University of Wisconsin Medical Foundation Inc (EIN 391824445) - 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

1995

Legal Domicile

Principal Officer

Alan Kaplan MD

Phone

6082657131

Tax Period

2024-07-01 to 2025-06-30

University of Wisconsin Medical Foundation Inc, founded in 1995, is a large national nonprofit in the Health Care sector that reported $1.6B in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

University of Wisconsin Medical Foundation (UWMF) supports the teaching, research and service missions of the University of Wisconsin School of Medicine and Public Health by promoting the delivery of excellent and innovative patient care by faculty and staff who serve local, regional, national and international 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $416,683,708

Program Service Revenue $1,133,500,866

Investment Income $16,024,508

Other Revenue $6,594,053

TOTAL REVENUE $1,572,803,135

Expense Breakdown

Grants Paid $57,679,046

Salaries & Benefits $1,052,394,239

Fundraising Expenses $0

Program Expenses $1,548,065,919

Other Expenses $465,223,670

TOTAL EXPENSES $1,575,296,955

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,572,803,135	$1,439,944,668	+0.1%
Expenses	$1,575,296,955	$1,411,533,808	+0.1%
Net Income	$-2,493,820	$28,410,860	-1.1%

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

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

5854

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

$11,248,220

Total Directors

$14,093,827

Key Employees

$2,503,046

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alan Kaplan MD	Chairman of the Board	1.00	Officer Director	$0	$1,009,835	$6,750,982
Petros Anagnostopoulos MD	Director	1.00	Director	$1,585,995	$70,428	$1,656,423
Rebecca Minter MD	Director	1.00	Director	$1,153,096	$70,878	$1,223,974
Stephen Nakada MD	Director	1.00	Director	$1,191,181	$19,031	$1,210,212
Kelly McQueen MD	Director	1.00	Director	$656,171	$69,055	$725,226
Lynn Schnapp MD	Director	1.00	Director	$561,856	$35,555	$597,411
Elizabeth Trowbridge MD	Director	1.00	Director	$433,914	$50,435	$484,349
Sarah McAchran MD	Director	1.00	Director	$454,144	$69,505	$523,649
Kelsie Doty	CAO	40.00	Officer Director	$371,173	$71,335	$442,508
Jamie Hess MD	President	1.00	Officer Director	$316,473	$61,324	$377,797
Sandra Kamnetz MD	Director	1.00	Director	$94,322	$6,974	$101,296
Ronald Anderson	Director	1.00	Director	$0	$0	$0
Deb Archer	Director	1.00	Director	$0	$0	$0
George Kamperschroer	Director	1.00	Director	$0	$0	$0
Pablo Sanchez	Director	1.00	Director	$0	$0	$0
Kelly Wilson	Secretary	1.00	Officer	$0	$191,175	$1,791,327
Jodi Vitello	Treasurer	1.00	Officer	$0	$106,206	$606,664
Mary Link	Assistant Secretary	1.00	Officer	$0	$104,988	$557,740
Patti Hutter	Assistant Secretary	1.00	Officer	$0	$107,760	$549,312
Patti Meyer	Assistant Secretary	1.00	Officer	$0	$24,479	$171,890
Peter Newcomer	Medical Director	1.00	Key Emp	$2,226,248	$276,798	$2,503,046
Mustafa Baskaya	Physician	39.00	Highest	$1,610,638	$69,055	$1,679,693
Katherine Gast	Physician	39.00	Highest	$1,662,746	$69,055	$1,731,801
David Hennessy	Assistant Professor	39.00	Highest	$1,595,088	$69,055	$1,664,143
Azam Ahmed	Physician	39.00	Highest	$1,419,127	$69,055	$1,488,182
Andrea Spiker	Assistant Professor	39.00	Highest	$1,386,881	$69,055	$1,455,936
Nizar Jarjour	Former President	39.00		$490,053	$56,491	$546,544

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	$1,572,803,135	$1,575,296,955	$823,463,203	$-2,493,820
2024	No data	No data	No data	No data
2023	$1,232,049,833	$1,269,657,709	$747,364,436	$-37,607,876
2022	$1,159,179,776	$1,119,642,074	$763,282,988	$39,537,702
2021	$1,050,433,746	$1,053,158,481	$827,644,125	$-2,724,735
2020	$956,685,711	$958,955,702	$1,086,870,157	$-2,269,991
2019	$977,411,283	$991,117,982	$553,569,914	$-13,706,699
2018	$976,465,256	$908,134,154	$561,949,168	$68,331,102

University of Wisconsin Medical Foundation Inc