Family Care, Family Care Partnership, and PACE: Financial Summaries
The Bureau of Rate Setting, within Wisconsin Department of Health Services (DHS), is responsible for directing finances for:
As part of its role, DHS collects and reviews finance statements from managed care organizations (MCOs). Then, DHS summarizes and shares the information with groups inside and outside of DHS.
We include this finance information here on our website. See the Family Care, Partnership, and PACE Financial Summary Overview, P-00599A (PDF).
When we post financial summaries
We post financial summary details to this web page each quarter:
- Quarter 1 (Jan. 01–March 31)—Posted about 90 days after the end of the quarter.
- Quarter 2 (Jan. 01–June 30)—Posted about 90 days after the end of the quarter.
- Quarter 3 (Jan. 01–Sept. 30)—Posted about 90 days after the end of the quarter.
- Quarter 4 (Jan. 01–Dec. 31)—Posting delayed until DHS gets the audited financial statements. These are due by June 01 of the next contracted fiscal period. Quarter 4 results from the past year often post at the same time as Quarter 1 results of the current year.
MCOs submit financial details to DHS within 45 days after the quarter ends. DHS and the Officer of the Commissioners of Insurance review the results. MCOs also respond to any questions before we post the summary.
Financial summaries
You can see the financial summary for each quarter of each year.
In the last few years, we’ve made changes to our financial summary process. We’ve updated the amount of information we collect from MCOs and how we report it. You may see these changes detailed in the different reporting periods.
Quarter 1 (Jan. 01–March 31, 2024)
- Family Care MCO Financial Statement Summaries YTD for Period Ending March 31, 2024, P-00599-1q-24 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2024, P-00600-1q-24 (PDF)
Quarter 2 (Jan. 01–June 30, 2024)
- Family Care MCO Financial Statement Summaries YTD for Period Ending June 30, 2024, P-00599-2q-24 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2024, P-00600-2q-24 (PDF)
Quarter 3 (Jan. 01–September 30, 2024
Quarter 1 (Jan. 01–March 31, 2023)
- Family Care MCO Financial Statement Summaries YTD for Period Ending March 31, 2023, P-00599-1q-23 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2023, P-00600-1q-23 (PDF)
Quarter 2 (Jan. 01–June 30, 2023)
- Family Care MCO Financial Statement Summaries YTD for Period Ending June 30, 2023, P-00599-2q-23 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2023, P-00600-2q-23 (PDF)
Quarter 3 (Jan. 01-September 30, 2023)
- Family Care MCO Financial Statement Summaries YTD for Period Ending September 30, 2023, P-00599-3q-23 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending September 30, 2023, P-00600-3q-23 (PDF)
Quarter 4 (Jan. 01-December 31, 2023)
Quarter 1 (Jan. 01–March 31, 2022)
- Family Care MCO Financial Statement Summaries YTD for Period Ending March 31, 2022, P-00599-1q-22 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2022, P-00600-1q-22 (PDF)
Quarter 2 (Jan. 01–June 30, 2022)
- Family Care MCO Financial Statement Summaries YTD for Period Ending June 30, 2022, P-00599-2q-22 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2022, P-00600-2q-22 (PDF)
Quarter 3 (Jan. 01–September 30, 2022)
- Family Care MCO Financial Statement Summaries YTD for Period Ending September 30, 2022, P-00599-3q-22 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending September 30, 2022, P-00600-3q-22 (PDF)
Quarter 4 (Jan. 01–December 31, 2022)
Quarter 1 (Jan. 01–March 31, 2021)
- Family Care MCO Financial Statement Summaries YTD for Period Ending March 31, 2021, P-00599-1q-21 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2021, P-00600-1q-21 (PDF)
Quarter 2 (Jan. 01–June 30, 2021)
- Family Care MCO Financial Statement Summaries YTD for Period Ending June 30, 2021, P-00599-2q-21 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2021, P-00600-2q-21 (PDF)
Quarter 3 (Jan. 01–September 30, 2021)
- Family Care MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2021, P-00599-3q-21 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2021, P-00600-3q-21 (PDF)
Quarter 4 (Jan. 01–December 31, 2021)
Quarter 1 (Jan. 01–March 31, 2020)
- Family Care MCO Financial Statement Summaries YTD for Period Ending March 31, 2020, P-00599-1q-20 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2020, P-00600-1q-20 (PDF)
Quarter 2 (Jan. 01–June 30, 2020)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending June 30, 2020, P-00599-2q-20 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2020, P-00600-2q-20 (PDF)
Quarter 3 (Jan. 01–Sept. 30, 2020)
- Family Care MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2020, P-00599-3q-20 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2020, P-00600-3q-20 (PDF)
Quarter 4 (Jan. 01–December 31, 2020)
Quarter 1 (Jan. 01–March 31, 2019)
- Family Care MCO Financial Statement Summaries YTD for Period Ending March 31, 2019, P-00599-1q-19 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2019, P-00600-1q-19 (PDF)
Quarter 2 (Jan. 01–June 30, 2019)
- Family Care MCO Financial Statement Summaries YTD for Period Ending June 30, 2019, P-00599-2q-19 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2019, P-00600-2q-19 (PDF)
Quarter 3 (Jan. 01–September 30, 2019)
- Family Care MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2019, P-00599-3q-19 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2019, P-00600-3q-19 (PDF)
Quarter 4 (Jan. 01–December 31, 2019)
Quarter 1 (Jan. 01–March 31, 2018)
- Family Care MCO Financial Statement Summaries YTD for Period Ending March 31, 2018, P-00599-1q-188 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2018, P-00600-1q-18 (PDF)
Quarter 2 (Jan. 01–June 30, 2018)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending June 30, 2018, P-00599-2q-18 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2018, P-00600-2q-18 (PDF)
Quarter 3 (Jan. 01–September 30, 2018)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending Sept. 30, 2018, P-00599-3q-18 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2018, P-00600-3q-18 (PDF)
Quarter 4 (Jan. 01–December 31, 2018)
Quarter 1 (Jan. 01–March 31, 2017)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending March 31, 2017, P-00599-1q-17 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2017, P-00600-1q-17 (PDF)
Quarter 2 (Jan. 01–June 30, 2017)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending June 30, 2017, P-00599-2q-17 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2017, P-00600-2q-17 (PDF)
Quarter 3 (Jan. 01–September 30, 2017)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending Sept. 30, 2017, P-00599-3q-17 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2017, P-00600-3q-17 (PDF)
Quarter 4 (Jan. 01–December 31, 2017)
Quarter 1 (Jan. 01–March 31, 2016)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending March 31, 2016, P-00599-1q-16 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2016, P-00600-1q-16 (PDF)
Quarter 2 (Jan. 01–June 30, 2016)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending June 30, 2016, P-00599-2q-16 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2016, P-00600-2q-16 (PDF)
Quarter 3 (Jan. 01–September 30, 2016)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending Sept. 30, 2016, P-00599-3q-16 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2016, P-00600-3q-16 (PDF)
Quarter 4 (Jan. 01–December 31, 2016)
Quarter 1 (Jan. 01–March 31, 2015)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending March 31, 2015, P-00599-1q-15 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2015, P-00600-1q-15 (PDF)
Quarter 2 (Jan. 01–June 30, 2015)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending June 30, 2015, P-00599-2q-15 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2015, P-00600-2q-15 (PDF)
Quarter 3 (Jan. 01–September 30, 2015)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending Sept. 30, 2014, P-00599-3q-15 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2015, P-00600-3q-15 (PDF)
Quarter 4 (Jan. 01–December 31, 2015)
Quarter 1 (Jan. 01–March 31, 2014)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending March 31, 2014, P-00599-1q-14 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending March 31, 2014, P-00600-1q-14 (PDF)
Quarter 2 (Jan. 01–June 30, 2014)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending June 30, 2014, P-00599-2q-14 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending June 30, 2014, P-00600-2q-14 (PDF)
Quarter 3 (Jan. 01–September 30, 2014)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending Sept. 30, 2014, P-00599-3q-14 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2014, P-00600-3q-14 (PDF)
Quarter 4 (Jan. 01–December 31, 2014)
Quarter 1 (Jan. 01–March 31, 2013)
- Family Care Financial Summary Three Months Ending March 31, 2013, P-00599-1q-13 (PDF)
- PACE and Family Care Partnership Financial Summary Three Months Ending March 31, 2013, P-00600-1q-13 (PDF)
Quarter 2 (Jan. 01–June 30, 2013)
- Family Care Financial Summary Six Months Ending June 30, 2013, P-00599-2q-13 (PDF)
- PACE and Family Care Partnership Financial Summary Six Months Ending June 30, 2013, P-00600-2q-13 (PDF)
Quarter 3 (Jan. 01–September 30, 2013)
- Family Care MCO Financial Statement Summaries for YTD for Period Ending Sept. 30, 2013, P-00599-3q-13 (PDF)
- Family Care Partnership/PACE MCO Financial Statement Summaries YTD for Period Ending Sept. 30, 2013, P-00600-3q-13 (PDF)
Quarter 4 (Jan. 01–December 31, 2013)
Quarter 1 (Jan. 01–March 31, 2012)
- Family Care Financial Summary Three Months Ending March 31, 2012, P-00599-1q-12 (PDF)
- PACE and Family Care Partnership Financial Summary Three Months Ending March 31, 2012, P-00600-1q-12 (PDF)
Quarter 2 (Jan. 01–June 30, 2012)
- Family Care Financial Summary Six Months Ending June 30, 2012, P-00599-2q-12 (PDF)
- PACE and Family Care Partnership Financial Summary Three Months Ending June 30, 2012, P-00600-2q-12 (PDF)
Quarter 3 (Jan. 01–September 30, 2012)
- Family Care Financial Summary Nine Months Ending Sept. 30, 2012, P-00599-3q-12 (PDF)
- PACE and Family Care Partnership Financial Summary Nine Months Ending Sept. 30, 2012, P-00600-3q-12 (PDF)
Quarter 4 (Jan. 01–December 31, 2012)
Quarter 1 (Jan. 01–March 31, 2011)
- Family Care Financial Summary Three Months Ending March 31, 2011, P-00599-1q-11 (PDF)
- PACE and Family Care Partnership Financial Summary Three Months Ending March 31, 2011, P-00600-1q-11 (PDF)
Quarter 2 (Jan. 01–June 30, 2011)
- Family Care Financial Summary Six Months Ending June 30, 2011, P-00599-2q-11 (PDF)
- PACE and Family Care Partnership Financial Summary Six Months Ending June 30, 2011, P-00600-2q-11 (PDF)
Quarter 3 (Jan. 01–September 30, 2011)
- Family Care Financial Summary Nine Months Ending Sept. 30, 2011, P-00599-3q-11 (PDF)
- PACE and Family Care Partnership Financial Summary Nine Months Ending Sept. 30, 2011, P-00600-3q-11 (PDF)
Quarter 4 (Jan. 01–December 31, 2011)
Quarter 1 (Jan. 01–March 31, 2010)
- Family Care Financial Summary Through 1st Quarter, CY 2010, P-00599-1q-10 (PDF)
- PACE and Family Care Partnership Financial Summary Through 1st Quarter, CY 2010, P-00600-1q-10 (PDF)
Quarter 2 (Jan. 01–June 30, 2010)
- Family Care Financial Summary Six Months Ending June 30, 2010, P-00599-2q-0 (PDF)
- PACE and Family Care Partnership Financial Summary Six Months Ending June 30, 2010, P-00600-2q-10 (PDF)
Quarter 3 (Jan. 01–September 30, 2010)
- Family Care Financial Summary Nine Months Ending Sept. 30, 2010, P-00599-3q-10 (PDF)
- PACE and Family Care Partnership Financial Summary Nine Months Ending Sept. 30, 2010, P-00600-3q-10 (PDF)
Quarter 4 (Jan. 01–December 31, 2010)
Quarter 1 (Jan. 01–March 31, 2009)
Quarter 2 (Jan. 01–June 30, 2009)
Quarter 3 (Jan. 01–September 30, 2009)
Quarter 4 (Jan. 01–December 31, 2009)
Quarter 4 (Jan. 01–December 31, 2008)
Adult Long-term Care Provider Management Project—Encourage providers to enroll early
Adult long-term care waiver services providers and vendors must enroll with Wisconsin Medicaid through the ForwardHealth Portal by January 1, 2026. We need your help to get providers and vendors moving ahead this spring so they don’t fall behind later this year. Here are some key resources:
- Check out the New Provider Enrollment System for Adult Long-term Care Portal page. You’ll find recorded trainings about how to enroll and information on how to get started.
- Find a toolkit for managed care organizations, a toolkit for IRIS fiscal employer agencies, a toolkit for IRIS consultant agencies, and a toolkit for IRIS participants to help spread the word to providers.
- Stay updated by signing up for the Adult LTC Waiver Provider email list to get news and resources.
Please note:
- This requirement does not affect individual self-directed support or participant-hired workers.
- Currently, supportive home care organizations or providers with a unique EVV provider agency ID cannot apply because their provider type is not yet available in the application. We will post here when that changes later this summer.