BADGER ADVOCATES 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

2011

Legal Domicile

Principal Officer

BRIAN HELLMER

Phone

6085715386

Tax Period

2024-07-01 to 2025-06-30

BADGER ADVOCATES INC, founded in 2011, is a small nonprofit that reported $454K in total revenue in fiscal year 2024. Revenue surged 116% from the prior year, signaling strong growth momentum.

Mission

DEVELOP, AMPLIFY, AND ADVOCATE FOR POLICY IDEAS THAT WOULD STRENGTHEN THE EFFECTIVENESS, EFFICIENCY, AND ACCOUNTABILITY OF UW-MADISON AND ENHANCE ITS ECONOMIC IMPACT ON THE STATE. CREATING LOBBYING AND GRASSROOTS PUBLIC RELATIONS EFFORTS DESIGNED TO IMPACT ELECTED, APPOINTED, CORPORATE, AND COMMUNITY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $375,823 Revenue: $0

UW ADVOCACY - BADGER ADVOCATES, INC. HAS THE GOAL OF ADVOCATING FOR POLICY IDEAS THAT WOULD STRENGTHEN THE EFFECTIVENESS, EFFICIENCY, AND ACCOUNTABILITY OF UW-MADISON AND ENHANCE ITS ECONOMIC IMPACT ON THE STATE VIA ONGOING CONTRACTS WITH ELECTED, APPOINTED, CORPORATE, AND COMMUNITY LEADERS.

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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 $453,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $453,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $19,902

Program Expenses $375,823

Other Expenses $457,249

TOTAL EXPENSES $457,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$453,500	$210,000	+1.2%
Expenses	$457,249	$537,121	-0.1%
Net Income	$-3,749	$-327,121	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOB VENABLE	CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD ANTOINE	TREASURER	1.00	Officer Director	$0	$0	$0
BILL MONFRE	SECRETARY	1.00	Officer Director	$0	$0	$0
TED KELLNER	DIRECTOR	1.00	Director	$0	$0	$0
KATHARINE LYALL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MORGRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SHANNON	DIRECTOR	1.00	Director	$0	$0	$0
TASHA MORGRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HELLMER	EXECUTIVE DIRECTOR	10.00	Officer	$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	$453,500	$457,249	$184,770	$-3,749
2024	$210,000	$537,121	$168,123	$-327,121
2023	$1,041,250	$679,756	$514,260	$361,494
2021	$295,000	$87,526	$210,590	$207,474
2018	$118,002	$254,795	$18,103	$-136,793