v3.26.1
Summary of Significant Accounting Policies
3 Months Ended
Mar. 31, 2026
Organization, Consolidation and Presentation of Financial Statements [Abstract]  
Summary of Significant Accounting Principles Summary of Significant Accounting Policies – MGE Energy and MGE.

 

a.
Basis of Presentation.

 

This report is a combined report of MGE Energy and MGE. References in this report to "MGE Energy" are to MGE Energy, Inc. and its subsidiaries. References in this report to "MGE" are to Madison Gas and Electric Company.

 

MGE Power Elm Road and MGE Power West Campus own electric generating assets and lease those assets to MGE. Both entities are variable interest entities (VIE) under applicable authoritative accounting guidance. MGE is considered the primary beneficiary of these entities as a result of contractual agreements. As a result, MGE has consolidated MGE Power Elm Road and MGE Power West Campus in its financial reports. See Footnote 3 of the Notes to the Consolidated Financial Statements under Item 8, Financial Statements and Supplementary Data, of MGE Energy's and MGE's 2025 Annual Report on Form 10-K (the 2025 Annual Report on Form 10-K).

 

The accompanying consolidated financial statements as of March 31, 2026, and during the three months ended March 31, 2026, as applicable, are unaudited but include all adjustments that MGE Energy and MGE management consider necessary for a fair statement of their respective financial statements. All adjustments are of a normal, recurring nature except as otherwise disclosed. The year-end consolidated balance sheet information was derived from the audited balance sheet appearing in the 2025 Annual Report on Form 10-K but does not include all disclosures required by accounting principles generally accepted in the United States of America. These notes should be read in conjunction with the financial statements and the notes thereto located on pages 52 through 105 of the 2025 Annual Report on Form 10-K.

 

b.
Supplemental Cash Flow Information – MGE Energy and MGE.

 

 

 

MGE Energy

 

MGE(b)

 

 

March 31,

 

March 31,

 

March 31,

 

March 31,

(In Thousands)

 

2026

 

2025

 

2026

 

2025

Income tax receipts, net(a):

 

 

 

 

 

 

 

 

 

 

 

 

US Federal

 

$

(364)

 

$

(19)

 

$

(364)

 

$

(19)

Significant noncash investing activities:

 

 

 

 

 

 

 

 

 

 

 

 

Accrued capital expenditures

 

 

12,961

 

 

9,802

 

 

12,961

 

 

9,802

 

(a)
For the three months ended March 31, 2026, federal tax receipts include $0.4 million of proceeds from the transfer of federal tax credits under Internal Revenue Code Section 6418.
(b)
MGE Energy files a consolidated federal income tax return with its subsidiaries. While taxes are filed on a consolidated basis, MGE calculates its respective share of tax liability and makes intercompany tax payments to or from its parent company.

 

The following table presents the components of total cash, cash equivalents, and restricted cash on the consolidated balance sheets.

 

 

 

MGE Energy

 

MGE

 

 

March 31,

 

December 31,

 

March 31,

 

December 31,

(In thousands)

 

2026

 

2025

 

2026

 

2025

Cash and cash equivalents

 

$

9,468

 

$

5,666

 

$

5,418

 

$

2,248

Restricted cash

 

 

665

 

 

952

 

 

665

 

 

952

Receivable - margin account

 

 

2,352

 

 

2,118

 

 

2,352

 

 

2,118

Cash, cash equivalents, and restricted cash

 

$

12,485

 

$

8,736

 

$

8,435

 

$

5,318

 

Cash Equivalents

All highly liquid investments purchased with an original maturity of three months or less are considered to be cash equivalents.

 

Restricted Cash

MGE has certain cash accounts that are restricted to uses other than current operations and designated for a specific purpose. MGE's restricted cash accounts include cash held by trustees for certain employee benefits and cash deposits held by third parties. These are included in "Other current assets" on the consolidated balance sheets.

 

Receivable – Margin Account

Cash amounts held by counterparties as margin collateral for certain financial transactions are recorded as Receivable – margin account in "Other current assets" on the consolidated balance sheets. The costs being hedged are fuel for electric generation, purchased power, and cost of gas sold.