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Nonprofiteer
← MY CHOICE WISCONSIN HEALTH PLAN INC

Form 990 for tax year 2023

Filed by MY CHOICE WISCONSIN HEALTH PLAN INC.

Totals

Total revenue
$140,390,858
Total expenses
$139,516,360
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$136,460,285
Investment income
$1,857,089
Other revenue
$2,073,484
Total assets, end of year
$59,548,184
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$59,548,184
Program services expenses (Part IX)
$124,731,630
Management and general expenses
$14,784,730
Fundraising expenses
$0
Program service expenses (Part III)
$124,731,630

Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: MEDICARE/MEDICAID REVENUE

    total $128,239,656 · related or exempt $128,239,656

  • 2b · Program service revenue: COST SHARE/ROOM & BOARD

    total $5,238,782 · related or exempt $5,238,782

  • 2c · Program service revenue: PREMIUM REVENUE

    total $2,981,847 · related or exempt $2,981,847

  • 3 · Investment income

    total $1,933,765 · excluded $1,933,765

  • 7a · Gross sales of assets other than inventory

    securities $8,383,001

  • 7b · Less cost or other basis and sales expenses

    securities $8,459,677

  • 7c · Gain or loss

    securities -$76,676

  • 7d · Net gain or loss

    total -$76,676 · excluded -$76,676

  • 11a · Other revenue: GAIN ON SALE OF OPERATIONS

    total $2,042,614 · related or exempt $2,042,614

  • 11b · Other revenue: ALL OTHER REVENUE

    total $30,870 · excluded $30,870

  • 11e · Other revenue, total

    $2,073,484

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $113,582,892 · program services $113,582,892

  • 11c · Fees: accounting

    total $91,406 · management and general $91,406

  • 11d · Fees: lobbying

    total $3,471 · management and general $3,471

  • 11f · Fees: investment management

    total $34,292 · management and general $34,292

  • 11g · Fees: other

    total $5,955,796 · program services $604,248 · management and general $5,351,548

  • 12 · Advertising and promotion

    total $32,523 · management and general $32,523

  • 13 · Office expenses

    total $66,686 · program services $29,564 · management and general $37,122

  • 14 · Information technology

    total $183,577 · management and general $183,577

  • 17 · Travel

    total $115,496 · program services $109,579 · management and general $5,917

  • 19 · Conferences, conventions and meetings

    total $15,871 · program services $15,317 · management and general $554

  • 22 · Depreciation, depletion and amortization

    total $2,569,441 · management and general $2,569,441

  • 24a · Other expenses: ALLOCATED ADMINISTRATIO

    total $13,669,107 · program services $9,735,053 · management and general $3,934,054

  • 24b · Other expenses: INCOME TAXES

    total $2,478,193 · management and general $2,478,193

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $642,459 · program services $642,459

  • 24d · Other expenses: BANK FEES

    total $26,354 · management and general $26,354

  • 24e · All other expenses

    total $48,796 · program services $12,518 · management and general $36,278

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $222,978 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $63,216,439 · end of year $0

  • 4 · Accounts receivable

    beginning of year $10,134,276 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $206,925 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $23,137,159 · end of year $59,548,184

  • 14 · Intangible assets

    beginning of year $2,569,441 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,298,398 · end of year $0

  • 25 · Other liabilities

    beginning of year $43,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $69,145,820 · end of year $59,548,184

Mission and programs · 2023

Mission

MY CHOICE WISCONSIN HEALTH PLAN, INC. IS A NONPROFIT MANAGED CARE ORGANIZATION THAT MATCHES FRAIL SENIORS AND PEOPLE WITH PHYSICAL AND INTELLECTUAL DISABILITIES TO THE HEALTH CARE AND LONG-TERM SUPPORTS AND SERVICES THEY NEED. WE OFFER GOVERNMENT-FUNDED (MEDICARE AND MEDICAID) PROGRAMS AND PARTNER WITH PROVIDERS TO CREATE STRONG, LOCAL PROVIDER NETWORKS. WE ARE DEDICATED TO OUR MISSIONS AND VALUES TO PROMOTE THE QUALITY OF LIFE OF OUR COMMUNITIES BY EMPOWERING OTHERS AND WORKING TOGETHER TO CREATIVELY SOLVE UNIQUE HEALTH AND LONG-TERM CARE NEEDS.

Activities or mission (Part I)

PROMOTE THE QUALITY OF LIFE OF OUR COMMUNITIES BY EMPOWERING OTHERS' LONG TERM CARE NEEDS.

  • MY CHOICE WISCONSIN HEALTH PLAN, INC (MCWHP) OFFERS THE PARTNERSHIP PROGRAM, WHICH PROVIDES HEALTH AND LONG-TERM MANAGEMENT AND CARE SERVICES TO THE ELDERLY AND ADULTS WITH DISABILITIES. MCWHP'S PARTNERSHIP PROGRAM HAD APPROXIMATELY 1,400 MEMBERS.

    Expenses $73,928,876 · Revenue $83,143,037

  • MY CHOICE WISCONSIN HEALTH PLAN, INC OFFERS THE MEDICAID BADGERCARE PLUS PROGRAM, A HEALTH INSURANCE PROGRAM FOR PARENTS/CARETAKERS OF DEPENDENT CHILDREN, PREGNANT WOMEN, WISCONSIN CHILDREN, AND CHILDLESS ADULTS THAT MEET CERTAIN INCOME REQUIREMENTS. THE BADGERCARE PLUS PROGRAM HAD APPROXIMATELY 23,000 MEMBERS.

    Expenses $29,023,531 · Revenue $34,106,777

  • MY CHOICE WISCONSIN HEALTH PLAN, INC OFFERS THE MEDICAID SSI PROGRAM, A HEALTH INSURANCE PROGRAM FOR INDIVIDUALS WHO QUALIFY FOR FEDERAL SSI. THE SSI PROGRAM HAD APPROXIMATELY 3,100 MEMBERS.

    Expenses $13,009,705 · Revenue $10,498,266

  • MY CHOICE WISCONSIN HEALTH PLAN, INC BEGAN OFFERING A MEDICARE DUAL ADVANTAGE PROGRAM ON JANUARY 1, 2017, FOR INDIVIDUALS WHO HAVE BOTH MEDICARE AND MEDICAID. THE MEDICARE DUAL ADVANTAGE PROGRAM HAD APPROXIMATELY 800 MEMBERS.

    Expenses $8,769,518 · Revenue $10,754,819

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Thomas Orendorff

    DIRECTOR AND CHAIR

    Total calculated
    $800
    From this org
    $0
    From related orgs
    $800
    Other
    $0
    Hours/week
    1 + 3 related

  • Michael Mayo Sr

    DIRECTOR AND VICE CHAIR

    Total calculated
    $800
    From this org
    $0
    From related orgs
    $800
    Other
    $0
    Hours/week
    1 + 2 related

  • Maria Rodriguez

    DIRECTOR AND TREASURER

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 1 related

  • Kenneth Byom Do

    DIRECTOR AND SECRETARY

    Total calculated
    $400
    From this org
    $0
    From related orgs
    $400
    Other
    $0
    Hours/week
    1 + 2 related

  • Lynda Krellwitz

    DIRECTOR

    Total calculated
    $400
    From this org
    $0
    From related orgs
    $400
    Other
    $0
    Hours/week
    1 + 1 related

  • Lee S Seese

    DIRECTOR

    Total calculated
    $800
    From this org
    $0
    From related orgs
    $800
    Other
    $0
    Hours/week
    1 + 2 related

  • Thomas Bergerud

    DIRECTOR

    Total calculated
    $200
    From this org
    $0
    From related orgs
    $200
    Other
    $0
    Hours/week
    1 + 1 related

  • Kathryn Brietzman

    DIRECTOR

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 1 related

  • John Hintze

    DIRECTOR

    Total calculated
    $800
    From this org
    $0
    From related orgs
    $800
    Other
    $0
    Hours/week
    1 + 2 related

  • Maria Ledger

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $619,432
    From this org
    $0
    From related orgs
    $610,937
    Other
    $8,495
    Hours/week
    24 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $555,937 related
    Bonus
    $0 + $55,000 related
    Other
    $0
    Deferred
    $0 + $8,016 related
    Nontaxable benefits
    $0 + $479 related
    Filer's total
    $0 + $619,432 related

  • James Hodson

    CHIEF FINANCIAL OFFICER

    Total calculated
    $506,250
    From this org
    $0
    From related orgs
    $493,698
    Other
    $12,552
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,698 related
    Bonus
    $0 + $35,000 related
    Other
    $0
    Deferred
    $0 + $7,096 related
    Nontaxable benefits
    $0 + $5,456 related
    Filer's total
    $0 + $506,250 related

  • Kevin Collins

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $379,525
    From this org
    $0
    From related orgs
    $360,904
    Other
    $18,621
    Hours/week
    23 + 27 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,904 related
    Bonus
    $0 + $35,000 related
    Other
    $0
    Deferred
    $0 + $13,165 related
    Nontaxable benefits
    $0 + $5,456 related
    Filer's total
    $0 + $379,525 related

  • Betsy Van Heesch

    CHIEF OPERATIONS OFFICER

    Total calculated
    $303,452
    From this org
    $0
    From related orgs
    $276,145
    Other
    $27,307
    Hours/week
    20 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,645 related
    Bonus
    $0 + $7,500 related
    Other
    $0
    Deferred
    $0 + $11,316 related
    Nontaxable benefits
    $0 + $15,991 related
    Filer's total
    $0 + $303,452 related

  • Brion Beauchene

    CHIEF INFORMATION OFFICER

    Total calculated
    $232,646
    From this org
    $0
    From related orgs
    $215,270
    Other
    $17,376
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,270 related
    Bonus
    $0 + $25,000 related
    Other
    $0
    Deferred
    $0 + $7,801 related
    Nontaxable benefits
    $0 + $9,575 related
    Filer's total
    $0 + $232,646 related

  • Brian Henriksen

    DIRECTOR ACCOUNTING/FINANCE

    Total calculated
    $166,476
    From this org
    $0
    From related orgs
    $144,429
    Other
    $22,047
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $126,429 related
    Bonus
    $0 + $18,000 related
    Other
    $0
    Deferred
    $0 + $6,056 related
    Nontaxable benefits
    $0 + $15,991 related
    Filer's total
    $0 + $166,476 related

  • Nicole Pagliaro

    DIRECTOR PROVIDER SERVICES

    Total calculated
    $147,003
    From this org
    $0
    From related orgs
    $141,353
    Other
    $5,650
    Hours/week
    10 + 40 related

  • Emily Fahey

    DIRECTOR REGULATORY AFFAIRS

    Total calculated
    $145,616
    From this org
    $0
    From related orgs
    $140,018
    Other
    $5,598
    Hours/week
    37 + 13 related

  • Jonathan Pekelnicky

    DIRECTOR APPLICATION DEVELOPMENT

    Total calculated
    $148,144
    From this org
    $0
    From related orgs
    $126,817
    Other
    $21,327
    Hours/week
    25 + 25 related

  • Jeff Walsh

    LEAD DEVELOPER ARCHITECT

    Total calculated
    $139,677
    From this org
    $0
    From related orgs
    $124,910
    Other
    $14,767
    Hours/week
    21 + 21 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE CEO/EXECUTIVE DIRECTOR IS PAID BY A RELATED ORGANIZATION, MY CHOICE WISCONSIN, INC., WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: (1) COMPENSATION COMMITTEE (2) COMPENSATION SURVEY OR STUDY AND (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • MY CHOICE FOUNDATION HOLDINGS INC

    $10,903,549

    Disposition · CASH AND INVESTMENT SECURITIES, NET OF INCOME TAX LIABILITIES · Sep 1, 2023 · 501(C)(3)

  • MOLINA HEALTHCARE INC

    $2,042,614

    Disposition · OPERATING ASSETS AND LIABILITIES · Sep 1, 2023 · CORPORATION

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349316613

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