2025-11-10T16:32:25-06:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 391555109 CITIZENS UTILITY BOARD OF WISCONSIN INC CITI 6082513322 625 NORTH SEGOE ROAD 101 MADISON WI 53705 ANDREW HARTINGER TREASURER 6082513322 2025-11-10 1 0 MIKE HABLEWITZ CPA P01259157 6082744020 2025-11-10 2024 2025-03-06 01:10:19Z THOMAS CONTENT 625 NORTH SEGOE ROAD 101 MADISON WI 53705 999962 0 X CUBWI.ORG X 1986 WI PROVIDE PUBLIC INTEREST LEGAL/ADVOCACY SERVICES FOR UTILITY CUSTOMERS. 7 7 0 7 0 0 924648 961326 0 0 13814 38636 0 0 938462 999962 0 0 0 0 699946 647491 0 0 69057 314258 409049 1014204 1056540 -75742 -56578 857959 743619 297060 239298 560899 504321 X PROVIDE PUBLIC INTEREST LEGAL/ADVOCACY SERVICES TO ENSURE EFFECTIVE AND DEMOCRATIC REPRESENTATION OF RESIDENTIAL, FARM, AND SMALL BUSINESS UTILITY CUSTOMERS BEFORE REGULATORY AGENCIES, THE LEGISLATURE, THE COURTS, AND OTHER PUBLIC BODIES.ADVOCATE FOR RELIABLE, AFFORDABLE, AND SOUND UTILITY SERVICE. EDUCATE CONSUMERS ON UTILITY SERVICE THROUGH THE PREPARATION, COMPILATION, ANALYSIS, AND DISSEMINATION OF INFORMATION AND RESOURCE MATERIALS RELATING TO UTILITIES REGULATION AND PUBLIC ENERGY AND WATER POLICY AND GENERALLY ENGAGE IN AND SUPPORT PUBLIC EDUCATION REGARDING UTILITIES REGULATION AND PUBLIC ENERGY AND WATER POLICY. 0 0 693671 0 0 PSC INTERVENTION - PROVIDE PUBLIC INTEREST LEGAL SERVICES TO ENSURE EFFECTIVE AND DEMOCRATIC REPRESENTATION OF RESIDENTIAL AND SMALL BUSINESS UTILITY CUSTOMERS BEFORE REGULATORY AGENCIES, THE LEGISLATURE, AND THE COURTS. 184325 0 0 CONSUMER EDUCATION - EDUCATE CONSUMERS ON MATTERS RELATING TO UTILITY REGULATION AND ENERGY POLICY. 26682 0 0 ENERGY POLICY - ADVOCATE FOR RELIABLE, AFFORDABLE AND SOUND UTILITY SERVICE THROUGH POLICY CHANGE. 904678 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X THOMAS CONTENT 6089578982 625 NORTH SEGOE ROAD SUITE 101 MADISON WI 53705 JOHN HENDRICK PRESIDENT 1.00 X X 0 0 0 FRANK GREB VICE-PRESIDENT 1.00 X X 0 0 0 ANDREW HARTINGER TREASURER 1.00 X X 0 0 0 CAROL STEMRICH SECRETARY 1.00 X X 0 0 0 EILEEN HANNIGAN DIRECTOR 1.00 X 0 0 0 MONTRE MOORE DIRECTOR 1.00 X 0 0 0 LAURA WEST-KRALCIK DIRECTOR (FROM JULY 2024) 1.00 X 0 0 0 THOMAS CONTENT EXECUTIVE DIRECTOR 40.00 X 102065 0 35123 102065 0 35123 1 0 0 0 0 8391 98915 854020 961326 38636 38636 999962 0 0 38636 137188 96032 34297 6859 383802 357793 4052 21957 19050 16594 1402 1054 68218 59424 5021 3773 39233 34175 2888 2170 11389 11389 78418 70179 8239 91203 81755 2600 6848 33655 25356 6689 1610 46 46 67886 59133 4998 3755 1132 986 83 63 88084 67942 20142 7825 6816 576 433 2052 1787 152 113 DUES AND SUBSCRIPTIONS 27359 26706 373 280 1056540 904678 82805 69057 58917 56643 527073 289385 0 4815 70386 46686 31525 23700 0 172164 240444 196912 857959 743619 60591 38119 236469 201179 297060 239298 X 241919 282157 318980 222164 560899 504321 857959 743619 -56578 0 X 0 1 X 1 0 X 480201 762273 940722 924648 961326 4069170 480201 762273 940722 924648 961326 4069170 4069170 13 594 13814 38636 53057 4122227 0.98710 0.99590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2478 2478 1054062 1056540 180654 45164 0 0 112388 150188 176420 180654 619650 929475 2589 731 1448 2478 7246 28097 37547 44105 45164 154913 232370 70386 46686 23700 23700 CASH EQUIVALENTS HELD IN INVESTMENT ACCOUNT 172164 F 172164 SECURITY DEPOSIT 3975 OPERATING LEASE RIGHT-OF-USE ASSETS 176745 FINANCE LEASE RIGHT-OF-USE ASSETS 16192 196912 OPERATING LEASE LIABILITIES 184861 FINANCE LEASE LIABILITIES 16318 201179 999962 0 999962 0 999962 1056540 0 1056540 0 1056540 FORM 990, PART V, LINE 2A: CITIZENS UTILITY BOARD OF WISCONSIN, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, TANDEM PROF EMP SERVICES LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF CITIZENS UTILITY BOARD OF WISCONSIN, INC., HOWEVER, TANDEM PROF EMP SERVICES LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM TANDEM PROF EMP SERVICES LLC. FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUALS, SMALL BUSINESSES, AND NON-PROFIT ORGANIZATIONS THAT ARE CUSTOMERS OF UTILITY SERVICE IN WISCONSIN BECOME MEMBERS UPON PROVIDING CONTACT INFORMATION TO THE CITIZENS UTILITY BOARD OF WISCONSIN, INC. (CUB), AGREEING TO RECEIVE PERIODIC COMMUNICATIONS FROM CUB, PARTICIPATING IN ANY MANNER WITH CUB EVENTS, OR MAKING A FINANCIAL CONTRIBUTION TO CUB IN AN AMOUNT DETERMINED BY THE BOARD AND INDICATED IN BOARD POLICY. FORM 990, PART VI, SECTION A, LINE 7A ONLY THOSE MEMBERS WHO CONTRIBUTED TO CUB AT LEAST 60 DAYS PRIOR TO A MEETING SHALL BE DEEMED "VOTING MEMBERS AND HAVE VOTING PRIVILEGES AT THAT MEETING. EACH INDIVIDUAL, SMALL BUSINESS, AND NON-PROFIT ORGANIZATION VOTING MEMBER SHALL HAVE ONE VOTE. BOARD DIRECTORS MUST BE ELECTED BY MAIL BALLOT, WHICH SHALL BE DISTRIBUTED TO ALL VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MAY VOTE AT ANNUAL, REGULAR, OR SPECIAL MEETINGS ON MATTERS DESCRIBED IN WIS. STAT. S. 181.0723(2), 181.0804(1), 181.0831, 181.0873(4), 181.1003, 181.1021, 181.1105, 181.1202, 181.1401 OR ON ISSUES RAISED BY MEMBERS UNDER S. 181.0705(5). FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY BY THE DIRECTORS. ALL DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. A DIRECTOR OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE INDEPENDENT MEMBERSHIP OF THE BOARD OF DIRECTORS ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND COMPARED TO PUBLIC INFORMATION ABOUT COMPENSATION IN POSITIONS AT SIMILAR ORGANIZATIONS. THE BOARD APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR WITH AN OFFICIAL VOTE WITH DISCUSSION AND RESULTS RECORDED IN MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION ALSO MAKES ITS BYLAWS AND AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE.