2026-08-10T14:13:14+00:00 2025-12-31 331498605 PLANTE & MORAN PLLC 995 YARD STREET SUITE 450 GRANDVIEW HEIGHTS OH 43212 990 2025-01-01 351931354 MDWISE INC MDWI 3178227300 2955 N MERIDIAN STREET INDIANAPOLIS IN 46208 JOHN HEINTZ SECRETARY 3178227300 2026-08-10 true AMY TOPALOV CPA P00796388 6148493000 2026-08-04 2025 2025-03-06 01:10:19Z JESSICA CROMER 2955 N MERIDIAN STREET INDIANAPOLIS IN 46208 1654598483 false X WWW.MDWISE.ORG X 1994 IN MDWISE IS A NOT-FOR-PROFIT HEALTH MAINTENANCE ORGANIZATION CONTRACTING WITH HEALTHCARE PROVIDERS TO PROVIDE SERVICES TO ITS MEMBERS FOR TWO STATE MEDICAID PROGRAMS: HOOSIER HEALTHWISE (HHW) AND HEALTHY INDIANA PLAN (HIP) AS WELL AS THE MEDICARE ADVANTAGE PROGRAM WITHIN SELECT COUNTIES IN THE STATE OF INDIANA. 5 0 0 0 0 0 0 1804366138 1649056592 8606150 5541891 0 0 1812972288 1654598483 615795 374146 0 31888104 28786519 0 0 0 1733202205 1595118142 1765706104 1624278807 47266184 30319676 686158141 666018143 434712747 408748762 251445394 257269381 TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTHCARE AND IMPROVE THE WELL-BEING OF OUR MEMBERS BY ENGAGING EXCEPTIONAL ASSOCIATES, COMMUNITY LEADERS AND HEALTHCARE PROFESSIONALS. false false 1609366984 371122 1649067061 BEGINNING JANUARY 1, 2024, MDWISE WAS GRANTED A FOUR-YEAR CONTRACT WITH THE STATE OF INDIANA THROUGH THE FAMILY AND SOCIAL SERVICE ADMINISTRATION ("FSSA") AND OFFICE OF MEDICAID POLICY AND PLANNING ("OMPP"), TO ARRANGE FOR AND ADMINISTER TWO RISK-BASED MANAGED CARE PROGRAMS (HOOSIER HEALTHWISE AND THE HEALTHY INDIANA PLAN) FOR CERTAIN INDIANA MEDICAID ENROLLEES. MDWISE CONTRACTS WITH VARIOUS DELIVERY NETWORKS INCLUDING THE AFFILIATED MDWISE MEDICAID NETWORK ("MDWISE EXCEL"). EXCEL AND THE OTHER DELIVERY NETWORKS ACCEPT THE MEDICAL SERVICE RISK FOR ENROLLEES WHO CHOOSE A PRIMARY CARE PROVIDER AFTER SELECTING THE MDWISE NETWORK. ON 11/12/2025 MDWISE RECEIVED NOTICE OF ITS MEDICAID CONTRACT TERMINATION, EFFECTIVE END OF DAY 12/31/2025, FROM INDIANA FAMILY AND SOCIAL SERVICES ADMINISTRATION. MDWISE IS ADMINISTERING EXISTING OBLIGATIONS THROUGH RUNOUT. -313419 3024 -10469 MDWISE EXITED ITS MEDICARE ADVANTAGE PRODUCT LINE EFFECTIVE DECEMBER 31, 2024. PROGRAM SERVICE REVENUE AND EXPENSES REPORTED IN 2025 REFLECTS RESIDUAL RUNOUT ACTIVITY, INCLUDING FINAL CLAIM ADJUDICATION, RISK ADJUSTMENT SETTLEMENTS, AND OTHER CONTRACTUAL TRUE-UP ADJUSTMENTS ASSOCIATED WITH SERVICES PROVIDED IN PRIOR PERIODS. 1609053565 false false false false false false false false false false true false false false true false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false true 3380 0 true 0 false false false false false false false false X 5 0 false false false false true true true true true false false false false true true true true true false false false false IN X CHERYL DIEHL 8107339718 2955 N MERIDIAN STREET INDIANAPOLIS IN 46208 BRIAN BROWN CHAIRMAN 0.5 43.5 X X 0 860005 201488 CHERYL DIEHL ASSISTANT TREASURER AND CFO 1.0 44.0 X X 0 375457 55206 DAVID MAZURKIEWICZ TREASURER 0.5 50.5 X X 0 2927649 56633 JESSICA CROMER PRESIDENT AND CEO 21.5 22.5 X X 0 1890180 35791 JOHN HEINTZ SECRETARY - BEG 2025 1.0 0.0 X X 0 0 0 TRICIA BRUNTON SECRETARY - PART YEAR/VP FINANCE 1.0 40.0 X X 0 278887 34670 JOHNIE GOERGES DIR BUSINESS TECHNOLOGY 40.0 0.0 X 0 163970 43009 MARCIA SHIVELY DIR BUSINESS SERVICES 40.0 0.0 X 0 181810 22118 MICHELLE OKESON DIR BUSINESS INFORMATION 40.0 0.0 X 0 165805 18087 RUSS OPPENBORN DIR MEDICAID PROGRAMS 40.0 0.0 X 0 164615 25106 CHASITY HOWELL VP PROVIDER SERVICES 20.0 20.0 X 0 256534 43010 JEFFREY WHEELER MEDICAL DIRECTOR 20.0 20.0 X 0 385341 47921 LISA KNOWLES DIR DENTAL PROGRAMS 20.0 20.0 X 0 290999 35561 PATRICIA HEBENSTREIT VP GENERAL COUNSEL 20.0 20.0 X 0 401078 30742 WENDI POWELL DIR PHARMACY 20.0 20.0 X 0 269392 37616 0 8611722 686958 0 false true false OTAVA LLC PO BOX 3261 INDIANAPOLIS IN 46206 SOFTWARE 627641 HOOVER HULL TURNER LLP 111 MONUMENT CIR STE 4400 INDIANAPOLIS IN 46204 LEGAL 281165 AZARA HEALTHCARE LLC PO BOX 8102 CAROL STREAM IL 60197 SOFTWARE 256082 PLANTE & MORAN PLLC 16060 COLLECTIONS CENTER DR CHICAGO IL 60693 CONSULTING 179400 C&D WILLIAMS CO INC 21 VIRGINIA AVE STE 400 INDIANAPOLIS IN 46207 CONSULTING 127183 6 0 HEALTHY INDIANA PLAN 900099 1054859161 1054859161 HOOSIER HEALTHWISE 900099 594197900 594197900 MEDICARE ADVANTAGE 900099 -10469 -10469 NCQA HEDIS HONORARIUM 900099 10000 10000 0 0 0 0 1649056592 5541891 5541891 0 0 0 0 0 0 0 0 0 0 1654598483 1649056592 0 5541891 374146 374146 22604321 16587447 6016874 1074957 620557 454400 3563893 2870613 693280 1543348 1243456 299892 771853 79225 692628 481856 218783 263073 143246 143246 22397739 18263593 4134146 0 60790 60790 2287048 2098859 188189 8358804 8311104 47700 1157872 1157872 69897 44184 25713 10615 6696 3919 10489469 10435953 53516 475001 219090 255911 46726 46726 DELIVERY SYSTEM PAYMENT 1547097008 1547097008 CORPORATE ALLOCATIONS 1794056 16530 1777526 CHANGE IN PREMIUM DEFICIENCY RESERVE -551144 -551144 DUES/MEMBERSHIPS 175229 175229 -147923 -147923 0 0 1624278807 1609053565 15225242 0 135282608 132927396 473057145 448545710 0 0 0 0 7449811 7449811 0 0 77818388 84545037 0 0 0 0 686158141 666018143 75426689 88360210 0 0 0 0 359286058 320388552 434712747 408748762 X 251445394 257269381 251445394 257269381 686158141 666018143 X 30319676 3617395 -1719804 -26393280 X X false true true false 7449811 7449811 0 0 FEDERAL INCOME TAXES PAYABLE TO IN FOR CAPITATION 3488232 PAYABLE TO DELIVERY SYSTEMS 280879939 DUE TO DELIVERY SYSTEMS 20595481 ACCOUNTS PAYABLE - PFAC 30761 UNPAID CLAIM ADJUSTMENT PAYABLE 1490038 PREMIUM DEFICIENCY RESERVES MEDICAL CLAIMS PAYABLE 13867432 PAY TO CMS - MEDICARE ADVANTAGE 36669 320388552 1654248587 0 0 1654248587 349896 349896 1654598483 1625648721 1719808 1719808 1623928913 349894 349894 1624278807 SCHEDULE D, PART XI, LINE 4(B) OTHER REVENUES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS REVENUE NET WITH EXPENSES FOR FINANCIAL STATEMENT REPORTING - 349896 SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 PRIOR PERIOD ADJUSTMENT - 1719808 SCHEDULE D, PART XII, LINE 4(B) OTHER EXPENSES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS REVENUE NET WITH EXPENSES FOR FINANCIAL STATEMENT REPORTING - 349894 true INDIANA FAMILY TO FAMILY 14074 TRADE CENTER DR STE 251 FISHERS IN 46038 351711669 501(C)3 97300 GENERAL SUPPORT HEALTH & HOSPITAL CORP OF MARION COUNTY 720 ESKENAZI AVE INDIANAPOLIS IN 46202 356005697 501(C)3 86000 GENERAL SUPPORT MIDWEST URBAN STRATEGIES 890 ELM GROVE ROAD 110-2 ELM GROVE WI 53122 833892791 501(C)3 50000 GENERAL SUPPORT INDIANAPOLIS ZOO 1200 W WASHINGTON STREET INDIANAPOLIS IN 46222 351074747 501(C)3 27500 GENERAL SUPPORT HEALTHY BIRTH DAY INC 1820 NW 188TH STREET SUITE 220 CLIVE IA 50325 263998964 501(C)3 18000 GENERAL SUPPORT FAMILY ENTERTAINMENT TELEVISION INC 61300 IRONWOOD ROAD SOUTH BEND IN 46614 830758534 501(C)3 7000 GENERAL SUPPORT NAMI INDIANA INC 921 EAST 86TH STREET SUITE 130 INDIANAPOLIS IN 46240 351640701 501(C)3 6000 GENERAL SUPPORT GA FOOD SERVICES OF PINELLAS COUNTY LLC 12200 32ND CT NORTH ST PETERSBURG FL 33716 591485677 501(C)3 5117 GENERAL SUPPORT HOOSIERS FOR OPPORTUNITY PROSPERITY AND 1 SOUTH SIXTH STREET TERRE HAUTE IN 47807 932422538 501(C)3 5000 GENERAL SUPPORT UNITED WAY OF CENTRAL INDIANA INC 2955 N MERIDIAN ST STE 300 INDIANAPOLIS IN 46208 351007590 501(C)3 5000 GENERAL SUPPORT 10 0 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS MDWISE HAS A CORPORATE GIVING COMMITTEE THAT REQUESTS CERTAIN INFORMATION FROM EACH GRANTEE ORGANIZATION IN ORDER TO EVALUATE AND MEASURE IMPACT TO SEE HOW MEMBERS OF MDWISE BENEFIT FROM THE GRANTEE ORGANIZATION. MDWISE DOES NOT HAVE A FORMAL PROCEDURE TO FOLLOW-UP WITH THE GRANTEE ORGANIZATIONS AFTER FUNDS ARE AWARDED BUT USES INFORMAL COMMUNICATIONS TO UNDERSTAND HOW CONTRIBUTIONS ARE USED. false true false false false false false false false DAVID MAZURKIEWICZ TREASURER 0 1495193 0 668983 0 763473 0 16870 0 39763 0 2984282 0 0 JESSICA CROMER PRESIDENT AND CEO 0 574830 0 169953 0 1145397 0 7695 0 28096 0 1925971 0 0 BRIAN BROWN CHAIRMAN 0 492952 0 290813 0 76240 0 171962 0 29526 0 1061493 0 0 CHERYL DIEHL ASSISTANT TREASURER AND CFO 0 312460 0 55727 0 7270 0 15752 0 39454 0 430663 0 0 TRICIA BRUNTON SECRETARY - PART YEAR/VP FINANCE 0 236234 0 42653 0 0 0 0 0 34670 0 313557 0 0 MARCIA SHIVELY DIR BUSINESS SERVICES 0 165381 0 16429 0 0 0 0 0 22118 0 203928 0 0 JOHNIE GOERGES DIR BUSINESS TECHNOLOGY 0 139275 0 18660 0 6035 0 0 0 43009 0 206979 0 0 MICHELLE OKESON DIR BUSINESS INFORMATION 0 142288 0 19064 0 4453 0 0 0 18087 0 183892 0 0 RUSS OPPENBORN DIR MEDICAID PROGRAMS 0 164615 0 0 0 0 0 0 0 25106 0 189721 0 0 JEFFREY WHEELER MEDICAL DIRECTOR 0 360384 0 24957 0 0 0 0 0 47921 0 433262 0 0 PATRICIA HEBENSTREIT VP GENERAL COUNSEL 0 332419 0 68659 0 0 0 0 0 30742 0 431820 0 0 LISA KNOWLES DIR DENTAL PROGRAMS 0 264927 0 26072 0 0 0 0 0 35561 0 326560 0 0 CHASITY HOWELL VP PROVIDER SERVICES 0 217207 0 39327 0 0 0 0 0 43010 0 299544 0 0 WENDI POWELL DIR PHARMACY 0 227471 0 30421 0 11500 0 0 0 37616 0 307008 0 0 SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MDWISE MAINTAINS TWO SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES (THE "SERPS"). THE OLD SERP WAS CLOSED TO NEW PARTICIPANTS ON OCTOBER 1, 2006, AND THE NEW SERP BECAME EFFECTIVE AS OF JANUARY 1, 2007. NO EMPLOYEE MAY PARTICIPATE IN BOTH OF THE SERPS. THE OLD SERP IS STRUCTURED AS A DEFINED BENEFIT PLAN THAT ESSENTIALLY REPLACES THE BENEFITS THE PARTICIPANT IS NOT PERMITTED TO RECEIVE UNDER MDWISE'S QUALIFIED RETIREMENT PLAN DUE TO IRS LIMITATIONS APPLICABLE TO QUALIFIED PLANS. THE BENEFIT UNDER THE OLD SERP IS PAYABLE IN EITHER THE FORM OF A LUMP SUM DISTRIBUTION OR IN MONTHLY PAYMENTS EQUAL TO THE ACTUARIAL EQUIVALENT OF THE PARTICIPANT'S ACCRUED BENEFIT. THE BENEFIT IS PAID AT AGE 55, AND IF THE PARTICIPANT REMAINS EMPLOYED, THE BENEFIT IS PAID UPON TERMINATION OF EMPLOYMENT, REDUCED TO TAKE INTO ACCOUNT THE BENEFIT PREVIOUSLY PAID. THE NEW SERP IS STRUCTURED AS A DEFINED CONTRIBUTION PLAN, AND MDWISE CONTRIBUTES 15 PERCENT OF EACH PARTICIPANT'S COMPENSATION TO THE PLAN EACH YEAR FOR ALLOCATION TO THE PARTICIPANT'S ACCOUNT. PARTICIPANTS IN THE NEW SERP BECOME VESTED IN THEIR ACCOUNTS UPON THE EARLIER OF FIVE YEARS OF PARTICIPATION IN THE PLAN OR ATTAINMENT OF AGE 60. PARTICIPANTS IN THE NEW SERP SELF-DIRECT THE INVESTMENT OF THEIR ACCOUNTS AND HAVE THE ACTUAL INVESTMENT RETURN CREDITED OR DEBITED TO THEIR ACCOUNTS. THE BENEFIT UNDER THE NEW SERP IS EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE, AND THE BENEFIT IS PAID IN A SINGLE SUM WITHIN 60 DAYS OF THE PARTICIPANT'S TERMINATION DATE. BENEFITS UNDER BOTH SERPS ARE PROVIDED ON A TAX-NEUTRAL BASIS. BOTH SERPS ARE DESIGNED TO COMPLY WITH INTERNAL REVENUE CODE SECTIONS 457(F) AND 409A. PART I, LINE 1A: THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 1 BOXES HAVE BEEN CHECKED. THE CORPORATE CEO, SUBSIDIARY CEOS AND CORPORATE EXECUTIVE & SENIOR VICE-PRESIDENTS IN SOME INSTANCES HAVE RECEIVED TAX INDEMNIFICATION FOR THE FOLLOWING BENEFITS: VEHICLE COSTS, GROUP TERM LIFE INSURANCE, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS, AND HEALTH CLUB OR SOCIAL DUES. THESE BENEFITS HAVE BEEN INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 3: THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED. THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLOGIES TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 7: MDWISE'S PARENT COMPANY, MCLAREN HEALTH CARE (MHC), HAS A LEADERSHIP INCENTIVE PROGRAM FOR LEADERS OF THE CORPORATION, SUBSIDIARY EXECUTIVES AND DIRECTORS, MANAGERS AND SUPERVISORS. THE PURPOSE OF THE PLAN IS TO ENHANCE THE ORGANIZATION'S ABILITY TO ACHIEVE ITS GOALS BY PROVIDING TOP OFFICIALS AND THE BOARD OF DIRECTORS WITH A TOOL FOR (A) CLEARLY COMMUNICATING PERFORMANCE ON THE PART OF KEY LEADERS, (B) STIMULATING AND REWARDING SUPERIOR LEVELS OF PERFORMANCE ON THE PART OF KEY LEADERS WHICH WILL ULTIMATELY BENEFIT THE COMMUNITIES MHC SERVES, AND (C) PROTECTING MHC'S ABILITY TO COMPETE WITH OTHER EMPLOYERS FOR HIGH-TALENT LEADERS. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF THIS ORGANIZATION IS MCLAREN INTEGRATED HMO GROUP. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY MCLAREN INTEGRATED HMO GROUP, MDWISE'S SOLE MEMBER HAS THE POWER TO APPOINT THE BOARD OF DIRECTORS FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS DECISIONS BY THE GOVERNING BODY ARE SUBJECT TO THE POWERS OF THE MEMBER. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY FORM 990 IS REVIEWED BY MDWISE'S PRESIDENT & CEO AND ALSO BY THE CFO PRIOR TO FILING. AS PART OF AN INTEGRATED HEALTH SYSTEM, THE PARENT BOARD ALSO REVIEWS THE FORM 990. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY EACH MDWISE BOARD MEMBER, OFFICER AND SENIOR MANAGEMENT EXECUTIVE COMPLETES THE MDWISE CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THE BOARD CHAIR AND PRESIDENT/CEO REVIEW ALL COMPLETED FORMS TO IDENTIFY ANY POTENTIAL CONFLICTS. ANY IDENTIFIED POTENTIAL CONFLICT IS INVESTIGATED AND RAISED WITH THE INDIVIDUAL, AS APPROPRIATE, TO RESOLVE THE CONFLICT OR DETERMINE IF ANY ACTION IS NEEDED, UP TO AND INCLUDING, POSSIBLE REMOVAL FROM THE BOARD, OR OFFICER/SENIOR MANAGEMENT POSITION. ANY IDENTIFIED CONFLICTS ARE REPORTED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES CHANGE IN NONADMITTED ASSET - -26393280; TOTAL - -26393280; FORM 990, PART XII, LINE 2C CHANGE OF OVERSIGHT PROCESS OR SELECTION PROCESS THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 15: ALL OFFICERS OF MDWISE, INC. ARE EMPLOYEES OF AN AFFILIATED ENTITY MCLAREN INTEGRATED HMO GROUP. TO ENSURE A FAIR, COMPETITIVE AND LEGALLY COMPLIANT METHOD OF ADMINISTERING COMPENSATION, MCLAREN INTEGRATED HMO GROUP USES INDEPENDENT COMPENSATION STUDIES AND SURVEY DATA TO ESTABLISH THE COMPENSATION STRUCTURE FOR THE MDWISE CEO AND OFFICERS. COMPENSATION FOR THE CEO AND OFFICERS ARE REVIEWED ANNUALLY. MCLAREN BAY MEDICAL FOUNDATION 1900 COLUMBUS AVE BAY CITY MI 48708 382156534 FOUNDATION MI 501(C)(3) TYPE I MCLAREN BAY REGION true MCLAREN BAY REGION 1900 COLUMBUS AVE BAY CITY MI 48708 381976271 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true BAY REGIONAL MEDICAL CENTER AUXILIARY 1908 COLUMBUS AVENUE BAY CITY MI 48708 386081235 SUPPORTING ORGANIZATION MI 501(C)(3) TYPE I MCLAREN BAY REGION true MCLAREN BAY SPECIAL CARE 3250 E MIDLAND ROAD STE 1 BAY CITY MI 48706 383161753 HOSPITAL MI 501(C)(3) 3 MCLAREN BAY REGION true MCLAREN CENTRAL MICHIGAN 1221 SOUTH DRIVE MT PLEASANT MI 48858 381420304 HOSPITAL MI 501(C)(3) 3 MCLAREN HEALTH CARE CORPORATION true CHARLEVOIX NURSING HOME CORPORATION DBA BOULDER PARK TERRACE 14676 WEST UPRIGHT CHARLEVOIX MI 49720 383038683 SKILLED NURSING FACILITY MI 501(C)(3) 10 MCLAREN NORTHERN MICHIGAN true KARMANOS CANCER FOUNDATION 4100 JOHN R ST DETROIT MI 48201 383584572 FOUNDATION MI 501(C)(3) 7 BARBARA ANN KARMANOS CANCER INSTITUTE true 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