2024-02-14T14:29:24-06:00 2023-06-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2022-07-01 273496527 Generations Fertility Care Inc GENE 6088246160 2365 Deming Way Middleton WI 53562 Jodilynn Vitello VP of Finance 6088246160 2024-02-08 1 Jodilynn Vitello 999009999 0 Rebekuh Eley P01247672 3126343400 2024-02-08 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Jesus Iruretagoyena 2365 Deming Way Middleton WI 53562 9037466 0 X www.uwhealth.org/generations X 2010 WI To promote and advance the general health and welfare of persons in the community through providing reproductive endocrinology and infertility treatment services to patients not requiring hospitalization, carry on educational activities related to rendering health care services to patients, and participate in other activities that are designed and carried on to promote and advance the general health and welfare of persons in the community. 8 4 0 4 0 0 418019 0 7949633 9037466 0 0 0 0 8367652 9037466 0 0 0 0 2070089 2266506 0 0 0 5135420 5709570 7205509 7976076 1162143 1061390 4162808 5221891 1267066 1264759 2895742 3957132 X To promote and advance the general health and welfare of persons in the community through providing reproductive endocrinology and infertility treatment services to patients not requiring hospitalization, carry on educational activities related to rendering health care services to patients, and participate in other activities that are designed and carried on to promote and advance the general health and welfare of persons in the community. 0 0 7177140 9037466 To promote and advance the general health and welfare of persons in the community through providing reproductive endocrinology and infertility treatment services to patients not requiring hospitalization, carry on educational activities related to rendering health care services to patients, and participate in other activities that are designed and carried on to promote and advance the general health and welfare of persons in the community. 8,604 completed patient office visits during the year. 7177140 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 4 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X Aaron Prochaska 6088214272 7974 UW Health Court Middleton WI 53562 Deb Brausen Vice President 2.00 38.00 X X 0 335271 63010 Luke Zawlocki Director 2.00 38.00 X 0 159207 38748 Jesus Iruretagoyena President 2.00 38.00 X X 0 547829 61063 Ron Schroeder Secretary 2.00 0.00 X X 0 0 0 Carla Griffin Director 2.00 0.00 X 0 0 0 Christie Olson Director 2.00 0.00 X 0 0 0 Richard Welnick Director 2.00 0.00 X 0 0 0 Alysia Hanson Director (as of 01/23) 2.00 0.00 X 0 149589 42014 Tracy Abitz Director (until 10/22) 2.00 38.00 X 0 211063 44114 Shabvon Johnson RN Director Ambulatory Operations 4.00 36.00 X 0 207845 41481 Aaron Prochaska Treasurer 2.00 38.00 X 0 162363 45154 Robert Flannery Former Treasurer 0.00 0.00 X 0 1139055 195823 0 2912222 531407 0 1 1 0 0 Net Patient Ser. Rev. 624100 9037366 9037366 100 100 9037466 9037466 9037466 0 0 X 1653597 1510561 143036 111036 101431 9605 381056 348095 32961 120817 110366 10451 582246 582246 2941 2941 3762384 3762384 17215 14658 2557 31754 29007 2747 701042 696140 4902 814 814 111490 111490 11966 10931 1035 Drugs & Patient Care 400821 400821 Equip. Repair/Maint. 51264 46830 4434 Small Equip./Furnishing 7938 7252 686 Dues & Subscriptions 6730 6209 521 20965 20965 7976076 7177140 798936 0 2149506 3165634 1432186 1307910 85538 75088 49527 47566 1657395 1088568 393810 568827 52241 56866 4162808 5221891 579832 597432 687234 667327 1267066 1264759 X 2895742 3957132 2895742 3957132 4162808 5221891 1061390 0 X 0 0 0 X 0 511 84430 418019 0 502960 6408643 5607513 7500394 7949633 9037466 36503649 6408643 5608024 7584824 8367652 9037466 37006609 0 0 0 37006609 6408643 5608024 7584824 8367652 9037466 37006609 1.00000 1.00000 0.00000 0.00000 X 151223 151223 0 1459452 937345 522107 46720 46720 568827 Due to Related Party 667327 667327 0 1 0 0 0 0 0 0 0 Robert Flannery Former Treasurer 0 798143 0 334560 0 6352 0 158861 0 36962 0 1334878 0 0 Jesus Iruretagoyena President 0 547829 0 0 0 0 0 61000 0 63 0 608892 0 0 Deb Brausen Vice President 0 258316 0 74836 0 2119 0 28965 0 34045 0 398281 0 0 Tracy Abitz Director (until 10/22) 0 181955 0 28649 0 459 0 15991 0 28123 0 255177 0 0 Shabvon Johnson RN Director Ambulatory Operations 0 178110 0 27641 0 2094 0 11770 0 29711 0 249326 0 0 Aaron Prochaska Treasurer 0 150622 0 10519 0 1222 0 14335 0 30819 0 207517 0 0 Luke Zawlocki Director 0 137200 0 21368 0 639 0 12054 0 26694 0 197955 0 0 Alysia Hanson Director (as of 01/23) 0 140851 0 8660 0 78 0 11670 0 30344 0 191603 0 0 Part I, Line 3 Compensation is paid via a leasing agreement with members of the organization. Compensation for the Administrative Director was arrived at by the managing partner's human resources department. Part I, Line 4b Some members of the Board participate in supplemental, non-qualified retirement plans through their employers, which are related organizations to the filing entity. Those individuals participate in a 457(f) plan. In 2022, the following employer contribution was made: - Deb Brausen $8,465 - Robert Flannery $119,355 Form 990, Part VI, Section A, line 3 Due to the Management services agreement established between University of Wisconsin Medical Foundation, Inc. (UWMF) and Generations Fertility Care (GFC), Inc. We have answered yes to Question #3 on Part VI, Section A. UWMF is the management company within this agreement. UWMF provides human resources, patient billing and collections, accounts payable services, I/T services, monthly financial statement preparation, tax return preparation support, financial audit support, compliance auditing, medical records storage/transcription, infection control/employee health, maintenance/mechanical support, nursing and nursing support, quality assurance and improvement, housekeeping, removal of hazardous waste, courier, mail and receiving, purchasing, security and telecommunications. In addition, an administrative person is charged with carrying out the decision/direction of GFC's board of directors and any clinical duties performed for UWMF. The compensation for these duties shall be reported in this section of the tax return. Shabvon Johnson (Director of clinic operations) spends 10% of her time carrying out the decision/direction of GFC's Board of Directors. GFC does not have any employees that meet the reporting requirements of the highest compensated employees with $100,000 or more of compensation and benefits for services provided to GFC. Since UWMF is considered a related organization, all compensation paid from UWMF and related organizations for services provided to Generations Fertility Care, Inc. and related organizations is reported in Part VII. Form 990, Part VI, Section A, line 6 The organization has 3 equal members: University of Wisconsin Medical Foundation, Inc., UnityPoint Health-Meriter, and University of Wisconsin Hospital and Clinics Authority. Form 990, Part VI, Section A, line 7a Each member elects three individuals to the board of directors (2 employee directors and 1 public director). Form 990, Part VI, Section A, line 7b The following actions shall require the approval of the Member: (a) Merger, consolidation or dissolution of the Corporation; (b) Amendment, restatement, alteration or repeal of the Articles of Incorporation of the Corporation; (c) A sale, lease, exchange, or other disposition of all, or substantially all, the property or assets of the Corporation; (d) The call for additional contributions from the Member to the Corporation or assessments against the Member; (e) Any distribution of assets of the Corporation to the Member; and (f) Execution, amendment, or termination of any agreement between the Corporation and the Member. Form 990, Part VI, Section A, line 8b GFC has no other committees beyond the governing body. Form 990, Part VI, Section B, line 11b Form 990 is completed by the organization's external accounting firm. Key finance employees review the Form 990 for completeness and accuracy. The return is provided to the members of the board of directors before filing. The return is submitted for filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Members of the Board of Directors must review and sign the conflict of interest policy on a yearly basis. Should a conflict arise, the interested person shall not participate in any discussion or vote related to this determination, except to the extent necessary to fully explain the financial interest and the manner in which the proposed transaction or arrangement to be discussed or acted upon by the board may or will bear upon or relate to the financial interest. A member of the board may direct that the interested person leave the meeting room for all or any part of the discussions or vote related to the determination of whether the financial interest creates a conflict of interest. Form 990, Part VI, Section B, line 15 Compensation is paid via a leasing agreement with members of the organization. Compensation for the Administrative Director was arrived at by the managing partner's human resources department. Form 990, Part VI, Section C, line 19 Governing documents, conflicts of interest policy, and financial statements are made available to the public upon request for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part IX, line 11g Lab Services: Program service expenses 439,685. Management and general expenses 0. Fundraising expenses 0. Total expenses 439,685. Laundry Services: Program service expenses 10,902. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,902. Miscellaneous Purchased Services: Program service expenses 48,791. Management and general expenses 0. Fundraising expenses 0. Total expenses 48,791. Prof. Revenue: Program service expenses 2,682,475. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,682,475. Temporary Help: Program service expenses 31,044. Management and general expenses 0. Fundraising expenses 0. Total expenses 31,044. Other Professional Fees: Program service expenses 549,487. Management and general expenses 0. Fundraising expenses 0. Total expenses 549,487. Isthmus Project Inc 600 Highland Avenue Madison WI 53792 832278676 Research and Innovation WI 501(c)(3) Line 12a University of WI Hospital and Clinics Authority 1 Madison Surgery Center 7974 UW Health Court Middleton WI 53562 391940656 Health care services and training WI 501(c)(3) Line 10 N/A 1 Regional Division Inc 7974 UW Health Court No MC1020 Middleton WI 53562 391446049 Regional Parent Corp. to manage and direct activities of entities WI 501(c)(3) Line 12a University of WI Hospital and Clinics Authority 1 SwedishAmerican Foundation 1415 East State Street Rockford IL 61104 363097493 Supports fundraising for SwedishAmerican Hospital IL 501(c)(3) Line 7 SwedishAmerican Hospital 1 SwedishAmerican Health System Corporation 1401 East State Street Rockford IL 61104 363241458 Parent Corporation to manage and direct activities of entities IL 501(c)(3) Line 12a Regional Division Inc 1 SwedishAmerican Hospital 1401 East State Street Rockford IL 61104 362222696 Hospital IL 501(c)(3) Line 3 SwedishAmerican Health System Corporation 1 SwedishAmerican Hospital Self Insurance Trust 1401 East State Street Rockford IL 61104 366652702 Hospital Malpractice Trust VT 501(c)(3) Line 12a SwedishAmerican Hospital 1 SwedishAmerican Realty Corporation 1313 East State Street Rockford IL 61104 363248013 Title Holding Company IL 501(c)(2) SwedishAmerican Health System Corporation 1 University Health Care Inc 7974 UW Health Court Middleton WI 53562 472553196 Support Organization WI 501(c)(3) Line 12a University of WI Hospital and Clinics Authority 1 University of WI Hospital and Clinics Authority 7974 UW Health Court MS 1020 Middleton WI 53562 391835630 Hospital and Clinics WI 501(c)(3) Line 6 N/A 0 University of WI Medical Foundation 7974 UW Health Court Middleton WI 53562 391824445 Physician Services WI 501(c)(3) Line 10 University of WI Hospital and Clinics Authority 0 UW Health ACO Inc 7974 UW Health Court Middleton WI 53562 455490584 Accountable Care Organization WI 501(c)(3) Line 10 University of WI Hospital and Clinics Authority 1 Wisconsin Therapies Inc 7974 UW Health Court Middleton WI 53562 391807425 Infusion Therapy WI 501(c)(3) Line 12a University of WI Hospital and Clinics Authority 1 Chartwell Wisconsin Enterprises LLC 2241 Pinehurst Drive Middleton WI 53562 391796267 Parent entity of CMW and CMW-HR WI N/A 0 0 Madison Medical Center LLP 7974 UW Health Court Middleton WI 53562 391329429 Real Estate WI N/A 0 0 Northern Illinois Vein Clinic 2550 Charles Street Rockford IL 61108 201642329 Outpatient Health Services IL N/A 0 0 Sixth Street Medical LLC 7974 UW Health Court Middleton WI 53562 472705724 Real Estate WI N/A 0 0 Three Rivers Partners LLC 1313 East State Street Rockford IL 61104 262231757 Information Technology Services IL N/A 0 0 Physician's Care Network 1313 East State Street Rockford IL 61104 363455791 Health Services IL N/A C 1 Quartz Health Benefit Plans Corporation 840 Carolina Street Sauk City WI 53583 391450766 Health Maintenance Organization WI N/A C 1 Quartz Health Insurance Corporation 840 Carolina Street Sauk City WI 53583 391565691 Health Maintenance Organization WI N/A C 1 Quartz Health Solutions 840 Carolina Street Sauk City WI 53583 465710709 Insurance WI N/A C 1 Quartz Holding Company 840 Carolina Street Sauk City WI 53583 821728929 Holding Company WI N/A C 1 SARI Insurance Company 76 St Paul Street Suite 500 Burlington VT 054014477 030308753 Captive Insurance Company VT N/A C 1 State & Charles Inc 1313 East State Street Rockford IL 61104 363321193 Holding Company IL N/A C 1 SwedishAmerican Health Management Corp 1401 East State Street Rockford IL 61104 363246511 Management Services IL N/A C 1 Wisconsin Dialysis 3034 Fish Hatchery Road Fitchburg WI 53713 300072647 Dialysis Services WI N/A C 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0