Civic Intelligence

M&I Retiree Health Benefits Trust

990 • Fiscal year 2023 • EIN 39-6414307

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileN/A
C/O Argent Inst Tr 115 S 84 St 325Milwaukee, WI 53214

(414) 255-1957

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

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

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

52nd percentile

5.3%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

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.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

29th percentile

1.6%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

103%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$73,509,594

Up $1,163,100 (+1.6%) from 2022

Net Assets

Up

$73,509,594

Up $1,163,100 (+1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin52nd percentile

Revenue

Up

$8,536,168

Up $4,331,724 (+103%) from 2022

Expenses

Up

$8,082,807

Up $1,196,618 (+17%) from 2022

Net Income

Up

$453,361

Up $3,135,106 (+117%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2023

Assets$73,509,594
Liabilities$0
Net Assets$73,509,594
Open 2023 Filing

Operations Trend

Revenue Growth98th 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

2023

Revenue$8,536,168
Expenses$8,082,807
Net Income$453,361
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$8,536,168
Mission and Program Overview

Mission

Provide Health Benefits to Retirees

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$72,346,494$73,509,594▲ $1,163,100
Cap Stk Tr Prin Current Funds$72,346,494$73,509,594▲ $1,163,100
Total Assets$72,346,494$73,509,594▲ $1,163,100
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$72,346,494$73,509,594▲ $1,163,100
Total Liabilities and Net Assets / Fund Balance$72,346,494$73,509,594▲ $1,163,100
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Midwest Institutional TrustTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,160,934
Investment Income
$2,879,005
Other Revenue
$2,496,229
Change in Net Assets
$453,361

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,536,168
Total Revenue per Audited Statements
$8,536,168
Total Revenue per Form 990
$8,536,168
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,400,221
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$6,682,586--$6,682,586
Fees for Services Management-$786,425-$786,425
Other Expenses-$294,715-$294,715
Fees for Services Accounting-$2,113-$2,113
Total Functional Expenses$6,682,586$1,400,221$0$8,082,807

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,082,807
Total Expenses per Audited Statements$8,082,807
Total Expenses per Form 990$8,082,807
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
Phone
4142551957
Address
C/O ARGENT INST TR 115 S 84 ST 325, MILWAUKEE, WI 53214

Signing Officer

Name
Midwest Institutional Trust Company
Title
Business Suppor
Phone
4142551957
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Midwest Institutional Trust
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 Appendix266 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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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
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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/ReturnTs02024-11-13T17:01:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$73,509,594
Liabilities
$0
Net assets
$73,509,594
Revenue
$8,536,168
Expenses
$8,082,807
Net income
$453,361
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. 2023 filings • 501(c)9 • $50M-$100M nonprofits