WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN (EIN 391651543) - 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

1989

Legal Domicile

Principal Officer

DARREN JOHNSON

Phone

6082769111

Tax Period

2023-01-01 to 2023-12-31

WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN, founded in 1989, is a mid-sized nonprofit that reported $90.1M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $82.8M left a modest 8% surplus.

Mission

PROVIDE BENEFITS TO MEMBERS

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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 $83,246,963

Investment Income $6,733,274

Other Revenue $150,652

TOTAL REVENUE $90,130,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $872,018

Fundraising Expenses $0

Other Expenses $4,444,909

TOTAL EXPENSES $82,780,803

Year-over-Year Comparison

	2023	2022	Change
Revenue	$90,130,889	$78,410,443	+0.1%
Expenses	$82,780,803	$72,563,045	+0.1%
Net Income	$7,350,086	$5,847,398	+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

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

$223,739

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BONNIE DELAP	TRUST ADMIN	45.00	Officer	$171,633	$52,106	$223,739
CHRIS GULBRANDSON	SECRETARY	5.00	Director	$0	$0	$0
DARREN JOHNSON	CHAIRMAN	5.00	Director	$0	$0	$0
BEN MYERS	TRUSTEE - ST	5.00	Director	$0	$0	$0
SEAN FRANK	TRUSTEE	5.00	Director	$0	$0	$0
BRIAN GAWLIK	TRUSTEE	5.00	Director	$0	$0	$0
THOMAS SCHLENDER	TRUSTEE	5.00	Director	$0	$0	$0
MARK LAUER	TRUSTEE - EN	5.00	Director	$0	$0	$0
DEAN MILLER	TRUSTEE	5.00	Director	$0	$0	$0
LEO SOKOLIK	TRUSTEE - EN	5.00	Director	$0	$0	$0
JIM ELAND II	TRUSTEE	5.00	Director	$0	$0	$0
JOHN GERLACH	TRUSTEE	5.00	Director	$0	$0	$0
DAN MURPHY	TRUSTEE	5.00	Director	$0	$0	$0
DAN ZURAWIK	TRUSTEE	5.00	Director	$0	$0	$0
TODD JAVOROSKI	TRUSTEE	5.00	Director	$0	$0	$0
JESSE JACQUES	TRUSTEE	5.00	Director	$0	$0	$0
MICHAEL KILLIAN	TRUSTEE	5.00	Director	$0	$0	$0
JON CHERMACK	TRUSTEE - ST	5.00	Director	$0	$0	$0
JOHN WESTPHAL	TRUSTEE	5.00	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	$90,130,889	$82,780,803	$207,025,108	$7,350,086
2022	$78,410,443	$72,563,045	$187,157,092	$5,847,398
2021	$79,820,433	$65,424,037	$213,343,056	$14,396,396
2020	$79,041,880	$59,282,992	$194,530,338	$19,758,888
2019	$71,927,178	$60,755,341	$166,658,734	$11,171,837
2018	$68,744,264	$58,363,241	$142,794,964	$10,381,023

WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN