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Nonprofiteer
← TRILLIUM FOUNDATION INC

Form 990 for tax year 2023

Filed by TRILLIUM FOUNDATION INC.

Totals

Total revenue
$1,000,886
Total expenses
$66,752
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$1,000,886
Other revenue
$0
Total assets, end of year
$54,725,242
Total liabilities, end of year
$19,073
Net assets or fund balances, end of year
$54,706,169
Program services expenses (Part IX)
$0
Management and general expenses
$66,752
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 $1,000,886 · excluded $1,000,886

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $47,679 · management and general $47,679

  • 23 · Insurance

    total $19,073 · management and general $19,073

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $54,725,242

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $19,073

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year $54,706,169

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)

TO SUPPORT RELATED 501(C)(3) ORGANIZATIONS, MY CHOICE WISCONSIN, INC AND MY CHOICE WISCONSIN HEALTH PLAN, INC.

  • THE PURPOSE OF THE ORGANIZATION IS TO SUPPORT RELATED 501(C)(3) ORGANIZATIONS, MY CHOICE WISCONSIN, INC AND MY CHOICE WISCONSIN HEALTH PLAN, INC.

As filed on the 2023 return.

Listed in Part VII

  • Maria Ledger

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $619,432
    From this org
    $0
    From related orgs
    $610,937
    Other
    $8,495
    Hours/week
    1 + 49 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

  • 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

  • Lee S Seese

    DIRECTOR AND TREASURER

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

  • Maria Rodriguez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • John Hintze

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Lynda Krellwitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Katie Brietzman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Tom Bergerud

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Kevin Collins

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $379,525
    From this org
    $0
    From related orgs
    $360,904
    Other
    $18,621
    Hours/week
    2 + 48 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

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

None.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349316340

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