WEC Energy Group Inc Retiree Welfare Trust (EIN 391723191) - 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

1990

Legal Domicile

Principal Officer

David Hughes

Phone

4142212997

Tax Period

2025-01-01 to 2025-12-31

WEC Energy Group Inc Retiree Welfare Trust, founded in 1990, is a mid-sized nonprofit that reported $14.1M in total revenue in fiscal year 2025. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $12.1M left a modest 14% surplus.

Mission

Trust created to support WEC Energy Group, Inc. Sec 501(c)(9) plans to receive contributions, disburse payments and satisfy member claims under the plans.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,707,211

Investment Income $10,304,786

Other Revenue $41,247

TOTAL REVENUE $14,053,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,822,219

Other Expenses $246,656

TOTAL EXPENSES $12,068,875

Year-over-Year Comparison

	2025	2024	Change
Revenue	$14,053,244	$23,415,575	-0.4%
Expenses	$12,068,875	$31,131,533	-0.6%
Net Income	$1,984,369	$-7,715,958	-1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Northern Trust Company	Trustee	15.0		$35,813	$0	$35,813

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
2025	$14,053,244	$12,068,875	$241,193,101	$1,984,369
2024	$23,415,575	$31,131,533	$225,692,664	$-7,715,958
2023	$14,179,660	$23,292,168	$239,226,413	$-9,112,508
2022	$5,538,334	$3,887,615	$235,568,666	$1,650,719
2021	$24,021,172	$4,235,648	$273,911,668	$19,785,524
2020	$9,045,400	$430,266	$203,492,902	$8,615,134

WEC Energy Group Inc Retiree Welfare Trust