MY CHOICE WISCONSIN HEALTH PLAN INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MY CHOICE WISCONSIN HEALTH PLAN INC (EIN 27-0093404)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201213189349301701
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-13T10:02:55-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532264837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270093404 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARE WISCONSIN HEALTH PLAN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARE | NameControl |
| Phone | 6082400020 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14017 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537080017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN MUSSER | Name |
| Title | PRESIDENT, CEO | Title |
| Phone | 6082400020 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY ADKISSON CPA | Name |
| PTIN | P01360892 | PTIN |
| Phone | 4144319300 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KAREN MUSSER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14017 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537080017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 95215416 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CAREWISCONSINHEALTHPLAN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | CARE WISCONSIN HEALTH PLAN, INC. IS A HEALTH MAINTENANCE ORGANIZATION. ITS PRIMARY PURPOSE IS PROVIDING HEALTH AND LONG-TERM MANAGEMENT AND CARE SERVICES TO ELIGIBLE MEMBERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | 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 | 70713147 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 79423175 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 934300 | InvestmentIncomePriorYear |
| Investment Income Current Year | 579419 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 71647447 | TotalRevenuePriorYear |
| Total Revenue Current Year | 80002594 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 57788162 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 64633573 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | 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 | 10507538 | OtherExpensePriorYear |
| Other Expenses Current Year | 18346459 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 68295700 | TotalExpensesPriorYear |
| Total Expenses Current Year | 82980032 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3351747 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2977438 | RevenuesLessExpensesCY |
| Total Assets BOY | 39748154 | TotalAssetsBOY |
| Total Assets EOY | 20697967 | TotalAssetsEOY |
| Total Liabilities BOY | 23781656 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10453737 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15966498 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10244230 | NetAssetsOrFundBalancesEOY |
| Mission Description | CARE WISCONSIN HEALTH PLAN, INC. (CWHP) PROVIDES HEALTH AND LONG-TERM MAINTENANCE ORGANIZATION INSURANCE TO NURSING HOME ELIGIBLE MEMBERS UNDER THE STATE OF WISCONSIN FAMILY CARE PARTNERSHIP PROGRAM. CWHPS' ENROLLMENT AT THE END OF 2011 WAS 1,307 MEMBERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 81487175 | Expense |
| Revenue | 79423175 | Revenue |
| Description | CARE WISCONSIN HEALTH PLAN, INC. (CWHP) IS A HEALTH MAINTENANCE ORGANIZATION UNDER SECTION 613 OF THE WISCONSIN STATUTES. IT HAS BEEN FORMED FOR THE PRIMARY PURPOSE OF PROVIDING HEALTH AND LONG-TERM MANAGEMENT AND CARE SERVICES TO THE ELDERLY AND ADULTS WITH DISABILITIES UNDER A HEALTH MAINTENANCE ORGANIZATION LICENSE ISSUED BY THE WISCONSIN OFFICE OF THE COMMISSIONER OF INSURANCE. CHWP'S ENROLLMENT AT THE END OF 2011 WAS 1,307 MEMBERS. | Description |
| Total Program Service Expense | 81487175 | 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 | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 0 | 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 | 0 | 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 | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 302 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERRY METZGER | NamePerson |
| Telephone Number | 6082453066 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14017 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 537080017 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KAREN MUSSER | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 247320 | 21560 |
| KEN EIMERS | ||||||
| SECRETARY | 1.00 | X | X | 0 | 186197 | 19769 |
| TERRY METZGER | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| BOB MUCCI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS CARLSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PEG SMELSER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE CABLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL TEGLER | ||||||
| TREASURER (FORMER) | 1.00 | X | 0 | 130394 | 14696 | |
| REBECCA DORSCHEID | ||||||
| TREASURER (FORMER) | 1.00 | X | 0 | 110302 | 4283 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 674213 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 60308 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | 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 |
|---|---|---|---|---|---|
| UNIVERSITY OF WISCONSIN HOSPITALS AND CL | |||||
| 600 HIGHLAND AVE | MADISON | WI | 53792 | ACUTE AND PRIMARY SERVICES | 5735338 |
| COMMUNITY LIVING ALLIANCE INC | |||||
| 1414 MACARTHUR ROAD | MADISON | WI | 53714 | LONG TERM CARE SERVICES | 3606887 |
| ST MARY'S HOSPITAL | |||||
| PO BOX 681090 | MILWAUKEE | WI | 53268 | ACUTE AND PRIMARY SERVICES | 3557617 |
| MERITER HOSPITAL INC | |||||
| 202 S PARK STREET | MADISON | WI | 53715 | ACUTE AND PRIMARY SERVICES | 2561441 |
| UNIVERSITY OF WISCONSIN MEDICAL FOUNDATI | |||||
| 7974 UW HEALTH COURT | MIDDLETON | WI | 53562 | ACUTE AND PRIMARY SERVICES | 1584281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 89 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE/MEDICAID | 624100 | 75265359 | 75265359 |
| WI FAMILY CARE PARTNER | 624100 | 3853979 | 3853979 |
| INSURANCE PREMIUMS | 624100 | 303837 | 303837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 79423175 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 449670 | TotalRevenueColumn |
| Exclusion | $449,670 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15342571 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15212822 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 129749 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129749 | TotalRevenueColumn |
| Exclusion | $129,749 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80002594 | TotalRevenueColumn |
| Related Or Exempt Function Income | 79423175 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $579,419 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64633573 | Total |
| Program Services | 64633573 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222596 | Total |
| Management And General | 222596 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46890 | Total |
| Management And General | 46890 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33773 | Total |
| Management And General | 33773 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65404 | Total |
| Management And General | 65404 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196725 | Total |
| Program Services | 6670 | ProgramServices |
| Management And General | 190055 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13401 | Total |
| Program Services | 13401 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16 | Total |
| Management And General | 16 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261222 | Total |
| Program Services | 23845 | ProgramServices |
| Management And General | 237377 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ALLOCATED ADMINSTRATION | 17299949 | 16796248 | 503701 |
| OTHER EXPENSES | 366363 | 13438 | 352925 |
| BAD DEBT EXPENSE | 34883 | 34883 | |
| DEFERRED TAX EXPENSE | -194763 | -194763 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82980032 | Total |
| Program Services | 81487175 | ProgramServices |
| Management And General | 1492857 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24889051 | BOY |
| EOY | 5746929 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1162636 | BOY |
| EOY | 547739 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185070 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13018608 | BOY |
| EOY | 13938721 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 492789 | BOY |
| EOY | 464578 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39748154 | BOY |
| EOY | 20697967 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9869400 | BOY |
| EOY | 10448997 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13912256 | BOY |
| EOY | 4740 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23781656 | BOY |
| EOY | 10453737 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15966498 | BOY |
| EOY | 10244230 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15966498 | BOY |
| EOY | 10244230 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39748154 | BOY |
| EOY | 20697967 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2977438 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2744830 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41832655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57465779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67378340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70713147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79423175 | CurrentTaxYear |
| Total | 316813096 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41832655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 57465779 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67378340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 70713147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79423175 | CurrentTaxYear |
| Total | 316813096 | 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 | 316813096 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 732855 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 691250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 591307 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 517442 | CurrentTaxYearMinus1Year |
| Current Tax Year | 449670 | CurrentTaxYear |
| Total | 2982524 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 732855 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 691250 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 591307 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 517442 | CurrentTaxYearMinus1Year |
| Current Tax Year | 449670 | CurrentTaxYear |
| Total | 2982524 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42565510 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58157029 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67969647 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71230589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79872845 | CurrentTaxYear |
| Total | 319795620 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99070 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98820 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00930 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01180 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $33,773 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 33773 | 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 | AMOUNTS PAID TO NATIONAL HEALTH POLICY GROUP, BLUMENFELD & ASSOCAIATES, AND UCARE. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 80002594 | TotalRevenue |
| Total Expenses | 82980032 | TotalExpenses |
| Excess Or Deficit For Year | -2977438 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 255172 | NetUnrealizedGLOnInvestments |
| Other | -$3,000,002 | OtherAmount |
| Total Adjustments | -2744830 | TotalAdjustments |
| Excess Or Deficit Per FS | -5722268 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 231266891 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 255172 | NetUnrealizedGainsInvestments |
| Other Revenues | 151074529 | OtherRevenues |
| Revenue Not Rptd F990 | 151329701 | RevenueNotRptdF990 |
| Revenue Subtotal | 79937190 | RevenueSubtotal |
| Investment Expenses Not Included | 65404 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 65404 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 80002594 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 225847913 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 142933285 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 142933285 | ExpensesNotRptdF990 |
| Expenses Subtotal | 82914628 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 65404 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 65404 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 82980032 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 RECORED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS IN 2011 OR 2010. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | RETURN OF CAPITAL -3,000,000. ROUNDING -2. TOTAL TO SCHEDULE D, PART XI, LINE 8: -3,000,002. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION REVENUE 151,074,529. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION EXPENSES 142,933,285. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| 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 (2 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN MUSSER | |||||||||||||
| 0 | 246280 | 0 | 0 | 0 | 1040 | 0 | 7553 | 0 | 14007 | 0 | 268880 | 0 | 0 |
| KEN EIMERS | |||||||||||||
| 0 | 185476 | 0 | 0 | 0 | 721 | 0 | 5691 | 0 | 14078 | 0 | 205966 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHIEF FINANCIAL OFFICER PERFORMS AN EXTENSIVE REVIEW PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. PRIOR TO FILING THE 990 WITH THE IRS, THE FORM IS MADE AVAILABLE TO THE MEMBERS OF THE BOARD. AT THE NEXT BOARD MEETING KEY COMPONENTS OF THE 990 RETURN ARE 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 | ALL WAGES ARE PAID BY CARE WISCONSIN FIRST INC. WHICH IS THEN REIMBURSED BY CARE WISCONSIN HEALTH PLAN, INC. THE FOLLOWING DESCRIBES HOW CARE WISCONSIN FIRST, INC. DETERMINES ITS SALARY AND WAGES. FOR THE EXECUTIVE TEAM, A CONSULTANT HELPS WITH REVIEWING THE MARKET DATA FOR 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 THEN REVIEWS AND APPROVES. FOR THE CEO'S COMPENSATION, THE BOARD RECEIVES THE RECOMMENDATION FROM THE CONSULTANT AND WILL REVIEW AND APPROVE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | RECORDS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BY MAILING TO CARE WISCONSIN HEALTH PLAN, INC. C/O TERRY METZGER, PO BOX 14017, MADISON, WI 53708-0017. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 255,172. RETURN OF CAPITAL -3,000,000. ROUNDING -2. TOTAL TO FORM 990, PART XI, LINE 5: -2,744,830. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARE WISCONSIN FIRST INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14017 | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391245329 | EIN |
| Primary Activities | CARE MANAGEMENT | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| 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 | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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