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Nonprofiteer
← QUARTZ HEALTH PLAN CORPORATION

Form 990 for tax year 2024

Filed by QUARTZ HEALTH PLAN CORPORATION.

Totals

Total revenue
$477,344,539
Total expenses
$477,878,478
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$473,999,723
Investment income
$3,344,816
Other revenue
$0
Total assets, end of year
$129,054,071
Total liabilities, end of year
$72,676,514
Net assets or fund balances, end of year
$56,377,557
Program services expenses (Part IX)
$451,059,890
Management and general expenses
$26,818,588
Fundraising expenses
$0
Program service expenses (Part III)
$451,059,890

Program services were 94.4% 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 $473,999,723 · related or exempt $473,999,723

  • 3 · Investment income

    total $3,281,435 · excluded $3,281,435

  • 7a · Gross sales of assets other than inventory

    securities $15,050,594

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

    securities $14,987,213

  • 7c · Gain or loss

    securities $63,381

  • 7d · Net gain or loss

    total $63,381 · excluded $63,381

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $13,766,338 · program services $4,553,905 · management and general $9,212,433

  • 8 · Pension plan contributions

    total $637,257 · program services $221,377 · management and general $415,880

  • 9 · Other employee benefits

    total $2,312,984 · program services $20,539 · management and general $2,292,445

  • 10 · Payroll taxes

    total $967,241 · program services $355,547 · management and general $611,694

  • 11b · Fees: legal

    total $37,632 · management and general $37,632

  • 11c · Fees: accounting

    total $199,562 · management and general $199,562

  • 11f · Fees: investment management

    total $360,967 · management and general $360,967

  • 11g · Fees: other

    total $252,048 · management and general $252,048

  • 12 · Advertising and promotion

    total $1,423,969 · program services $91,411 · management and general $1,332,558

  • 13 · Office expenses

    total $1,398,012 · program services $122,244 · management and general $1,275,768

  • 14 · Information technology

    total $4,694,565 · program services $1,982,738 · management and general $2,711,827

  • 16 · Occupancy

    total $493,277 · management and general $493,277

  • 17 · Travel

    total $138,347 · program services $28,203 · management and general $110,144

  • 19 · Conferences, conventions and meetings

    total $57,862 · program services $6,837 · management and general $51,025

  • 20 · Interest

    total $4,098 · program services $3,322 · management and general $776

  • 22 · Depreciation, depletion and amortization

    total $411,908 · program services $7,953 · management and general $403,955

  • 23 · Insurance

    total $282,093 · management and general $282,093

  • 24a · Other expenses: MEDICAL EXPENSES

    total $439,019,134 · program services $439,019,134

  • 24b · Other expenses: OUTSOURCED SERVICES

    total $6,769,156 · program services $4,544,415 · management and general $2,224,741

  • 24c · Other expenses: COMMISSIONS

    total $3,929,844 · management and general $3,929,844

  • 24d · Other expenses: OTHER EXPENSES

    total $721,989 · program services $102,265 · management and general $619,724

  • 24e · All other expenses

    total $195 · management and general $195

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $59,630,163 · end of year $48,282,180

  • 2 · Savings and temporary cash investments

    beginning of year $151,327 · end of year $0

  • 4 · Accounts receivable

    beginning of year $34,547,214 · end of year $41,709,305

  • 11 · Investments: publicly traded securities

    beginning of year $8,479,986 · end of year $24,416,534

  • 13 · Investments: program-related

    beginning of year $8,975,385 · end of year $8,775,847

  • 15 · Other assets

    beginning of year $1,686,644 · end of year $5,870,205

  • 17 · Accounts payable and accrued expenses

    beginning of year $53,984,704 · end of year $59,427,539

  • 19 · Deferred revenue

    beginning of year $7,376,003 · end of year $8,904,522

  • 25 · Other liabilities

    beginning of year $4,747,411 · end of year $4,344,453

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $47,005,731 · end of year $57,005,731

  • 31 · Retained earnings, endowment or other funds

    beginning of year $356,870 · end of year -$628,174

Mission and programs · 2024

Mission

TO PROMOTE SOCIAL WELFARE BY OPERATION OF A HEALTH MAINTENANCE ORGANIZATION AND OTHER ACTIVITIES INCIDENTAL THERETO.

  • PROVISION OF HEALTH CARE SERVICES PROVIDED FOR 75,979 MEMBERS.

    Expenses $451,059,890 · Revenue $473,999,723

As filed on the 2024 return.

Listed in Part VII

  • Gerald E Arndt

    BOD - MEMBER

    Total calculated
    $14,054
    From this org
    $0
    From related orgs
    $14,054
    Other
    $0
    Hours/week
    2

  • Gerald R Kember

    BOD - MEMBER

    Total calculated
    $11,747
    From this org
    $0
    From related orgs
    $11,747
    Other
    $0
    Hours/week
    2

  • George H Tervalon III

    BOD - MEMBER

    Total calculated
    $10,925
    From this org
    $0
    From related orgs
    $10,925
    Other
    $0
    Hours/week
    2

  • Carey M Gehl

    BOD - CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Alan S Kaplan MD

    BOD - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • David J Grandin

    BOD - MEMBER (START 5/2024)

    Total calculated
    $0
    Hours/week
    2

  • Heather L Schimmers

    BOD - MEMBER (START 5/2024)

    Total calculated
    $0
    Hours/week
    2

  • Michael J Dolan MD

    BOD - MEMBER (TERM 05/2024)

    Total calculated
    $0
    Hours/week
    2

  • Randy R Bruegman

    BOD - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Rebekah J Gales Swain

    BOD - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Robert W Flannery

    BOD - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Susan I Erickson

    BOD - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • William J Farrell

    BOD - MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Christine C Senty JD

    PRESIDENT & CEO

    Total calculated
    $1,131,377
    From this org
    $0
    From related orgs
    $1,071,410
    Other
    $59,967
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $638,044 related
    Bonus
    $0 + $337,668 related
    Other
    $0 + $95,698 related
    Deferred
    $0 + $20,267 related
    Nontaxable benefits
    $0 + $39,700 related
    Filer's total
    $0 + $1,131,377 related

  • Jeffrey A Butcher

    SENIOR VP, TREASURER & CFO

    Total calculated
    $600,245
    From this org
    $0
    From related orgs
    $551,459
    Other
    $48,786
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $437,269 related
    Bonus
    $0 + $111,510 related
    Other
    $0 + $2,680 related
    Deferred
    $0 + $20,382 related
    Nontaxable benefits
    $0 + $28,404 related
    Filer's total
    $0 + $600,245 related

  • Jami J Berger

    SENIOR VP & CHIEF CLINICAL OFFICER

    Total calculated
    $468,946
    From this org
    $0
    From related orgs
    $404,439
    Other
    $64,507
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,721 related
    Bonus
    $0 + $14,913 related
    Other
    $0 + $36,805 related
    Deferred
    $0 + $19,108 related
    Nontaxable benefits
    $0 + $45,399 related
    Filer's total
    $0 + $468,946 related

  • David S Hanekom MD

    SENIOR VP & CMO (TERM 03/2024)

    Total calculated
    $401,665
    From this org
    $0
    From related orgs
    $384,198
    Other
    $17,467
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,117 related
    Bonus
    $0 + $250,000 related
    Other
    $0 + $1,081 related
    Deferred
    $0 + $7,773 related
    Nontaxable benefits
    $0 + $9,694 related
    Filer's total
    $0 + $401,665 related

  • Kristie S Breunig JD

    GENERAL COUNSEL, VP & SECRETARY

    Total calculated
    $369,744
    From this org
    $0
    From related orgs
    $317,126
    Other
    $52,618
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,501 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $1,625 related
    Deferred
    $0 + $18,800 related
    Nontaxable benefits
    $0 + $33,818 related
    Filer's total
    $0 + $369,744 related

  • Jamie A Stock-Retzloff JD

    DEPUTY GENERAL COUNSEL, SR. DIRECTOR & ASSISTANT S

    Total calculated
    $294,091
    From this org
    $0
    From related orgs
    $249,141
    Other
    $44,950
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,136 related
    Bonus
    $0 + $25,901 related
    Other
    $0 + $2,104 related
    Deferred
    $0 + $13,344 related
    Nontaxable benefits
    $0 + $31,606 related
    Filer's total
    $0 + $294,091 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
QUARTZ HEALTH PLAN CORPORATION RELIED ON A RELATED ORGANIZATION, QUARTZ HEALTH SOLUTIONS, INC., THAT USED METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION. - COMPENSATION SURVEY OR STUDY - INDEPENDENT COMPENSATION CONSULTANT - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
QUARTZ HEALTH SOLUTIONS, INC. INITIATED A NONQUALIFIED DEFERRED RETIREMENT PLAN IN 2019 AND STARTED FUNDING IN 2020. A NUMBER OF EMPLOYEES PARTICIPATED IN THE PLAN DURING THE YEAR. THE VESTED AMOUNT IS INCLUDED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN B(III). THE TERMS AND CONDITIONS OF THE CONFIDENTIAL AGREEMENTS ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. THE AMOUNT PAID TO CHRISTINE C. SENTY DURING 2024 WAS $76,875. THERE WERE NO AMOUNTS PAID OUT TO ANY OTHER PARTICIPANTS LISTED ON PART VII/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.

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.

  • QUARTZ HEALTH BENEFIT PLANS CORPORATION

    C · HEALTH MAINTENANCE ORGANIZATION · WI

  • QUARTZ HOLDING COMPANY

    C · HOLDING COMPANY · WI

  • QUARTZ HEALTH SOLUTIONS INC

    C · TPA · WI

  • QUARTZ HEALTH INSURANCE CORPORATION

    C · INDEMNITY CORPORATION · WI

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202533169349304443

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