UNIVERSITY OF WISCONSIN MEDICAL AL… - Form 990 Financial Data

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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

1959

Legal Domicile

Principal Officer

KAREN PETERSON

Phone

6082634915

Tax Period

2019-07-01 to 2020-06-30

UNIVERSITY OF WISCONSIN MEDICAL ALUMNI ASSOCIATION INC, founded in 1959, is a small nonprofit that reported $553K in total revenue in fiscal year 2019. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $155K, a strong 28% operating margin.

Mission

TO ADVANCE THE MISSION OF THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH (SMPH) BY FOSTERING LASTING RELATIONSHIPS AMONG THE SMPH ALUMNI, STUDENTS AND FACULTY.

Program Service Accomplishments

Program 1

Expenses: $152,716 Revenue: $0

THE UNIVERSITY OF WISCONSIN MEDICAL ALUMNI ASSOCIATION PUBLISHES THE QUARTERLY MAGAZINE THAT HIGHLIGHTS ACHIEVEMENTS AND PROGRAMS IN THE SMPH AND THE WMAA. IN 2019/20 THE ASSOCIATION DISTRIBUTED FOUR QUARTERLY MAGAZINES TO APPROXIMATELY 18,000 ALUMNI, DONORS, FACULTY, STAFF, AND MEDICAL STUDENTS.

Program 2

Expenses: $46,500 Revenue: $1,956

THE UNIVERSITY OF WISCONSIN MEDICAL ALUMNI ASSOCIATION SPONSORS MANY EVENTS AND PROGRAMS FOR ALUMNI AND STUDENTS AND ANNUALLY AWARDS SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE TO HELP STUDENTS...

THE UNIVERSITY OF WISCONSIN MEDICAL ALUMNI ASSOCIATION SPONSORS MANY EVENTS AND PROGRAMS FOR ALUMNI AND STUDENTS AND ANNUALLY AWARDS SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE TO HELP STUDENTS ENROLLED IN THE UNIVERSITY OF WISCONSIN SCHOOL OF MEDICINE AND PUBLIC HEALTH OBTAIN THEIR DEGREE. DURING THE YEAR THE ASSOCIATION PROVIDED 14 STUDENTS WITH FINANCIAL ASSISTANCE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $296,853

Program Service Revenue $1,956

Investment Income $253,829

Other Revenue $0

TOTAL REVENUE $552,638

Expense Breakdown

Grants Paid $43,500

Salaries & Benefits $0

Fundraising Expenses $116,905

Program Expenses $199,216

Other Expenses $354,365

TOTAL EXPENSES $397,865

Year-over-Year Comparison

	2019	2018	Change
Revenue	$552,638	$1,006,042	-0.5%
Expenses	$397,865	$542,280	-0.3%
Net Income	$154,773	$463,762	-0.7%

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

$153,131

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DANIEL JACKSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
DR MARK FENLON	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
DR STEVE MERKOW	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
DR JOHN KRYGER	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
DR SUSAN ISENSEE	SECRETARY-TREASURER	5.00	Officer Director	$0	$0	$0
DR KAREN ADLER-FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
DR MATHEW ASCHBRENNER	DIRECTOR	1.00	Director	$0	$0	$0
DR JULIANE LEE	DIRECTOR	1.00	Director	$0	$0	$0
DR BRIAN HONG	DIRECTOR	1.00	Director	$0	$0	$0
DR TITO IZARD	DIRECTOR	1.00	Director	$0	$0	$0
DR RACHEL LOOMANS	DIRECTOR	1.00	Director	$0	$0	$0
DR PATRICK MCBRIDE	DIRECTOR	1.00	Director	$0	$0	$0
DR MEGHAN LUBNER	DIRECTOR	1.00	Director	$0	$0	$0
DR JOHN MCDERMOTT	DIRECTOR	1.00	Director	$0	$0	$0
DR GWEN MCINTOSH	DIRECTOR	1.00	Director	$0	$0	$0
DR THOMAS PUETZ	DIRECTOR	1.00	Director	$0	$0	$0
DR ABIGAIL TAUB	DIRECTOR	1.00	Director	$0	$0	$0
DR ALEX TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
DR MARIA WEBER	DIRECTOR	1.00	Director	$0	$0	$0
DR MICHAEL WITCIK	DIRECTOR	1.00	Director	$0	$0	$0
DR RYAN WUBBEN	DIRECTOR	1.00	Director	$0	$0	$0
DR ROBERT ZEMPLE	DIRECTOR	1.00	Director	$0	$0	$0
DR TINA SAUERHAMMER	DIRECTOR	1.00	Director	$0	$0	$0
DR PEGGY SCALLON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN PETERSON	EXECUTIVE DIRECTOR	40.00	Officer	$114,144	$38,987	$153,131

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
2020	$552,638	$397,865	$8,062,402	$154,773
2019	$1,006,042	$542,280	$8,054,083	$463,762
2018	$656,166	$536,358	$7,500,828	$119,808

UNIVERSITY OF WISCONSIN MEDICAL ALUMNI ASSOCIATION INC