Nonprofit · EIN 39-1729857
MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST
Tax-exempt · MADISON, WI 53701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $550,850 | $595,468 | -$44,618 | $4,770,101 | $0 | $4,770,101 |
| June 30, 2024 | 990 | $812,882 | $539,889 | $272,993 | $4,452,059 | $0 | $4,452,059 |
| June 30, 2023 | 990 | $500,821 | $569,926 | -$69,105 | $3,991,001 | $0 | $3,991,001 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $431,233
- Investment income
- $119,617
- Net gain from sales of assets
- $3,562
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $512,235
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $4,452,059
- Total assets, end of year
- $4,770,101
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,770,101
- Gross unrelated business income
- $119,617
- Gross receipts
- $550,850
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 0.1 | $3,978 |
| MGMNT OF OPERATIONS IS HANDLED | BY MADISON GAS & ELECTRIC Institutional trustee | 0 | $0 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 0.1 | $2,088 |
| MGMNT OF OPERATIONS IS HANDLED | BY MADISON GAS & ELECTRIC Institutional trustee | 0 | $0 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE Institutional trustee | 0.1 | $1,722 |
| MGMNT OF OPERATIONS IS HANDLED | BY MADISON GAS & ELECTRIC Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1231, MADISON, WI 53701-1231
- Principal officer (990 for 2024)
- JENNY LAGERWALL, PO BOX 1231, MADISON, WI 537011231
- Signed the 990
- JENNY LAGERWALL, ASSISTANT VICE PRESIDENT-ACCOUNTING
- Phone
- (608) 252-7101
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PAYMENT OF HEALTH OR LIFE INSURANCE BENEFIT PREMIUMS FOR CURRENT AND FORMER EMPLOYEES OF MADISON GAS & ELECTRIC CO.
Program accomplishments
- PAYMENT OF PREMIUMS FOR HEALTH OR LIFE INSURANCE BENEFITS FOR FORMER EMPLOYEES OF MADISON GAS & ELECTRIC CO. THERE WERE 1,109 PARTICIPANTS AT 06/30/25.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1729857
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,770,101
- Income (IRS master file)
- $550,850
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $550,850 | $595,468 | $4,770,101 | IRS |
| 990 | June 2024 | $812,882 | $539,889 | $4,452,059 | IRS |
| 990 | June 2023 | $500,821 | $569,926 | $3,991,001 | XML |
| 990 | June 2022 | $409,606 | $774,998 | $3,941,454 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 39-1729857).
Questions about MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST
- What is the EIN of MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST?
- The employer identification number (EIN) of MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST is 39-1729857.
- Is MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
- Are donations to MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MADISON GAS & ELECTRIC COMPANY HEALTH 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 MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 names JENNY LAGERWALL.
- Who are the officers and directors of MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $3,978 (US BANK NA, TRUSTEE).
- How much revenue does MADISON GAS & ELECTRIC COMPANY HEALTH BENEFIT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $550,850, expenses of $595,468 and total assets of $4,770,101 at year end.
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