SBV HEALTH PLAN TRUST

EIN: 396500860

GREEN BAY, WI

Total Revenue
$6,296,722
Total Expenses
$6,277,376
Total Assets
$725,396
Net Assets
$725,396
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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
1989
Legal Domicile
WI
Phone
9203275610
Tax Period
2025-01-01 to 2025-12-31

SBV HEALTH PLAN TRUST, founded in 1989, is a community nonprofit that reported $6.3M in total revenue in fiscal year 2025.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR MEMBERS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $6,291,911
Investment Income $4,811
Other Revenue $0
TOTAL REVENUE $6,296,722

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,381
Fundraising Expenses $0
Other Expenses $995
TOTAL EXPENSES $6,277,376

Year-over-Year Comparison

2025 2024 Change
Revenue $6,296,722 $6,034,584 +0.0%
Expenses $6,277,376 $5,386,286 +0.2%
Net Income $19,346 $648,298 -1.0%
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

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Governance

Voting Members
34
Independent Members
N/A
Employees
1067
Volunteers
N/A

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
20
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$1,381 $0 $1,381
JAMES A KELLAM CORPORATE SECRETARY N/A
Officer
$0 $0 $0
Timothy Martin Van Den Heuvel PRESIDENT/DIRECTOR N/A
Officer
$0 $0 $0
Steven E Kussow Vice President N/A
Officer
$0 $0 $0
Delvin R Johnson Vice President N/A
Officer
$0 $0 $0
Ronald A Van Den Heuvel Vice President N/A
Officer
$0 $0 $0
Guy Patrick Piontek Secretary / Director N/A
Officer
$0 $0 $0
Raymond Theodore Van Den Heuvel II Treasurer / Director N/A
Officer
$0 $0 $0
Ronald W Lentz President / Director N/A
Officer
$0 $0 $0
Alex R Van Den Heuvel Secretary / Director N/A
Officer
$0 $0 $0
Brian J Van Den Heuvel Treasurer / Director N/A
Officer
$0 $0 $0
James D Boyea President / Director N/A
Officer
$0 $0 $0
Chandler C Kassner Vice President / Treasurer N/A
Officer
$0 $0 $0
Courtney M Janssen Secretary / Director N/A
Officer
$0 $0 $0
Jeffrey R Brasch President / Director N/A
Officer
$0 $0 $0
Matthew D Mundt Vice President / Director N/A
Officer
$0 $0 $0
Tonya O Taylor Treasurer N/A
Officer
$0 $0 $0
Valerie L Taylor Secretary / Director N/A
Officer
$0 $0 $0
Todd D Van Den Heuvel President / Director N/A
Officer
$0 $0 $0
Scott J Suda Secretary/Treasurer N/A
Officer
$0 $0 $0
CRAIG ALBERT KASSNER PRESIDENT N/A
Officer
$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
2025 $6,296,722 $6,277,376 $725,396 $19,346
2024 No data No data No data No data
2023 $4,933,307 $5,496,160 $58,144 $-562,853
2022 $5,545,384 $5,451,112 $620,820 $94,272
2021 $4,174,554 $4,241,215 $526,994 $-66,661
2020 $5,359,008 $4,896,169 $593,655 $462,839
2019 $5,012,996 $4,926,124 $130,730 $86,872
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