Civic Intelligence

Wisconsin Power & Light Non-Bargaining Employee Health and Welfare Benefit Trust

EIN 39-1409013 • 501(c)9 • Madison, WI

Profile

Provide health care benefits for the retired employees of wisconsin power and light company

4902 N Biltmore Ln Attn Tax DeptMadison, WI 53718

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

8th percentile

-67%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

60th percentile

$6,063

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

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

Asset Growth

26th percentile

-5.4%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

2nd percentile

-66%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$8,039,442

Down $454,848 (-5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$8,039,443

Down $454,847 (-5.4%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin8th percentile

Revenue

Down

$525,930

Down $1,029,724 (-66%) from 2023

Expenses

Down

$878,963

Down $330,548 (-27%) from 2023

Net Income

Down

-$353,033

Down $699,176 (-202%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2011: $12,232,687Liabilities 2011: $72,597Net Assets 2011: $12,160,0902011Assets 2012: $13,503,955Liabilities 2012: $0Net Assets 2012: $13,503,9552012Assets 2013: $9,959,929Liabilities 2013: $0Net Assets 2013: $9,959,9292013Assets 2014: $9,625,672Liabilities 2014: $0Net Assets 2014: $9,625,6722014Assets 2015: $8,819,042Liabilities 2015: $0Net Assets 2015: $8,819,0422015Assets 2016: $8,981,423Liabilities 2016: $0Net Assets 2016: $8,981,4232016Assets 2017: $9,437,889Liabilities 2017: $0Net Assets 2017: $9,437,8892017Assets 2018: $8,791,045Liabilities 2018: $3,575Net Assets 2018: $8,787,4702018Assets 2019: $9,374,380Liabilities 2019: $0Net Assets 2019: $9,374,3802019Assets 2020: $9,465,096Liabilities 2020: $0Net Assets 2020: $9,465,0962020Assets 2021: $9,179,293Liabilities 2021: $0Net Assets 2021: $9,179,2932021Assets 2022: $7,818,593Liabilities 2022: $0Net Assets 2022: $7,818,5932022Assets 2023: $8,494,290Liabilities 2023: $0Net Assets 2023: $8,494,2902023Assets 2024: $8,039,442Liabilities 2024: $0Net Assets 2024: $8,039,4432024

Highlighted filing

2024

Assets$8,039,442
Liabilities$0
Net Assets$8,039,443
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $20,539,716Expenses 2011: $20,249,576Net Income 2011: $290,1402011Revenue 2012: $20,510,320Expenses 2012: $18,979,817Net Income 2012: $1,530,5032012Revenue 2013: $12,598,942Expenses 2013: $16,967,619Net Income 2013: -$4,368,6772013Revenue 2014: $1,096,399Expenses 2014: $1,381,481Net Income 2014: -$285,0822014Revenue 2015: $2,380,473Expenses 2015: $1,571,848Net Income 2015: $808,6252015Revenue 2016: $1,197,771Expenses 2016: $1,361,480Net Income 2016: -$163,7092016Revenue 2017: $1,107,796Expenses 2017: $1,360,637Net Income 2017: -$252,8412017Revenue 2018: $1,721,727Expenses 2018: $2,058,581Net Income 2018: -$336,8542018Revenue 2019: $1,638,804Expenses 2019: $1,547,917Net Income 2019: $90,8872019Revenue 2020: $1,148,955Expenses 2020: $1,317,130Net Income 2020: -$168,1752020Revenue 2021: $1,082,589Expenses 2021: $1,089,249Net Income 2021: -$6,6602021Revenue 2022: $908,273Expenses 2022: $1,165,426Net Income 2022: -$257,1532022Revenue 2023: $1,555,654Expenses 2023: $1,209,511Net Income 2023: $346,1432023Revenue 2024: $525,930Expenses 2024: $878,963Net Income 2024: -$353,0332024

Highlighted filing

2024

Revenue$525,930
Expenses$878,963
Net Income-$353,033
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,039,442
Liabilities
$0
Net assets
$8,039,443
Revenue
$525,930
Expenses
$878,963
Net income
-$353,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.04$0.00$8.04$0.53$0.88$0.35
2023Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$1.56$1.21$0.35
2022Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.91$1.17$0.26
2021Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$1.08$1.09$0.01
2020Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$1.15$1.32$0.17
2019Summary only. Only limited summary data is available for this year.$9.37$0.00$9.37$1.64$1.55$0.09
2018Summary only. Only limited summary data is available for this year.$8.79$0.00$8.79$1.72$2.06$0.34
2017Summary only. Only limited summary data is available for this year.$9.44$0.00$9.44$1.11$1.36$0.25
2016Summary only. Only limited summary data is available for this year.$8.98$0.00$8.98$1.20$1.36$0.16
2015Summary only. Only limited summary data is available for this year.$8.82$0.00$8.82$2.38$1.57$0.81
2014Summary only. Only limited summary data is available for this year.$9.63$0.00$9.63$1.10$1.38$0.29
2013Summary only. Only limited summary data is available for this year.$9.96$0.00$9.96$12.6$17.0$4.37
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$13.5$20.5$19.0$1.53
2011Summary only. Only limited summary data is available for this year.$12.2$0.07$12.2$20.5$20.2$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$1,651,934
Mission and Program Overview

Mission

Provide health care benefits for the retired employees of Wisconsin Power and Light Company

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,494,290$8,039,443▼ $454,847
Investments in Publicly Traded Securities$7,740,858$7,767,265▲ $26,407
Savings and Temporary Cash Investments$750,809$271,193▼ $479,616
Cash and Non-Interest-Bearing Accounts$2,623$984▼ $1,639
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$8,494,290$8,039,442▼ $454,848
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,494,290$8,039,443▼ $454,847
Total Liabilities and Net Assets / Fund Balance$8,494,290$8,039,443▼ $454,847
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
Principle Custody SolutionsTrustee$6,063$6,063
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$154,492
Investment Income
$373,076
Other Revenue
$-1,638
Change in Net Assets
$-353,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$288,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$590,917--$590,917
Insurance$242,934--$242,934
Fees for Services Accounting$45,112--$45,112
Total Functional Expenses$878,963$0$0$878,963
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

“A detailed review is conducted at the manager level.”

Part VI, Section C, Line 19

“Financial Statements are mailed to plan participants.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Power & Light Non-Bargaining
EIN
39-1409013
In Care Of
% GREGORY SHUNK
Phone
6084580577
Address
4902 N Biltmore Ln Attn Tax Dept, Madison, WI 53718

Signing Officer

Name
Robert Durian
Title
Evp & CFO
Phone
6084580577
Signed
2025-11-15

Organization Details

Principal Officer
Robert Durian
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
0
Employees
0
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Financial Statements are mailed to plan participants.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08494290
IRS990/TotalAssetsEOYAmt08039442
IRS990/TotalAssetsGrp/BOYAmt08494290
IRS990/TotalAssetsGrp/EOYAmt08039442
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0878963
IRS990/TotalFunctionalExpensesGrp/TotalAmt0878963
IRS990/TotalGrossUBIAmt0-16797
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08494290
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08039443
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0878964
IRS990/TotalProgramServiceRevenueAmt0154492
IRS990/TotalReportableCompFromOrgAmt06063
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0542727
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0525930
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-16797
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08494290
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08039443
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04902 N Biltmore Ln Attn Tax De
IRS990/USAddress/CityNm0Madison
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053718
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Durian
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EVP & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06084580577
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wisconsin Power & Light Non-Bargaining
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Employee Health and Welfare Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391409013
ReturnHeader/Filer/InCareOfNm0% GREGORY SHUNK
ReturnHeader/Filer/PhoneNum06084580577
ReturnHeader/Filer/USAddress/AddressLine1Txt04902 N Biltmore Ln Attn Tax Dept
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053718
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-13T15:53:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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