UWM RESEARCH FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

JESSICA SILVAGGI

Phone

4149064645

Tax Period

2024-07-01 to 2025-06-30

UWM RESEARCH FOUNDATION INC, founded in 2006, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 6% surplus.

Mission

SUPPORT RESEARCH AND INNOVATION AT THE UNIVERSITY OF WISCONSIN - MILWAUKEE BY PROVIDING RESERACH FUNDING, ENTREPRENEURSHIP SUPPORT, AND BY ENGAGING IN CORPORATE PARTNERING ACTIVITIES TO THAT END.

Program Service Accomplishments

Program 1

Expenses: $960,226 Revenue: $352,748

SUPPORT RESEARCH AND INNOVATION AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY PROVIDING FUNDING FOR SCHOLARSHIPS AND GRANTS AND BY ENGAGING IN CORPORATE PARTNERING ACTIVITIES TO THAT END.

Program 2

Expenses: $194,007 Revenue: $0

THE BRADLEY CATALYST GRANT PROGRAM IS DESIGNED FOR FOCUS ON SCIENCE AND ENGINEERING THAT HELPS FOSTER BASIC DISCOVERY AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE AND BRING THOSE DISCOVERIES CLOSER TO...

THE BRADLEY CATALYST GRANT PROGRAM IS DESIGNED FOR FOCUS ON SCIENCE AND ENGINEERING THAT HELPS FOSTER BASIC DISCOVERY AT THE UNIVERSITY OF WISCONSIN-MILWAUKEE AND BRING THOSE DISCOVERIES CLOSER TO COMMERCIALIZATION. ELEVEN GRANTS TOTAL.

Program 3

Expenses: $163,000 Revenue: $0

WEDC EPG GRANT PROVIDES FUNDING SUPPORT AND TECHNICAL ASSISTANCE TO STARTUP COMPANIES. TWELVE GRANTS TOTAL. WEDC BRIDGE GRANT PROGRAM INVESTS IN NEW COMPANIES OF UWM FACULTY, STAFF, AND STUDENTS THAT...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $794,314

Program Service Revenue $352,748

Investment Income $339,553

Other Revenue $0

TOTAL REVENUE $1,486,615

Expense Breakdown

Grants Paid $357,006

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,317,233

Other Expenses $1,033,809

TOTAL EXPENSES $1,390,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,486,615	$1,348,306	+0.1%
Expenses	$1,390,815	$1,200,674	+0.2%
Net Income	$95,800	$147,632	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$250,610

Total Directors

$378,636

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GILBERT	EX-OFFICIO DIRECTOR (THRU MAY 25)	1.00	Director	$0	$62,850	$378,636
JESSICA SILVAGGI	PRESIDENT	40.00	Officer	$0	$46,271	$250,610
BRIAN WALSH	SR. TECH MANAGER	40.00	Highest	$0	$28,425	$139,707
CRAIG RIGBY	CHAIR (THRU DEC 24)	1.00	Officer Director	$0	$0	$0
TESSA MYERS	CHAIR	1.00	Officer Director	$0	$0	$0
MIKE MASCHEK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAN KRUEGER	TREASURER (THRU MAR 25)	1.00	Officer Director	$0	$0	$0
MATTHEW MCNEIL	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTINA FIASCA	SECRETARY	1.00	Officer Director	$0	$0	$0
JACQUELINE FREDERICK	DIRECTOR (THRU DEC 24)	1.00	Director	$0	$0	$0
MICHAEL ORGEMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANN NATTINGER	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS WEBB	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,486,615	$1,390,815	$4,227,993	$95,800
2024	No data	No data	No data	No data
2023	$1,204,642	$1,143,931	$3,979,687	$60,711
2022	$743,682	$1,399,184	$3,912,892	$-655,502
2021	$1,769,513	$1,288,847	$4,481,641	$480,666
2020	$1,390,418	$1,142,051	$3,971,775	$248,367
2019	$1,258,589	$1,091,119	$3,692,519	$167,470
2018	$1,112,697	$1,297,624	$3,537,801	$-184,927