2025-09-24T15:00:35-05:00 2024-12-31 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990 2024-01-01 391264667 COMMUNITY CARE INC COMM 4142314000 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 836296636 0 X WWW.COMMUNITYCAREINC.ORG X 1977 WI WE ARE A NONPROFIT ORGANIZATION WITH OVER 40 YEARS OF EXPERIENCE 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. MORE THAN 15,000 WISCONSINITES TRUST IN US TO PROVIDE THE QUALITY SUPPORT NEEDED TO HELP THEM REACH THEIR POTENTIAL IN HEALTH, HAPPINESS AND INDEPENDENCE. WE ARE WISCONSIN-BASED AND HAVE LOCAL OFFICES SUPPORTING EACH OF THE 15 COUNTIES WE SERVE. 12 12 1269 12 0 0 4125 85 753470546 799878261 6305474 7660595 9865 12658 759790010 807551599 0 0 649181920 705933624 69964023 75374404 0 0 0 24686923 27265037 743832866 808573065 15957144 -1021466 285790189 274663074 98879028 99509949 186911161 175153125 X COMMUNITY CARE DEVELOPS AND DEMONSTRATES INNOVATIVE, FLEXIBLE, COMMUNITY-BASED PROGRAMS TO CARE FOR AT-RISK ADULTS IN ORDER TO OPTIMIZE THEIR QUALITY OF LIFE AND OPTIMIZE THE ALLOCATION OF COMMUNITY RESOURCES. 0 0 792185628 799795164 COMMUNITY CARE IS A NONPROFIT ORGANIZATION WITH OVER 40 YEARS OF EXPERIENCE HELPING ADULTS WITH LONG-TERM CARE NEEDS LIVE AS INDEPENDENTLY AS POSSIBLE. WE COORDINATE AND DELIVER A FULL RANGE OF SUPPORTIVE SERVICES THAT HELP OUR MEMBERS LIVE SAFELY, CONFIDENTLY AND WITH DIGNITY. MORE THAN 15,000 WISCONSINITES TRUST IN US TO PROVIDE THE QUALITY SUPPORT NEEDED TO HELP THEM REACH THEIR FULL POTENTIAL IN HEALTH, HAPPINESS AND INDEPENDENCE. WE ARE WISCONSIN-BASED AND HAVE LOCAL OFFICES SUPPORTING EACH OF THE 15 COUNTIES WE SERVE.OUR FAMILY CARE MEDICAID PROGRAM FOR FRAIL ELDERS AND ADULTS WITH INTELLECTUAL, DEVELOPMENTAL OR PHYSICAL DISABILITIES OFFERS THE FLEXIBILITY, EXPERTISE AND SERVICE OPTIONS TO HELP MEMBERS LIVE AS LONG AS POSSIBLE AT HOME OR IN THE COMMUNITY. THE FAMILY CARE PROGRAM OFFERS THE ADVANTAGES OF HAVING A TEAM OF PROFESSIONALS GUIDE MEMBERS. OUR MEMBERS WORK WITH THEIR TEAM TO DEVELOP A COST-EFFECTIVE PLAN THAT INCLUDES NATURAL SUPPORTS AND PAID SERVICES FROM OUR EXTENSIVE NETWORK OF SERVICE PROVIDERS. WE ARE ABLE TO TAILOR SERVICES TO OUR MEMBERS INDIVIDUAL NEEDS, CIRCUMSTANCES AND PREFERENCES. 95755 95755 AFH CERTIFICATION: CERTIFIES ADULT FAMILY HOMES (AFH) TO ENSURE THAT THEY COMPLY WITH STATE AND FEDERAL REGULATIONS. 792281383 1 0 0 0 0 0 0 0 1 0 1 0 0 1 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 1 1 0 0 1 1828 0 1 1269 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X TROY NEWMEISTER 2622079371 205 BISHOPS WAY BROOKFIELD WI 53005 ED CORRIGAN DIRECTOR 1.00 1.00 X 0 0 0 LISA CRUZ DIRECTOR 1.00 0.00 X 0 0 0 AMY DRISCOLL DIRECTOR 1.00 0.00 X 0 0 0 EDMUND DUTHIE JR DIRECTOR 1.00 0.00 X 0 0 0 KIM MARGGRAF DIRECTOR UNTIL 5/2024 1.00 0.00 X 0 0 0 SARA NICHOLS DIRECTOR 1.00 0.00 X 0 0 0 DENNIS PURTELL DIRECTOR 1.00 1.00 X 0 0 0 LINDA SEEMEYER DIRECTOR 1.00 0.00 X 0 0 0 LANGSTON VERDIN DIRECTOR 1.00 0.00 X 0 0 0 CARLA WASHINGTON DIRECTOR 1.00 1.00 X 0 0 0 LORI STORTZ DIRECTOR - CHAIR 1.00 1.00 X X 0 0 0 RICK GEBHARDT DIRECTOR - VICE CHAIR 1.00 0.00 X X 0 0 0 DAN BROPHEY SECRETARY/TREASURER/DIRECTOR 1.00 0.00 X X 0 0 0 KENNETH MUNSON PRESIDENT & CEO 35.00 5.00 X 443749 60562 52045 CHRISTY SMITH CHIEF FINANCIAL OFFICER 35.00 5.00 X 320871 43792 27246 EDWARD KOHL CHIEF PROGRAM OFFICER 37.00 3.00 X 280263 24629 26994 SHERRICE HARRELL CHIEF ADMINISTRATIVE OFFICER 36.00 4.00 X 240263 26581 44241 VIRGINIA KRAMER CHIEF INFORMATION OFFICER 36.00 4.00 X 262129 27117 22380 1547275 182681 172906 89 0 1 0 GUARDIANTRAC LLC DBA GT FINANCIAL 215 BROADUS ST STURGIS MI 49091 SUPPORTIVE HOME CARE 39704130 LIMITLESS POSSIBILITIES LLC 302 S BLUEMOUND DR APPLETON WI 54914 RESIDENTIAL SERVICES 11424532 LINDENGROVE INC 425 N UNIVERSITY DR WAUKESHA WI 53188 RESIDENTIAL SERVICES 8745240 HOMES FOR INDEPENDENT LIVING OF WI LLC PO BOX 278 DOUSMAN WI 53118 RESIDENTIAL SERVICES 8158742 OPEN ARMS 20 LLC DBA OPEN ARMS ASSI 6233 BANKERS RD STE 3 RACINE WI 53403 RESIDENTIAL SERVICES 7493540 985 85 85 CAPITATION REVENUE 524114 687405931 687405931 PATIENT SERVICES 524114 90941277 90941277 CONTRACT REVENUE 524114 21523076 21523076 OTHER 524114 7977 7977 799878261 7656306 7656306 28748826 500 28745037 0 3789 500 4289 4289 OTHER REVENUE 900099 12658 12658 12658 807551599 799890919 0 7660595 705933624 705933624 1547274 1547274 56632901 48178171 8454730 1892435 1602867 289568 11030732 9679219 1351513 4271062 3676873 594189 284224 284224 143208 143208 258069 258069 3327077 600593 2726484 64116 11649 52467 289208 163656 125552 2503077 2010200 492877 1121960 1093495 28465 30110 6531 23579 20596 20596 654556 135066 519490 413301 122800 290501 ALLOCATED EXPENSE 10097661 10097661 SUPPLIES 5118653 4861003 257650 IT EQUIPMENT - DATA CAR 144776 69352 75424 EQUIPMENT RENTAL 36595 12699 23896 2757850 2478650 279200 808573065 792281383 16291682 0 157276075 141254052 16579804 10430333 494010 396709 2657767 3078270 29507344 20004890 8582789 9502454 100199744 110001256 285790189 274663074 36690706 29421638 94794 96800 62093528 69991511 98879028 99509949 X 186911161 175153125 186911161 175153125 285790189 274663074 X -1021466 827067 -11563637 X X 0 1 X 1 1 1 X 45662 2550 0 4125 85 52422 553539881 599683198 694828348 753480411 799890919 3401422757 553585543 599685748 694828348 753484536 799891004 3401475179 0 0 0 3401475179 170536 196561 1517689 6298198 7656306 15839290 170536 196561 1517689 6298198 7656306 15839290 553756079 599882309 696346037 759782734 807547310 3417314469 0.99540 0.99720 0.00460 0.00280 X 0 1 X 952697 952697 10780798 6006230 4774568 1813989 875436 938553 15376133 12820779 2555354 583727 302445 281282 9502454 OTHER ASSETS 84186 RESERVE FUNDS 82775119 INVESTMENT IN CCHP 24193116 RIGHT OF USE LEASED ASSETS 2522365 DUE FROM CCHP 426470 110001256 IBNR FUND 66435236 UNPAID CLAIMS ADJUDICATION EXPENSE 995447 RIGHT OF USE LEASED LIABILITIES 2560828 69991511 X PART IV, LINE 2B: CCI 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. X X X X 0 0 0 0 0 0 0 0 0 KENNETH MUNSON PRESIDENT & CEO 443749 60562 0 0 0 0 16016 2186 29779 4064 489544 66812 0 0 CHRISTY SMITH CHIEF FINANCIAL OFFICER 320871 43792 0 0 0 0 11419 1558 12555 1714 344845 47064 0 0 EDWARD KOHL CHIEF PROGRAM OFFICER 280263 24629 0 0 0 0 10531 926 14282 1255 305076 26810 0 0 VIRGINIA KRAMER CHIEF INFORMATION OFFICER 262129 27117 0 0 0 0 7402 766 12880 1332 282411 29215 0 0 SHERRICE HARRELL CHIEF ADMINISTRATIVE OFFICER 240263 26581 0 0 0 0 9362 1036 30472 3371 280097 30988 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION CONT.: COMMUNITY CARE IS THE EXCLUSIVE ORGANIZATION IN WISCONSIN TO OFFER EACH OF THE THREE LONG-TERM CARE PROGRAMS OF PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE), FAMILY CARE AND PARTNERSHIP. OUR FAMILY CARE MEDICAID PROGRAM FOR FRAIL ELDERS AND ADULTS WITH INTELLECTUAL, DEVELOPMENTAL OR PHYSICAL DISABILITIES OFFERS THE FLEXIBILITY, EXPERTISE AND SERVICE OPTIONS TO HELP MEMBERS LIVE AS INDEPENDENTLY AS POSSIBLE FOR AS LONG AS POSSIBLE AT HOME OR IN THE COMMUNITY. THE FAMILY CARE PROGRAM OFFERS THE ADVANTAGES OF HAVING A TEAM OF PROFESSIONALS GUIDE MEMBERS. OUR MEMBERS WORK WITH THEIR TEAM TO DEVELOP A COST-EFFECTIVE PLAN THAT INCLUDES NATURAL SUPPORTS AND PAID SERVICES FROM OUR EXTENSIVE NETWORK OF SERVICE PROVIDERS. WE ARE ABLE TO TAILOR SERVICES TO OUR MEMBERS INDIVIDUAL NEEDS, CIRCUMSTANCES AND PREFERENCES. 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 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 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 CLOSELY SCRUTINIZED 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 ADMINISTRATION 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 INC, C/O TROY NEWMEISTER, 205 BISHOPS WAY, BROOKFIELD, WI 53005. FORM 990, PART XI, LINE 9: INVESTMENT IN CURRENT YEAR EARNINGS OF CCHP 6,436,363. EQUITY TRANSFER TO CCHP -18,000,000. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR. COMMUNITY CARE HEALTH PLAN INC 205 BISHOPS WAY BROOKFIELD WI 53005 320124346 HMO WI 501(C)(4) COMMUNITY CARE INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 COMMUNITY CARE HEALTH PLAN INC N 26737759 ALLOCATED EXPENSE COMMUNITY CARE HEALTH PLAN INC O 8360417 DIRECT EMPLOYEE EXPENSE COMMUNITY CARE HEALTH PLAN INC Q 35098176 ACTUAL COSTS