Form 990 for tax year 2024

Totals

Total revenue

$5,129,343

Total expenses

$4,488,669

Contributions and grants received

$0

Grants paid

$0

Program service revenue

$0

Investment income

$5,129,343

Other revenue

$0

Total assets, end of year

$168,202,889

Total liabilities, end of year

$108,495

Net assets or fund balances, end of year

$168,094,394

Program services expenses (Part IX)

$0

Management and general expenses

$4,488,669

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.

Mission and programs · 2024

• MY CHOICE WISCONSIN, INC. (THE "COMPANY OR "MCW") WAS A MANAGED CARE ORGANIZATION (MCO) THAT OPERATED THE STATE OF WISCONSIN FAMILY CARE PROGRAM. FAMILY CARE IS A MEDICAID LONG-TERM CARE PROGRAM WHICH HELPED FRAIL ELDERS AND ADULTS WITH DISABILITIES GET THE SERVICES THEY NEED TO REMAIN IN THEIR HOMES. IN 2023, MY CHOICE WISCONSIN, INC. SOLD ITS OPERATIONS TO MOLINA HEALTHCARE, INC. PER THE OPERATING AGREEMENT, MY CHOICE WISCONSIN, INC. HAS NOT DISSOLVED AS OF 12/31/2024 HOWEVER IT IS IN THE PROCESS OF WINDING DOWN. ALL REMAINING ASSETS WILL BE TRANSFERRED TO A RELATED PARTY, THE TRILLIUM FOUNDATION, INC.

As filed on the 2024 return.

Listed in Part VII

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

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.

• MY CHOICE WISCONSIN HEALTH PLAN INC

  501(C)(3) · HEALTH CARE · WI · controlled entity

  Directly controlled by MY CHOICE WISCONSIN INC

• THE TRILLIUM FOUNDATION INC

  501(C)(3) · SUPPORTING ORGANIZATION · WI · controlled entity

  Directly controlled by MY CHOICE WISCONSIN INC

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.

• THE TRILLIUM FOUNDATION INC

  $99,147,597

  Disposition · CASH AND INVESTMENT SECURITIES · Dec 31, 2024 · 501(C)(3)

Provenance

Return type

form_990

Tax year

2024

Filed

16 November 2025

IRS schema version

2024v5.2

Source object

202503219349304825

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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