Civic Intelligence

Wisconsin Electrical Employees Health and Welfare Plan

990 • Fiscal year 2019 • EIN 39-1651543

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 18, 2020

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.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.01x

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

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$155,489

Higher top officer pay than 62% of similar nonprofits.

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

2019 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2019

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

4.6%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$166,658,734

Up $23,863,770 (+17%) from 2018

Net Assets

Up

$166,187,167

Up $23,884,751 (+17%) from 2018

Liabilities

Down

$471,567

Down $20,981 (-4.3%) from 2018

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin73rd percentile

Revenue

Up

$71,927,178

Up $3,182,914 (+4.6%) from 2018

Expenses

Up

$60,755,341

Up $2,392,100 (+4.1%) from 2018

Net Income

Up

$11,171,837

Up $790,814 (+7.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$166,658,734
Liabilities$471,567
Net Assets$166,187,167
Open 2019 Filing

Operations Trend

Revenue Growth50th 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

2019

Revenue$71,927,178
Expenses$60,755,341
Net Income$11,171,837
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 18, 2020
Return Version
2019v5.0
Gross Receipts
$76,648,193
Mission and Program Overview

Mission

Provide benefits to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$142,302,416$166,187,167▲ $23,884,751
Investments in Publicly Traded Securities$101,586,516$132,718,624▲ $31,132,108
Investments Other Securities$16,273,127$17,872,066▲ $1,598,939
Cash and Non-Interest-Bearing Accounts$6,400,052$6,065,483▼ $334,569
Accounts Receivable$5,650,738$5,157,591▼ $493,147
Savings and Temporary Cash Investments$11,515,553$3,520,576▼ $7,994,977
Land, Buildings, and Equipment, Net$1,368,978$1,324,394▼ $44,584
Total Assets$142,794,964$166,658,734▲ $23,863,770
Liabilities
Accounts Payable and Accrued Expenses$492,548$471,567▼ $20,981
Total Liabilities$492,548$471,567▼ $20,981
Net Assets / Fund Balance
Total Net Assets Fund Balance$142,302,416$166,187,167▲ $23,884,751
Total Liabilities and Net Assets / Fund Balance$142,794,964$166,658,734▲ $23,863,770

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,024,103$582,158$1,606,261
Land$293,648-$293,648
Equipment$6,643$236,627$243,270
Other Land Buildings-$69,241$69,241
Other Securities$17,872,066--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie DelapTrust AdminFT$115,757$39,732$155,489

Board Members and Trustees

NameTitle
Chris GulbrandsonChairman
Bob Van ErtTrustee
Dan MurphyTrustee
Dan ZurawikTrustee
Dean MillerTrustee
Don AllenTrustee
Eric WrageTrustee
Greg YoungTrustee
Jim Eland IiTrustee
John DesensTrustee
John GerlachTrustee
Leo SokolikTrustee
Mark LauerTrustee
Sean FrankTrustee
Susan BlueTrustee
LOYAL O'LEARYSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross And Blue ShieldPreferred ProviPO BOX 30302-445, Atlanta, GA 30326-1039$1,667,613
Reinhart Boerner Van DuerenAttorneyPO BOX 2965, Milwaukee, WI 53201-2965$212,155
Innovative Software Solutions INCSoftware3000 SOUTH LENOLA ROAD, Maple Shade, NJ 08052$171,712
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$67,070,088
Investment Income
$4,764,756
Other Revenue
$92,334
Change in Net Assets
$11,171,837

Audited Revenue Reconciliation

Revenue per Audited Statements
$71,863,173
Revenue Not Reported on Financial Statements
$64,005
Revenue Not Reported on Form 990
$12,712,914
Total Revenue per Audited Statements
$84,576,087
Total Revenue per Form 990
$71,927,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,828,753
Salaries, Compensation, and Employee Benefits$774,091
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$57,152,497
Other Salaries and Wages---$390,629
Current Officers, Directors, Trustees, and Key Employees---$155,489
Payroll Taxes---$130,231
Pension Plan Contributions---$97,742
Other Expenses---$64,005
Depreciation Depletion---$44,584
Total Functional Expenses$0$0$0$60,755,341

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$60,755,341
Expenses per Audited Statements$60,691,336
Total Expenses per Audited Statements$60,691,336
Expenses Not Reported on Financial Statements$64,005
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 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
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
LOYAL O'LEARY
Title
Secretary
Phone
6082769111
Signed
2020-09-18

Organization Details

Principal Officer
LOYAL O'LEARY
Formed
1989
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
11

Preparer

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

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,658,734
Liabilities
$471,567
Net assets
$166,187,167
Revenue
$71,927,178
Expenses
$60,755,341
Net income
$11,171,837
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)9 • $100M-$250M nonprofits