Civic Intelligence

Sbv Health Plan Trust

EIN 39-6500860 • 501(c)9 • Green Bay, WI

Profile

To provide health and welfare benefits for members

PO Box 12800Green Bay, WI 54307-2800

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$1,286

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

99th percentile

1114%

Faster asset growth than 99% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

22%

Faster revenue growth than 77% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$706,063

Up $647,919 (+1114%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$706,063

Up $647,919 (+1114%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin69th percentile

Revenue

Up

$6,034,584

Up $1,101,277 (+22%) from 2023

Expenses

Down

$5,386,286

Down $109,874 (-2.0%) from 2023

Net Income

Up

$648,298

Up $1,211,151 (+215%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $16,761Liabilities 2011: $0Net Assets 2011: $16,7612011Assets 2012: $78,934Liabilities 2012: $0Net Assets 2012: $78,9342012Assets 2013: $289,469Liabilities 2013: $0Net Assets 2013: $289,4692013Assets 2014: $42,800Liabilities 2014: $0Net Assets 2014: $42,8002014Assets 2015: $40,420Liabilities 2015: $0Net Assets 2015: $40,4202015Assets 2016: $39,547Liabilities 2016: $0Net Assets 2016: $39,5472016Assets 2017: $42,510Liabilities 2017: $0Net Assets 2017: $42,5102017Assets 2018: $43,857Liabilities 2018: $0Net Assets 2018: $43,8572018Assets 2019: $130,730Liabilities 2019: $0Net Assets 2019: $130,7302019Assets 2020: $593,655Liabilities 2020: $0Net Assets 2020: $593,6552020Assets 2021: $526,994Liabilities 2021: $0Net Assets 2021: $526,9942021Assets 2022: $620,820Liabilities 2022: $0Net Assets 2022: $620,8202022Assets 2023: $58,144Liabilities 2023: $0Net Assets 2023: $58,1442023Assets 2024: $706,063Liabilities 2024: $0Net Assets 2024: $706,0632024

Highlighted filing

2024

Assets$706,063
Liabilities$0
Net Assets$706,063
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,319,481Expenses 2011: $3,321,100Net Income 2011: -$1,6192011Revenue 2012: $3,163,297Expenses 2012: $3,101,124Net Income 2012: $62,1732012Revenue 2013: $3,806,701Expenses 2013: $3,596,166Net Income 2013: $210,5352013Revenue 2014: $3,581,991Expenses 2014: $3,828,660Net Income 2014: -$246,6692014Revenue 2015: $4,007,750Expenses 2015: $4,010,130Net Income 2015: -$2,3802015Revenue 2016: $4,175,251Expenses 2016: $4,176,124Net Income 2016: -$8732016Revenue 2017: $4,844,028Expenses 2017: $4,841,082Net Income 2017: $2,9462017Revenue 2018: $4,637,512Expenses 2018: $4,636,112Net Income 2018: $1,4002018Revenue 2019: $5,012,996Expenses 2019: $4,926,124Net Income 2019: $86,8722019Revenue 2020: $5,359,008Expenses 2020: $4,896,169Net Income 2020: $462,8392020Revenue 2021: $4,174,554Expenses 2021: $4,241,215Net Income 2021: -$66,6612021Revenue 2022: $5,545,384Expenses 2022: $5,451,112Net Income 2022: $94,2722022Revenue 2023: $4,933,307Expenses 2023: $5,496,160Net Income 2023: -$562,8532023Revenue 2024: $6,034,584Expenses 2024: $5,386,286Net Income 2024: $648,2982024

Highlighted filing

2024

Revenue$6,034,584
Expenses$5,386,286
Net Income$648,298
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$706,063
Liabilities
$0
Net assets
$706,063
Revenue
$6,034,584
Expenses
$5,386,286
Net income
$648,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$6.03$5.39$0.65
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$4.93$5.50$0.56
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$5.55$5.45$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$4.17$4.24$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$5.36$4.90$0.46
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$5.01$4.93$0.09
2018Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.64$4.64$0.00
2017Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.84$4.84$0.00
2016Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.18$4.18$0.00
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$4.01$4.01$0.00
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$3.58$3.83$0.25
2013Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$3.81$3.60$0.21
2012Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$3.16$3.10$0.06
2011Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$3.32$3.32$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 4, 2025
Return Version
2024v5.1
Gross Receipts
$6,034,584
Mission and Program Overview

Mission

To provide health and welfare benefits for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$58,144$706,063▲ $647,919
Rtn Earn Endowment Incm Other Fnds$58,144$706,063▲ $647,919
Total Assets$58,144$706,063▲ $647,919
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,144$706,063▲ $647,919
Total Liabilities and Net Assets / Fund Balance$58,144$706,063▲ $647,919
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleBaseTotal
James a KellamTrustee$1,286$1,286

Board Members and Trustees

NameTitle
-President
Alex R Van Den HeuvelPresident / Director
Chandler C KassnerPresident / Director
Matthew D MundtPresident / Director
Steven E KussowPresident/director
Delvin R JohnsonVice President
Guy Patrick PiontekVice President
Ronald A Van Den HeuvelVice President
Tonya O TaylorVice President / Director
Courtney M JanssenVice President / Treasurer
Brian J Van Den HeuvelSecretary / Director
Jeffrey R BraschSecretary / Director
Raymond Theodore Van Den Heuvel IISecretary / Director
Todd D Van Den HeuvelSecretary / Director
James D BoyeaTreasurer / Director
Ronald W LentzTreasurer / Director
Scott J Suda2047 Green Acres Court
Timothy Martin Van Den HeuvelCorporate Secretary
Craig Albert KassnerSecretary/Treasurer
Valerie L TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,031,113
Investment Income
$3,471
Other Revenue
$0
Change in Net Assets
$648,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,286
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$5,385,000--$5,385,000
Current Officers, Directors, Trustees, and Key Employees-$1,286-$1,286
Total Functional Expenses$5,385,000$1,286$0$5,386,286
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee reviews form 990 prior to filing”

Form 990, Page 6, Part VI, Line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Sbv Health Plan Trust
EIN
39-6500860
Phone
9203275610
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Katherine M Rondeau
Title
Trustee
Phone
9203275610
Signed
2025-05-04
Discuss with paid preparer
Yes

Organization Details

Formed
1989
Legal Domicile
Wi
Voting Board Members
33
Independent Board Members
0
Employees
875

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Shirley Hu
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing of income: (378.35)”

Raw XML Appendix341 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1CORPORATE SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary / Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer / Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8President / Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary / Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer / Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary / Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14President / Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President / Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Secretary / Director
IRS990/Form990PartVIISectionAGrp/TitleTxt182047 Green Acres Court
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IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT
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