WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TRUST (EIN 391692308) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

THOMAS WEGNER

Phone

6086637188

Tax Period

2024-01-01 to 2024-12-31

WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TRUST, founded in 1991, is a major nonprofit that reported $331.4M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $309.2M left a modest 7% surplus.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO WISCONSIN COUNTIES, SCHOOL DISTRICTS AND MUNICIPALITIES.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $328,096,644

Investment Income $3,348,786

Other Revenue $0

TOTAL REVENUE $331,445,430

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $27,471,516

TOTAL EXPENSES $309,241,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$331,445,430	$363,445,842	-0.1%
Expenses	$309,241,754	$353,416,963	-0.1%
Net Income	$22,203,676	$10,028,879	+1.2%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$2,100

Total Directors

$5,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM WEGNER	CHAIR	4.00	Officer Director	$1,200	$0	$1,200
KURT GIBBS	VICE CHAIR	4.00	Officer Director	$900	$0	$900
MICHAEL LAMONT	ASSISTANT SECRETARY	4.00	Officer Director	$0	$0	$0
LYNN GOMEZ	SECRETARY	4.00	Officer Director	$0	$0	$0
JIM METZ	MEMBER	4.00	Director	$400	$0	$400
KIM PYTLESKI	MEMBER	4.00	Director	$800	$0	$800
LEE SCHLENVOGT	MEMBER	4.00	Director	$700	$0	$700
DONALD TAYLOR	MEMBER	4.00	Director	$400	$0	$400
JOHN WEST	MEMBER	4.00	Director	$800	$0	$800

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	$331,445,430	$309,241,754	$139,638,908	$22,203,676
2023	$363,445,842	$353,416,963	$119,621,308	$10,028,879
2022	$331,696,926	$327,618,208	$109,903,976	$4,078,718
2021	$291,341,606	$283,548,353	$102,064,731	$7,793,253
2020	$328,156,066	$287,721,060	$83,938,287	$40,435,006
2019	$384,834,271	$388,397,251	$61,696,751	$-3,562,980
2018	$355,822,068	$361,993,575	$62,261,418	$-6,171,507

WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TRUST