Civic Intelligence

Wisconsin Electrical Employees Health and Welfare Plan

990 • Fiscal year 2015 • EIN 39-1651543

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 28, 2016

Organization ProfileN/A

View Organization Page

2730 Dairy Drive Ste 101Madison, WI 53718

(608) 276-9111

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Net Margin

85th percentile

22%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

60th percentile

$133,318

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

63rd percentile

4.4%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

76th percentile

13%

Faster revenue growth than 76% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$116,572,319

Up $4,868,564 (+4.4%) from 2014

Net Assets

Up

$116,000,768

Up $5,028,101 (+4.5%) from 2014

Liabilities

Down

$571,551

Down $159,537 (-22%) from 2014

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin85th percentile

Revenue

Up

$58,213,965

Up $6,534,257 (+13%) from 2014

Expenses

Up

$45,394,112

Up $3,070,922 (+7.3%) from 2014

Net Income

Up

$12,819,853

Up $3,463,335 (+37%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$300M$200M$100M$0Assets 2010: $77,470,866Liabilities 2010: $1,933,173Net Assets 2010: $75,537,6932010Assets 2011: $85,505,019Liabilities 2011: $936,516Net Assets 2011: $84,568,5032011Assets 2012: $92,665,612Liabilities 2012: $888,705Net Assets 2012: $91,776,9072012Assets 2013: $102,292,081Liabilities 2013: $675,932Net Assets 2013: $101,616,1492013Assets 2014: $111,703,755Liabilities 2014: $731,088Net Assets 2014: $110,972,6672014Assets 2015: $116,572,319Liabilities 2015: $571,551Net Assets 2015: $116,000,7682015Assets 2016: $126,967,099Liabilities 2016: $691,569Net Assets 2016: $126,275,5302016Assets 2017: $139,956,209Liabilities 2017: $585,391Net Assets 2017: $139,370,8182017Assets 2018: $142,794,964Liabilities 2018: $492,548Net Assets 2018: $142,302,4162018Assets 2019: $166,658,734Liabilities 2019: $471,567Net Assets 2019: $166,187,1672019Assets 2020: $194,530,338Liabilities 2020: $487,650Net Assets 2020: $194,042,6882020Assets 2021: $213,343,056Liabilities 2021: $572,658Net Assets 2021: $212,770,3982021Assets 2022: $187,157,092Liabilities 2022: $466,616Net Assets 2022: $186,690,4762022Assets 2023: $207,025,108Liabilities 2023: $473,566Net Assets 2023: $206,551,5422023Assets 2024: $227,426,295Liabilities 2024: $8,856,753Net Assets 2024: $218,569,5422024

Highlighted filing

2015

Assets$116,572,319
Liabilities$571,551
Net Assets$116,000,768
Open 2015 Filing

Operations Trend

Revenue Growth76th percentile

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

$150M$100M$50M$0Expenses 2010: $34,610,9072010Expenses 2011: $36,933,1232011Expenses 2012: $40,337,7762012Revenue 2013: $49,899,404Expenses 2013: $42,119,048Net Income 2013: $7,780,3562013Revenue 2014: $51,679,708Expenses 2014: $42,323,190Net Income 2014: $9,356,5182014Revenue 2015: $58,213,965Expenses 2015: $45,394,112Net Income 2015: $12,819,8532015Revenue 2016: $56,910,701Expenses 2016: $47,435,878Net Income 2016: $9,474,8232016Revenue 2017: $61,447,749Expenses 2017: $53,498,135Net Income 2017: $7,949,6142017Revenue 2018: $68,744,264Expenses 2018: $58,363,241Net Income 2018: $10,381,0232018Revenue 2019: $71,927,178Expenses 2019: $60,755,341Net Income 2019: $11,171,8372019Revenue 2020: $79,041,880Expenses 2020: $59,282,992Net Income 2020: $19,758,8882020Revenue 2021: $79,820,433Expenses 2021: $65,424,037Net Income 2021: $14,396,3962021Revenue 2022: $78,410,443Expenses 2022: $72,563,045Net Income 2022: $5,847,3982022Revenue 2023: $90,130,889Expenses 2023: $82,780,803Net Income 2023: $7,350,0862023Revenue 2024: $112,225,671Expenses 2024: $101,946,022Net Income 2024: $10,279,6492024

Highlighted filing

2015

Revenue$58,213,965
Expenses$45,394,112
Net Income$12,819,853
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 28, 2016
Return Version
2015v2.1
Gross Receipts
$70,670,112
Mission and Program Overview

Mission

Provide benefits to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$110,972,667$116,000,768▲ $5,028,101
Investments in Publicly Traded Securities$81,077,279$84,920,809▲ $3,843,530
Investments Other Securities$12,243,717$12,433,238▲ $189,521
Cash and Non-Interest-Bearing Accounts$11,719,870$12,424,543▲ $704,673
Accounts Receivable$4,576,990$4,504,021▼ $72,969
Land, Buildings, and Equipment, Net$1,547,323$1,502,737▼ $44,586
Savings and Temporary Cash Investments$538,576$786,971▲ $248,395
Total Assets$111,703,755$116,572,319▲ $4,868,564
Liabilities
Accounts Payable and Accrued Expenses$731,088$571,551▼ $159,537
Total Liabilities$731,088$571,551▼ $159,537
Net Assets / Fund Balance
Total Net Assets Fund Balance$110,972,667$116,000,768▲ $5,028,101
Total Liabilities and Net Assets / Fund Balance$111,703,755$116,572,319▲ $4,868,564

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,184,732$421,529$1,606,261
Land$293,648-$293,648
Equipment$24,357$218,913$243,270
Other Land Buildings-$69,241$69,241
Other Securities$12,433,238--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Art BishopTrust AdminiFT$108,756$24,562$133,318

Board Members and Trustees

NameTitle
Bob Van ErtTrustee
Chris GulbrandsonTrustee
Dan MurphyTrustee
Dean MillerTrustee
Don AllenTrustee
Gerald SchulzTrustee
Greg YoungTrustee
Jim Eland IiTrustee
John DesensTrustee
LOYAL O'LEARYTrustee
Leo SokolikTrustee
Mark HadyTrustee
Mark LauerTrustee
Robert DoyleTrustee
Sean FrankTrustee
Tim PadeskyTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross And Blue ShieldPreferred ProviPO BOX 30302-445, Atlanta, GA 30326-1039$1,144,522
Innovative Software Solutions INCSoftware3000 SOUTH LENOLA ROAD, Maple Shade, NJ 08052$177,729
Reinhart Boerner Van DuerenAttorneyPO BOX 2965, Milwaukee, WI 53201-2965$177,393
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$50,989,765
Investment Income
$7,154,912
Other Revenue
$69,288
Change in Net Assets
$12,819,853

Audited Revenue Reconciliation

Revenue per Audited Statements
$58,128,244
Revenue Not Reported on Financial Statements
$85,721
Revenue Not Reported on Form 990
$-7,791,752
Other Revenue Adjustments
$85,721
Total Revenue per Audited Statements
$50,336,492
Total Revenue per Form 990
$58,213,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,475,561
Salaries, Compensation, and Employee Benefits$736,849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$42,181,702
Other Salaries and Wages---$436,751
Current Officers, Directors, Trustees, and Key Employees---$133,318
Payroll Taxes---$89,308
Other Expenses---$85,721
Pension Plan Contributions---$77,472
Depreciation Depletion---$40,157
Total Functional Expenses$0$0$0$45,394,112

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$45,394,112
Expenses per Audited Statements$45,308,391
Total Expenses per Audited Statements$45,308,391
Expenses Not Reported on Financial Statements$85,721
Other Expense Adjustments$85,721
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
Audit committee
Yes
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
Yes
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

Form 990, Page 6, Part VI, Line 6

“Explanation: each participant of the organization is considered a member.”

Form 990, Page 6, Part VI, Line 7A

“Explanation: the trustees of the organization are elected by the members to represent the members of the organization.”

Form 990, Page 6, Part VI, Line 11B

“Explanation: the trust administrator and attorney review a draft of form 990 before it is filed. The return is not reviewed by the board of trustees.”

Form 990, Page 6, Part VI, Line 12C

“Each trustee has signed an agreement stating that he or she will act in accordance with the trust agreement.”

Form 990, Page 6, Part VI, Line 15A

“Explanation: compensation of the trust administrator is determined by the board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Documentation is available upon request.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Electrical Employees
EIN
39-1651543
Phone
6082769111
Address
2730 DAIRY DRIVE STE 101, MADISON, WI 53718

Signing Officer

Name
Art Bishop
Title
Trust Administrator
Phone
6082769111
Signed
2016-06-28

Organization Details

Principal Officer
Art Bishop
Formed
1989
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
10

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Nathan Kalepp CPA
Phone
7158342001
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment expenses -85,721 investment expenses 85,721”

Financial Statement Notes

Schedule D, Page 3, Part X

“Explanation: the plan will recognize any accrued interest and penalties related to unrecognized benefits in income tax, if incurred. The plan's previous three tax years are open for examination by the internal revenue service.”

Schedule D, Page 4, Part XI, Line 4B

“Investment expenses 85,721”

Schedule D, Page 4, Part XII, Line 4B

“Investment expenses 85,721”

Raw XML AppendixShowing 400 of 446 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/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0218913
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0AFL-CIO HOUSING INV TRUST
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt085721
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: THE PLAN WILL RECOGNIZE ANY ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED BENEFITS IN INCOME TAX, IF INCURRED. THE PLAN'S PREVIOUS THREE TAX YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT EXPENSES 85,721
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT EXPENSES 85,721
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleD/TotalBookValueSecuritiesAmt012433238
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: EACH PARTICIPANT OF THE ORGANIZATION IS CONSIDERED A MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: THE TRUSTEES OF THE ORGANIZATION ARE ELECTED BY THE MEMBERS TO REPRESENT THE MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: THE TRUST ADMINISTRATOR AND ATTORNEY REVIEW A DRAFT OF FORM 990 BEFORE IT IS FILED. THE RETURN IS NOT REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH TRUSTEE HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXPLANATION: COMPENSATION OF THE TRUST ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INVESTMENT EXPENSES -85,721 INVESTMENT EXPENSES 85,721
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0WISCONSIN ELECTRICAL (SEE PART VII)
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IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PART VII
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IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt02730 DAIRY DRIVE NO 101
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART I (A) CONTINUATION: WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE FUND OFFICE, LLC PART I (B) CONTINUATION: HOLD AND LEASE PROPERTY AND PROVIDE ADMINISTRATIVE SERVICES
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,572,319
Liabilities
$571,551
Net assets
$116,000,768
Revenue
$58,213,965
Expenses
$45,394,112
Net income
$12,819,853
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$227$8.86$219$112$102$10.3
2023Detailed filing. Detailed filing data is available for this year.$207$0.47$207$90.1$82.8$7.35
2022Detailed filing. Detailed filing data is available for this year.$187$0.47$187$78.4$72.6$5.85
2021Detailed filing. Detailed filing data is available for this year.$213$0.57$213$79.8$65.4$14.4
2020Detailed filing. Detailed filing data is available for this year.$195$0.49$194$79.0$59.3$19.8
2019Detailed filing. Detailed filing data is available for this year.$167$0.47$166$71.9$60.8$11.2
2018Detailed filing. Detailed filing data is available for this year.$143$0.49$142$68.7$58.4$10.4
2017Detailed filing. Detailed filing data is available for this year.$140$0.59$139$61.4$53.5$7.95
2016Detailed filing. Detailed filing data is available for this year.$127$0.69$126$56.9$47.4$9.47
2015Detailed filing. Detailed filing data is available for this year.$117$0.57$116$58.2$45.4$12.8
2014Detailed filing. Detailed filing data is available for this year.$112$0.73$111$51.7$42.3$9.36
2013Detailed filing. Detailed filing data is available for this year.$102$0.68$102$49.9$42.1$7.78
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.7$0.89$91.8$40.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.5$0.94$84.6$36.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$77.5$1.93$75.5$34.6