M&I Retiree Health Benefits Trust
Milwaukee, Wisconsin
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Very Good
How This Organization Compares
Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
12 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $8,536,168↑103% | $8,082,807↑17% | $73,509,594↑2% | — |
| 2022 | $4,204,444↓15% | $6,886,189↓3% | $72,346,494↓3% | — |
| 2021 | $4,963,482↓34% | $7,118,507↓4% | $74,790,619↓6% | — |
| 2019 | $7,539,169↓7% | $7,404,677↓33% | $79,168,055↑10% | — |
| 2018 | $8,140,785↓37% | $10,978,543↑10% | $71,835,699↓9% | — |
| 2017 | $12,841,335↑31% | $9,955,044↑56% | $79,243,947↑4% | — |
| 2016 | $9,783,403↑76% | $6,395,098↓3% | $76,357,656↑5% | — |
| 2015 | $5,562,163↓43% | $6,622,695↓18% | $72,969,351↓1% | — |
| 2014 | $9,726,309↓35% | $8,107,927↓11% | $74,029,883↑2% | — |
| 2013 | $14,900,875↑50% | $9,066,377↑21% | $72,409,312↑9% | — |
| 2012 | $9,950,633↓68% | $7,519,873↑7% | $66,574,814↑4% | — |
| 2011 | $31,187,913 | $7,050,345 | $64,144,054 | — |
Frequently Asked Questions
What does M&I Retiree Health Benefits Trust do?▼
M&I Retiree Health Benefits Trust is a mutual & membership benefit nonprofit organization based in Wisconsin. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.
Is M&I Retiree Health Benefits Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, M&I Retiree Health Benefits Trust has a score of 77/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does M&I Retiree Health Benefits Trust generate?▼
M&I Retiree Health Benefits Trust reports $5.0M in annual revenue and holds $74.0M in total assets, based on IRS filings.
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