2012-11-13T10:02:55-06:00 2011-12-31 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2011-01-01 391245329 CARE WISCONSIN FIRST INC CARE 6082400020 PO BOX 14017 MADISON WI 537080017 KAREN MUSSER 6082400020 2012-11-13 1 JAY ADKISSON CPA P01360892 4144319300 2012-11-12 2011 2016-02-24 21:20:13Z KAREN MUSSER PO BOX 14017 MADISON WI 537080017 175016775 0 X WWW.CAREWISC.ORG X 1976 WI PROVIDE HEALTH, SOCIAL, INFORMATIONAL AND RELATED SUPPORT SERVICES TO ELIGIBLE MEMBERS AND THEIR FAMILIES OR OTHER CARE GIVERS. 14 13 616 275 0 0 172328 238072 144669755 171083766 64951 118127 16023 3535616 144923057 174975581 0 0 104970241 127439801 29465230 31435450 0 0 0 9887300 7957171 144322771 166832422 600286 8143159 53015414 26648111 55725152 18216603 -2709738 8431508 X PROVIDE HEALTH, SOCIAL, INFORMATIONAL AND RELATED SUPPORT SERVICES TO ELIGIBLE MEMBERS AND THEIR FAMILIES OR OTHER CARE GIVERS. 0 0 136511381 150588067 FAMILY CARE PROGRAM - PROVIDES CARE MANAGEMENT AND A MEDICAID BENEFIT AND SERVICE PACKAGE. FOCUS IS ON ELIMINATING WAIT LISTS AND MEETING MEMBERS' DESIRED HEALTH AND LONG-TERM CARE OUTCOMES THROUGH EFFECTIVE AND COST-EFFECTIVE CARE PLANS. FAMILY CARE HAD 3,418 MEMBERS ENROLLED IN 2011. 16752999 20362106 PARTNERSHIP PROGRAM - PROVIDES COORDINATED HEALTH CARE AND LONG-TERM SUPPORT SERVICES FOR MEDICAID ELIGIBLE MEMBERS WHO HAVE CONDITIONS REQUIRING NURSING HOME LEVEL OF CARE. 820238 117655 ADULT DAY CENTERS - BRIGHT AND VIBRANT PLACES WHERE OLDER PERSONS WITH MEDICAL, PHYSICAL OR COGNITIVE DISABILITIES CAN ACTIVELY AND ENJOYABLY SPEND THE DAYTIME. 3006372 3551554 OTHER HEALTH AND LONG-TERM CARE SERVICES PROVIDED INCLUDE TRANSPORTATION, REHAB, AND DENTAL. 3006372 3551554 157090990 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 404 0 1 616 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X TERRY METZGER 6082453066 PO BOX 14017 MADISON WI 53708 KAREN MUSSER 40.00 X X 247320 0 21560 BRIAN HELLMER 1.00 X X 0 0 0 DIANE KRUEGER 1.00 X X 0 0 0 ANNE SMITH 1.00 X X 0 0 0 IRIS CHRISTENSON 1.00 X 0 0 0 MARY PAT WILLIAMS 1.00 X 0 0 0 KAREN PAULSON 1.00 X 0 0 0 MEL MCCARTNEY 1.00 X 0 0 0 DAVID ZIMMERMAN 1.00 X 0 0 0 MARSHA TESAR 1.00 X 0 0 0 ELAINE TAYLOR 1.00 X 0 0 0 BARB BOWERS 1.00 X 0 0 0 STEVE CABLE 1.00 X 0 0 0 TERRY SCHADEBERG 1.00 X 0 0 0 KEN EIMERS 40.00 X 186197 0 19769 MICHAEL TEGLER FORMER 40.00 X 130394 0 18201 SCOTT JOHNSON 40.00 X 172347 0 14696 REBECCA DORSCHEID 40.00 X 110302 0 4283 PATRICIA NEELY 40.00 X 129711 0 13693 MYRA ENLOE 40.00 X 126390 0 13494 KRISTIN JEFFRIES 40.00 X 122635 0 16268 JOHN DEAN 40.00 X 111281 0 11886 RITA SEAVER 40.00 X 105764 0 12792 1442341 0 146642 10 0 1 0 OCONOMOWOC RESIDENTIAL PROGRAMS INC PO BOX 3090 MILWAUKEE WI 53201 LONG TERM CARE SERVICES 6175775 BETHESDA LUTHERAN COMMUNITIES INC 600 HOFFMAN DRIVE WATERTOWN WI 53094 LONG TERM CARE SERVICES 5669702 ST COLETTA OF WISCONSIN DAC N4637 COUNTY ROAD Y JEFFERSON WI 53549 LONG TERM CARE SERVICES 4387312 REM WISCONSIN III INC 2005 W BELTLINE HWY SUITE 203 MADISON WI 53713 LONG TERM CARE SERVICES 3969180 CREATIVE COMMUNITY LIVING SERVICES INC 314 E MAIN ST WATERTOWN WI 53094 LONG TERM CARE SERVICES 3924339 229 52477 172049 13546 238072 MEDICARE PREMIUMS 624100 134680962 134680962 ELDER CARE HEALTH PLAN 624100 20362106 20362106 FAMILY CARE 624100 15907105 15907105 ADULT DAY CENTER 624100 117655 117655 TRANSPORTATION 624100 15938 15938 171083766 56925 56925 30538 71858 29883 11311 655 60547 61202 61202 INTERDEPARTMENTAL REVE 624100 3535616 3535616 3535616 174975581 174619382 0 118127 127439801 127439801 1442342 1442342 24010981 17666937 6344044 296143 290891 5252 3448784 2524896 923888 2237200 1580923 656277 27739 27739 51649 51649 10050 10050 539 539 293783 140 293643 10222 243 9979 994519 442529 551990 2009832 1114 2008718 1054317 953696 100621 10900 2999 7901 22712 22712 1454476 553387 901089 330496 62472 268024 EQUIPMENT MAINTENANCE & 1022288 270591 751697 OTHER EXPENSES 616873 5300371 -4683498 BAD DEBT EXPENSE 46776 46776 166832422 157090990 9741432 0 1700 1700 43061918 14083596 2947628 4669845 510995 473762 13037735 8840971 4435734 4196764 2057439 3222444 53015414 26648111 2984847 3238503 38449620 604321 621734 477742 13668951 13896037 55725152 18216603 X -2828962 8418738 115194 8740 4030 4030 -2709738 8431508 53015414 26648111 X 8143159 2998087 X 0 1 1 X 1 1 X 230769 238618 149371 172328 238072 1029158 18702172 56816726 139314898 144685778 174619382 534138956 18932941 57055344 139464269 144858106 174857454 535168114 0 0 0 535168114 176160 45372 31460 32381 56925 342298 176160 45372 31460 32381 56925 342298 19109101 57100716 139495729 144890487 174914379 535510412 0.99940 0.00060 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE ORGANIZATION HAS DETERMINED BASED ON FACTS AND CIRCUMSTANCES THAT ITS PUBLIC CHARITY STATUS SHOULD BE 509(A)(2) ON A GO FORWARD BASIS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 10050 10050 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: AMOUNT PAID TO BLUMENFELD & ASSOCIATES. 3346505 1412390 1934115 638584 311938 326646 2359186 1752956 606230 6693460 5363687 1329773 4196764 SECURITY FUND DEPOSITS & OTHER DEPOSITS 762017 TRUSTS 2460427 3222444 MEDICAL CLAIMS PAYABLE 13896037 13896037 174975581 166832422 8143159 -1913 3000000 2998087 11141246 231266891 -1913 59830256 59828343 171438548 539 3536494 3537033 174975581 225847913 62552522 62552522 163295391 539 3536492 3537031 166832422 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: EQUITY CONTRIBUTIONS 3,000,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION REVENUE 59,830,256. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERDEPARTMENT REVENUE INCLUDED IN EXPENSES 3,536,494. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES 62,552,522. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INTERDEPARTMENT REVENUE INCLUDED IN EXPENSES 3,536,492. X X X 1 0 0 0 0 0 0 0 0 KAREN MUSSER 246280 0 0 0 1040 0 7553 0 14007 0 268880 0 0 0 KEN EIMERS 185476 0 0 0 721 0 5691 0 14078 0 205966 0 0 0 SCOTT JOHNSON 171702 0 0 0 645 0 3995 0 10701 0 187043 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER PERFORMS AN EXTENSIVE REVIEW PRIOR TO FILING FORM 990 WITH THE INTERNAL REVENUE SERVICE. PRIOR TO THE 990 FILING WITH THE IRS, THE FORM IS MADE AVAILABLE TO THE MEMBERS OF THE BOARD. AT THE NEXT BOARD MEETING, KEY COMPONENTS OF THE 990 RETURN ARE DISCUSSED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, ALL BOARD MEMBERS AND EXECTIVE TEAM MEMBERS MUST SIGN THE CONFLICT OF INTEREST DOCUMENT TO CERTIFY THAT THEY ARE IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 FOR THE EXECUTIVE TEAM, A CONSULTANT HELPS WITH REVIEWING THE MARKET DATA FROM SIMILAR ORGANIZATIONS FOR DETERMINING THE APPROPRIATE PAY RANGES AND PAY RATES FOR THE INCUMBENTS. THE CONSULTANT WILL MAKE THE RECOMMENDATION FOR THE COMPENSATION TO THE CEO FOR THE EXECUTIVE TEAM MEMBERS WHO 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 WISCIONSIN, INC. C/O TERRY METZGER PO BOX 14017, MADISON, WI 53708-0017. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,913. EQUITY CONTRIBUTIONS 3,000,000. TOTAL TO FORM 990, PART XI, LINE 5: 2,998,087. CARE WISCONSIN HEALTH PLAN 2802 INTERNATIONAL LANE MADISON WI 53704 240093404 HEALTH CARE WI 501(C)(3) LINE 9 N/A 1 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 CARE WISCONSIN HEALTH PLAN INC C 3000000 INTERCOMPANY ACCOUNT CARE WISCONSIN HEALTH PLAN INC K 7170912 DIRECT COST CARE WISCONSIN HEALTH PLAN INC M 3202853 DIRECT COST CARE WISCONSIN HEALTH PLAN INC N 9988341 DIRECT COST