Chief Medical Officer | 40.00 | 421049 | 0 | 63600 | X | ||||
| Hilary Marden-Resnik | |||||||||
| SVP & Chief Administrative Officer | 40.00 | 283422 | 0 | 41589 | X | ||||
| Thomas Mahowald | |||||||||
| SVP & Strategy & Product Development | 40.00 | 298543 | 0 | 57947 | X | ||||
| Ghitann Worcester | |||||||||
| SVP Public Affairs & Development | 40.00 | 309039 | 0 | 52483 | X | ||||
| Robert Beauchamp | |||||||||
| Chief Information Officer | 40.00 | 199477 | 0 | 24265 | X | ||||
| Jamie Carsello | |||||||||
| Chief Informatics Officer | 40.00 | 190248 | 0 | 19220 | X | ||||
| Craig Christianson | |||||||||
| Associate Medical Director | 20.00 | 242386 | 0 | 24119 | X | ||||
| Alan Heaton | |||||||||
| Pharmacy Director | 40.00 | 191040 | 0 | 26341 | X | ||||
| Michael Lynch | |||||||||
| Medical Director | 40.00 | 244475 | 0 | 27491 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4164816 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1573353 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 994751 | TotalOtherCompensation |
| Number Individuals GT100 K | 71 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OptumInsight | |||||
| 2771 MOMENTUM PL | CHICAGO | IL | 606895327 | Chart Review, Actuarial & Consulting | 5582180 |
| AVT Consulting LLC | |||||
| 4915 S 35TH ST 103 | ST LOUIS PARK | MN | 55416 | Contract Programming & Consulting | 2522245 |
| Health Integrated Inc | |||||
| 10008 N DALE MABRY HWY 214 | TAMPA | FL | 33618 | Synergy Targeted Population Mgmt | 1566000 |
| IKASystems Corporation | |||||
| 135 TURNPIKE RD | SOUTHBOROUGH | MA | 01772 | Billing & Enrollment Services | 1338039 |
| RJM Consulting | |||||
| 7003 W LAKE ST 400 | ST LOUIS PARK | MN | 55426 | Construction Services | 1189968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 59 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Medicare/Medicaid Paym | 524114 | 2102144915 | 2102144915 |
| Medicare Member Premiu | 524114 | 131211894 | 131211894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2233356809 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6339240 | TotalRevenueColumn |
| Exclusion | $6,339,240 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 286028881 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 283622270 | Securities |
| Other | 361 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2406611 | Securities |
| Other | -361 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2406250 | TotalRevenueColumn |
| Exclusion | $2,406,250 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Misc Revenue | Description |
| Business Code | 524114 | BusinessCode |
| Total Revenue Column | 83308 | TotalRevenueColumn |
| Exclusion | $83,308 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 83308 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2242185607 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2233356809 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,828,798 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11925000 | Total |
| Program Services | 11925000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3599968 | Total |
| Management And General | 3599968 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36959610 | Total |
| Program Services | 31905784 | ProgramServices |
| Management And General | 5053826 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1780026 | Total |
| Program Services | 1190541 | ProgramServices |
| Management And General | 589485 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6286323 | Total |
| Program Services | 4778740 | ProgramServices |
| Management And General | 1507583 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3161964 | Total |
| Program Services | 2567583 | ProgramServices |
| Management And General | 594381 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339493 | Total |
| Management And General | 339493 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272865 | Total |
| Program Services | 72087 | ProgramServices |
| Management And General | 200778 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104022 | Total |
| Program Services | 104022 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413460 | Total |
| Management And General | 413460 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2052536472 | Total |
| Program Services | 2048459024 | ProgramServices |
| Management And General | 4077448 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8065377 | Total |
| Program Services | 8065377 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3521855 | Total |
| Program Services | 2597418 | ProgramServices |
| Management And General | 924437 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11709233 | Total |
| Program Services | 8124497 | ProgramServices |
| Management And General | 3584736 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3154357 | Total |
| Program Services | 2105823 | ProgramServices |
| Management And General | 1048534 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360638 | Total |
| Program Services | 282772 | ProgramServices |
| Management And General | 77866 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 592866 | Total |
| Program Services | 312726 | ProgramServices |
| Management And General | 280140 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3382182 | Total |
| Program Services | 2371884 | ProgramServices |
| Management And General | 1010298 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215720 | Total |
| Program Services | 151282 | ProgramServices |
| Management And General | 64438 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| Taxes & Assessments | 21169795 | 21169795 | |
| Licenses, Fees & Prof A | 1007349 | 338776 | 668573 |
| Employment Recruitment | 447018 | 447018 | |
| Bad DebtExpense | 210188 | 210188 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113037 | Total |
| Program Services | 11108 | ProgramServices |
| Management And General | 101929 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2171328818 | Total |
| Program Services | 2125694241 | ProgramServices |
| Management And General | 45634577 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -14930210 | BOY |
| EOY | -8150703 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151472135 | BOY |
| EOY | 208551586 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62419175 | BOY |
| EOY | 110522489 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2191418 | BOY |
| EOY | 1356791 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22990202 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14277475 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8186981 | BOY |
| EOY | 8712727 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415661396 | BOY |
| EOY | 467996471 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6666313 | BOY |
| EOY | 16625693 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 631667208 | BOY |
| EOY | 805615054 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288092599 | BOY |
| EOY | 383290460 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4310922 | BOY |
| EOY | 5579481 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3303698 | BOY |
| EOY | 4004774 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295707219 | BOY |
| EOY | 392874715 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335959989 | BOY |
| EOY | 412740339 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335959989 | BOY |
| EOY | 412740339 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 631667208 | BOY |
| EOY | 805615054 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 70856789 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 5923561 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7143 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7143 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10220 | CurrentTaxYearMinus2Years |
| Total | 24506 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1153860214 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1463563213 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1607219887 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1745718082 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2233356809 | CurrentTaxYear |
| Total | 8203718205 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1153867357 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1463570356 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1607230107 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1745718082 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2233356809 | CurrentTaxYear |
| Total | 8203742711 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 8203742711 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6730149 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21057525 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16435290 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10260886 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6339240 | CurrentTaxYear |
| Total | 60823090 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6730149 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21057525 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16435290 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10260886 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6339240 | CurrentTaxYear |
| Total | 60823090 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 250456 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19860 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45746 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83308 | CurrentTaxYear |
| Total | 406087 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1160847962 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1484634598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1623685257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1756024714 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2239779357 | CurrentTaxYear |
| Total | 8264971888 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99260 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99520 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00740 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00470 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | Schedule A, Part II, Line 12, Explanation of Other Income: Proceeds from class action lawsuits and other misc | GeneralExplanation |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 1 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $227,185 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 227185 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1: | ReturnReference |
| Explanation | Track legislation, attend legislative hearings and meet with legislators to either support or oppose legislation that affect UCare's public program business on both the state and federal level. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2621539 | OtherCostOrOtherBasis |
| Depreciation | 872002 | Depreciation |
| Book Value | 1749537 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14943475 | OtherCostOrOtherBasis |
| Depreciation | 10294642 | Depreciation |
| Book Value | 4648833 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5425188 | OtherCostOrOtherBasis |
| Depreciation | 3110831 | Depreciation |
| Book Value | 2314357 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8712727 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accumulated Post Retirement Benefit Option | $3,946,878 |
| Payable to Subsidiary | $57,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4004774 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X, Line 2: | ReturnReference |
| 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. The tax returns for the years 2008 to 2011 are open to review and examination. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (21 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| REACH OUT AND READ INC | |||||||
| 701 Park Ave | Minneapolis | MN | 55415 | 043481253 | 501(c)(3) | 10000 | Book purchase for metro clinic based reading program for children |
| EASTSIDE MEALS ON WHEELS INC | |||||||
| 817 Main St NE | Minneapolis | MN | 55413 | 411228367 | 501(c)(3) | 10000 | NE Community Meals on Wheels programming |
| STORE TO DOOR | |||||||
| 1935 W County Rd B2 250 | Roseville | MN | 55113 | 411433859 | 501(c)(3) | 50000 | Nutrition support for homebound seniors |
| UNIVERSITY OF MINNESOTA | |||||||
| 717 Deleware St SE 166 | Minneapolis | MN | 55414 | 416007513 | 115 | 25000 | Hennepin County health plan/provider project for wellness education |
| SOUTHSIDE COMMUNITY HEALTH SERVICES | |||||||
| 4243 4th ave s | Minneapolis | MN | 55409 | 237113799 | 501(c)(3) | 25000 | African American basic health screening community resources |
| PORTICO HEALTHNET | |||||||
| 2610 University Ave W550 | St Paul | MN | 55114 | 411814659 | 501(c)(3) | 150000 | Uninsured outreach support including Community Health Workers |
| WAY TO GROW | |||||||
| 125 W Broadway Ave 110 | Minneapolis | MN | 55411 | 710956749 | 501(c)(3) | 9000 | Children's support services in metropolitan area |
| WILDERNESS INQUIRY | |||||||
| 808 14th Ave Se | Minneapolis | MN | 554141516 | 930708637 | 501(c)(3) | 20000 | Outdoor adventures for low income, disabled and diverse populations |
| OLMSTED COUNTY | |||||||
| 151 4th St SE | Rochester | MN | 559043710 | 416005859 | County Government | 25000 | In-Reach Social Worker |
| UNIVERSITY OF MINNESOTA | |||||||
| 420 Delaware St SE | Minneapolis | MN | 55455 | 416007513 | 115 | 25000 | State-wide Diabetes Collaborative |
| WEST SUBURBAN TEEN CLINIC | |||||||
| 15 8th Ave S | Hopkins | MN | 55343 | 237152735 | 501(c)(3) | 20000 | General grant support for the non-Federally Qualified Health Clinics |
| METROPOLITAN AREA AGENCY ON AGING INC | |||||||
| 2365 McKnitht Rd | North St Paul | MN | 55109 | 411774247 | 501(c)(3) | 75000 | Group bringing greater energy/resources to people living with dementia |
| OPEN YOUR HEARTS TO THE HUNGRY AND HOMELESS | |||||||
| 121 7th Pl E 110 | St Paul | MN | 551012114 | 363488089 | 501(c)(3) | 8000 | Hunger and homeless aid to Minnesotans |
| UNIVERSITY OF MINNESOTA DEPT OF FAMILY MEDICINE & COMMUNITY Health | |||||||
| 516 Delaware St SE | Minneapolis | MN | 55455 | 416007513 | 115 | 10000000 | Support for Medical Education and Community Heatlh Programs |
| STRATIS HEALTH | |||||||
| 2901 Metro Dr400 | Bloomington | MN | 554251525 | 410971557 | 501(c)(3) | 198000 | Culture Care Connection 3 -year maintenance |
| SOUTHERN MINNESOTA REGIONAL LEGAL SERVICES INC | |||||||
| 55 E 5th St 1000 | St Paul | MN | 55101 | 411316151 | 501(c)(3) | 100000 | Support for metro-wide legal services for seniors including day program |
| CHILDRENS DEFENSE FUND | |||||||
| 555 Park St 410 | St Paul | MN | 55103 | 520895622 | 501(c)(3) | 50000 | Early depression screening and referral project for mothers/children |
| LITTLE BROTHERS - FRIENDS OF THE ELDERLY | |||||||
| 1845 E Lake St | Minneapolis | MN | 55407 | 410986200 | 501(c)(3) | 5000 | Program support for metro area isolated seniors |
| LUTHERAN SOCIAL SERVICES | |||||||
| 710 S 2nd St | Mankato | MN | 560013810 | 410872993 | 501(c)(3) | 100000 | Increase UCare for Seniors member access to Senior Companion prog |
| GIVEMNORG | |||||||
| 55 5th St E600 | St Paul | MN | 551011797 | 270374054 | 501(c)(3) | 20000 | Support for GIVE.MN programming for non-profit state-wide funding |
| MINNESOTA MEDICAL FOUNDATION | |||||||
| 200 Oak St SE 300 | Minneapolis | MN | 55455 | 416027707 | 501(c)(3) | 1000000 | Support health research, medical education, and community health programs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 19 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: UCare Minnesota does not have a formal grant program. Amounts disclosed in Schedule I, Part II, 1a represent one-time cash contributions provided to these organizations based on the parameters outlined in UCare's Board- approved Community Benefit Policy. In addition to UCare's ongoing community benefit efforts, the Board annually determines whether special year-end community benefit contributions are appropriate under the provisions of the Policy. The Policy outlines three categories of contributions and the amounts distributed by category are reviewed and approved by the Board of Directors, and the Board receives an annual report on the use of the funds. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Macaran Baird MD | ||||||||||||||
| Board Chair | 0 | 337667 | 0 | 0 | 1400 | 644 | 0 | 32500 | 0 | 18694 | 1400 | 389505 | 0 | 0 |
| Catherine Godlewski | ||||||||||||||
| Director | 0 | 155000 | 0 | 0 | 1200 | 396 | 0 | 24505 | 0 | 16322 | 1200 | 196223 | 0 | 0 |
| Teresa McCarthy MD | ||||||||||||||
| Director | 0 | 160972 | 0 | 0 | 2200 | 276 | 0 | 21378 | 0 | 25686 | 2200 | 208312 | 0 | 0 |
| Peter Mitsch | ||||||||||||||
| Director | 0 | 202000 | 0 | 0 | 3400 | 347 | 0 | 26650 | 0 | 22844 | 3400 | 251841 | 0 | 0 |
| William Roberts MD | ||||||||||||||
| Director | 0 | 191000 | 0 | 0 | 2000 | 458 | 0 | 25830 | 0 | 18726 | 2000 | 236014 | 0 | 0 |
| James Van Vooren MD | ||||||||||||||
| Vice Chair | 0 | 168000 | 0 | 0 | 2800 | 483 | 0 | 23090 | 0 | 22652 | 2800 | 214225 | 0 | 0 |
| Patricia Adam MD | ||||||||||||||
| Director | 0 | 169500 | 0 | 0 | 2000 | 291 | 0 | 22755 | 0 | 21310 | 2000 | 213856 | 0 | 0 |
| Michael Wootten MD | ||||||||||||||
| Director | 0 | 186000 | 0 | 0 | 1600 | 319 | 0 | 25180 | 0 | 22415 | 1600 | 233914 | 0 | 0 |
| Nancy Feldman | ||||||||||||||
| President & Chief Executive Officer | 577153 | 0 | 159905 | 0 | 49002 | 0 | 9908 | 0 | 109854 | 0 | 905822 | 0 | 0 | 0 |
| Mark Traynor | ||||||||||||||
| Secretary/SVP & General Counsel | 228799 | 0 | 48087 | 0 | 20993 | 0 | 9532 | 0 | 42666 | 0 | 350077 | 0 | 0 | 0 |
| Beth Monsrud | ||||||||||||||
| Treasurer/SVP & CFO | 292992 | 0 | 58116 | 0 | 19776 | 0 | 7350 | 0 | 57781 | 0 | 436015 | 0 | 0 | 0 |
| Laurie Heyer | ||||||||||||||
| SVP Operations | 228261 | 0 | 45214 | 0 | 20069 | 0 | 9800 | 0 | 40268 | 0 | 343612 | 0 | 0 | 0 |
| Russel Kuzel MD | ||||||||||||||
| SVP & Chief Medical Officer | 326299 | 0 | 66465 | 0 | 28285 | 0 | 9167 | 0 | 54433 | 0 | 484649 | 0 | 0 | 0 |
| Hilary Marden-Resnik | ||||||||||||||
| SVP & Chief Administrative Officer | 228261 | 0 | 45126 | 0 | 10035 | 0 | 8137 | 0 | 33452 | 0 | 325011 | 0 | 0 | 0 |
| Thomas Mahowald | ||||||||||||||
| SVP & Strategy & Product Development | 229053 | 0 | 45890 | 0 | 23600 | 0 | 9538 | 0 | 48409 | 0 | 356490 | 0 | 0 | 0 |
| Ghitann Worcester | ||||||||||||||
| SVP Public Affairs & Development | 239761 | 0 | 49505 | 0 | 19773 | 0 | 9800 | 0 | 42683 | 0 | 361522 | 0 | 0 | 0 |
| Robert Beauchamp | ||||||||||||||
| Chief Information Officer | 174280 | 0 | 25197 | 0 | 0 | 0 | 5983 | 0 | 18282 | 0 | 223742 | 0 | 0 | 0 |
| Jamie Carsello | ||||||||||||||
| Chief Informatics Officer | 164280 | 0 | 25968 | 0 | 0 | 0 | 7260 | 0 | 11960 | 0 | 209468 | 0 | 0 | 0 |
| Craig Christianson | ||||||||||||||
| Associate Medical Director | 175244 | 0 | 25727 | 0 | 41415 | 0 | 9280 | 0 | 14839 | 0 | 266505 | 0 | 0 | 0 |
| Alan Heaton | ||||||||||||||
| Pharmacy Director | 166636 | 0 | 24404 | 0 | 0 | 0 | 7384 | 0 | 18957 | 0 | 217381 | 0 | 0 | 0 |
| Michael Lynch | ||||||||||||||
| Medical Director | 227975 | 0 | 16500 | 0 | 0 | 0 | 8281 | 0 | 19210 | 0 | 271966 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Geriatric Services of Minnesota (GSM) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Family member of director, Mary Jeanne Schneeman, is an officer. | Relationship |
| Amount Of Transaction | 3643144 | AmountOfTransaction |
| Description Of Transaction | Care Coordination and Medical Services | DescriptionOfTransaction |
| Sharing Of Revenues | 1 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 1 | Eight directors affiliated with the University of Minnesota Medical School, Department of Family Medicine are reported here as not independent. The Medical School/Department is not a traditional parent organization of UCare, and does not directly appoint or elect all of these directors. The Department also does not have direct removal authority for all of these directors, and removal of a director under the bylaws requires the vote of at least one director not affiliated with the Medical School/Department. However, the Medical School/Department has indirect control of the appointment and election process of these eight directors. One director is appointed by the Dean of the Medical School, two directors (including the chair) are on the board by virtue of their positions at the Department, and the chair appoints five physicians on faculty at the Department. In addition, the family member of one board member (not affiliated with the University) is an officer of a care management provider organization that had a reportable transaction under Schedule L. UCare's current board includes six independent directors: five directors who are enrollees of UCare's plans, and an at-large director from the community. Under Minnesota law, the board is charged to act in the best interests of the corporation. See Minn. Stat. Sections 62D.12, subd. 9 and 317A.251. UCare's bylaws describe an executive committee subject to the control of the board and with the authority to only meet between scheduled meetings of the board and to take actions on certain matters. This executive committee rarely is convened and did not meet during 2012. | |
| Form 990, Part VI, Section A, line 6 | Individuals enrolled in UCare's health plans have the right under the bylaws, and consistent with Minn. Stat. 62D.06, to elect six of the board's directors among the enrolled members. There are no classes of members or other rights. | |
| Form 990, Part VI, Section A, line 7a | UCare's board of directors consists of 15 directors. Under UCare's bylaws, the chair of the board has the authority to appoint five physician directors from the University of Minnesota Medical School, Department of Family Medicine, and the Dean of the Medical School appoints one director. In addition, two directors (including the chair) are directors by virtue of their positions in the Department. | |
| Form 990, Part VI, Section B, line 11 | The Form 990 is prepared by the controller and reviewed by an independent accounting firm. UCare provides a copy and reviews the detail of the completed 990 Form with the Finance and Audit Committee. UCare also provides a copy of the completed 990 Form to all Board of Directors members via e-mail, 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 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 a 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 and for a majority of the disinterested directors to find that the transaction is fair and reasonable to the corporation, and that the organization could not reasonably find a more advantageous transaction from another entity without a potential conflict. In practice, UCare seeks to manage certain business matters so that they are not subject to action by the board or senior executives where a potential conflict exists. For example, the board includes members who are enrolled in UCare's health plans, and the benefit designs and premium amounts of such plans are not brought before the board for action. 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 B, line 15 | On an annual basis, UCare's Compensation Committee reviews and approves the President and CEO's total cash compensation, including base pay and incentive pay. Benefits are reviewed, as described below, every two to three years, with the most recent review in 2012. The Compensation Committee is composed of independent members of the Board of Directors. UCare engages an independent consultant organization that specializes in advising health care organizations about executive compensation issues. The independent consultant organization conducts a comparability analysis that incorporates multiple industry surveys and compensation data for comparable positions at peer organizations. The independent consultant organization then shares the results of this comparability analysis with the Compensation Committee. After deliberation about the comparability analysis and recommendations, the Committee evaluates the annual cash compensation package for the President & CEO. The Committee brings recommendations about CEO salary decisions to the Board for approval, and reports other actions taken by the Committee to the Board. Minutes are recorded contemporaneously to accurately document the Committee's discussions and actions, and the independent consultant organization's report is retained for recordkeeping purposes. The Compensation Committee also participates in the compensation process for other senior executives, including the Treasurer & Chief Financial Officer, the Secretary & General Counsel, the Chief Medical Officer, the Senior Vice President and Chief Administrative Officer, the Senior Vice President of Operations, the Senior Vice President of Public Affairs & Marketing, and the Senior Vice President of Strategy and Product Management. The process for determining compensation for these positions follows a compensation philosophy approved by the Board of Directors. Every two to three years, an independent consultant organization conducts a comparability analysis for these positions, focusing on total compensation data including base pay, incentive pay, and benefits for comparable positions at peer organizations. The President and CEO's position is also included in this comparability analysis. The most recent analysis occurred in 2012. The Compensation Committee receives and discusses the analysis and recommendations with the independent consultant organization, and provides input for the President & CEO in determining cash compensation for the officers and senior executives. The Compensation Committee has delegated specific cash compensation approval for these leaders to the President & CEO, who is an independent person with respect to these compensation determinations, provided that the President & CEO follows the board-approved compensation philosophy, takes into account the comparability analysis, and obtains annual review by the committee. All changes in the benefit structure are approved by the Committee. The Committee's discussion and input are reflected in contemporaneous documentation, and a copy of the independent consultant organization's report is retained. | |
| Form 990, Part VI, Section C, line 18 | UCare Minnesota's 990 Form is available on the Minnesota Department of Health's website at www.health.state.mn.us/divs/hpsc/mcs/financial.htm and www.guidestar.org in additon to being made available upon request. | |
| Form 990, Part VI, Section C, line 19 | UCare files its governing documents and Conflict of Interest Policy with the Minnesota Department of Health, and this public information would be available from this agency upon request. | |
| Form 990, Part IX, line 11g | Medical Service Expenses: Program service expenses 2,016,762,389. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,016,762,389. Purchased Services: Program service expenses 6,299,501. Management and general expenses 2,955,388. Fundraising expenses 0. Total expenses 9,254,889. Temp/Contract Services: Program service expenses 3,145,971. Management and general expenses 346,316. Fundraising expenses 0. Total expenses 3,492,287. Mayo Service Fees: Program service expenses 1,821,219. Management and general expenses 775,744. Fundraising expenses 0. Total expenses 2,596,963. Broker Commissions: Program service expenses 3,480,165. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,480,165. Disease Management: Program service expenses 790,854. Management and general expenses 0. Fundraising expenses 0. Total expenses 790,854. Health Promotions: Program service expenses 462,205. Management and general expenses 0. Fundraising expenses 0. Total expenses 462,205. Outsourced Services: Program service expenses 15,696,720. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,696,720. | Other Fees |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| UCare Health Inc | |||||||||
| 500 Stinson Blvd NE | Minneapolis | MN | 554132615 | 208295948 | Non-Profit Service Insurance Corporation | WI | 501(c)(4) | UCare Minnesota | 1 |
| U of Mn Med SchoolDept of Family MedCommunity Health | |||||||||
| 516 Delaware St | Minneapolis | ME | 55455 | 416007513 | Medical Education | MN | 115 | University of Minnesota | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UCare Health Inc - Surplus Note | ||
| D | 10000000 | Actual Cost |
| UCare Health Inc - Reimburse management services | ||
| L | 854176 | Actual Cost |
| UCare Health Inc - Transfer of Rx Rebates Subrogation and Plan to Plan | ||
| P | 426140 | Actual Cost |
| UCare Health Inc - Direct expense reimbursement | ||
| Q | 8755484 | Actual Cost |
| Univ of Minnesota Dept of Family Medicine & Community Health | ||
| B | 10000000 | Actual Cost |
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