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Nonprofiteer
← MY CHOICE WISCONSIN HEALTH PLAN INC

Form 990 for tax year 2022

Filed by MY CHOICE WISCONSIN HEALTH PLAN INC.

Totals

Total revenue
$203,651,295
Total expenses
$199,495,113
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$202,747,795
Investment income
$881,291
Other revenue
$22,209
Total assets, end of year
$99,487,218
Total liabilities, end of year
$30,341,398
Net assets or fund balances, end of year
$69,145,820
Program services expenses (Part IX)
$184,872,560
Management and general expenses
$14,622,553
Fundraising expenses
$0
Program service expenses (Part III)
$184,872,560

Program services were 92.7% 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: MEDICARE/MEDICAID REVENUE

    total $189,543,401 · related or exempt $189,543,401

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

    total $8,164,331 · related or exempt $8,164,331

  • 2c · Program service revenue: PREMIUM REVENUE

    total $3,512,474 · related or exempt $3,512,474

  • 2d · Program service revenue: MEDICARE/MEDICAID ADJUSTMENTS

    total $1,527,589 · related or exempt $1,527,589

  • 3 · Investment income

    total $954,952 · excluded $954,952

  • 7a · Gross sales of assets other than inventory

    securities $2,860,901

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

    securities $2,934,562

  • 7c · Gain or loss

    securities -$73,661

  • 7d · Net gain or loss

    total -$73,661 · excluded -$73,661

  • 11a · Other revenue: ALL OTHER REVENUE

    total $22,209 · excluded $22,209

  • 11e · Other revenue, total

    $22,209

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $167,995,390 · program services $167,995,390

  • 11c · Fees: accounting

    total $147,475 · management and general $147,475

  • 11d · Fees: lobbying

    total $14,198 · management and general $14,198

  • 11f · Fees: investment management

    total $53,785 · management and general $53,785

  • 11g · Fees: other

    total $8,315,787 · program services $477,763 · management and general $7,838,024

  • 12 · Advertising and promotion

    total $844 · management and general $844

  • 13 · Office expenses

    total $52,201 · program services $29,052 · management and general $23,149

  • 14 · Information technology

    total $295,069 · management and general $295,069

  • 17 · Travel

    total $137,583 · program services $131,694 · management and general $5,889

  • 19 · Conferences, conventions and meetings

    total $9,568 · program services $9,568

  • 22 · Depreciation, depletion and amortization

    total $332,112 · management and general $332,112

  • 23 · Insurance

    total $274 · management and general $274

  • 24a · Other expenses: ALLOCATED ADMINISTRATIO

    total $20,438,699 · program services $14,959,175 · management and general $5,479,524

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $1,264,627 · program services $1,264,627

  • 24c · Other expenses: INCOME TAXES

    total $300,807 · management and general $300,807

  • 24d · Other expenses: BANK FEES

    total $62,440 · management and general $62,440

  • 24e · All other expenses

    total $74,254 · program services $5,291 · management and general $68,963

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $168,959 · end of year $222,978

  • 2 · Savings and temporary cash investments

    beginning of year $51,887,164 · end of year $63,216,439

  • 4 · Accounts receivable

    beginning of year $9,021,405 · end of year $10,134,276

  • 9 · Prepaid expenses and deferred charges

    beginning of year $962,361 · end of year $206,925

  • 11 · Investments: publicly traded securities

    beginning of year $29,923,248 · end of year $23,137,159

  • 14 · Intangible assets

    beginning of year $2,901,553 · end of year $2,569,441

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,691,830 · end of year $30,298,398

  • 25 · Other liabilities

    beginning of year $43,000 · end of year $43,000

  • 27 · Net assets without donor restrictions

    beginning of year $68,129,860 · end of year $69,145,820

Mission and programs · 2022

Mission

MY CHOICE WISCONSIN HEALTH PLAN, INC. IS A NONPROFIT MANAGED CARE ORGANIZATION THAT MATCHES FRAIL SENIORS AND PEOPLE WITH PHYSICAL AND INTELLECTUAL DISABILITIES TO THE HEALTH CARE AND LONG-TERM SUPPORTS AND SERVICES THEY NEED. WE OFFER GOVERNMENT-FUNDED (MEDICARE AND MEDICAID) PROGRAMS AND PARTNER WITH PROVIDERS TO CREATE STRONG, LOCAL PROVIDER NETWORKS. WE ARE DEDICATED TO OUR MISSIONS AND VALUES TO PROMOTE THE QUALITY OF LIFE OF OUR COMMUNITIES BY EMPOWERING OTHERS AND WORKING TOGETHER TO CREATIVELY SOLVE UNIQUE HEALTH AND LONG-TERM CARE NEEDS.

Activities or mission (Part I)

PROMOTE THE QUALITY OF LIFE OF OUR COMMUNITIES BY EMPOWERING OTHERS' LONG TERM CARE NEEDS.

  • MY CHOICE WISCONSIN HEALTH PLAN, INC (MCWHP) OFFERS THE PARTNERSHIP PROGRAM, WHICH PROVIDES HEALTH AND LONG-TERM MANAGEMENT AND CARE SERVICES TO THE ELDERLY AND ADULTS WITH DISABILITIES. MCWHP'S PARTNERSHIP PROGRAM HAD 1,469 MEMBERS AT THE END OF 2022.

    Expenses $113,875,951 · Revenue $119,257,336

  • MY CHOICE WISCONSIN HEALTH PLAN, INC OFFERS THE MEDICAID BADGERCARE PLUS PROGRAM, A HEALTH INSURANCE PROGRAM FOR PARENTS/CARETAKERS OF DEPENDENT CHILDREN, PREGNANT WOMEN, WISCONSIN CHILDREN, AND CHILDLESS ADULTS THAT MEET CERTAIN INCOME REQUIREMENTS. THE BADGERCARE PLUS PROGRAM HAD 24,345 MEMBERS AT THE END OF 2022.

    Expenses $40,776,620 · Revenue $54,050,299

  • MY CHOICE WISCONSIN HEALTH PLAN, INC OFFERS THE MEDICAID SSI PROGRAM, A HEALTH INSURANCE PROGRAM FOR INDIVIDUALS WHO QUALIFY FOR FEDERAL SSI. THE SSI PROGRAM HAD 3,320 MEMBERS AT THE END OF 2022.

    Expenses $17,818,295 · Revenue $17,126,881

  • MY CHOICE WISCONSIN HEALTH PLAN, INC BEGAN OFFERING A MEDICARE DUAL ADVANTAGE PROGRAM ON JANUARY 1, 2017, FOR INDIVIDUALS WHO HAVE BOTH MEDICARE AND MEDICAID. THE MEDICARE DUAL ADVANTAGE PROGRAM HAD 768 MEMBERS AT THE END OF 2022.

    Expenses $12,401,694 · Revenue $12,313,279

As filed on the 2022 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
    $1,800
    From this org
    $0
    From related orgs
    $1,800
    Other
    $0
    Hours/week
    1 + 3 related

  • Michael Mayo Sr

    DIRECTOR AND VICE CHAIR

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

  • Maria Rodriguez

    DIRECTOR AND TREASURER

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

  • Lynda Krellwitz

    DIRECTOR

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

  • Lee S Seese

    DIRECTOR

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

  • Thomas Bergerud

    DIRECTOR

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

  • Kathryn Brietzman

    DIRECTOR

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

  • John Hintze

    DIRECTOR

    Total calculated
    $1,600
    From this org
    $0
    From related orgs
    $1,600
    Other
    $0
    Hours/week
    1 + 2 related

  • Maria Ledger

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $569,237
    From this org
    $0
    From related orgs
    $555,972
    Other
    $13,265
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $555,972 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,627 related
    Nontaxable benefits
    $0 + $638 related
    Filer's total
    $0 + $569,237 related

  • James Hodson

    CHIEF FINANCIAL OFFICER

    Total calculated
    $512,555
    From this org
    $0
    From related orgs
    $491,545
    Other
    $21,010
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $491,545 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,001 related
    Nontaxable benefits
    $0 + $8,009 related
    Filer's total
    $0 + $512,555 related

  • Kevin Collins

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $437,102
    From this org
    $0
    From related orgs
    $416,367
    Other
    $20,735
    Hours/week
    23 + 27 related

    Schedule J breakdown matched by us

    Base
    $0 + $416,367 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,726 related
    Nontaxable benefits
    $0 + $8,009 related
    Filer's total
    $0 + $437,102 related

  • Betsy Van Heesch

    CHIEF OPERATIONS OFFICER

    Total calculated
    $400,585
    From this org
    $0
    From related orgs
    $364,987
    Other
    $35,598
    Hours/week
    20 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,987 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $23,398 related
    Filer's total
    $0 + $400,585 related

  • Dr Eric Quivers

    CHIEF MEDICAL OFFICER

    Total calculated
    $324,723
    From this org
    $0
    From related orgs
    $304,115
    Other
    $20,608
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $0 + $304,115 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $8,408 related
    Filer's total
    $0 + $324,723 related

  • Brion Beauchene

    CHIEF INFORMATION OFFICER

    Total calculated
    $259,508
    From this org
    $0
    From related orgs
    $237,956
    Other
    $21,552
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,956 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,531 related
    Nontaxable benefits
    $0 + $14,021 related
    Filer's total
    $0 + $259,508 related

  • David Poellemann

    DIRECTOR ACCOUNTING/FINANCE

    Total calculated
    $200,785
    From this org
    $0
    From related orgs
    $170,894
    Other
    $29,891
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,894 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,213 related
    Nontaxable benefits
    $0 + $22,678 related
    Filer's total
    $0 + $200,785 related

  • Nicole Pagliaro

    DIRECTOR PROVIDER SERVICES

    Total calculated
    $164,550
    From this org
    $0
    From related orgs
    $158,226
    Other
    $6,324
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,226 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,324 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $164,550 related

  • Eileen Murphy

    DIRECTOR PHARMACY SERVICES

    Total calculated
    $171,949
    From this org
    $0
    From related orgs
    $152,439
    Other
    $19,510
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $0 + $152,439 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,348 related
    Nontaxable benefits
    $0 + $14,162 related
    Filer's total
    $0 + $171,949 related

  • Jeff Walsh

    LEAD DEVELOPER ARCHITECT

    Total calculated
    $167,748
    From this org
    $0
    From related orgs
    $147,582
    Other
    $20,166
    Hours/week
    35 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,582 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,181 related
    Nontaxable benefits
    $0 + $13,985 related
    Filer's total
    $0 + $167,748 related

  • Sarah Way-Messer

    DIRECTOR QUALITY

    Total calculated
    $151,688
    From this org
    $0
    From related orgs
    $145,836
    Other
    $5,852
    Hours/week
    39 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,836 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,852 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $151,688 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
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202333119349302128

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