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Nonprofit · EIN 39-1692308

WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR

Also known as MARK OCONNELL TTEE

Tax-exempt · MADISON, WI 53703

Financials

$363.4M$353.4M2023$331.4M$309.2M2024
Revenue Expenses · by fiscal year end
Financials of WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$331,445,430$309,241,754$22,203,676$139,638,908$50,295,578$89,343,330
December 31, 2023990$363,445,842$353,416,963$10,028,879$119,621,308$55,870,028$63,751,280
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$328,096,644
Investment income
$3,348,786
Net gain from sales of assets
-$169,408
Other revenue
$0

Expenses

Grants and similar amounts paid
$10,000
Benefits paid to members
$281,760,238
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$23,813
Accounting fees
$41,826

Balance sheet and other

Total assets, start of year
$119,621,308
Total assets, end of year
$139,638,908
Total liabilities, end of year
$50,295,578
Net assets, end of year
$89,343,330
Gross receipts
$681,061,287
Employees
0
Volunteers
9
Year formed
1991
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.

NameTitleHours / weekCompensation
TOM WEGNERCHAIR
Trustee or director, Officer
4$1,200
KURT GIBBSVICE CHAIR
Trustee or director, Officer
4$900
KIM PYTLESKIMEMBER
Trustee or director
4$800
JOHN WESTMEMBER
Trustee or director
4$800
LEE SCHLENVOGTMEMBER
Trustee or director
4$700
JIM METZMEMBER
Trustee or director
4$400
DONALD TAYLORMEMBER
Trustee or director
4$400
MICHAEL LAMONTASSISTANT SECRETARY
Trustee or director, Officer
4$0
LYNN GOMEZSECRETARY
Trustee or director, Officer
4$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
TOM WEGNERVICE-CHAIR/CHAIR
Trustee or director, Officer
4$1,000
LEE SCHLENVOGTMEMBER
Trustee or director
4$700
KURT GIBBSVICE CHAIR
Trustee or director, Officer
4$600
JIM METZMEMBER
Trustee or director
4$400
KIM PYTLESKIMEMBER
Trustee or director
4$400
JOHN WESTMEMBER
Trustee or director
4$400
DONALD TAYLORMEMBER
Trustee or director
4$300
MICHAEL LAMONTASSISTANT SECRETARY
Trustee or director, Officer
4$0
LYNN GOMEZSECRETARY
Trustee or director, Officer
4$0
THOMAS MACKIEMEMBER (THRU 3/22/23)
Trustee or director
4$0

Address and contacts

Address (IRS master file)
22 E MIFFLIN ST STE 900, MADISON, WI 53703-4247
Principal officer (990 for 2024)
THOMAS WEGNER, 22 E MIFFLIN STREET 900, MADISON, WI 53703
Signed the 990
MICHAEL LAMONT, ASSISTANT SECRETARY
Phone
(608) 663-7188
Return prepared by
WIPFLI ADVISORY LLC

Mission

TO BE A COST EFFECTIVE RESOURCE FOR ASSISTING WISCONSIN COUNTIES AND OTHER LOCAL UNITS OF GOVERNMENT IN FULFILLING THEIR EMPLOYEE HEALTH BENEFITS OBLIGATION IN A FISCALLY RESPONSIBLE MANNER.

990 for the year ended December 31, 2024

Program accomplishments

  • PAYMENTS TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS-REVENUE PROVIDES MEDICAL HEALTH BENEFITS COVERAGE FOR PUBLIC EMPLOYEES COVERED UNDER THE WCA GHT SUMMARY PLAN. ALL PREMIUM REVENUES RECEIVED ARE FROM MEMBERS OF WCA GHT.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-1692308
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1991
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$139,638,908
Income (IRS master file)
$681,061,287

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$331,445,430$309,241,754$139,638,908XML
990December 2023$363,445,842$353,416,963$119,621,308XML
990December 2022$331,696,926$327,618,208$109,903,976IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 39-1692308).

Questions about WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR

What is the EIN of WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR?
The employer identification number (EIN) of WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR is 39-1692308.
Is WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
Are donations to WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR 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 COUNTIES ASSOCIATION GROUP HEALTH TR 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 COUNTIES ASSOCIATION GROUP HEALTH TR 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 COUNTIES ASSOCIATION GROUP HEALTH TR?
The 990 for the year ended December 31, 2024 names THOMAS WEGNER.
Who are the officers and directors of WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR?
The 990 for the year ended December 31, 2024 lists 9 people; 7 received compensation from the organization, the highest $1,200 (TOM WEGNER, CHAIR).
How much revenue does WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $331,445,430, expenses of $309,241,754 and total assets of $139,638,908 at year end.

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