Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 39-1409013

WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST

Tax-exempt · MADISON, WI 53718

Financials

$1.6M$1.2M2023$526K$879K2024
Revenue Expenses · by fiscal year end
Financials of WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$525,930$878,963-$353,033$8,039,442$0$8,039,442
December 31, 2023990$1,555,654$1,209,511$346,143$8,494,290$0$8,494,290
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$154,492
Investment income
$373,076
Net gain from sales of assets
-$15,159
Other revenue
-$1,638

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$590,917
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$45,112
Program services (functional)
$878,963

Balance sheet and other

Total assets, start of year
$8,494,290
Total assets, end of year
$8,039,442
Total liabilities, end of year
$0
Net assets, end of year
$8,039,442
Publicly traded securities
$7,767,265
Gross unrelated business income
-$16,797
Gross receipts
$1,651,934
Employees
0
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Principle Custody SolutionsTrustee
Institutional trustee
0$6,063
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Principle Custody SolutionsTrustee
Institutional trustee
0$4,760

Address and contacts

Address (IRS master file)
4902 N BILTMORE LN ATTN TAX DEPT, MADISON, WI 53718-2148
In care of
% GREGORY SHUNK
Principal officer (990 for 2024)
Robert Durian, 4902 N Biltmore Ln Attn Tax De, Madison, WI 53718
Signed the 990
Robert Durian, EVP & CFO
Phone
(608) 458-0577

Mission

PROVIDE HEALTH CARE BENEFITS FOR THE RETIRED EMPLOYEES OF WISCONSIN POWER AND LIGHT COMPANY

990 for the year ended December 31, 2024

Program accomplishments

  • Provide health care benefits for the retired employees of Wisconsin Power and Light Company
    Expenses $878,964

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-1409013
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1982
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,039,442
Income (IRS master file)
$1,651,934

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$525,930$878,963$8,039,442XML
990December 2023$1,555,654$1,209,511$8,494,290XML
990December 2022$908,273$1,165,426$7,818,593IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1409013).

Questions about WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST

What is the EIN of WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST?
The employer identification number (EIN) of WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST is 39-1409013.
Is WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
Are donations to WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names Robert Durian.
Who are the officers and directors of WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $6,063 (Principle Custody Solutions, Trustee).
How much revenue does WISCONSIN POWER & LIGHT COMPANY EMPLOYEES BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $525,930, expenses of $878,963 and total assets of $8,039,442 at year end.

Other nonprofits in MADISON

All nonprofits in MADISON · Wisconsin