UNITED MIGRANT OPPORTUNITY SERVICES UMOS INC

EIN: 391047172 501(c)(3) Human Services

MILWAUKEE, WI

Total Revenue
$96,968,403
Total Expenses
$89,261,061
Total Assets
$37,923,431
Net Assets
$29,488,061
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
WI
Principal Officer
JOSE MARTINEZ
Phone
4143896000
Tax Period
2024-07-01 to 2025-06-30

UNITED MIGRANT OPPORTUNITY SERVICES UMOS INC, founded in 1965, is a mid-sized nonprofit in the Human Services sector that reported $97.0M in total revenue in fiscal year 2024. Expenses of $89.3M left a modest 8% surplus.

Mission

UMOS, A NON-PROFIT ADVOCACY ORGANIZATION, PROVIDES PROGRAMS AND SERVICES WHICH IMPROVE THE EMPLOYMENT, EDUCATIONAL, HEALTH AND HOUSING OPPORTUNITIES OF UNDER-SERVED POPULATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $96,658,967
Program Service Revenue $304,695
Investment Income $105,923
Other Revenue $-101,182
TOTAL REVENUE $96,968,403

Expense Breakdown

Grants Paid $15,219,600
Salaries & Benefits $48,815,741
Fundraising Expenses $0
Program Expenses $79,280,341
Other Expenses $25,225,720
TOTAL EXPENSES $89,261,061

Year-over-Year Comparison

2024 2023 Change
Revenue $96,968,403 $97,480,158 0.0%
Expenses $89,261,061 $98,752,143 -0.1%
Net Income $7,707,342 $-1,271,985 -7.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
1740
Volunteers
550

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
$416,177
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSE MARTINEZ President & CEO 0.00
Officer
$197,358 $37,035 $234,393
LUPE MARTINEZ PRESIDENT/CEO 0.00
$188,965 $37,444 $226,409
KAYE HARTMANN VP PLANNING DEVELOPMENT 0.00
$155,250 $35,774 $191,024
BARB FELSKE CIO-FACILITIES MANAGEMENT 0.00
$153,486 $35,089 $188,575
RENEE DUDLEY CFO 0.00
Officer
$147,753 $34,031 $181,784
MARIA VALLE VP-EARLY CARE & ED 0.00
$127,444 $30,807 $158,251
MARGARET FISCHBACH GENERAL COUNSEL 0.00
$133,136 $17,252 $150,388
CYNTHIA GALVAN VP SOCIAL SERVICES 0.00
$117,903 $31,704 $149,607
HEIDI RATTNER DEPUTY ATTORNEY 0.00
$125,794 $14,934 $140,728
SUSAN ST AMAND HR DIRECTOR 0.00
$123,541 $15,619 $139,160
CHANKHAM CONNER DEPUTY CFO 0.00
$126,163 $6,776 $132,939
PARKER RIOS FRMR VP WRKF DEVELOPMENT 0.00
$60,524 $7,404 $67,928
DANIEL VIDAS FORMER CFO 0.00
$62,705 $0 $62,705
CELESTINE KOEHN FORMER COO 0.00
$39,381 $1,789 $41,170
BEN OBREGON Chairman 0.00
Officer Director
$0 $0 $0
MARIA WATTS Vice President 0.00
Officer Director
$0 $0 $0
NEDDA AVILA Secretary 0.00
Officer Director
$0 $0 $0
JULIO GUIX Treasurer 0.00
Officer Director
$0 $0 $0
MARISELA GALAVIZ Director 0.00
Director
$0 $0 $0
JOE VILLMOW Director 0.00
Director
$0 $0 $0
MARIA BORDA WIESNER Director 0.00
Director
$0 $0 $0
MIKE MILAM Director 0.00
Director
$0 $0 $0
ISRAEL RAMON Director 0.00
Director
$0 $0 $0
DON COHEN Director 0.00
Director
$0 $0 $0
JOSE RUANO Director 0.00
Director
$0 $0 $0
PASTOR JUAN SALINAS JR Director 0.00
Director
$0 $0 $0
CESAR SOTELO Director 0.00
Director
$0 $0 $0
JESSICA JACQUELINE GOMEZ Director 0.00
Director
$0 $0 $0
RITA SAAVREDA Director 0.00
Director
$0 $0 $0
WILLIE SMITH Director 0.00
Director
$0 $0 $0
CARMEN FLORES Director 0.00
Director
$0 $0 $0
LUPE MARTINEZ Executive Dir. 0.00
Director
$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 $96,968,403 $89,261,061 $37,923,431 $7,707,342
2024 No data No data No data No data
2023 $74,080,739 $73,605,256 $34,495,640 $475,483
2022 $53,376,134 $54,976,124 $27,248,707 $-1,599,990
2021 $55,548,809 $44,501,821 $28,466,318 $11,046,988
2020 $28,547,094 $27,144,367 $16,770,987 $1,402,727
2019 $26,571,829 $25,690,967 $17,531,957 $880,862
2019 $26,571,829 $25,690,967 $17,531,957 $880,862
2018 $26,133,476 $25,800,795 $16,893,743 $332,681
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