Civic Intelligence

Uhealthsolutions Inc

EIN 04-3541678 • 501(c)3 • Shrewsbury, MA

Profile

Uhealthsolutions, inc. Is a consulting and service delivery organization dedicated to helping public agencies and private sector clients affect the way health care services are provided across the nation.

333 South StreetShrewsbury, MA 01545

uhealthsolutions.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.25x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.37x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

50th percentile

4.8%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$737,010

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

89th percentile

26%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

54%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$64,291,855

Up $13,180,319 (+26%) from 2023

Liabilities

Up

$16,196,852

Up $11,090,160 (+217%) from 2023

Net Assets

Up

$48,095,003

Up $2,090,159 (+4.5%) from 2023

Revenue

Up

$43,357,852

Up $15,290,353 (+54%) from 2023

Expenses

Up

$41,267,693

Up $16,050,892 (+64%) from 2023

Net Income

Down

$2,090,159

Down $760,539 (-27%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2011: $38,932,729Liabilities 2011: $12,355,244Net Assets 2011: $26,577,4852011Assets 2012: $37,644,395Liabilities 2012: $6,538,798Net Assets 2012: $31,105,5972012Assets 2013: $36,971,943Liabilities 2013: $6,862,486Net Assets 2013: $30,109,4572013Assets 2014: $36,375,695Liabilities 2014: $6,732,335Net Assets 2014: $29,643,3602014Assets 2015: $37,811,174Liabilities 2015: $5,814,788Net Assets 2015: $31,996,3862015Assets 2016: $38,241,561Liabilities 2016: $5,301,007Net Assets 2016: $32,940,5542016Assets 2017: $41,331,831Liabilities 2017: $6,956,923Net Assets 2017: $34,374,9082017Assets 2018: $39,994,147Liabilities 2018: $3,864,700Net Assets 2018: $36,129,4472018Assets 2019: $40,586,206Liabilities 2019: $2,919,456Net Assets 2019: $37,666,7502019Assets 2020: $43,429,222Liabilities 2020: $4,090,795Net Assets 2020: $39,338,4272020Assets 2021: $43,602,743Liabilities 2021: $3,196,100Net Assets 2021: $40,406,6432021Assets 2022: $46,316,887Liabilities 2022: $3,162,741Net Assets 2022: $43,154,1462022Assets 2023: $51,111,536Liabilities 2023: $5,106,692Net Assets 2023: $46,004,8442023Assets 2024: $64,291,855Liabilities 2024: $16,196,852Net Assets 2024: $48,095,0032024

Highlighted filing

2024

Assets$64,291,855
Liabilities$16,196,852
Net Assets$48,095,003

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $16,825,037Expenses 2011: $15,875,408Net Income 2011: $949,6292011Revenue 2012: $32,509,379Expenses 2012: $34,366,747Net Income 2012: -$1,857,3682012Revenue 2013: $33,358,829Expenses 2013: $34,354,969Net Income 2013: -$996,1402013Revenue 2014: $45,023,248Expenses 2014: $45,489,345Net Income 2014: -$466,0972014Revenue 2015: $24,596,243Expenses 2015: $22,243,217Net Income 2015: $2,353,0262015Revenue 2016: $23,249,058Expenses 2016: $22,304,890Net Income 2016: $944,1682016Revenue 2017: $21,370,796Expenses 2017: $19,936,442Net Income 2017: $1,434,3542017Revenue 2018: $20,358,936Expenses 2018: $18,604,397Net Income 2018: $1,754,5392018Revenue 2019: $19,699,650Expenses 2019: $18,162,347Net Income 2019: $1,537,3032019Revenue 2020: $18,635,676Expenses 2020: $16,963,999Net Income 2020: $1,671,6772020Revenue 2021: $21,401,980Expenses 2021: $20,333,764Net Income 2021: $1,068,2162021Revenue 2022: $22,267,352Expenses 2022: $19,519,849Net Income 2022: $2,747,5032022Revenue 2023: $28,067,499Expenses 2023: $25,216,801Net Income 2023: $2,850,6982023Revenue 2024: $43,357,852Expenses 2024: $41,267,693Net Income 2024: $2,090,1592024

Highlighted filing

2024

Revenue$43,357,852
Expenses$41,267,693
Net Income$2,090,159

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.3$16.2$48.1$43.4$41.3$2.09
2023Detailed filing. Detailed filing data is available for this year.$51.1$5.11$46.0$28.1$25.2$2.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.3$3.16$43.2$22.3$19.5$2.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.6$3.20$40.4$21.4$20.3$1.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.4$4.09$39.3$18.6$17.0$1.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.6$2.92$37.7$19.7$18.2$1.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.0$3.86$36.1$20.4$18.6$1.75
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.3$6.96$34.4$21.4$19.9$1.43
2016Detailed filing. Detailed filing data is available for this year.$38.2$5.30$32.9$23.2$22.3$0.94
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$5.81$32.0$24.6$22.2$2.35
2014Detailed filing. Detailed filing data is available for this year.$36.4$6.73$29.6$45.0$45.5$0.47
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$37.0$6.86$30.1$33.4$34.4$1.00
2012Summary only. Only limited summary data is available for this year.$37.6$6.54$31.1$32.5$34.4$1.86
2011Summary only. Only limited summary data is available for this year.$38.9$12.4$26.6$16.8$15.9$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 5, 2025
Return Version
2023v6.0
Gross Receipts
$43,357,852
Mission and Program Overview

Mission

Uhealthsolutions, inc. Is a consulting and service delivery organization dedicated to helping public agencies and private sector clients affect the way health care services are provided accross the nation.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$44,659,830$56,738,085▲ $12,078,255
Accounts Receivable$3,744,665$4,705,853▲ $961,188
Cash and Non-Interest-Bearing Accounts$2,351,876$2,708,954▲ $357,078
Land, Buildings, and Equipment, Net$188,998$0▼ $188,998
Prepaid Expenses and Deferred Charges$166,167$138,963▼ $27,204
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$51,111,536$64,291,855▲ $13,180,319
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,223,022$13,153,742▲ $10,930,720
Other Liabilities$2,883,670$3,043,110▲ $159,440
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,106,692$16,196,852▲ $11,090,160
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$46,004,844$48,095,003▲ $2,090,159
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$46,004,844$48,095,003▲ $2,090,159
Total Liabilities and Net Assets / Fund Balance$51,111,536$64,291,855▲ $13,180,319

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,033,327$2,033,327
Leasehold Improvements$0$1,184,254$1,184,254
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff AugerUhs Director Program OpsFT$170,073$27,062$197,135
David HuffmanDirector of Operations NescsoFT$140,495$29,824$170,319
Steve JohnsonDirector of Site OperationsFT$117,520$44,192$161,712
Gregory LonnqvistAssistant DirectorFT$131,210$21,791$153,001
Karla BuskyBusiness Systems Analyst IiFT$125,365$16,011$141,376

Board Members and Trustees

NameTitle
John LindstedtDIRECTOR, President
Catherine MickDirector
Marcy CulverwellDirector
Patti OnoratoDirector
James HealyDirector, Clerk
Terry DoughertyCorp. Strat. Adv (thru 6/2023)

Highest Paid Contractors

ContractorServicesLocationCompensation
The Panther GroupStaffing ServicesPO BOX 4210, Portsmouth, NH 03802-4210$1,251,743
Eigen XConsulting Services100 CONTINENTAL DRIVE SUITE 600, King Of Prussia, PA 19406$356,483
Mass Communications INCPrint & Mail Svcs150 INDUSTRIAL RD, Leominster, MA 01453$136,655
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$41,413,636
Investment Income
$1,944,216
Other Revenue
$0
Change in Net Assets
$2,090,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,007,244
Salaries, Compensation, and Employee Benefits$11,260,449
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,317,086$446,907-$8,763,993
Information Technology$1,974,685$13,563-$1,988,248
Fees for Services Management$1,930,963$23,953-$1,954,916
Fees for Services Other$1,230,419$630,006-$1,860,425
Other Employee Benefits$1,695,699--$1,695,699
Payroll Taxes$675,194$59,192-$734,386
Office Expenses$324,141$11,112-$335,253
Insurance$167,458$104,668-$272,126
Occupancy$156,324--$156,324
Fees for Services Legal-$93,837-$93,837
Pension Plan Contributions-$66,371-$66,371
Other Expenses$27,424$25,524$0$52,948
All Other Expenses$9,519$9,208-$18,727
Advertising$5,603--$5,603
Total Functional Expenses$39,642,608$1,625,085$0$41,267,693
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Client Deposit Funds$3,043,110
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part I, Line 4 and Part VI, Line 1B

The filing organization has no independent members of the governing body because members of the governing body are compensated by a related organization. However, the filing organization is part of an integrated delivery system of organizations, including uhs, that have community boards. There has been no material change in the structure of the governing body since it applied for exempt status.

Form 990, Part VI, Line 2

The officers and directors of uhealthsolutions, inc. Have a business relationship. All are employed by the university of massachusetts, a related organization.

Form 990, Part VI, Line 6

Worcester city campus corporation is the sole member of uhealthsolutions, inc.

Form 990, Part VI, Line 7A

The university of massachusetts board of trustees may elect members of the governing board.

Form 990, Part VI, Line 8B

There are no sub committees with authority to act on behalf of the governing body.

Form 990, Part VI, Line 11B

Once uhealthsolutions, inc. Form 990 is completed, it is reviewed by uhs internal management. The completed form 990 is provided to all members of the board of directors prior to the form being filed with the irs.

Form 990, Part VI, Line 12C

Uhealthsolutions, inc. Maintains a written conflict of interest policy requiring disclosure of relevant facts that give rise to potential conflict of interest. Annually, prior to the submission of form 990 each director and/or officer is provided with a questionnaire, requiring disclosure to any conflicts of interest that may have existed during the prior fiscal year.

Form 990, Part VI, Line 15B

Prior to making any compensation decisions, the compensation team reviews the job and compares it to external and internal data. The department then makes a recommendation. This recommendation is then reviewed and submitted to the compensation team who either approves or rejects it.

Form 990, Part VI, Line 19

Uhealthsolutions, inc. Makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Form 990, Part VII, Section A

All directors devote approximatly one hour per week on average to UHealthSolutions, Inc. The remainder of their time (39 hours each) is devoted to the University of Massachusetts and its related organizations. The officers and directors receiving compensation in Part VII, Section A are paid by the University of Massachusetts for their services to the University, not for their services to UhealthSolutions, Inc.

Filing and Contact Details

Filer

Filer Name
UHealthSolutions INC
EIN
04-3541678
In Care Of
% JENNIFER ROBINSON
Phone
5088561507
Address
333 SOUTH STREET, SHREWSBURY, MA 01545

Signing Officer

Name
JOHN Lindstedt
Title
Director, President
Phone
5088561507
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JOHN Lindstedt
Formed
2000
Legal Domicile
Ma
Voting Board Members
5
Independent Board Members
0
Employees
184
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Emily Upstrom
Phone
3128792000
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

Mission statement to provide administrative support to agencies of state and local governments that provide health care and related services to recipients under the auspices of government sponsored and funded health care programs and initiatives, and in so doing to lessen the burden of state and local government.

Form 990, Part III, Line 4D

Other Programs: EA Adult Protective Services EA PCA SCO Passive Enrollment Butner Correctional Health Medicare Appeals NESCSO Staffing MA Lifespan Respite EOEA POLST MassHealth Re-enroll Campaign MoveIT Concur MassHealth EVV INDEX Autism Insurance Resource Center MA Loan Repayment Lowell CHC Consulting Customer Service Skills Training for MRC US - RX Care

Financial Statement Notes

Form 990, SCHEDULE D, PART X, LINE 2

Asc 740 footnote from audit: uhealthsolutons inc. Is an organization described in section 501(c)(3) of the internal revenue code, and generally exempt from income taxes pursuant to section 501(a) of the code. Uhealthsolutions inc. Is required to assess uncertain tax positions and has determined that there were no such positions that are material to the financial statements as of june 30, 2024 and 2023, respectively.

Raw XML AppendixShowing 400 of 923 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN LINDSTEDT
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES HEALY
IRS990/Form990PartVIISectionAGrp/PersonNm2PATTI ONORATO
IRS990/Form990PartVIISectionAGrp/PersonNm3MARCY CULVERWELL
IRS990/Form990PartVIISectionAGrp/PersonNm4TERRY DOUGHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm5CATHERINE MICK
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF AUGER
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID HUFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8STEVE JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm9GREGORY LONNQVIST
IRS990/Form990PartVIISectionAGrp/PersonNm10KARLA BUSKY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR, President
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR, CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6UHS DIRECTOR PROGRAM OPS
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR OF OPERATIONS NESCSO
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR OF SITE OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSISTANT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BUSINESS SYSTEMS ANALYST II
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IRS990/MissionDesc0UHEALTHSOLUTIONS, INC. IS A CONSULTING AND SERVICE DELIVERY ORGANIZATION DEDICATED TO HELPING PUBLIC AGENCIES AND PRIVATE SECTOR CLIENTS AFFECT THE WAY HEALTH CARE SERVICES ARE PROVIDED ACROSS THE NATION.
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IRS990/OtherExpensesGrp/Desc0CAREGIVER AND MATCH BENEFITS
IRS990/OtherExpensesGrp/Desc1DRUG SPEND
IRS990/OtherExpensesGrp/Desc2FEES, FINES, LICS & PERMIT
IRS990/OtherExpensesGrp/Desc3GENERAL RECRUITMENT
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IRS990/ProgSrvcAccomActy2Grp/Desc0caregiver program through the ma executive office of health and human services has identified approximately 850 members who have been determined eligible to receive relief stipends on behalf of their primary custodial caregiver. uhs will provide payment issuance via electronic funds transfer or check and a customer service call center to gather required payee information and to respond to customer inquiries and issues.
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IRS990/ProgSrvcAccomActy3Grp/Desc0The Massachusetts Executive Office of Health and Human Services (EOHHS) has established a pilot program utilizing ARPA Section 9817 funds to assist eligible MassHealth members with housing transition costs and which is called the Mitigating the Cost of Housing (MATCH) program. The MATCH program is targeted to members transitioning from a facility or congregate care settings to the community, as well as members who are housing unstable. Through the MATCH program, EOHHS will fund one-time housing costs for approximately 2,200 eligible MassHealth members transitioning from a facility or congregate care setting to a community setting, or who are housing unstable.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM SERVICES
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