Nonprofit · EIN 39-6063342
WISCONSIN HEALTH FUND
Tax-exempt · MILWAUKEE, WI 53213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $31,294,693 | $29,905,619 | $1,389,074 | $93,626,345 | $3,881,424 | $89,744,921 |
| December 31, 2023 | 990 | $32,187,143 | $31,448,695 | $738,448 | $86,378,682 | $1,513,945 | $84,864,737 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $31,447,516
- Investment income
- $3,334,879
- Net gain from sales of assets
- $662,920
- Net income from sales of inventory
- -$3,487,702
- Other revenue
- -$3,487,702
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $17,572,425
- Other salaries and wages
- $4,559,214
- Salaries, compensation and benefits (total)
- $5,483,959
- Professional fundraising fees
- $0
- Legal fees
- $96,113
- Occupancy
- $778,040
- Travel
- $4,132
- Depreciation
- $176,740
Balance sheet and other
- Total assets, start of year
- $86,378,682
- Total assets, end of year
- $93,626,345
- Total liabilities, end of year
- $3,881,424
- Net assets, end of year
- $89,744,921
- Land, buildings and equipment
- $445,720
- Publicly traded securities
- $85,729,238
- Gross unrelated business income
- $2,096,856
- Gross receipts
- $115,912,406
- Employees
- 86
- Volunteers
- 5
- Year formed
- 1952
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MIKE LOVELY | EXECUTIVE DIRECTOR Officer | 40 | $328,697 | $0 | $45,367 |
| TODD MARKOWSKI | EMPLOYEE Highest-paid employee | 40 | $208,183 | $0 | $39,628 |
| VALECIA LIEW | EMPLOYEE Highest-paid employee | 40 | $203,580 | $0 | $33,788 |
| DEANNA BELL | EMPLOYEE Highest-paid employee | 40 | $181,725 | $0 | $38,368 |
| STEPHANIE BRESLOW | EMPLOYEE Highest-paid employee | 40 | $180,403 | $0 | $38,536 |
| ANGELA GENET | EMPLOYEE Highest-paid employee | 40 | $176,758 | $0 | $38,132 |
| JEFF BANDUR | TRUSTEE Trustee or director, Officer | 1 | $0 | $118,924 | $44,448 |
| THOMAS BENNETT | TRUSTEE Trustee or director | 1 | $0 | $117,304 | $44,448 |
| MARK HANLEY | TRUSTEE (START 5/12) Trustee or director | 1 | $0 | $109,184 | $44,449 |
| LARRY WEDAN | TRUSTEE (THRU 5/12) Trustee or director | 1 | $0 | $59,701 | $26,115 |
| THOMAS BENVENUTO | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MATTHEW WOLFF | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RITCH DEMBINSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARY KRAUS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE RIVECCA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MIKE LOVELY | EXECUTIVE DIRECTOR Officer | 40 | $262,725 | $0 | $51,656 |
| TODD MARKOWSKI | EMPLOYEE Highest-paid employee | 40 | $162,828 | $0 | $46,657 |
| JAMES VALUSEK | EMPLOYEE Highest-paid employee | 40 | $162,583 | $0 | $46,649 |
| LARRY WEDAN | TRUSTEE Trustee or director | 1 | $0 | $138,017 | $55,188 |
| DEANNA BELL | EMPLOYEE Highest-paid employee | 40 | $138,113 | $0 | $45,425 |
| ANGELA GENET | EMPLOYEE Highest-paid employee | 40 | $136,154 | $0 | $44,293 |
| GAIL STELMASZEWSKI | EMPLOYEE Highest-paid employee | 40 | $122,720 | $0 | $44,656 |
| THOMAS BENVENUTO | TRUSTEE Trustee or director | 1 | $0 | $116,499 | $41,525 |
| JEFF BANDUR | TRUSTEE (START 8/23) Trustee or director, Officer | 1 | $0 | $116,421 | $41,525 |
| TIMOTHY B PINTER | TRUSTEE (THRU 8/23) Trustee or director | 1 | $0 | $114,953 | $41,525 |
| THOMAS BENNETT | TRUSTEE Trustee or director, Officer | 1 | $0 | $114,875 | $41,525 |
| MATTHEW A WOLFF | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RITCH DEMBINSKY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARY R KRAUS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE RIVECCA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6200 W BLUEMOUND RD, MILWAUKEE, WI 53213-4145
- Principal officer (990 for 2024)
- MIKE LOVELY, 6200 WEST BLUEMOUND ROAD, MILWAUKEE, WI 532134145
- Signed the 990
- MIKE LOVELY, EXECUTIVE DIRECTOR
- Phone
- (414) 771-5600
- Website
- WWW.WHFUND.ORG
- Return prepared by
- SIKICH LLC
Mission
ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE.
Program accomplishments
- MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 69,157
- MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 40,512
- DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 5,108
- PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 39,682
- LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,322
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6063342
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $93,626,345
- Income (IRS master file)
- $115,912,406
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $31,294,693 | $29,905,619 | $93,626,345 | XML |
| 990 | December 2023 | $32,187,143 | $31,448,695 | $86,378,682 | XML |
| 990 | December 2022 | $33,655,123 | $31,387,289 | $78,338,721 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6063342).
Questions about WISCONSIN HEALTH FUND
- What is the EIN of WISCONSIN HEALTH FUND?
- The employer identification number (EIN) of WISCONSIN HEALTH FUND is 39-6063342.
- Is WISCONSIN HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Are donations to WISCONSIN HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WISCONSIN HEALTH FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WISCONSIN HEALTH FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN HEALTH FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WISCONSIN HEALTH FUND?
- The 990 for the year ended December 31, 2024 names MIKE LOVELY.
- Who are the officers and directors of WISCONSIN HEALTH FUND?
- The 990 for the year ended December 31, 2024 lists 15 people; 6 received compensation from the organization, the highest $328,697 (MIKE LOVELY, EXECUTIVE DIRECTOR).
- How much revenue does WISCONSIN HEALTH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $31,294,693, expenses of $29,905,619 and total assets of $93,626,345 at year end.
Other nonprofits in MILWAUKEE
- AURORA HEALTH CARE INC EIN 61-1649250 · last filed 990 for 2024
- FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC EIN 39-6105970 · last filed 990 for 2025
- THE MEDICAL COLLEGE OF WISCONSIN INC EIN 39-0806261 · last filed 990 for 2025
- FROEDTERT THEDACARE HEALTH INC EIN 39-2014409 · last filed 990 for 2025
- CHILDRENS HOSPITAL OF WISCONSIN INC EIN 39-0812532 · last filed 990 for 2024
- MARQUETTE UNIVERSITY EIN 39-0806251 · last filed 990 for 2025
- CHORUS COMMUNITY HEALTH PLANS INC EIN 27-1494977 · last filed 990 for 2024
- CHILDRENS HOSPITAL AND HEALTH SYSTEM INC EIN 39-1500074 · last filed 990 for 2024