UNIVERSITY OF WISCONSIN MEDICAL ALUMNI ASSOCIATION INC

EIN: 390970416 501(c)(3)

MADISON, WI

Total Revenue
$552,638
Total Expenses
$397,865
Total Assets
$8,062,402
Net Assets
$7,820,833
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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
WI
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

THE UNIVERSITY OF WISCONSIN MEDICAL ALUMNI ASSOCIATION REACHES 18,000 ALUMNI, DONORS, AND FRIENDS WORLDWIDE WITH OPPORTUNITIES TO CONNECT THROUGH STUDENT INITIATIVES, QUARTERLY MAGAZINE, AND EVENTS AND PROGRAMS.

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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%)

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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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Governance

Voting Members
24
Independent Members
24
Employees
N/A
Volunteers
26

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
6
$153,131
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
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
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