UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC (EIN 363584029) - 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

1987

Legal Domicile

Principal Officer

KELLY WHITE

Phone

6128006100

Tax Period

2024-01-01 to 2024-12-31

UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC, founded in 1987, is a mid-sized nonprofit in the Health Care sector that reported $82.5M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $75.9M left a modest 8% surplus.

Mission

WE PARTNER WITH COMMUNITIES, FAMILIES AND HEALTHCARE PROFESSIONALS TO SAVE AND HEAL LIVES THROUGH ADVOCACY AND EXCELLENCE IN ORGAN, EYE AND TISSUE DONATION.

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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 $616,482

Program Service Revenue $80,327,116

Investment Income $1,530,822

Other Revenue $-13,935

TOTAL REVENUE $82,460,485

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,582,974

Fundraising Expenses $60,639

Program Expenses $68,117,169

Other Expenses $43,344,655

TOTAL EXPENSES $75,927,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$82,460,485	$100,767,153	-0.2%
Expenses	$75,927,629	$101,971,332	-0.3%
Net Income	$6,532,856	$-1,204,179	-6.4%

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

302

Volunteers

241

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

$1,960,562

Total Directors

Key Employees

$2,025,576

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW ADAMS MD	DIRECTOR	5.00	Director	$0	$0	$0
GRETCHEN DAHLBERG	DIRECTOR	5.00	Director	$0	$0	$0
JULIE HEIMBACH MD	DIRECTOR	5.00	Director	$0	$0	$0
ALEX HILL PHD	DIRECTOR	5.00	Director	$0	$0	$0
JERRY LEE	DIRECTOR	5.00	Director	$0	$0	$0
KIM MALSAM-RYSDON	DIRECTOR	5.00	Director	$0	$0	$0
MONICA MAYER MD	DIRECTOR	5.00	Director	$0	$0	$0
REUBEN MOORE	DIRECTOR	5.00	Director	$0	$0	$0
BENJAMIN SUN MD	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE SURRATT	DIRECTOR	5.00	Director	$0	$0	$0
THOMAS WYATT	DIRECTOR	5.00	Director	$0	$0	$0
KIM SIMENSEN	IMMEDIATE PAST CHAIR	5.00	Officer Director	$0	$0	$0
MYLYNN TUFTE	CHAIR	5.00	Officer Director	$0	$0	$0
THOMAS HARRIS JR	VICE CHAIR	5.00	Officer Director	$0	$0	$0
CRAIG BROMAN	SECRETARY/TREASURER (UNTIL 6/30/24)	5.00	Officer Director	$0	$0	$0
DAVID MCFARLAND	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
KELLY WHITE	CHIEF EXECUTIVE OFFICER	50.00	Officer	$734,946	$52,567	$787,513
SUSAN LARSON	CHIEF ADMINISTRATIVE OFFICER	50.00	Officer	$384,030	$36,100	$420,130
STEPH DAVIS	CHIEF OPERATING OFFICER	50.00	Officer	$343,257	$42,434	$385,691
LUIS FERNANDO VALIENTE	CHIEF FINANCIAL OFFICER	50.00	Officer	$319,168	$37,675	$356,843
NORDEEN GANGANI	CHIEF PEOPLE & CULTURE OFFICER	50.00	Officer	$10,000	$385	$10,385
GREG VEENENDAAL	DIRECTOR OF CLINICAL SERVICES-ORGAN	50.00	Key Emp	$300,619	$66,898	$367,517
KYLE KINSEY	DIRECTOR OF CLINICAL SVCS TISSUE&DSC	50.00	Key Emp	$318,932	$27,496	$346,428
MARGARET ROGERS	DIRECTOR OF TRANSPLANT CNT RELATION	50.00	Key Emp	$214,088	$47,208	$261,296
WILLIAM PAYNE MD	MEDICAL DIRECTOR	50.00	Key Emp	$230,538	$18,443	$248,981
BRANDON WILLIAMS	DIRECTOR OF ORGANIZATIONAL OUTCOMES	50.00	Key Emp	$215,106	$41,551	$256,657
ALLI NAITHANI	DIRECTOR OF HUMAN RESOURCES	50.00	Key Emp	$259,362	$15,640	$275,002
SARAH SONN	DIRECTOR OF COMMUNICATIONS	50.00	Key Emp	$243,112	$26,583	$269,695
BETH KABBA	SENIOR MANAGER OF FINANCIAL OPERATIONS	50.00	Highest	$159,587	$61,461	$221,048
ALISSON SEYMOUR	SENIOR ADVANCE PRACTICE DONATION COO	40.00	Highest	$152,113	$57,934	$210,047
JOSHUA KORTHOUSE	CLINICAL INFORMATICIST	50.00	Highest	$159,798	$27,480	$187,278
KELLEY WICHMAN	SURGERY RECOVERY SPECIALIST	40.00	Highest	$164,950	$42,623	$207,573
UMAR FAROOQ	RECOVERY SURGEON	50.00	Highest	$354,214	$37,552	$391,766

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
2024	$82,460,485	$75,927,629	$75,128,019	$6,532,856
2023	$100,767,153	$101,971,332	$73,182,598	$-1,204,179
2022	$82,918,640	$80,720,300	$69,616,976	$2,198,340
2021	$73,448,702	$68,428,588	$70,090,155	$5,020,114
2020	$55,172,037	$52,479,288	$68,359,376	$2,692,749
2019	$57,332,116	$52,648,860	$62,155,224	$4,683,256
2018	$47,852,820	$45,069,341	$54,349,494	$2,783,479

UPPER MIDWEST ORGAN PROCUREMENT ORGANIZATION INC