Security Health Plan of Wisconsin Inc
SECURITY HEALTH PLAN'S MISSION IS TO ENRICH LIVES TO HELP CONSUMERS AND COMMUNITIES REACH THEIR BEST HEALTH BY ENSURING ACCESS TO AFFORDABLE AND HIGH QUALITY HEALTH INSURANCE.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$393.6M
-2.5% YoY
Annual Giving
$50K
Grant Count
1
Avg Grant Size
$50K
About Security Health Plan of Wisconsin Inc
Based on IRS filings
Security Health Plan of Wisconsin Inc is a nonprofit organization, based in MARSHFIELD, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $393.6M in total assets. In 2024, it awarded 1 grants totaling $50K. Net investment income was $17.4M.
Ready to take the next step with Security Health Plan of Wisconsin Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $393,639,553 | $403,621,294 | $411,409,960 |
| Revenue | $1,502,964,953 | $1,438,516,604 | $1,309,605,178 |
| Expenses | $1,504,996,026 | $1,427,562,132 | $1,295,758,976 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $17,386,425 | $15,507,781 | $7,783,386 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL LUEBKE | CHAIR (THRU FEB 2024) | 1 | — |
| TERRY FRANKLAND | CHAIR | 1 | — |
| TOM WENZEL | VICE CHAIR | 1 | — |
| MARK BRADLEY | SECRETARY (THRU FEB 2024) | 1 | — |
| ELVIS PETER MD | SECRETARY | 1 | — |
| TOM EVERT | TREASURER | 1 | — |
| MARY JO JOHNSON | BOARD MEMBER | 1 | — |
| SAMANTHA KLEBE DO | BOARD MEMBER/MCHS CMO | 1 | — |
| BRIAN HOERNEMAN MD | BOARD MEMBER/MCHS INTERIM CEO | 1 | — |
| MATTHEW OELSTROM MD | BOARD MEMBER | 1 | — |
| ALPA SHAH MD | BOARD MEMBER (THRU FEB 2024) | 1 | — |
| KRISTA HOGLUND | SHP CEO | 1 | — |
| JEANETTE WOJTALEWICZ | INTERIM MCHS CFO | 1 | — |
| JENNIFER SHERMO | CHIEF GROWTH OFFICER | 50 | — |
| DAVID NYMAN | CHIEF OPERATING OFFICER | 50 | — |
| LISA BOERO | CHIEF LEGAL/COMPLIANCE (THRU AUG 24) | 50 | — |
| CHRIS BUEL | SHP VP OF FINANCE/CFO | 50 | — |
| RENEE SMITH | CHIEF MEDICAL OFFICER | 50 | — |
| CATHY BUKOWSKI | FORMER MCHS CFO | — | — |
| MICHAEL SAUTEBIN | FORMER SHP CHIEF ACTUARY | — | — |
Related Funders
Similar funders by location and focus area
Otto Weisse Tr-sheb Falls
MILWAUKEE, WI
Assets
—
Grants
1
Total Given
$9K
Hematologyoncology Pharmacy Association
MILWAUKEE, WI
Assets
$10.0M
Grants
3
Total Given
$108K
Grafton Medical Foundation
GRAFTON, WI
Assets
$86K
Grants
6
Total Given
$9K
Farview Foundation
MILWAUKEE, WI
Assets
$2.1M
Grants
32
Total Given
$218K
Isaiah Goodall Trust Nect
MILWAUKEE, WI
Assets
$141K
Grants
1
Total Given
$7K
Moraine Park Foundation Inc
FOND DU LAC, WI
Assets
$6.0M
Grants
1
Total Given
$350
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Security Health Plan of Wisconsin Inc on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities