M & I HEALTH RETIREE PROGRAM

EIN: 396414307 Mutual Benefit

MILWAUKEE, WI

Total Revenue
$8,536,168
Total Expenses
$8,082,807
Total Assets
$73,509,594
Net Assets
$73,509,594
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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
2004
Legal Domicile
WI
Principal Officer
Midwest Institutional Trust
Phone
4142551957
Tax Period
2023-01-01 to 2023-12-31

M & I HEALTH RETIREE PROGRAM, founded in 2004, is a community nonprofit in the Mutual Benefit sector that reported $8.5M in total revenue in fiscal year 2023. Revenue surged 103% from the prior year, signaling strong growth momentum. Expenses of $8.1M left a modest 5% surplus.

Mission

Provide Health Benefits to Retirees

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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 $0
Program Service Revenue $3,160,934
Investment Income $2,879,005
Other Revenue $2,496,229
TOTAL REVENUE $8,536,168

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,400,221
TOTAL EXPENSES $8,082,807

Year-over-Year Comparison

2023 2022 Change
Revenue $8,536,168 $4,204,444 +1.0%
Expenses $8,082,807 $6,886,189 +0.2%
Net Income $453,361 $-2,681,745 -1.2%
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
2
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Midwest Institutional Trust Trustee 0.0
$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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $8,536,168 $8,082,807 $73,509,594 $453,361
2022 $4,204,444 $6,886,189 $72,346,494 $-2,681,745
2021 $4,963,482 $7,118,507 $74,790,619 $-2,155,025
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