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Nonprofiteer
← MY CHOICE WISCONSIN HEALTH PLAN INC

Form 990 for tax year 2024

Filed by MY CHOICE WISCONSIN HEALTH PLAN INC.

Totals

Total revenue
$2,467,159
Total expenses
$293,002
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$2,467,159
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$293,002
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 3 · Investment income

    total $1,249,971 · excluded $1,249,971

  • 7a · Gross sales of assets other than inventory

    securities $6,742,199

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

    securities $5,525,011

  • 7c · Gain or loss

    securities $1,217,188

  • 7d · Net gain or loss

    total $1,217,188 · excluded $1,217,188

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $105,833 · management and general $105,833

  • 10 · Payroll taxes

    total $1,100 · management and general $1,100

  • 11b · Fees: legal

    total $109,547 · management and general $109,547

  • 11c · Fees: accounting

    total $45,089 · management and general $45,089

  • 11f · Fees: investment management

    total $12,580 · management and general $12,580

  • 14 · Information technology

    total $5,336 · management and general $5,336

  • 24a · Other expenses: SURPLUS LINE TAX

    total $9,536 · management and general $9,536

  • 24b · Other expenses: NAIC

    total $3,561 · management and general $3,561

  • 24c · Other expenses: OCI FILING FEE

    total $420 · management and general $420

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $59,548,184 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $59,548,184 · end of year $0

Mission and programs · 2024

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 PROVIDER 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) OFFERED THE PARTNERSHIP PROGRAM, WHICH PROVIDED HEALTH AND LONG-TERM MANAGEMENT AND CARE SERVICES TO THE ELDERLY AND ADULTS WITH DISABILITIES. MCWHP'S PARTNERSHIP PROGRAM HAD APPROXIMATELY 1,400 MEMBERS. IN 2023, MY CHOICE WISCONSIN HEALTH PLAN, INC. SOLD ITS OPERATIONS TO MOLINA HEALTHCARE, INC. AND AS SUCH HAS DISSOLVED AS OF 12/31/2024. ALL REMAINING ASSETS HAVE BEEN TRANSFERRED TO A RELATED ORGANIZATION, THE TRILLIUM FOUNDATION, INC.

  • 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.

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Maria Ledger

    DIRECTOR AND CEO

    Total calculated
    $949,167
    From this org
    $0
    From related orgs
    $949,167
    Other
    $0
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $116,667 related
    Bonus
    $0
    Other
    $0 + $832,500 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $949,167 related

  • Thomas Orendorff

    DIRECTOR AND CHAIR

    Total calculated
    $10,000
    From this org
    $3,334
    From related orgs
    $6,666
    Other
    $0
    Hours/week
    1 + 4 related

  • Michael Mayo Sr

    DIRECTOR AND VICE CHAIR

    Total calculated
    $10,000
    From this org
    $3,334
    From related orgs
    $6,666
    Other
    $0
    Hours/week
    1 + 4 related

  • Maria Rodriguez

    DIRECTOR AND TREASURER

    Total calculated
    $10,000
    From this org
    $3,334
    From related orgs
    $6,666
    Other
    $0
    Hours/week
    1 + 2 related

  • Kenneth Byom Do

    DIRECTOR AND SECRETARY

    Total calculated
    $10,000
    From this org
    $3,333
    From related orgs
    $6,667
    Other
    $0
    Hours/week
    1 + 2 related

  • Lynda Krellwitz

    DIRECTOR

    Total calculated
    $10,000
    From this org
    $3,333
    From related orgs
    $6,667
    Other
    $0
    Hours/week
    1 + 2 related

  • Lee S Seese

    DIRECTOR

    Total calculated
    $10,000
    From this org
    $3,333
    From related orgs
    $6,667
    Other
    $0
    Hours/week
    1 + 4 related

  • Thomas Bergerud

    DIRECTOR

    Total calculated
    $10,000
    From this org
    $3,333
    From related orgs
    $6,667
    Other
    $0
    Hours/week
    1 + 2 related

  • Kathryn Brietzman

    DIRECTOR

    Total calculated
    $10,000
    From this org
    $3,333
    From related orgs
    $6,667
    Other
    $0
    Hours/week
    1 + 2 related

  • John Hintze

    DIRECTOR

    Total calculated
    $10,000
    From this org
    $3,333
    From related orgs
    $6,667
    Other
    $0
    Hours/week
    1 + 2 related

  • James Hodson

    CFO/COO

    Total calculated
    $984,000
    From this org
    $0
    From related orgs
    $984,000
    Other
    $0
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $100,000 related
    Bonus
    $0
    Other
    $0 + $884,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $984,000 related

  • Kevin Collins

    FORMER CHIEF COMPLIANCE OFFICER

    Total calculated
    $780,000
    From this org
    $0
    From related orgs
    $780,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $780,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $780,000 related

  • Betsy Van Heesch

    FORMER CHIEF OPERATIONS OFFICER

    Total calculated
    $750,000
    From this org
    $0
    From related orgs
    $750,000
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $750,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $750,000 related

  • Brion Beauchene

    FORMER CHIEF INFORMATION OFFICER

    Total calculated
    $474,490
    From this org
    $0
    From related orgs
    $474,490
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $474,490 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $474,490 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

  • 4a · Severance or change-of-control payment

Answered no

  • 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 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, LINE 4A
THE FOLLOWING INDIVIDUALS RECEIVED A CHANGE-OF-CONTROL PAYMENT RESULTING FROM THE SALE OF OPERATIONS OF RELATED ORGANIZATION, MY CHOICE WISCONSIN, INC. TO MOLINA HEALTHCARE, INC. IN SEPTEMBER 2023. CHANGE-OF-CONTROL PAYMENTS WERE PAID AND TREATED AS REPORTABLE COMPENSATION IN 2024. JAMES HODSON: $884,000 MARIA LEDGER: $832,500 KEVIN COLLINS: $780,000 BETSY VAN HEESCH: $750,000 BRION BEAUCHENE: $474,490

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.

Provenance

Return type
form_990
Tax year
2024
Filed
16 November 2025
IRS schema version
2024v5.2
Source object
202513219349307651

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