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← MEDICAL ASSOCIATES CLINIC HEALTH PLAN OF WISCONSIN

Form 990 for tax year 2024

Filed by MEDICAL ASSOCIATES CLINIC HEALTH PLAN OF WISCONSIN.

Totals

Total revenue
$56,021,637
Total expenses
$55,981,276
Contributions and grants received
$0
Grants paid
$150,000
Program service revenue
$55,810,366
Investment income
$211,271
Other revenue
$0
Total assets, end of year
$7,880,115
Total liabilities, end of year
$3,389,411
Net assets or fund balances, end of year
$4,490,704
Program services expenses (Part IX)
$52,208,806
Management and general expenses
$3,772,470
Fundraising expenses
$0
Program service expenses (Part III)
$52,208,806

Program services were 93.3% 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: PREMIUM REVENUE

    total $35,096,323 · related or exempt $35,096,323

  • 2b · Program service revenue: MEDICARE COST REIMBURSEMENT

    total $20,714,043 · related or exempt $20,714,043

  • 3 · Investment income

    total $181,164 · excluded $181,164

  • 7a · Gross sales of assets other than inventory

    securities $691,170

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

    securities $661,063

  • 7c · Gain or loss

    securities $30,107

  • 7d · Net gain or loss

    total $30,107 · excluded $30,107

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $150,000 · program services $150,000

  • 7 · Other salaries and wages

    total $2,294,492 · management and general $2,294,492

  • 11c · Fees: accounting

    total $159,892 · management and general $159,892

  • 11f · Fees: investment management

    total $8,202 · management and general $8,202

  • 12 · Advertising and promotion

    total $119,046 · management and general $119,046

  • 13 · Office expenses

    total $53,641 · program services $47,962 · management and general $5,679

  • 14 · Information technology

    total $309,555 · management and general $309,555

  • 16 · Occupancy

    total $44,666 · program services $44,666

  • 17 · Travel

    total $12,761 · program services $12,049 · management and general $712

  • 19 · Conferences, conventions and meetings

    total $17,565 · management and general $17,565

  • 23 · Insurance

    total $34,577 · management and general $34,577

  • 24a · Other expenses: MEDICAL CAPITATION

    total $51,760,370 · program services $51,760,370

  • 24b · Other expenses: COMMISSION EXPENSE

    total $424,430 · management and general $424,430

  • 24c · Other expenses: CORPORATE DUES & SUBSCR

    total $148,747 · management and general $148,747

  • 24e · All other expenses

    total $443,332 · program services $193,759 · management and general $249,573

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,972,335 · end of year $1,537,753

  • 4 · Accounts receivable

    beginning of year $2,665,790 · end of year $3,476,796

  • 9 · Prepaid expenses and deferred charges

    beginning of year $483 · end of year $492

  • 11 · Investments: publicly traded securities

    beginning of year $2,792,875 · end of year $2,865,074

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,856,052 · end of year $3,142,509

  • 19 · Deferred revenue

    beginning of year $197,427 · end of year $246,902

  • 27 · Net assets without donor restrictions

    beginning of year $4,378,004 · end of year $4,490,704

Mission and programs · 2024

Mission

TO PROVIDE SUPERIOR HEALTHCARE AND AN EXCELLENT PATIENT EXPERIENCE.

Activities or mission (Part I)

THE MEDICAL ASSOCIATES CLINIC HEALTH PLAN OF WISCONSIN IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY TO PROMOTE SOCIAL WELFARE BY ESTABLISHING A NONPROFIT PLAN TO OFFER EFFICIENT, QUALITY HEALTH CARE SERVICES TO THE GENERAL PUBLIC.

  • THE MEDICAL ASSOCIATES CLINIC HEALTH PLAN OF WISCONSIN PROVIDES COMPREHENSIVE HEALTHCARE SERVICES ON A PREPAID BASIS

    Expenses $52,208,806 · Grants $150,000 · Revenue $55,810,366

As filed on the 2024 return.

Listed in Part VII

  • Mark Janes MD

    VICE CHAIRMAN

    Total calculated
    $651,431
    From this org
    $0
    From related orgs
    $581,947
    Other
    $69,484
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,571 related
    Bonus
    $0
    Other
    $0 + $2,376 related
    Deferred
    $0 + $46,000 related
    Nontaxable benefits
    $0 + $23,484 related
    Filer's total
    $0 + $651,431 related

  • Brad McClimon MD

    DIRECTOR

    Total calculated
    $519,123
    From this org
    $0
    From related orgs
    $447,939
    Other
    $71,184
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,111 related
    Bonus
    $0
    Other
    $0 + $828 related
    Deferred
    $0 + $46,000 related
    Nontaxable benefits
    $0 + $25,184 related
    Filer's total
    $0 + $519,123 related

  • Andrea Ries MD

    CHAIRMAN

    Total calculated
    $476,957
    From this org
    $0
    From related orgs
    $407,061
    Other
    $69,896
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,513 related
    Bonus
    $0
    Other
    $0 + $1,548 related
    Deferred
    $0 + $46,000 related
    Nontaxable benefits
    $0 + $23,896 related
    Filer's total
    $0 + $476,957 related

  • Sara Loetscher MD

    DIRECTOR

    Total calculated
    $319,347
    From this org
    $0
    From related orgs
    $274,298
    Other
    $45,049
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,922 related
    Bonus
    $0
    Other
    $0 + $2,376 related
    Deferred
    $0 + $36,718 related
    Nontaxable benefits
    $0 + $8,331 related
    Filer's total
    $0 + $319,347 related

  • Michael Peroski MD

    DIRECTOR

    Total calculated
    $946,047
    From this org
    $0
    From related orgs
    $868,877
    Other
    $77,170
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $868,553 related
    Bonus
    $0
    Other
    $0 + $324 related
    Deferred
    $0 + $45,966 related
    Nontaxable benefits
    $0 + $31,204 related
    Filer's total
    $0 + $946,047 related

  • Duane Caylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lawrence Kukla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John O'Connor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey White Do

    DIRECTOR

    Total calculated
    $403,146
    From this org
    $0
    From related orgs
    $332,620
    Other
    $70,526
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,072 related
    Bonus
    $0
    Other
    $0 + $1,548 related
    Deferred
    $0 + $45,742 related
    Nontaxable benefits
    $0 + $24,784 related
    Filer's total
    $0 + $403,146 related

  • Zach Keeling

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $681,842
    From this org
    $0
    From related orgs
    $639,518
    Other
    $42,324
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $539,561 related
    Bonus
    $0 + $99,507 related
    Other
    $0 + $450 related
    Deferred
    $0 + $28,733 related
    Nontaxable benefits
    $0 + $13,591 related
    Filer's total
    $0 + $681,842 related

  • Jill Mitchell

    FORMER COO, SECRETARY

    Total calculated
    $139,937
    From this org
    $0
    From related orgs
    $128,958
    Other
    $10,979
    Hours/week
    1

  • Lynee Robson

    CFO, TREASURER

    Total calculated
    $390,145
    From this org
    $0
    From related orgs
    $348,695
    Other
    $41,450
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $296,084 related
    Bonus
    $0 + $51,921 related
    Other
    $0 + $690 related
    Deferred
    $0 + $29,308 related
    Nontaxable benefits
    $0 + $12,142 related
    Filer's total
    $0 + $390,145 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

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MEDICAL ASSOCIATES CLINIC PC

    C · MEDICAL SERVICES · IA

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2025
IRS schema version
2024v5.1
Source object
202501299349301135

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