Civic Intelligence

M&I Retiree Health Benefits Trust

990 • Fiscal year 2022 • EIN 39-6414307

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 21, 2023

Organization ProfileN/A
C/O Tmi 115 S 84 St Ste 325Milwaukee, WI 53214

(414) 875-3258

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

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

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Net Margin

7th percentile

-64%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Asset Growth

60th percentile

-3.3%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-15%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$72,346,494

Down $2,444,125 (-3.3%) from 2021

Net Assets

Down

$72,346,494

Down $2,444,125 (-3.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin7th percentile

Revenue

Down

$4,204,444

Down $759,038 (-15%) from 2021

Expenses

Down

$6,886,189

Down $232,318 (-3.3%) from 2021

Net Income

Down

-$2,681,745

Down $526,720 (-24%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$80M$60M$40M$20M$0Assets 2011: $64,144,054Liabilities 2011: $0Net Assets 2011: $64,144,0542011Assets 2012: $66,574,814Liabilities 2012: $0Net Assets 2012: $66,574,8142012Assets 2013: $72,409,312Liabilities 2013: $0Net Assets 2013: $72,409,3122013Assets 2014: $74,029,883Liabilities 2014: $0Net Assets 2014: $74,029,8832014Assets 2015: $72,969,351Liabilities 2015: $0Net Assets 2015: $72,969,3512015Assets 2016: $76,357,656Liabilities 2016: $0Net Assets 2016: $76,357,6562016Assets 2017: $79,243,947Liabilities 2017: $0Net Assets 2017: $79,243,9472017Assets 2018: $71,835,699Liabilities 2018: $0Net Assets 2018: $71,835,6992018Assets 2019: $79,168,055Liabilities 2019: $0Net Assets 2019: $79,168,0552019Assets 2021: $74,790,619Liabilities 2021: $0Net Assets 2021: $74,790,6192021Assets 2022: $72,346,494Liabilities 2022: $0Net Assets 2022: $72,346,4942022Assets 2023: $73,509,594Liabilities 2023: $0Net Assets 2023: $73,509,5942023Assets 2024: $73,999,547Liabilities 2024: $0Net Assets 2024: $73,999,5472024

Highlighted filing

2022

Assets$72,346,494
Liabilities$0
Net Assets$72,346,494
Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $31,187,913Expenses 2011: $7,050,345Net Income 2011: $24,137,5682011Revenue 2012: $9,950,633Expenses 2012: $7,519,873Net Income 2012: $2,430,7602012Revenue 2013: $14,900,875Expenses 2013: $9,066,377Net Income 2013: $5,834,4982013Revenue 2014: $9,726,309Expenses 2014: $8,107,927Net Income 2014: $1,618,3822014Revenue 2015: $5,562,163Expenses 2015: $6,622,695Net Income 2015: -$1,060,5322015Revenue 2016: $9,783,403Expenses 2016: $6,395,098Net Income 2016: $3,388,3052016Revenue 2017: $12,841,335Expenses 2017: $9,955,044Net Income 2017: $2,886,2912017Revenue 2018: $8,140,785Expenses 2018: $10,978,543Net Income 2018: -$2,837,7582018Revenue 2019: $7,539,169Expenses 2019: $7,404,677Net Income 2019: $134,4922019Revenue 2021: $4,963,482Expenses 2021: $7,118,507Net Income 2021: -$2,155,0252021Revenue 2022: $4,204,444Expenses 2022: $6,886,189Net Income 2022: -$2,681,7452022Revenue 2023: $8,536,168Expenses 2023: $8,082,807Net Income 2023: $453,3612023Revenue 2024: $4,999,549Expenses 2024: $4,572,060Net Income 2024: $427,4892024

Highlighted filing

2022

Revenue$4,204,444
Expenses$6,886,189
Net Income-$2,681,745
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 21, 2023
Return Version
2022v5.0
Gross Receipts
$4,204,444
Mission and Program Overview

Mission

Provide Health Benefits to Retirees

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$74,790,619$72,346,494▼ $2,444,125
Cap Stk Tr Prin Current Funds$74,790,619$72,346,494▼ $2,444,125
Total Assets$74,790,619$72,346,494▼ $2,444,125
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$74,790,619$72,346,494▼ $2,444,125
Total Liabilities and Net Assets / Fund Balance$74,790,619$72,346,494▼ $2,444,125
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
BMO Harris Bank NATrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,319,835
Investment Income
$862,359
Other Revenue
$22,250
Change in Net Assets
$-2,681,745

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,204,444
Total Revenue per Audited Statements
$4,204,444
Total Revenue per Form 990
$4,204,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$250,990
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$6,635,199--$6,635,199
Fees for Services Management-$228,740-$228,740
All Other Expenses$22,250--$22,250
Total Functional Expenses$6,657,449$228,740$0$6,886,189

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,886,189
Total Expenses per Audited Statements$6,886,189
Total Expenses per Form 990$6,886,189
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
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“M&I Health retiree program is administered by two human resource benefit managers. All changes to this plan must be approved by the CEO of BMO Harris Corporation.”

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

“A final form 990 was provided to both voting members, prior to filing with the Internal Revenue Service.”

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

“All employees are required to complete compliance and other risk based training classes on an annual basis. Employee participation and test results are monitored by BMO Harris Corporation for any reportable events (E.G. conflict of interest) and are reviewed by senior management of BMO Harris Corporation. There are no restrictions at this time which prohibit the governing body in policy discussions and decisions. Governing documents, conflict of interest policy and financial statements are available for public inspection upon request.”

Form 990, Page 6, Part VI, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
M & I Health Retiree Program
EIN
39-6414307
Address
C/O TMI 115 S 84 ST STE 325, MILWAUKEE, WI 53214

Signing Officer

Name
Bmo Harris Bank Na
Title
Vice President
Signed
2023-11-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bmo Harris Bank N a
Formed
2004
Legal Domicile
Wi
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Donna Gikas
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Timing differences”

Raw XML Appendix245 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
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IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd0false
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IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt04204444
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0862359
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0862359
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt074790619
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt022250
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt022250
IRS990/MissionDesc0Provide Health Benefits to Retirees
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt074790619
IRS990/NetAssetsOrFundBalancesEOYAmt072346494
IRS990/NetUnrelatedBusTxblIncmAmt0861359
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0237620
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PYInvestmentIncomeAmt050816
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IRS990/PYRevenuesLessExpensesAmt0-2155025
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IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-2681745
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IRS990/RelatedEntityInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0M&I Health retiree program is administered by two human resource benefit managers. All changes to this plan must be approved by the CEO of BMO Harris Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A final form 990 was provided to both voting members, prior to filing with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All employees are required to complete compliance and other risk based training classes on an annual basis. Employee participation and test results are monitored by BMO Harris Corporation for any reportable events (E.G. conflict of interest) and are reviewed by senior management of BMO Harris Corporation. There are no restrictions at this time which prohibit the governing body in policy discussions and decisions. Governing documents, conflict of interest policy and financial statements are available for public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Timing differences
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-21
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ReturnHeader/Filer/BusinessNameControlTxt0M&IH
ReturnHeader/Filer/EIN0396414307
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TMI 115 S 84 ST STE 325
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
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ReturnHeader/Filer/USAddress/ZIPCd053214
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA GIKAS
ReturnHeader/ReturnTs02023-11-21T16:00:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,346,494
Liabilities
$0
Net assets
$72,346,494
Revenue
$4,204,444
Expenses
$6,886,189
Net income
-$2,681,745
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.0$0.00$74.0$5.00$4.57$0.43
2023Detailed filing. Detailed filing data is available for this year.$73.5$0.00$73.5$8.54$8.08$0.45
2022Detailed filing. Detailed filing data is available for this year.$72.3$0.00$72.3$4.20$6.89$2.68
2021Detailed filing. Detailed filing data is available for this year.$74.8$0.00$74.8$4.96$7.12$2.16
2019Summary only. Only limited summary data is available for this year.$79.2$0.00$79.2$7.54$7.40$0.13
2018Summary only. Only limited summary data is available for this year.$71.8$0.00$71.8$8.14$11.0$2.84
2017Summary only. Only limited summary data is available for this year.$79.2$0.00$79.2$12.8$9.96$2.89
2016Summary only. Only limited summary data is available for this year.$76.4$0.00$76.4$9.78$6.40$3.39
2015Summary only. Only limited summary data is available for this year.$73.0$0.00$73.0$5.56$6.62$1.06
2014Summary only. Only limited summary data is available for this year.$74.0$0.00$74.0$9.73$8.11$1.62
2013Summary only. Only limited summary data is available for this year.$72.4$0.00$72.4$14.9$9.07$5.83
2012Summary only. Only limited summary data is available for this year.$66.6$0.00$66.6$9.95$7.52$2.43
2011Summary only. Only limited summary data is available for this year.$64.1$0.00$64.1$31.2$7.05$24.1
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)9 • $50M-$100M nonprofits