2025-09-24T15:07:26-05:00 2024-12-31 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990 2024-01-01 320124346 COMMUNITY CARE HEALTH PLAN INC COMM 4143856600 205 BISHOPS WAY BROOKFIELD WI 53005 TROY NEWMEISTER CFO 2622079370 2025-09-22 1 1 REBEKUH ELEY P01247672 3126343400 2025-09-22 2024 2025-03-06 01:10:19Z KENNETH MUNSON 205 BISHOPS WAY BROOKFIELD WI 53005 128092929 0 X WWW.COMMUNITYCAREINC.ORG X 2004 WI COMMUNITY CARE HEALTH PLAN'S MISSION IS TO DEVELOP AND DEMONSTRATE INNOVATIVE, FLEXIBLE COMMUNITY-BASED APPROACHES TO CARE FOR AT-RISK ADULTS IN ORDER TO OPTIMIZE THEIR QUALITY OF LIFE AND OPTIMIZE THE ALLOCATION OF COMMUNITY RESOURCES.WE ARE A NON-PROFIT ORGANIZATION WITH EXPERIENCE IN HELPING ADULTS WITH LONG-TERM CARE NEEDS LIVE AS INDEPENDENTLY AS POSSIBLE. OUR MEDICARE/MEDICAID LONG-TERM CARE PROGRAMS SERVE THE NEEDS OF OLDER ADULTS AND ADULTS WITH DISABILITIES. WE COORDINATE AND DELIVER A FULL RANGE OF SUPPORTIVE SERVICES THAT HELP THEM LIVE SAFELY, CONFIDENTLY AND WITH DIGNITY. 7 5 0 7 0 0 0 0 130844479 124951557 737709 521126 0 0 131582188 125472683 0 0 114039980 119388975 11471455 12043599 0 0 0 6697382 6668300 132208817 138100874 -626629 -12628191 34059783 43431378 16303025 19238257 17756758 24193121 COMMUNITY CARE HEALTH PLAN'S MISSION IS TO DEVELOP AND DEMONSTRATE INNOVATIVE, FLEXIBLE, COMMUNITY-BASED APPROACHES TO CARE FOR AT-RISK ADULTS, IN ORDER TO OPTIMIZE THEIR QUALITY OF LIFE AND OPTIMIZE THE ALLOCATION OF COMMUNITY RESOURCES. 0 0 55115082 50604047 THE COMMUNITY CARE PACE PROGRAM IS THE ONLY PACE PLAN IN THE STATE OF WISCONSIN AND HAS BEEN IN OPERATION FOR MORE THAN 25 YEARS. COMMUNITY CARE PACE CURRENTLY SERVES MORE THAN 500 MEMBERS IN MILWAUKEE, WAUKESHA, KENOSHA, AND RACINE COUNTIES.PACE OFFERS A BENEFIT PACKAGE THAT COMBINES MEDICAL CARE, LONG-TERM CARE AND PRESCRIPTION DRUGS. PACE HELPS FRAIL AND DISABLED INDIVIDUALS AGE 55 AND OLDER LIVE AS INDEPENDENTLY AS POSSIBLE FOR AS LONG AS POSSIBLE WITHIN THE COMMUNITY. 77381186 74347510 COMMUNITY CARE'S FAMILY CARE PARTNERSHIP PROGRAM FOR FRAIL ELDERS AND ADULTS WITH PHYSICAL, INTELLECTUAL OR DEVELOPMENTAL DISABILITIES PROVIDES COMPREHENSIVE MEDICAL AND LONG-TERM CARE.PARTNERSHIP MEMBERS HAVE A TEAM OF PROFESSIONALS THAT WORK TO COORDINATE ALL ASPECTS OF CARE. THE TEAM WILL ASSESS MEMBER NEEDS AND DEVELOP A COST-EFFECTIVE CARE PLAN. PARTNERSHIP MEMBERS HAVE ACCESS TO MEDICAL CARE AND LONG-TERM CARE SERVICES WITHOUT THE WORRY OF INSURANCE BILLS, CO-PAYS, DEDUCTIBLE OR INSURANCE GAPS. AS OF THE END OF 2024 PARTNERSHIP SERVES 674 MEMBERS IN NINE WISCONSIN COUNTIES. 132496268 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 0 1 897 0 1 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X TROY NEWMEISTER 2622079371 205 BISHOPS WAY BROOKFIELD WI 53005 KENNETH MUNSON PRESIDENT & CEO 5.00 35.00 X X 60562 443749 52045 CHRISTY SMITH SECRETARY/TREASURER - CFO 5.00 35.00 X X 43792 320871 27246 EDWARD KOHL CHIEF PROGRAM OFFICER 3.00 37.00 X 24629 280263 26994 VIRGINIA KRAMER CHIEF INFORMATION OFFICER 4.00 36.00 X 27117 262129 22380 SHERRICE HARRELL CHIEF ADMINISTRATIVE OFFICER 4.00 36.00 X 26581 240263 44241 SHELLY NELSON PHYSICIAN 40.00 0.00 X 252850 0 12143 KALLURU VIJAYABHANU PHYSICIAN 40.00 0.00 X 253304 0 11515 DENNIS PURTELL DIRECTOR 1.00 1.00 X 0 0 0 SISTER MAUREEN RILEY DIRECTOR 1.00 0.00 X 0 0 0 LORI STORTZ DIRECTOR - EX-OFFICIO 1.00 1.00 X 0 0 0 ED CORRIGAN DIRECTOR - CHAIR 1.00 1.00 X X 0 0 0 CARLA WASHINGTON DIRECTOR - VICE CHAIR 1.00 1.00 X X 0 0 0 688835 1547275 196564 2 0 1 0 AURORA HEALTH CARE METRO CENTER PO BOX 341100 MILWAUKEE WI 53234 HOSPITAL 4786923 FROEDTERT MEMORIAL LUTHERAN HOSPITAL PO BOX 385 MILWAUKEE WI 55278 HOSPITAL 3577906 MILWAUKEE CATHOLIC HOME INC 2462 N PROSPECT AVE MILWAUKEE WI 53211 HOSPITAL 3088664 CARING FOR WISCONSIN INC 210 REGENCY CT BROOKFIELD WI 53045 LONG TERM CARE 1930459 OPEN ARMS 20 LLC 6233 BANKERS ROAD STE 3 RACINE WI 53403 LONG TERM CARE 1900340 221 CAPITATION REVENUE 524114 117941559 117941559 PATIENT SERVICES 524114 7009998 7009998 124951557 717667 717667 2423705 2620246 -196541 -196541 -196541 125472683 124951557 0 521126 119388975 119388975 182681 182681 9251813 6315823 2935990 292323 191768 100555 1622685 1153358 469327 694097 487759 206338 98700 98700 49730 49730 36761 36761 960153 13354 946799 23039 4819 18220 44436 837 43599 493270 322114 171156 83173 73288 9885 8478 290 8188 7152 7152 181739 1341 180398 100879 100879 ALLOCATED EXPENSE 1753241 1753241 SUPPLIES 134122 44650 89472 IT EQUIPMENT - DATA CAR 34070 7878 26192 EQUIPMENT RENTAL 8298 8298 2651059 2554092 96967 138100874 132496268 5604606 0 20465278 26045227 4339381 6868271 212790 1205793 9042334 9312087 34059783 43431378 5166657 7737430 94609 92298 11041759 11408529 16303025 19238257 X 17756758 24193121 17756758 24193121 34059783 43431378 X -12628191 320071 18744483 X X 0 1 X 1 1 1 0 1 X 0 IBNR FUND 10707294 UNPAID CLAIMS 160609 OTHER 540626 11408529 X PART IV, LINE 2B: CCHP PROVIDES REPRESENTATIVE PAYEE SERVICES FOR SOME OF ITS MEMBERS. THE CUSTODIAL ACCOUNTS ARE MEMBER COLLECTIVE FUNDS. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES. AS REQUIRED BY THE UNCERTAIN TAX POSITION GUIDANCE IN ASC TOPIC 740, THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. THERE WERE NO SIGNIFICANT MATTERS DETERMINED BY MANAGEMENT TO BE UNRECOGNIZED TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN THAT HAVE BEEN RECORDED ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. 0 0 0 0 0 0 0 0 0 KENNETH MUNSON PRESIDENT & CEO 60562 443749 0 0 0 0 2186 16016 4064 29779 66812 489544 0 0 CHRISTY SMITH SECRETARY/TREASURER - CFO 43792 320871 0 0 0 0 1558 11419 1714 12555 47064 344845 0 0 EDWARD KOHL CHIEF PROGRAM OFFICER 24629 280263 0 0 0 0 926 10531 1255 14282 26810 305076 0 0 VIRGINIA KRAMER CHIEF INFORMATION OFFICER 27117 262129 0 0 0 0 766 7402 1332 12880 29215 282411 0 0 SHERRICE HARRELL CHIEF ADMINISTRATIVE OFFICER 26581 240263 0 0 0 0 1036 9362 3371 30472 30988 280097 0 0 SHELLY NELSON PHYSICIAN 252850 0 0 0 0 0 10094 0 2049 0 264993 0 0 0 KALLURU VIJAYABHANU PHYSICIAN 253304 0 0 0 0 0 10094 0 1421 0 264819 0 0 0 PART I, LINE 3 THE ORGANIZATION RELIES ON COMMUNITY CARE, INC., A RELATED 501(C)(3) ORGANIZATION, TO ESTABLISH THE COMPENSATION FOR ITS CHIEF EXECUTIVE OFFICER. COMMUNITY CARE INC. USES A CONSULTING FIRM TO ASSIST IN ESTABLISHING THE COMPENSATION FOR ITS CHIEF EXECUTIVE OFFICER. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION CONT.: COMMUNITY CARE HEALTH PLAN OPERATES TWO PROGRAMS: PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) AND FAMILY CARE PARTNERSHIP. EACH PROGRAM DIFFERS IN SPECIFICS, BUT BOTH ARE DESIGNED TO HELP OUR MEMBERS REMAIN IN THEIR HOME AND IN THEIR COMMUNITY. THE COMMUNITY CARE PACE PROGRAM IS THE ONLY PACE PLAN IN THE STATE OF WISCONSIN. PACE OFFERS A BENEFIT PACKAGE THAT COMBINES MEDICAL CARE, LONG-TERM CARE AND PRESCRIPTION DRUGS. PACE HELPS FRAIL AND DISABLED INDIVIDUALS AGE 55 AND OLDER LIVE AS INDEPENDENTLY AS POSSIBLE FOR AS LONG AS POSSIBLE WITHIN THE COMMUNITY. COMMUNITY CARE'S FAMILY CARE PARTNERSHIP PROGRAM FOR FRAIL ELDERS AND ADULTS WITH PHYSICAL, INTELLECTUAL OR DEVELOPMENTAL DISABILITIES PROVIDES COMPREHENSIVE MEDICAL AND LONG-TERM CARE. FORM 990, PART VI, SECTION A, LINE 6 COMMUNITY CARE, INC. IS THE SOLE MEMBER OF COMMUNITY CARE HEALTH PLAN, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER SHALL HAVE ALL VOTING AND OTHER RIGHTS AND INTERESTS AS SET FORTH IN THE ARTICLES OF INCORPORATION AND BYLAWS OF COMMUNITY CARE HEALTH PLAN, INC. AN ANNUAL MEETING OF THE SOLE MEMBER SHALL BE HELD DURING THE FIRST HALF OF THE YEAR FOR THE PURPOSE OF ELECTING DIRECTORS. A NOMINATING COMMITTEE DESIGNATED BY THE BOARD OF DIRECTORS OF THE SOLE MEMBER SHALL DEVELOP A SLATE OF NOMINEES FOR ELECTION AS DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE BOARD OF DIRECTORS MUST BE APPROVED BY THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE CFO, FINANCE COMMITTEE AND BOARD OF DIRECTORS REVIEW FORM 990 PRIOR TO FILING. THE BOARD OF DIRECTORS RECEIVES A PRESENTATION FROM THE PARTNER WITH THE AUDIT FIRM PREPARING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C COMMUNITY CARE REQUIRES THE MEMBERS OF THE BOARD OF DIRECTORS TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST ANNUALLY AND WHENEVER A NEW ISSUE ARISES. SHOULD THE ORGANIZATION BECOME AWARE OF ANY UNREPORTED POTENTIAL CONFLICTS, THE CONCERNS ARE RAISED WITH THE INDIVIDUAL TO DETERMINE THE EXISTENCE OF ANY SUCH ISSUE. THE DISCLOSURES ARE REVIEWED BY THE COMPLIANCE OFFICER AND THE BOARD CHAIRPERSON TO DETERMINE IF ANY MITIGATION IS REQUIRED. THE BOARD OF DIRECTORS IS PROVIDED WITH A SUMMARY OF MEMBER-DISCLOSED CONFLICTS OF INTEREST ANNUALLY AND ANY TIME THE INFORMATION IS CHANGED. ADDITIONALLY, THE COMPLIANCE OFFICER IS AWARE OF THE MEETING AGENDAS AND ENSURES THAT ANY POTENTIAL CONFLICTS OF INTEREST ARE KNOWN AND ADDRESSED PRIOR TO ANY MEETING. SHOULD A CONFLICT BE DISCLOSED OR IDENTIFIED DURING A MEETING THE BOARD CHAIRPERSON OR COMPLIANCE OFFICER WILL IMPLEMENT THE NECESSARY MEASURES TO MITIGATE THE CONCERN. MANAGEMENT AND INDIVIDUALS WITH SPENDING AUTHORITY ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ANNUALLY AND WHENEVER NEW ISSUES ARE IDENTIFIED. SHOULD THE ORGANIZATION BECOME AWARE OF ANY UNREPORTED POTENTIAL CONFLICTS, THE CONCERNS ARE RAISED WITH THE INDIVIDUAL TO DETERMINE THE EXISTENCE OF ANY SUCH ISSUE. THESE DISCLOSURES ARE REVIEWED BY THE COMPLIANCE OFFICER AND THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 ALL WAGES ARE PAID BY COMMUNITY CARE INC. WHICH IS THEN REIMBURSED BY COMMUNITY CARE HEALTH PLAN. THE FOLLOWING DESCRIBES HOW COMMUNITY CARE INC. DETERMINES ITS SALARY AND WAGES. COMMUNITY CARE, INC. ENGAGED THE SERVICES OF A CONSULTING FIRM TO PROVIDE SALARY RANGE SUGGESTIONS FOR TOP PERSONNEL AND FOR MANAGERS IN THE HUMAN RESOURCES DEPARTMENT. IN 2024, THE CONSULTING FIRM ANALYZED ALL POSITIONS WITHIN THE ORGANIZATION WITHIN A DEFINED SCOPE AND TO CLOSELY SCRUTINIZE JOB DESCRIPTIONS. INITIAL COMPENSATION IS BASED ON TOTAL YEARS OF RELEVANT EXPERIENCE; ANNUAL MERIT INCREASES ARE BASED ON THE INDIVIDUAL'S PERFORMANCE EVALUATION, THEIR COMPA RATIO, AND AN ORGANIZATIONAL MERIT BUDGET. EACH PERFORMANCE EVALUATION IS REVIEWED AND APPROVED BY THE EXECUTIVE MANAGING THE ADMINISTRATOR OR DIRECTOR COMPLETING THE EVALUATION. THE HUMAN RESOURCE OFFICER THEN REVIEWS THE PERFORMANCE EVALUATIONS. SALARIES OF MANAGERS IN THE HUMAN RESOURCE DEPARTMENT ARE INCLUDED IN A MARKET STUDY TO AVOID ANY PERCEPTION OF A POTENTIAL CONFLICT OF INTEREST, AS THE DEPARTMENT SETS THE RANGES FOR ALL OTHER POSITIONS IN THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 RECORDS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BY MAILING TO: COMMUNITY CARE HEALTH PLAN, C/O TROY NEWMEISTER, 205 BISHOPS WAY, BROOKFIELD, WI 53005. FORM 990, PART XI, LINE 9: STATE FRANCHISE FEE TAX 744,483. EQUITY TRANSFER FROM CCI 18,000,000. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR. COMMUNITY CARE INC 205 BISHOPS WAY BROOKFIELD WI 53005 391264667 HEALTH CARE WI 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0