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UW HEALTH ACO INC

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Tax-exempt status may be revoked

UW HEALTH ACO INC

EIN 45-5490584 · Group Health Practices (E31)

What they do

to Deliver The Highest Quality Patient and Family-centered Care to Medicare Beneficiaries and Other Patients. UW Health ACO Achieves These Initiatives Through Population Health Activities Including But Not Limited to Programs That Target Population Health Management, Quality Improvement and Social Determinants of Health.

Before you give

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Stop and check first

This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

481.96%of revenue went to mission work58.4% of expenses · Program services
$825.84spent for every $100 of revenueSpending was higher than revenue this year.
343.88%of revenue went to management and office costs41.6% of expenses
$0.36in assets for every $1 spent this yearSome assets cannot be spent right away.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $836,604 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $276,798 for DR PETER NEWCOMER (FORMER PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$115,260
Mission workProgram services$555,510481.96% of revenue58.4% of expenses
ManagementOffice and general costs$396,354343.88% of revenue41.6% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$951,864825.84% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 58.4% mission · 41.6% management · 0.0% fundraisingTotal expenses: 825.84% of revenue
2023Expense mix: 95.5% mission · 4.5% management · 0.0% fundraisingTotal expenses: 537.00% of revenue
2022Expense mix: 55.3% mission · 44.7% management · 0.0% fundraisingTotal expenses: 23.91% of revenue
2021Expense mix: 48.2% mission · 51.8% management · 0.0% fundraisingTotal expenses: 22.25% of revenue
2020Expense mix: 42.6% mission · 57.4% management · 0.0% fundraisingTotal expenses: 20.42% of revenue
2019Expense mix: 52.0% mission · 48.0% management · 0.0% fundraisingTotal expenses: 24.47% of revenue
2018Expense mix: 61.6% mission · 38.4% management · 0.0% fundraisingTotal expenses: 20.62% of revenue
2017Expense mix: 65.5% mission · 34.5% management · 0.0% fundraisingTotal expenses: 100.00% of revenue

Money in and money out

Revenue$115,260
Expenses$951,864
Annual shortfall $836,604 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$555,510 · 58.4% of expenses
Management and office costs$396,354 · 41.6% of expenses
See all reported dollar amounts
Revenue$115,260
Expenses$951,864
Assets$346,381
Income$115,260
Mission work (program services)$555,510
Management and general$396,354
Accounting fees$3,549
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
DR PETER NEWCOMERFORMER PRESIDENT · 2 hrs/week $276,798Base · Other $276,798
TROY LEPIENSECRETARY · 2 hrs/week $116,758Base · Other $116,758
JODI VITELLOTREASURER · 2 hrs/week $106,206Base · Other $106,206
RYAN KLEINDIRECTOR · 2 hrs/week $61,546Base · Other $61,546
GRACE FLOODMEDICAL DIRECTOR · 2 hrs/week $60,840Base · Other $60,840
ROBIN LANKTONPRESIDENT · 2 hrs/week $55,511Base · Other $55,511
DR ROY ALLAN JHAGROODIRECTOR · 2 hrs/week $50,927Base · Other $50,927
DR ELIZABETH TROWBRIDGECHAIR · 2 hrs/week $50,435Base · Other $50,435
DR YOHAULLI ANAYADIRECTOR · 2 hrs/week $38,649Base · Other $38,649
ANN SHEEHYPRESIDENT (UNTIL 9/24) · 2 hrs/week $30,076Base · Other $30,076
PATTI MEYERASSISTANT SECRETARY · 1 hrs/week $24,479Base · Other $24,479

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

DR PETER NEWCOMERFORMER PRESIDENT

TROY LEPIENSECRETARY

JODI VITELLOTREASURER

RYAN KLEINDIRECTOR

GRACE FLOODMEDICAL DIRECTOR

ROBIN LANKTONPRESIDENT

DR ROY ALLAN JHAGROODIRECTOR

DR ELIZABETH TROWBRIDGECHAIR

DR YOHAULLI ANAYADIRECTOR

ANN SHEEHYPRESIDENT (UNTIL 9/24)

PATTI MEYERASSISTANT SECRETARY

DR FARAH KHANDIRECTOR

DR THOMAS BUGLIOSIDIRECTOR

JULIEANNE POFAHLPUBLIC MEMBER

KATIE BRIETZMANCONSUMER ADVOCATE

KEVIN FEHRDIRECTOR

KIAH CALMESE WALKERDIRECTOR

DAVE CHILDERSVICE PRESIDENT

About this charity

Recognized since
January 2014
Location
7974 UW HEALTH CT, MIDDLETON, WI 53562-5531
County
Dane
In care of
% ROBIN LANKTON
Primary officer
Jodilynn Vitello, VP of Finance

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
RSM US LLP
NTEE classification
Group Health Practices (E31)
IRS tax category
Group Health Practices
Revocation date
November 15, 2014

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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