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Nonprofiteer
← MY CHOICE WISCONSIN INC

Form 990 for tax year 2023

Filed by MY CHOICE WISCONSIN INC.

Totals

Total revenue
$686,298,407
Total expenses
$524,979,851
Contributions and grants received
$10,361
Grants paid
$0
Program service revenue
$533,257,357
Investment income
$6,233,166
Other revenue
$146,797,523
Total assets, end of year
$266,601,317
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$266,601,317
Program services expenses (Part IX)
$501,834,210
Management and general expenses
$23,145,641
Fundraising expenses
$0
Program service expenses (Part III)
$501,834,210

Program services were 95.6% 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.

  • 1f · All other contributions, gifts and grants

    $10,361

  • 2a · Program service revenue: MEDICAID REVENUE

    total $471,290,678 · related or exempt $471,290,678

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

    total $56,141,893 · related or exempt $56,141,893

  • 2c · Program service revenue: INTERCOMPANY REVENUE

    total $3,934,054 · related or exempt $3,934,054

  • 2d · Program service revenue: MEDICAID ADJUSTMENTS

    total $1,824,065 · related or exempt $1,824,065

  • 2e · Program service revenue: HOSTING REVENUE

    total $66,667 · related or exempt $66,667

  • 3 · Investment income

    total $6,407,598 · excluded $6,407,598

  • 7a · Gross sales of assets other than inventory

    securities $88,396,051 · other assets $8,600

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

    securities $88,579,083 · other assets $0

  • 7c · Gain or loss

    securities -$183,032 · other assets $8,600

  • 7d · Net gain or loss

    total -$174,432 · related or exempt $8,600 · excluded -$183,032

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

    total $146,678,030 · related or exempt $146,678,030

  • 11b · Other revenue: EMPLOYEE BENEFIT REFUNDS/DIVIDEND

    total $78,337 · related or exempt $78,337

  • 11c · Other revenue: ALL OTHER REVENUE

    total $41,036 · excluded $41,036

  • 11d · All other revenue

    total $120 · related or exempt $120

  • 11e · Other revenue, total

    $146,797,523

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $456,229,681 · program services $456,229,681

  • 5 · Compensation of officers, directors and key employees

    total $2,065,031 · management and general $2,065,031

  • 7 · Other salaries and wages

    total $38,074,302 · program services $29,194,153 · management and general $8,880,149

  • 8 · Pension plan contributions

    total $1,663,219 · program services $1,323,571 · management and general $339,648

  • 9 · Other employee benefits

    total $6,439,375 · program services $5,260,633 · management and general $1,178,742

  • 10 · Payroll taxes

    total $3,559,221 · program services $2,792,037 · management and general $767,184

  • 11b · Fees: legal

    total $202,005 · management and general $202,005

  • 11c · Fees: accounting

    total $369,341 · management and general $369,341

  • 11d · Fees: lobbying

    total $13,402 · management and general $13,402

  • 11f · Fees: investment management

    total $104,254 · management and general $104,254

  • 11g · Fees: other

    total $2,828,362 · program services $21,552 · management and general $2,806,810

  • 12 · Advertising and promotion

    total $532,222 · management and general $532,222

  • 13 · Office expenses

    total $1,025,051 · program services $441,793 · management and general $583,258

  • 14 · Information technology

    total $1,597,724 · management and general $1,597,724

  • 16 · Occupancy

    total $1,330,022 · program services $658,756 · management and general $671,266

  • 17 · Travel

    total $857,414 · program services $807,245 · management and general $50,169

  • 19 · Conferences, conventions and meetings

    total $15,356 · program services $6,911 · management and general $8,445

  • 22 · Depreciation, depletion and amortization

    total $1,892,495 · program services $517,307 · management and general $1,375,188

  • 23 · Insurance

    total $1,272,530 · management and general $1,272,530

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $4,580,145 · program services $4,580,145

  • 24b · Other expenses: LICENSE & REGISTRATION

    total $146,382 · program services $234 · management and general $146,148

  • 24c · Other expenses: BANK FEES

    total $112,497 · management and general $112,497

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $69,820 · program services $192 · management and general $69,628

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $579,293 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $158,817,918 · end of year $0

  • 4 · Accounts receivable

    beginning of year $4,842,987 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $785,903 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $3,233,905 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $77,444,835 · end of year $187,973,221

  • 13 · Investments: program-related

    beginning of year $9,526,701 · end of year $0

  • 14 · Intangible assets

    beginning of year $2,331,299 · end of year $0

  • 15 · Other assets

    beginning of year $5,937,024 · end of year $78,628,096

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,330,438 · end of year $0

  • 25 · Other liabilities

    beginning of year $88,654,492 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $164,514,935 · end of year $266,601,317

Mission and programs · 2023

Mission

WE INSPIRE PEOPLE TO EXPERIENCE LIFE AT ITS FULLEST BY ENCOURAGING OWNERSHIP OF HEALTH, FOSTERING INDEPENDENCE, AND SERVING THE WHOLE PERSON; AND DO SO WITH AN UNWAVERING COMMITMENT AS STEWARDS OF MEDICAID FUNDING.

Activities or mission (Part I)

WISCONSIN BASED MANAGED CARE ORGANIZATION.

  • MY CHOICE WISCONSIN, INC. (THE "COMPANY OR "MCW") IS A MANAGED CARE ORGANIZATION (MCO) THAT OPERATES THE STATE OF WISCONSIN FAMILY CARE PROGRAM. FAMILY CARE IS A MEDICAID LONG-TERM CARE PROGRAM WHICH HELPS FRAIL ELDERS AND ADULTS WITH DISABILITIES GET THE SERVICES THEY NEED TO REMAIN IN THEIR HOMES. MCW RECEIVES A PER PERSON PER MONTH PAYMENT (CAPITATION RATE) TO MANAGE CARE FOR THE MEMBERS, WHO MAY BE LIVING IN THEIR OWN HOMES, GROUP HOME LIVING SITUATIONS, OR NURSING FACILITIES. MEMBERS RECEIVING THE FAMILY CARE BENEFIT MAY BE REQUIRED TO PAY A COST SHARE AND/OR A ROOM & BOARD FEE TO MCW. MCW SERVES OVER 15,000 MEMBERS IN THIRTY-NINE WISCONSIN COUNTIES.

    Expenses $501,834,210 · Revenue $680,022,444

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
    $800
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Michael Mayo Sr

    DIRECTOR AND VICE CHAIR

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

  • Maria Rodriguez

    DIRECTOR AND TREASURER

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

  • Kenneth Byom Do

    DIRECTOR AND SECRETARY

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

  • Lynda Krellwitz

    DIRECTOR

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

  • Lee S Seese

    DIRECTOR

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

  • Thomas Bergerud

    DIRECTOR

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

  • Kathryn Brietzman

    DIRECTOR

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

  • John Hintze

    DIRECTOR

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

  • Maria Ledger

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $619,432
    From this org
    $610,937
    From related orgs
    $0
    Other
    $8,495
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

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

  • James Hodson

    CHIEF FINANCIAL OFFICER

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

    Schedule J breakdown matched by us

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

  • Kevin Collins

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $379,525
    From this org
    $360,904
    From related orgs
    $0
    Other
    $18,621
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

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

  • Betsy Van Heesch

    CHIEF OPERATIONS OFFICER

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

    Schedule J breakdown matched by us

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

  • Brion Beauchene

    CHIEF INFORMATION OFFICER

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

    Schedule J breakdown matched by us

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

  • Brian Henriksen

    DIRECTOR ACCOUNTING/FINANCE

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

    Schedule J breakdown matched by us

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

  • Nicole Pagliaro

    DIRECTOR PROVIDER SERVICES

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

  • Emily Fahey

    DIRECTOR REGULATORY AFFAIRS

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

  • Jonathan Pekelnicky

    DIRECTOR APPLICATION DEVELOPMENT

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

  • Jeff Walsh

    LEAD DEVELOPER ARCHITECT

    Total calculated
    $139,677
    From this org
    $124,910
    From related orgs
    $0
    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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
AS INDICATED IN SCHEDULE J, PART II, SEVERAL OFFICERS OF THE ORGANIZATION RECEIVED A BONUS BASED ON PERFORMANCE AND OVERALL FINANCIAL RESULTS OF THE ORGANIZATION. THESE BONUSES WERE APPROVED BY THE FINANCE COMMITTEE OF THE BOARD.

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

    $60,250,943

    Disposition · CASH AND INVESTMENT SECURITIES · Sep 1, 2023 · 501(C)(3)

  • MOLINA HEALTHCARE INC

    $146,678,030

    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
202423209349316662

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