THE UWM FOUNDATION INC (EIN 237337744) - Form 990 Financial Analysis & Trantor Score

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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

1974

Legal Domicile

Principal Officer

DAVID GILBERT

Phone

4149064645

Tax Period

2023-07-01 to 2024-06-30

THE UWM FOUNDATION INC, founded in 1974, is a mid-sized nonprofit in the Education sector that reported $48.6M in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19.4M, a strong 40% operating margin.

Mission

THE MISSION OF THE UWM FOUNDATION, INC. IS TO SUPPORT THE EDUCATIONAL, LITERARY, AND SCIENTIFIC ENDEAVORS OF THE UNIVERSITY OF WISCONSIN-MILWAUKEE BY RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO BENEFIT THE UNIVERSITY'S STUDENTS, FACULTY, PROGRAMS, AND COMMUNITY. IN ADDITION, THE UWM FOUNDATION PROVIDES LEADERSHIP, OVERSIGHT, AND DIRECTION TO ITS AFFILIATED CORPORATIONS, THE UWM REAL ESTATE FOUNDATION, INC. AND THE UWM RESEARCH FOUNDATION, INC. THESE CORPORATIONS CREATE NEW UNIVERSITY FACILITIES TO SUPPORT STUDENT LIFE, RESEARCH, ACADEMICS AND REGIONAL ECONOMIC DEVELOPMENT, AND PROVIDE NEW SOURCES OF REVENUE FROM RESEARCH, COMMERCIALIZATION, AND ENTREPRENEURIAL ACTIVITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $39,915,988

Program Service Revenue $0

Investment Income $8,596,821

Other Revenue $42,641

TOTAL REVENUE $48,555,450

Expense Breakdown

Grants Paid $25,245,002

Salaries & Benefits $1,535,653

Fundraising Expenses $786,348

Program Expenses $25,768,752

Other Expenses $2,329,223

TOTAL EXPENSES $29,109,878

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,555,450	$26,737,937	+0.8%
Expenses	$29,109,878	$26,120,842	+0.1%
Net Income	$19,445,572	$617,095	+30.5%

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

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

$575,603

Total Directors

$81,355

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES BLINKA	DIRECTOR/PROFESSOR	1.00	Director	$0	$0	$81,355
MATTHEW RINKA	CHAIR (BEGAN 12/2023)	1.00	Officer Director	$0	$0	$0
JOHN KISSINGER	VICE CHAIR (BEGAN 12/2023)	1.00	Officer Director	$0	$0	$0
CHRISTINA FIASCA	SECRETARY	1.00	Officer Director	$0	$0	$0
LISA J VAN LANDEGHEM	TREASURER	1.00	Officer Director	$0	$0	$0
MICHELLE PUTZ	EX-OFFICIO	1.00	Director	$0	$0	$0
JOAH TUCKER	EX-OFFICIO	1.00	Director	$0	$0	$0
MICHAEL ALDANA	DIRECTOR	1.00	Director	$0	$0	$0
JASON ALLEN	DIRECTOR (BEGAN 12/2023)	1.00	Director	$0	$0	$0
DAVID BARNETT	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN BEAR MD	DIRECTOR (THRU 11/2023)	1.00	Director	$0	$0	$0
ROBERT BUKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN CENSKY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CHEDID	DIRECTOR	1.00	Director	$0	$0	$0
LORI CRAIG	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW DEGUIRE	DIRECTOR (THRU 12/2023)	1.00	Director	$0	$0	$0
DONNA DROSNER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL FENLON	DIRECTOR (BEGAN 12/2023)	1.00	Director	$0	$0	$0
JEFFREY HEMBROK	DIRECTOR (BEGAN 12/2023)	1.00	Director	$0	$0	$0
JACQUELINE HERD-BARBER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HUNG	DIRECTOR (BEGAN 12/2023)	1.00	Director	$0	$0	$0
ROGER KAMAU	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY KANE	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET KELSEY	DIRECTOR	1.00	Director	$0	$0	$0
REBEKAH KOWALSKI	DIRECTOR	1.00	Director	$0	$0	$0
MATT KULASA	DIRECTOR	1.00	Director	$0	$0	$0
RONALD LUSKIN	DIRECTOR	1.00	Director	$0	$0	$0
KERI MCCONNELL	DIRECTOR	1.00	Director	$0	$0	$0
RONALD MILLER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MISKY	DIRECTOR	1.00	Director	$0	$0	$0
TOM MYERS	DIRECTOR	1.00	Director	$0	$0	$0
UGO NWAGBARAOCHA	DIRECTOR (BEGAN 12/2023)	1.00	Director	$0	$0	$0
MIKE ORGEMAN	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS J WEBB	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY WILLIAMS-SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GILBERT	PRESIDENT; EX-OFFICIO	26.00	Officer	$304,491	$60,420	$364,911
CURTIS STANG	COO; EX-OFFICIO	37.00	Officer	$174,354	$36,338	$210,692
BRIAN D THOMPSON	FORMER UWM RESERACH PRESIDENT	1.00	Highest	$127,353	$10,021	$137,374
JESSICA SILVAGGI	PRESIDENT - UWM RESEARCH FDN	1.00	Highest	$182,553	$42,423	$224,976
ENRIQUE PAHM	IT SYSTEMS MANAGER	38.00	Highest	$110,580	$44,632	$155,212
BRIAN WALSH	SR. TECH MANAGER (UWM RESEARCH FDN)	1.00	Highest	$107,378	$27,465	$134,843

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	No data	No data	No data	No data
2024	$48,555,450	$29,109,878	$275,760,206	$19,445,572
2023	$26,737,937	$26,120,842	$242,842,056	$617,095
2022	$39,411,419	$23,629,593	$226,454,661	$15,781,826
2021	$23,105,220	$20,862,926	$248,807,614	$2,242,294
2020	$32,469,764	$21,011,711	$210,747,306	$11,458,053
2019	$26,250,858	$21,585,573	$195,573,928	$4,665,285
2018	$34,035,563	$17,115,725	$186,403,380	$16,919,838

THE UWM FOUNDATION INC