Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2017
Open to Public Inspection
Name of the organization
UNIVERSITY OF WISCONSIN MEDICAL
FOUNDATION INC
Employer identification number

39-1824445
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2017
Page 2

Schedule J (Form 990) 2017
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1SANDRA KAMNETZ MD
DIRECTOR (AS OF 1/1/18) 		(i)

(ii)		 231,050
-------------
72,048 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		90
-------------
0 		285,140
-------------
72,048 		0
-------------
0
2JON MATSUMURA MD
DIRECTOR (UNTIL 12/31/17) 		(i)

(ii)		 593,911
-------------
150,878 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		4,013
-------------
0 		651,924
-------------
150,878 		0
-------------
0
3STEPHEN NAKADA MD
DIRECTOR 		(i)

(ii)		 604,039
-------------
229,270 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		1,463
-------------
0 		659,502
-------------
229,270 		0
-------------
0
4RICHARD PAGE MD
DIRECTOR 		(i)

(ii)		 541,365
-------------
220,246 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		2,463
-------------
0 		597,828
-------------
220,246 		0
-------------
0
5J CARTER RALPHE MD
DIRECTOR 		(i)

(ii)		 228,120
-------------
113,168 		0
-------------
0 		0
-------------
0 		45,492
-------------
0 		90
-------------
0 		273,702
-------------
113,168 		0
-------------
0
6LAUREL RICE MD
DIRECTOR 		(i)

(ii)		 518,077
-------------
171,998 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		1,463
-------------
0 		573,540
-------------
171,998 		0
-------------
0
7DEBORAH RUSY MD MBA
DIRECTOR 		(i)

(ii)		 407,552
-------------
74,432 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		90
-------------
0 		461,642
-------------
74,432 		0
-------------
0
8ELIZABETH TROWBRIDGE MD
DIRECTOR 		(i)

(ii)		 206,876
-------------
108,685 		0
-------------
0 		2,322
-------------
0 		51,840
-------------
0 		1,383
-------------
0 		262,421
-------------
108,685 		0
-------------
0
9TERRY YOUNG MD MBA
DIRECTOR 		(i)

(ii)		 420,085
-------------
180,730 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		1,463
-------------
0 		475,548
-------------
180,730 		0
-------------
0
10ALAN KAPLAN MD
UWH CEO 		(i)

(ii)		 0
-------------
1,066,937 		0
-------------
315,000 		0
-------------
5,202 		0
-------------
126,870 		0
-------------
34,422 		0
-------------
1,548,431 		0
-------------
0
11NIZAR JARJOUR MD
PRESIDENT OF FOUNDATION 		(i)

(ii)		 310,018
-------------
210,851 		62,370
-------------
0 		0
-------------
0 		109,440
-------------
0 		90
-------------
0 		481,918
-------------
210,851 		0
-------------
0
12ROBERT FLANNERY
SVP & CFO 		(i)

(ii)		 555,603
-------------
0 		60,775
-------------
0 		6,417
-------------
0 		72,672
-------------
0 		31,286
-------------
0 		726,753
-------------
0 		0
-------------
0
13THERESA HOTTENROTH
SECRETARY 		(i)

(ii)		 183,968
-------------
0 		9,044
-------------
0 		3,678
-------------
0 		23,849
-------------
0 		20,263
-------------
0 		240,802
-------------
0 		0
-------------
0
14KELSIE DOTY
TREASURER 		(i)

(ii)		 189,448
-------------
0 		11,429
-------------
0 		40,181
-------------
0 		30,851
-------------
0 		18,778
-------------
0 		290,687
-------------
0 		0
-------------
0
15PETER NEWCOMER
MEDICAL DIRECTOR 		(i)

(ii)		 396,424
-------------
108,185 		59,603
-------------
0 		0
-------------
0 		106,980
-------------
0 		1,463
-------------
0 		564,470
-------------
108,185 		0
-------------
0
16JONATHAN JAFFERY MD
MEDICAL DIRECTOR 		(i)

(ii)		 196,425
-------------
127,367 		41,693
-------------
0 		0
-------------
0 		91,060
-------------
0 		90
-------------
0 		329,268
-------------
127,367 		0
-------------
0
17GEOFFREY S BAER MD PHD
PHYSICIAN 		(i)

(ii)		 1,267,142
-------------
61,357 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		90
-------------
0 		1,321,232
-------------
61,357 		0
-------------
0
18MUSTAFA BASKAYA MD
PHYSICIAN 		(i)

(ii)		 1,088,470
-------------
69,079 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		90
-------------
0 		1,142,560
-------------
69,079 		0
-------------
0
19ROBERT DEMPSEY MD
PHYSICIAN 		(i)

(ii)		 920,966
-------------
166,368 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		59
-------------
0 		975,025
-------------
166,368 		0
-------------
0
20DAVID NIEMANN MD
PHYSICIAN 		(i)

(ii)		 1,226,009
-------------
56,926 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		90
-------------
0 		1,280,099
-------------
56,926 		0
-------------
0
21NILTO C DE OLIVEIRA MD
PHYSICIAN 		(i)

(ii)		 907,454
-------------
32,647 		0
-------------
0 		0
-------------
0 		54,000
-------------
0 		90
-------------
0 		961,544
-------------
32,647 		0
-------------
0
22PETER CHRISTMAN
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		460,233
-------------
0 		0
-------------
0 		708
-------------
0 		460,941
-------------
0 		0
-------------
0
Schedule J (Form 990) 2017
Page 3

Schedule J (Form 990) 2017
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A UWMF REIMBURSES CHAIRS AND THE DEAN OF THE MEDICAL SCHOOL FOR THE BUSINESS USE OF THEIR SOCIAL CLUB DUES. AS A BUSINESS EXPENSE, AMOUNTS ARE NOT TAXABLE.
PART I, LINES 4A-B PER THE TERMS OF SEVERANCE AGREEMENT BETWEEN THE ORGANIZATION AND PETER CHRISTMAN HE RECEIVED A SEVERANCE PAYMENT THAT WAS TREATED AS TAXABLE AND INCLUDED ON SCHEDULE J, PART II, COLUMN (B)(III). UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION PROVIDES CERTAIN EXECUTIVES DISCLOSED ON FORM 990, PART VII AND SCHEDULE J, PART III A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. AMOUNTS ARE CREDITED TO EACH PARTICIPANTS' ACCOUNTS EACH YEAR. PLAN AMOUNTS ARE SUBJECT TO FORFEITURE OR PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET, AS OUTLINED IN THE PLAN AGREEMENT. NO AMOUNTS BECAME VESTED OR WERE PAID IN CALENDAR YEAR 2017.
Schedule J (Form 990) 2017
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