Civic Intelligence

Wisconsin Electrical Employees Health and Welfare Plan

990 • Fiscal year 2023 • EIN 39-1651543

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 25, 2024

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.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Net Margin

63rd percentile

8.2%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$223,739

Higher top officer pay than 68% of similar nonprofits.

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

2023 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2023

Asset Growth

58th percentile

11%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$207,025,108

Up $19,868,016 (+11%) from 2022

Net Assets

Up

$206,551,542

Up $19,861,066 (+11%) from 2022

Liabilities

Up

$473,566

Up $6,950 (+1.5%) from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin63rd percentile

Revenue

Up

$90,130,889

Up $11,720,446 (+15%) from 2022

Expenses

Up

$82,780,803

Up $10,217,758 (+14%) from 2022

Net Income

Up

$7,350,086

Up $1,502,688 (+26%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$207,025,108
Liabilities$473,566
Net Assets$206,551,542
Open 2023 Filing

Operations Trend

Revenue Growth75th 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

2023

Revenue$90,130,889
Expenses$82,780,803
Net Income$7,350,086
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 25, 2024
Return Version
2023v5.0
Gross Receipts
$133,088,788
Mission and Program Overview

Mission

Provide benefits to members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$186,690,476$206,551,542▲ $19,861,066
Investments in Publicly Traded Securities$151,686,507$167,419,868▲ $15,733,361
Investments Other Securities$16,186,827$17,023,125▲ $836,298
Accounts Receivable$8,014,590$7,492,754▼ $521,836
Cash and Non-Interest-Bearing Accounts$7,042,331$7,315,616▲ $273,285
Savings and Temporary Cash Investments$3,012,204$6,562,114▲ $3,549,910
Land, Buildings, and Equipment, Net$1,214,633$1,211,631▼ $3,002
Total Assets$187,157,092$207,025,108▲ $19,868,016
Liabilities
Accounts Payable and Accrued Expenses$466,616$473,566▲ $6,950
Total Liabilities$466,616$473,566▲ $6,950
Net Assets / Fund Balance
Total Net Assets Fund Balance$186,690,476$206,551,542▲ $19,861,066
Total Liabilities and Net Assets / Fund Balance$187,157,092$207,025,108▲ $19,868,016

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$863,475$742,786$1,606,261
Land$293,648-$293,648
Equipment$54,508$34,970$89,478
Other Land Buildings-$69,241$69,241
Other Securities$17,023,125--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonnie DelapTrust AdminFT$171,633$52,106$223,739

Board Members and Trustees

NameTitle
Darren JohnsonChairman
Brian GawlikTrustee
Dan MurphyTrustee
Dan ZurawikTrustee
Dean MillerTrustee
Jesse JacquesTrustee
Jim Eland IiTrustee
John GerlachTrustee
John WestphalTrustee
Michael KillianTrustee
Sean FrankTrustee
Thomas SchlenderTrustee
Todd JavoroskiTrustee
Leo SokolikTrustee - En
Mark LauerTrustee - En
Ben MyersTrustee - St
Jon ChermackTrustee - St
Chris GulbrandsonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthem Blue Cross And Blue ShieldPreferred ProviPO BOX 30302-445, Atlanta, GA 30326-1039$2,042,320
Reinhart Boerner Van DuerenAttorneyPO BOX 2965, Milwaukee, WI 53201-2965$291,365
Bridgeway Benefit TechnologiesSoftware3700 KOPPERS ST 400, Baltimore, MD 21227$240,540
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$83,246,963
Investment Income
$6,733,274
Other Revenue
$150,652
Change in Net Assets
$7,350,086

Audited Revenue Reconciliation

Revenue per Audited Statements
$89,999,289
Revenue Not Reported on Financial Statements
$131,600
Revenue Not Reported on Form 990
$12,510,980
Total Revenue per Audited Statements
$102,510,269
Total Revenue per Form 990
$90,130,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,444,909
Salaries, Compensation, and Employee Benefits$872,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$77,463,876
Other Salaries and Wages---$365,168
Current Officers, Directors, Trustees, and Key Employees---$223,740
Payroll Taxes---$188,237
Other Expenses---$131,600
Pension Plan Contributions---$94,873
Depreciation Depletion---$51,737
Total Functional Expenses$0$0$0$82,780,803

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$82,780,803
Expenses per Audited Statements$82,649,203
Total Expenses per Audited Statements$82,649,203
Expenses Not Reported on Financial Statements$131,600
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
Doing Business As
Wis

Signing Officer

Name
Darren Johnson
Title
Chairman
Phone
6082769111
Signed
2024-07-25

Organization Details

Principal Officer
Darren Johnson
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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUST ADMIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BONNIE DELAP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUST ADMIN
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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/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
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0PART VII
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0WISCONSIN ELECTRICAL (SEE PART VII)
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0264568574
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01336136
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0PART VII
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0218493
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt02730 DAIRY DRIVE NO 101
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0MADISON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd053718
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART I (A) CONTINUATION: WISCONSIN ELECTRICAL EMPLOYEES BENEFIT FUNDS, LLC PART I (B) CONTINUATION: HOLD AND LEASE PROPERTY AND PROVIDE ADMINISTRATIVE SERVICES PART I (F) CONTINUATION: WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,025,108
Liabilities
$473,566
Net assets
$206,551,542
Revenue
$90,130,889
Expenses
$82,780,803
Net income
$7,350,086
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