2012-05-14T13:53:46-05:00 2011-12-31 390758449 WIPFLI LLP PO BOX 12237 GREEN BAY WI 543072237 990 2011-01-01 262795800 THEDACARE CENTER FOR HEALTHCARE VALUE INC THED 9206597500 100 W LAWRENCE ST NO 422 APPLETON WI 54911 HELEN ZAK 9206597500 2012-05-14 1 TERRI REXRODE CPA MST P00096513 9206620016 2012-05-14 2011 2016-02-24 21:20:13Z HELEN ZAK 100 W LAWRENCE ST NO 422 APPLETON WI 54911 2353642 0 X WWW.CREATEVALUE.ORG X 2008 WI TO BRING EMPLOYERS, INSURERS, GOVERNMENT COMMUNITIES AND PROVIDERS TOGETHER TO DEVELOP NEW MODELS OF CARE AND REIMBURSEMENT THAT RESULT IN GREATER EFFICIENCY, EXPERTISE AND VALUE. 15 13 0 0 0 0 1000000 760000 711622 1494054 900 2990 14660 96598 1727182 2353642 0 0 0 0 437500 437500 0 0 0 1012661 1727552 1450161 2165052 277021 188590 1460312 1908226 859103 1118427 601209 789799 X TO REDESIGN THREE INTERDEPENDENT COMPONENTS OF THE HEALTHCARE INDUSTRY WHICH WILL RESULT IN IMPROVED VALUE FOR PATIENTS. WE WILL ACCOMPLISH THIS BY COLLABORATING WITH PATIENTS AND LEADERS IN THE PROVIDER, EMPLOYER, INSURER, AND GOVERNMENT COMMUNITIES TO CREATE:TRANSPARENCY OF HEALTHCARE PERFORMANCECARE DELIVERY WITH LESS WASTE AND FEWER ERRORSPAYMENT SYSTEMS THAT REWARD PATIENT VALUE CREATION. 0 0 1801825 1494054 TO TRANSFORM THE HEALTHCARE INDUSTRY TO DELIVER HIGHER VALUE THROUGH EXPERIMENTS, COLLABORATION AND EDUCATION THAT INTEGRATES TRANSPARENCY OF HEALTH CARE PERFORMANCE, CARE DELIVERY WITH LESS WASTE AND FEWER ERRORS, AND PAYMENT SYSTEMS THAT REWARD PATIENT VALUE CREATION. 1801825 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 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 0 X 15 13 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 WI X JON G CARPENTER 9206597470 100 W LAWRENCE ST SUITE 422 APPLETON WI 54911 DANIEL ARIENS 1.00 X 0 0 0 MAUREEN BISOGNANO 1.00 X 0 0 0 GEORGE KOENIGSAECKER 1.00 X 0 0 0 GARY CONVIS 1.00 X 0 0 0 DEAN GRUNER MD 1.00 X 0 0 0 RANDY LINTON MD 1.00 X 0 0 0 ARNIE MILSTEIN MD 1.00 X 0 0 0 PAUL O'NEILL 1.00 X 0 0 0 WALT RUGLAND 1.00 X X 0 0 0 MICHAEL SACHS 1.00 X 0 0 0 JOHN TORINUS 1.00 X 0 0 0 ORRY FIUME 1.00 X 0 0 0 JEFF THOMPSON MD 1.00 X 0 0 0 JIM WOMACK 1.00 X 0 0 0 JOHN TOUSSAINT MD 40.00 X 350000 0 175000 HELEN ZAK 40.00 X 125000 0 18034 475000 0 193034 2 0 1 0 THEDACARE 122 W COLLEGE AVE APPLETON WI 54911 CONTRACTED MANAGEMENT AND EMPLOYEE SERVI 1226611 LEAN ENTERPRISE INSTITUTE INC 215 FIRST STREET CAMBRIDGE MA 02142 CONTRACTED MANAGEMENT AND EMPLOYEE SERVI 161422 2 760000 760000 EDUCATION SERVICES 541900 1494054 1494054 1494054 2990 2990 96598 96598 2353642 1494054 0 99588 437500 393750 43750 8121 8121 972801 725645 247156 112556 112556 51241 625 50616 30891 23168 7723 114143 113381 762 13077 9808 3269 9951 9951 PRODUCT AND DEVELOPMENT 115849 115849 NETWORK EXPENSE 113928 113928 SHARED NETWORK EXPENSE 102128 102128 ADVISORY SERVICE EXPENS 37899 37899 44967 44967 2165052 1801825 363227 0 1183999 1451148 223890 361761 1500 1500 133169 39352 50923 93817 1460312 1908226 232970 187758 626133 930669 859103 1118427 X 601209 789799 601209 789799 1460312 1908226 188590 0 X 0 1 0 X 0 X 1000000 500000 1000000 760000 3260000 25254 160789 710622 1494054 2390719 1025254 660789 1710622 2254054 5650719 0 989722 493385 982728 736464 3202299 989722 493385 982728 736464 3202299 2448420 2582 756 16560 99588 119486 2582 756 16560 99588 119486 1027836 661545 1727182 2353642 5770205 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133169 39352 93817 93817 2353642 2165052 188590 188590 2353642 0 2353642 0 2353642 2165052 0 2165052 0 2165052 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN ORDER TO ACCOUNT FOR UNCERTAIN TAX POSITIONS, THE ORGANIZATION DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUBSTAINED 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 FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 OHIO STATE UNIVERSITY 316025986 501(C)(3) 12500 SCHOLARSHIP FUNDS-EDUCATIONAL ASSISTANCE 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE GRANT IS MADE JOINTLY BETWEEN THEDACARE CENTER FOR HEALTHCARE VALUE AND THEDACARE INC. TO PLACE ONE OF THEIR EMPLOYEES THROUGH A MBOE (MASTER OF BUSINESS-OPERATIONAL EXCELLENCE) PROGRAM AT THE OHIO STATE UNIVERSITY. THE CANDIDATE IS SELECTED BY THEDACARE INC. BASED ON CERTAIN CRITERIA. FUNDING FOR THE GRANT IS PAID DIRECTLY TO THE OHIO STATE UNIVERSITY. 0 0 0 0 0 0 0 0 0 JOHN TOUSSAINT MD 350000 0 0 0 0 0 0 0 0 0 350000 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION ADOPTED A POLICY FOR HELEN ZAK AND JON CARPENTER TO REVIEW THE 990 PRIOR TO FILING. IN ADDITION, THE BOARD MEMBERS HAVE AN OPPORTUNITY TO SEE THE RETURN VIA E-MAIL BEFORE SUBMITTING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH DIRECTOR, PRINICIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT AND IN ADDITION PERIODIC REVIEWS ARE PERFORMED. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT CONTRACTORS ARE SELECTED BASED ON THE REQUIRED SKILL SET AND AVAILABILITY TO COMPLETE PROJECTS AS DIRECTED BY ORGANIZATIONAL LEADERSHIP. ALL COMPENSATION IS PAID TO AN UNRELATED NONPROFIT MANAGEMENT COMPANY THAT UTILIZES THE APPROPRIATE PROCESSES IN DETERMINING COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.