WISCONSIN UTILITY INVESTORS INC (EIN 391371544) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

JAMES BUCHEN

Phone

6083105316

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN UTILITY INVESTORS INC, founded in 1980, is a small nonprofit that reported $211K in total revenue in fiscal year 2023. Expenses of $199K left a modest 5% surplus.

Mission

THE WISCONSIN UTILITY INVESTORS, INC. (WUI) IS A GRASSROOTS ASSOCIATION OF STOCKHOLDERS IN WISCONSIN GAS AND ELECTRIC UTILITIES WHO STRENGTHEN WISCONSIN'S ECONOMY AND PROTECT SHAREHOLDER DIVIDENDS THROUGH GRASSROOTS INVOLVEMENT IN THE LEGISLATIVE PROCESS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $207,101

Program Service Revenue $0

Investment Income $3,558

Other Revenue $0

TOTAL REVENUE $210,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $184,988

Other Expenses $199,411

TOTAL EXPENSES $199,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,659	$198,157	+0.1%
Expenses	$199,411	$181,472	+0.1%
Net Income	$11,248	$16,685	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$10,680

Total Directors

$10,680

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY BOLLOM	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES CLARKE	TREASURER	1.00	Officer Director	$0	$0	$0
ROGER COLE	CHAIRMAN	0.50	Officer Director	$0	$0	$0
LYNNE ENGLISH	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM FINKE	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS HANSON	DIRECTOR	0.50	Director	$0	$0	$0
KENYON KIES	ASSISTANT TREASURER	0.50	Officer Director	$10,680	$0	$10,680
DALE LANDGREN	SECRETARY	0.50	Director	$0	$0	$0
CONNIE LAWNICZAK	DIRECTOR	0.50	Director	$0	$0	$0
DONALD RECK	DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY WEST	VICE-CHAIRMAN	0.50	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$210,659	$199,411	$104,832	$11,248

WISCONSIN UTILITY INVESTORS INC