Civic Intelligence

M&I Health Program

990 • Fiscal year 2011 • EIN 39-1506364

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 23, 2012

Organization Profile
770 North Water Street53202
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

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

2011 filings • $50M-$100M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

99th percentile

204%

Faster asset growth than 99% of similar nonprofits.

2011 filings • $50M-$100M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,233,109

Up $3,510,548 (+204%) from 2010

Net Assets

Up

$5,233,109

Up $3,510,548 (+204%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$68,514,087

Up $463,971 (+0.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,722,561Liabilities 2010: $0Net Assets 2010: $1,722,5612010Assets 2011: $5,233,109Liabilities 2011: $0Net Assets 2011: $5,233,1092011

Highlighted filing

2011

Assets$5,233,109
Liabilities$0
Net Assets$5,233,109
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0Expenses 2010: $68,050,1162010Expenses 2011: $68,514,0872011

Highlighted filing

2011

Revenue-
Expenses$68,514,087
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 23, 2012
Return Version
2011v1.2
Gross Receipts
$72,024,635
Filing and Contact Details

Filer

EIN
39-1506364
Raw XML Appendix240 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.

Path#Value
IRS990/AccountantCompileOrReview0true
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0Provide Health Benefits
IRS990/AddressPrincipalOfficerUS/AddressLine10770 NORTH WATER STREET
IRS990/AddressPrincipalOfficerUS/City0MILWAUKEE
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode053202
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY068468006
IRS990/BenefitsPaidToMembersPriorYear067983367
IRS990/BenefitsToMembers/ProgramServices068468006
IRS990/BenefitsToMembers/Total068468006
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY01722561
IRS990/CapStckTrstPrinCurrentFunds/EOY05233109
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0true
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30false
IRS990/Description0PROVIDE HEALTH BENEFITS
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/ExcessBenefitTransaction0false
IRS990/Expense068468006
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Fundraising00
IRS990/FeesForServicesAccounting/ManagementAndGeneral016000
IRS990/FeesForServicesAccounting/ProgramServices00
IRS990/FeesForServicesAccounting/Total016000
IRS990/FeesForServicesOther/Fundraising00
IRS990/FeesForServicesOther/ManagementAndGeneral030081
IRS990/FeesForServicesOther/ProgramServices00
IRS990/FeesForServicesOther/Total030081
IRS990/FinancialStatementConsolidated0X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/NamePerson0NONE
IRS990/Form990PartVIISectionA/Title0N/A
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts072024635
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear08683
IRS990/InvestmentIncomePriorYear015094
IRS990/InvestmentIncome/TotalRevenueColumn08683
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY01722561
IRS990/InvestmentsPubTradedSecurities/EOY05233109
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0Provide Health Benefits
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0DENNIS SALENTINE
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers02
IRS990/NbrVotingMembersGoverningBody02
IRS990/NetAssetsOrFundBalancesBOY01722561
IRS990/NetAssetsOrFundBalancesEOY05233109
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear066749
IRS990/OtherExpensesCurrentYear046081
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900001
IRS990/ProgramServiceRevenue/BusinessCode1900001
IRS990/ProgramServiceRevenueCY072015952
IRS990/ProgramServiceRevenue/Description0Employer Contributions
IRS990/ProgramServiceRevenue/Description1Employee Contributions
IRS990/ProgramServiceRevenuePriorYear067785960
IRS990/ProgramServiceRevenue/TotalRevenueColumn047580226
IRS990/ProgramServiceRevenue/TotalRevenueColumn124435726
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses03510548
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY03510548
IRS990/RevenuesLessExpensesPriorYear0-249062
IRS990/SalariesEtcCurrentYear00
IRS990/ScheduleBRequired0false
IRS990ScheduleD/ExcessOrDeficitForYear03510548
IRS990ScheduleD/ExcessOrDeficitPerFS03510548
IRS990ScheduleD/TotalExpenses068514087
IRS990ScheduleD/TotalRevenue072024635
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0M&I health retiree program is administered by two human
IRS990ScheduleO/GeneralExplanation/Explanation1resources benefit managers. All changes to this plan must be
IRS990ScheduleO/GeneralExplanation/Explanation2approved by the CEO of Marshall & Ilsley Corporation.
IRS990ScheduleO/GeneralExplanation/Explanation3A final form 990 was provided to both voting members,
IRS990ScheduleO/GeneralExplanation/Explanation4prior to filing with the internal revenue service.
IRS990ScheduleO/GeneralExplanation/Explanation5All employees are required to complete compliance and
IRS990ScheduleO/GeneralExplanation/Explanation6other risk based training classes on an annual basis.
IRS990ScheduleO/GeneralExplanation/Explanation7Employee participation and test results are monitored by
IRS990ScheduleO/GeneralExplanation/Explanation8Marshall & Ilsley Corporation for any reportable events
IRS990ScheduleO/GeneralExplanation/Explanation9(E.G. Conflict of Interest) and are reviewed by senior
IRS990ScheduleO/GeneralExplanation/Explanation10management of Marshall & Ilsley Corporation. There are
IRS990ScheduleO/GeneralExplanation/Explanation11no restrictions at this time which prohibit the governing
IRS990ScheduleO/GeneralExplanation/Explanation12body in policy discussions and decisions.
IRS990ScheduleO/GeneralExplanation/Explanation13Governing documents, conflict of interest policy and
IRS990ScheduleO/GeneralExplanation/Explanation14financial statements are available for public inspection
IRS990ScheduleO/GeneralExplanation/Explanation15upon request.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 7b
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 19
IRS990/ScheduleORequired0true
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0WI
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1011270 W PARK PLACE
IRS990/TheBooksAreInCareOf/AddressUS/City0MILWAUKEE
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode053224
IRS990/TheBooksAreInCareOf/NamePerson0MARSHALL ILSLEY TRUST COMPANY NA
IRS990/TheBooksAreInCareOf/TelephoneNumber04148153781
IRS990/TotalAssets/BOY01722561
IRS990/TotalAssetsBOY01722561
IRS990/TotalAssets/EOY05233109
IRS990/TotalAssetsEOY05233109
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear068514087
IRS990/TotalExpensesPriorYear068050116
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral046081
IRS990/TotalFunctionalExpenses/ProgramServices068468006
IRS990/TotalFunctionalExpenses/Total068514087
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY01722561
IRS990/TotalLiabNetAssetsFundBalances/EOY05233109
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY01722561
IRS990/TotalNetAssetsFundBalances/EOY05233109
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense068468006
IRS990/TotalProgramServiceRevenue072015952
IRS990/TotalRevenueCurrentYear072024635
IRS990/TotalRevenuePriorYear067801054
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome072024635
IRS990/TotalRevenue/TotalRevenueColumn072024635
IRS990/TransactionRelatedEntity0false
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0true
IRS990/YearFormation01959
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391506364
ReturnHeader/Filer/Name/BusinessNameLine10M&I HEALTH PROGRAM
ReturnHeader/Filer/NameControl0M&IH
ReturnHeader/Filer/Phone04147657700
ReturnHeader/Filer/USAddress/AddressLine10770 NORTH WATER STREET
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053202
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-04-23
ReturnHeader/Officer/Name0LAURA LESPERANCE
ReturnHeader/Officer/Phone04147657700
ReturnHeader/Officer/Title0AVP
ReturnHeader/Preparer/DatePrepared02012-04-26
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10M & I TRUST CO NA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1011270 WEST PARK PLACE SUITE 400
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053224
ReturnHeader/Preparer/Name0LAURA LESPERANCE CPA
ReturnHeader/Preparer/Phone04148153500
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-04-26T04:21:13-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,233,109
Liabilities
$0
Net assets
$5,233,109
Revenue
-
Expenses
$68,514,087
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$0.00$5.23$68.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.00$1.72$68.1