COMMUNITY CARE HEALTH PLAN INC

EIN: 320124346 Health Care

BROOKFIELD, WI

Total Revenue
$125,472,683
Total Expenses
$138,100,874
Total Assets
$43,431,378
Net Assets
$24,193,121
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
WI
Principal Officer
KENNETH MUNSON
Phone
4143856600
Tax Period
2024-01-01 to 2024-12-31

COMMUNITY CARE HEALTH PLAN INC, founded in 2004, is a major nonprofit in the Health Care sector that reported $125.5M in total revenue in fiscal year 2024. Expenses of $138.1M exceeded revenue, resulting in a 10% operating deficit.

Mission

COMMUNITY CARE HEALTH PLAN'S MISSION IS TO DEVELOP AND DEMONSTRATE INNOVATIVE, FLEXIBLE COMMUNITY-BASED APPROACHES TO CARE FOR AT-RISK ADULTS IN ORDER TO OPTIMIZE THEIR QUALITY OF LIFE AND OPTIMIZE THE ALLOCATION OF COMMUNITY RESOURCES.WE ARE A NON-PROFIT ORGANIZATION WITH EXPERIENCE IN HELPING ADULTS WITH LONG-TERM CARE NEEDS LIVE AS INDEPENDENTLY AS POSSIBLE. OUR MEDICARE/MEDICAID LONG-TERM CARE PROGRAMS SERVE THE NEEDS OF OLDER ADULTS AND ADULTS WITH DISABILITIES. WE COORDINATE AND DELIVER A FULL RANGE OF SUPPORTIVE SERVICES THAT HELP THEM LIVE SAFELY, CONFIDENTLY AND WITH DIGNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $124,951,557
Investment Income $521,126
Other Revenue $0
TOTAL REVENUE $125,472,683

Expense Breakdown

Grants Paid $0
Salaries & Benefits $12,043,599
Fundraising Expenses $0
Program Expenses $132,496,268
Other Expenses $6,668,300
TOTAL EXPENSES $138,100,874

Year-over-Year Comparison

2024 2023 Change
Revenue $125,472,683 $131,582,188 0.0%
Expenses $138,100,874 $132,208,817 +0.0%
Net Income $-12,628,191 $-626,629 +19.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
5
Employees
N/A
Volunteers
7

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$948,265
Total Directors
7
$948,265
Key Employees
3
$954,597
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KENNETH MUNSON PRESIDENT & CEO 5.00
Officer Director
$60,562 $52,045 $556,356
CHRISTY SMITH SECRETARY/TREASURER - CFO 5.00
Officer Director
$43,792 $27,246 $391,909
EDWARD KOHL CHIEF PROGRAM OFFICER 3.00
Key Emp
$24,629 $26,994 $331,886
VIRGINIA KRAMER CHIEF INFORMATION OFFICER 4.00
Key Emp
$27,117 $22,380 $311,626
SHERRICE HARRELL CHIEF ADMINISTRATIVE OFFICER 4.00
Key Emp
$26,581 $44,241 $311,085
SHELLY NELSON PHYSICIAN 40.00
Highest
$252,850 $12,143 $264,993
KALLURU VIJAYABHANU PHYSICIAN 40.00
Highest
$253,304 $11,515 $264,819
DENNIS PURTELL DIRECTOR 1.00
Director
$0 $0 $0
SISTER MAUREEN RILEY DIRECTOR 1.00
Director
$0 $0 $0
LORI STORTZ DIRECTOR - EX-OFFICIO 1.00
Director
$0 $0 $0
ED CORRIGAN DIRECTOR - CHAIR 1.00
Officer Director
$0 $0 $0
CARLA WASHINGTON DIRECTOR - VICE CHAIR 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $125,472,683 $138,100,874 $43,431,378 $-12,628,191
2023 $131,582,188 $132,208,817 $34,059,783 $-626,629
2022 $124,554,353 $124,624,319 $31,850,270 $-69,966
2021 $108,865,323 $108,728,393 $28,400,717 $136,930
2020 $110,369,092 $106,180,414 $27,766,094 $4,188,678
2019 $100,599,475 $100,312,871 $23,499,123 $286,604
2018 $98,412,859 $96,928,283 $23,063,723 $1,484,576
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