Wisconsin Power & Light Non-Bargaining Employee Health and Welfare Benefit Trust (EIN 391409013) - 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

Legal Domicile

Principal Officer

Robert Durian

Phone

6084580577

Tax Period

2023-01-01 to 2023-12-31

Wisconsin Power & Light Non-Bargaining Employee Health and Welfare Benefit Trust is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $346K, a strong 22% operating margin.

Mission

Provide health care benefits for the retired employees of Wisconsin Power and Light Company

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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 $0

Program Service Revenue $1,332,270

Investment Income $221,622

Other Revenue $1,762

TOTAL REVENUE $1,555,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,209,512

Other Expenses $321,352

TOTAL EXPENSES $1,209,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,555,654	$908,273	+0.7%
Expenses	$1,209,511	$1,165,426	+0.0%
Net Income	$346,143	$-257,153	-2.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Principle Custody Solutions	Trustee	0.0		$4,760	$0	$4,760

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	$1,555,654	$1,209,511	$8,494,290	$346,143
2022	$908,273	$1,165,426	$7,818,593	$-257,153
2021	$1,082,589	$1,089,249	$9,179,293	$-6,660
2020	$1,148,955	$1,317,130	$9,465,096	$-168,175

Wisconsin Power & Light Non-Bargaining Employee Health and Welfare Benefit Trust