WISCONSIN UTILITY INVESTORS INC

EIN: 391371544

MADISON, WI

Total Revenue
$210,659
Total Expenses
$199,411
Total Assets
$104,832
Net Assets
$104,829
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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
WI
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.

Program Service Accomplishments

Program 1
Expenses: $184,988

PUBLIC EDUCATION

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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%)

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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

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Governance

Voting Members
11
Independent Members
10
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
4
$10,680
Total Directors
11
$10,680
Key Employees
0
$0
Highest Compensated
0
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
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