UW Health ACO Inc

Nonprofit profile at a glance

EIN
455490584
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
Middleton, WI, USA
Phone
6084228065
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Group Health Practice (Health Maintenance Organizations)

Official website

Reported finances

Revenue
$115,260
Expenses
$951,864
Assets
$346,381
Liabilities
$80,636

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • Ann Sheehy (President (until 9/24))
  • Dave Childers (Vice President)
  • Robin Lankton (President)
  • Dr Peter Newcomer (Former President)

Highest reported compensation

  • Dr Peter Newcomer (Former President): $2,503,046 total reported compensation
  • Troy Lepien (Secretary): $841,839 total reported compensation
  • Jodi Vitello (Treasurer): $606,664 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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.

What it reported doing in 2024

To provide better care, improved health, and lower per capita growth in expenditures for Medicare beneficiaries assigned to the ACO and provide support to University of Wisconsin Medical Foundation (UWMF) and University of Wisconsin Hospitals and Clinics Authority (UW Hospital) for population health programs and development of innovative new care models.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 67
  • Accountability: 68
  • Sustainability: 8
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 58.4%; rating input score 58
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 60%; rating input score 60; 17th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -725.8%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 0.36; rating input score 19; 19th percentile among comparable filings
  • Liabilities to assets ratio: 0.23; rating input score 18; 18th percentile among comparable filings
  • Officer compensation ratio: 91.6%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: 0.4% per year; rating input score 100; 32nd percentile among comparable filings
  • Revenue growth: -1.2% per year; rating input score 0; 19th percentile among comparable filings
  • Asset growth: 17.8% per year; rating input score 100; 82nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 58.4% of spending went to programs
  • Governance: 6 of 10 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $556K in reported program spending
  • Leadership: top reported pay $2.5M · 18 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 25 of 25 current checks pass
  • Schedules: 5 filed schedules · includes executive pay and related organizations
  • Filing history: 11 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 25 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 19/100.
  • High — Sustainability: Officer compensation ratio scored 1/100.
  • High — Sustainability: Liabilities to assets ratio scored 18/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.