Civic Intelligence

Interstate Power and Light Non-Bargaining Employees Health

990 • Fiscal year 2023 • EIN 42-1418526

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
4902 N Biltmore Ln Attn Tax DeptMadison, WI 53718

(608) 458-0577

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

3rd percentile

-153%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

44th percentile

$5,212

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

39th percentile

4.2%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

14th percentile

-14%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Flat

$60,744,030

Flat from 2023

Net Assets

Flat

$60,744,030

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin3rd percentile

Revenue

Flat

$2,424,908

Flat from 2023

Expenses

Flat

$6,144,197

Flat from 2023

Net Income

Flat

-$3,719,289

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$80M$60M$40M$20M$0Assets 2011: $66,263,291Liabilities 2011: $0Net Assets 2011: $66,263,2912011Assets 2012: $70,997,931Liabilities 2012: $0Net Assets 2012: $70,997,9312012Assets 2013: $75,137,309Liabilities 2013: $0Net Assets 2013: $75,137,3092013Assets 2014: $75,407,197Liabilities 2014: $0Net Assets 2014: $75,407,1972014Assets 2015: $359,298Liabilities 2015: $0Net Assets 2015: $359,2982015Assets 2016: $67,954,819Liabilities 2016: $0Net Assets 2016: $67,954,8192016Assets 2017: $72,944,337Liabilities 2017: $0Net Assets 2017: $72,944,3372017Assets 2018: $66,722,331Liabilities 2018: $0Net Assets 2018: $66,722,3312018Assets 2019: $71,871,432Liabilities 2019: $0Net Assets 2019: $71,871,4322019Assets 2020: $74,057,736Liabilities 2020: $0Net Assets 2020: $74,057,7362020Assets 2021: $74,291,183Liabilities 2021: $0Net Assets 2021: $74,291,1832021Assets 2022: $58,314,874Liabilities 2022: $0Net Assets 2022: $58,314,8742022Assets 2023: $60,744,030Liabilities 2023: $0Net Assets 2023: $60,744,0302023Assets 2023: $60,744,030Liabilities 2023: $0Net Assets 2023: $60,744,0302023Assets 2024: $59,159,571Liabilities 2024: $0Net Assets 2024: $59,159,5712024

Highlighted filing

2023

Assets$60,744,030
Liabilities$0
Net Assets$60,744,030
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$20M$10M$0-$10MRevenue 2011: $3,425,249Expenses 2011: $6,005,552Net Income 2011: -$2,580,3032011Revenue 2012: $18,276,788Expenses 2012: $5,588,189Net Income 2012: $12,688,5992012Revenue 2013: $3,642,642Expenses 2013: $5,873,406Net Income 2013: -$2,230,7642013Revenue 2014: $4,689,932Expenses 2014: $4,802,357Net Income 2014: -$112,4252014Revenue 2015: $2,322,142Expenses 2015: $2,222,047Net Income 2015: $100,0952015Revenue 2016: $3,126,223Expenses 2016: $5,000,523Net Income 2016: -$1,874,3002016Revenue 2017: $5,868,647Expenses 2017: $4,743,465Net Income 2017: $1,125,1822017Revenue 2018: $9,020,769Expenses 2018: $5,771,696Net Income 2018: $3,249,0732018Revenue 2019: $3,036,377Expenses 2019: $6,040,211Net Income 2019: -$3,003,8342019Revenue 2020: $4,313,224Expenses 2020: $6,084,324Net Income 2020: -$1,771,1002020Revenue 2021: $3,885,966Expenses 2021: $5,344,876Net Income 2021: -$1,458,9102021Revenue 2022: $2,821,875Expenses 2022: $5,264,645Net Income 2022: -$2,442,7702022Revenue 2023: $2,424,908Expenses 2023: $6,144,197Net Income 2023: -$3,719,2892023Revenue 2023: $2,424,908Expenses 2023: $6,144,197Net Income 2023: -$3,719,2892023Revenue 2024: $11,015,782Expenses 2024: $6,324,506Net Income 2024: $4,691,2762024

Highlighted filing

2023

Revenue$2,424,908
Expenses$6,144,197
Net Income-$3,719,289
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$20,989,522
Mission and Program Overview

Mission

Provide health care benefits for the retired union employees of Interstate Power & Light Company

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$58,314,874$60,744,030▲ $2,429,156
Investments in Publicly Traded Securities$57,550,388$60,162,398▲ $2,612,010
Savings and Temporary Cash Investments$761,757$578,159▼ $183,598
Cash and Non-Interest-Bearing Accounts$2,729$3,473▲ $744
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$58,314,874$60,744,030▲ $2,429,156
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,314,874$60,744,030▲ $2,429,156
Total Liabilities and Net Assets / Fund Balance$58,314,874$60,744,030▲ $2,429,156
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Principle Custody SolutionsTrustee$5,212$5,212
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,448,595
Investment Income
$975,568
Other Revenue
$745
Change in Net Assets
$-3,719,289
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$427,202
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$5,716,995--$5,716,995
Fees for Services Accounting$427,202--$427,202
Total Functional Expenses$6,144,197$0$0$6,144,197
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

“Form 990 is reviewed first by a senior staff tax accountant and second at the manager level.”

Part VI, Section C, Line 19

“Financial statements are given to the plan participants.”

Filing and Contact Details

Filer

Filer Name
Interstate Power & Light Employees
EIN
42-1418526
In Care Of
% GREGORY SHUNK
Phone
6084580577
Address
4902 N Biltmore Ln Attn Tax Dept, Madison, WI 53718

Signing Officer

Name
Robert Durian
Title
Evp & CFO
Phone
6084580577
Signed
2024-11-15

Organization Details

Principal Officer
Robert Durian
Formed
1982
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
0
Employees
0
Raw XML Appendix317 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Provide health care benefits for the retired union employees of Interstate Power & Light Company
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt05716995
IRS990/BenefitsToMembersGrp/TotalAmt05716995
IRS990/BooksInCareOfDetail/PersonNm0GREGORY SHUNK
IRS990/BooksInCareOfDetail/PhoneNum06084580577
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04902 N BILTMORE LN ATTN TAX DEPT
IRS990/BooksInCareOfDetail/USAddress/CityNm0Madison
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053718
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02729
IRS990/CashNonInterestBearingGrp/EOYAmt03473
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt05716995
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0975568
IRS990/CYOtherExpensesAmt0427202
IRS990/CYOtherRevenueAmt0745
IRS990/CYProgramServiceRevenueAmt01448595
IRS990/CYRevenuesLessExpensesAmt0-3719289
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06144197
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02424908
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Provide health care benefits for the retired union employees of Interstate Power & Light Company
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt06144197
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0427202
IRS990/FeesForServicesAccountingGrp/TotalAmt0427202
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Principle Custody Solutions
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05212
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-518555
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018046059
IRS990/GrossReceiptsAmt020989522
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01494122
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01494122
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt057550388
IRS990/InvestmentsPubTradedSecGrp/EOYAmt060162398
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt018564614
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Provide health care benefits for the retired union employees of Interstate Power & Light Company
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt058314874
IRS990/NetAssetsOrFundBalancesEOYAmt060744030
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-518554
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-518554
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06148445
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0ACCRUED INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0745
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0745
IRS990/OtherRevenueTotalAmt0745
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Robert Durian
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0HEALTH PLAN DEPOSITS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01448595
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01448595
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt04880471
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01417931
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0384174
IRS990/PYOtherRevenueAmt02713
IRS990/PYProgramServiceRevenueAmt01401231
IRS990/PYRevenuesLessExpensesAmt0-2442770
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05264645
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02821875
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3719289
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt058314874
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt060744030
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0761757
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0578159
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed first by a senior staff tax accountant and second at the manager level.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Financial statements are given to the plan participants.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt058314874
IRS990/TotalAssetsEOYAmt060744030
IRS990/TotalAssetsGrp/BOYAmt058314874
IRS990/TotalAssetsGrp/EOYAmt060744030
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06144197
IRS990/TotalFunctionalExpensesGrp/TotalAmt06144197
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058314874
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt060744030
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt06144197
IRS990/TotalProgramServiceRevenueAmt01448595
IRS990/TotalReportableCompFromOrgAmt05212
IRS990/TotalRevenueGrp/ExclusionAmt0-518554
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02943462
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02424908
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt058314874
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060744030
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04902 N Biltmore Ln Attn Tax Dept
IRS990/USAddress/CityNm0Madison
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053718
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Durian
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EVP & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum06084580577
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Interstate Power & Light Employees
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Bargaining & Welfare Trust
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0421418526
ReturnHeader/Filer/InCareOfNm0% GREGORY SHUNK
ReturnHeader/Filer/PhoneNum06084580577
ReturnHeader/Filer/USAddress/AddressLine1Txt04902 N Biltmore Ln Attn Tax Dept
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053718
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02024-11-15T10:16:33-06:00
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
$60,744,030
Liabilities
$0
Net assets
$60,744,030
Revenue
$2,424,908
Expenses
$6,144,197
Net income
-$3,719,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.2$0.00$59.2$11.0$6.32$4.69
2023Detailed filing. Detailed filing data is available for this year.$60.7$0.00$60.7$2.42$6.14$3.72
2023Summary only. Only limited summary data is available for this year.$60.7$0.00$60.7$2.42$6.14$3.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.3$0.00$58.3$2.82$5.26$2.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.3$0.00$74.3$3.89$5.34$1.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.1$0.00$74.1$4.31$6.08$1.77
2019Summary only. Only limited summary data is available for this year.$71.9$0.00$71.9$3.04$6.04$3.00
2018Summary only. Only limited summary data is available for this year.$66.7$0.00$66.7$9.02$5.77$3.25
2017Summary only. Only limited summary data is available for this year.$72.9$0.00$72.9$5.87$4.74$1.13
2016Summary only. Only limited summary data is available for this year.$68.0$0.00$68.0$3.13$5.00$1.87
2015Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$2.32$2.22$0.10
2014Summary only. Only limited summary data is available for this year.$75.4$0.00$75.4$4.69$4.80$0.11
2013Summary only. Only limited summary data is available for this year.$75.1$0.00$75.1$3.64$5.87$2.23
2012Summary only. Only limited summary data is available for this year.$71.0$0.00$71.0$18.3$5.59$12.7
2011Summary only. Only limited summary data is available for this year.$66.3$0.00$66.3$3.43$6.01$2.58