Civic Intelligence

Wisconsin Evangelical Lutheran Synod

EIN 39-1562756 • 501(c)9 • Milwaukee, WI

Profile

Medical benefits provided to qualified employees through funds held in this trust.

Argent Inst Trust CO 115 S 84 St StMilwaukee, WI 53214

n/A

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

36th percentile

0.1%

Higher net margin than 36% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

28th percentile

0.2%

Faster asset growth than 28% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

9.8%

Faster revenue growth than 58% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$31,963,894

Up $66,510 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$31,963,894

Up $66,510 (+0.2%) from 2023

Revenue

Up

$74,710,498

Up $6,644,730 (+9.8%) from 2023

Expenses

Up

$74,662,828

Up $3,844,807 (+5.4%) from 2023

Net Income

Up

$47,670

Up $2,799,923 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2020: $39,450,826Liabilities 2020: $0Net Assets 2020: $39,450,8262020Assets 2021: $38,868,902Liabilities 2021: $0Net Assets 2021: $38,868,9022021Assets 2023: $31,897,384Liabilities 2023: $0Net Assets 2023: $31,897,3842023Assets 2024: $31,963,894Liabilities 2024: $0Net Assets 2024: $31,963,8942024

Highlighted filing

2024

Assets$31,963,894
Liabilities$0
Net Assets$31,963,894

Operations Trend

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

$80M$60M$40M$20M$0-$20MRevenue 2020: $53,927,782Expenses 2020: $53,614,773Net Income 2020: $313,0092020Revenue 2021: $57,645,432Expenses 2021: $60,213,373Net Income 2021: -$2,567,9412021Revenue 2023: $68,065,768Expenses 2023: $70,818,021Net Income 2023: -$2,752,2532023Revenue 2024: $74,710,498Expenses 2024: $74,662,828Net Income 2024: $47,6702024

Highlighted filing

2024

Revenue$74,710,498
Expenses$74,662,828
Net Income$47,670

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$77,809,345
Mission and Program Overview

Mission

Medical benefits provided to qualified employees through funds held in this trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,258,554$30,405,039▼ $853,515
Cap Stk Tr Prin Current Funds$31,897,384$29,372,736▼ $2,524,648
Rtn Earn Endowment Incm Other Fnds-$2,591,158-
Savings and Temporary Cash Investments$638,830$1,558,855▲ $920,025
Total Assets$31,897,384$31,963,894▲ $66,510
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,897,384$31,963,894▲ $66,510
Total Liabilities and Net Assets / Fund Balance$31,897,384$31,963,894▲ $66,510
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$73,045,040
Investment Income
$1,539,783
Other Revenue
$125,675
Change in Net Assets
$47,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,356,461
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$67,306,367--$67,306,367
Other Expenses-$23,641-$23,641
Total Functional Expenses$67,306,367$7,356,461$0$74,662,828
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
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

N/A

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

N/A

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

Officer provided with a copy to review.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

Through document request received.

Form 990, Page 6, Part VI, Line 19

Monitored by Officers.

Filing and Contact Details

Filer

Filer Name
Wisconsin Evangelical Lutheran Synod
EIN
39-1562756
Phone
4148753240
Address
ARGENT INST TRUST CO 115 S 84 ST ST, MILWAUKEE, WI 53214

Signing Officer

Name
Midwest Institutional Trust Company
Title
Business Suppor
Phone
4148753240
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Shelley Moy
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Changes in market value of $18,840

Raw XML Appendix255 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/InvestmentIncomeGrp/ExclusionAmt0886366
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0886366
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt031258554
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03098847
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MiscellaneousRevenueGrp/ExclusionAmt0125675
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt018840
IRS990/OtherExpensesGrp/Desc0Administrative Expenses
IRS990/OtherExpensesGrp/Desc1IRS Excise Tax Payment - PCORI Fee
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07332820
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123641
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IRS990/PartialLiquidationInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1Premiums Collected
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IRS990/ReconcilationRevenueExpnssAmt047670
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Officer provided with a copy to review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Through document request received.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Monitored by Officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGES IN MARKET VALUE OF $18,840
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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