UWMF FACULTY PHYSICIANS VEBA AND TRUST

EIN: 391870694

MIDDLETON, WI

Total Revenue
$647,185
Total Expenses
$637,343
Total Assets
$67,269
Net Assets
$67,269
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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
1997
Legal Domicile
WI
Principal Officer
ROBERT W FLANNERY
Phone
6088286813
Tax Period
2023-01-01 to 2023-12-31

UWMF FACULTY PHYSICIANS VEBA AND TRUST, founded in 1997, is a small nonprofit that reported $647K in total revenue in fiscal year 2023.

Mission

TO PROVIDE EACH ELIGIBLE EMPLOYEE OF THE UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION WHO ELECTS TO PARTICIPATE IN THE VEBA UP TO $450,000 OF ADDITIONAL LIFE INSURANCE.

Program Service Accomplishments

Program 1

TO PROVIDE EACH ELIGIBLE EMPLOYEE OF THE UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION WHO ELECTS TO PARTICIPATE IN THE VEBA, UP TO $450,000 OF ADDITIONAL LIFE INSURANCE IN ADDITION TO ANY LIFE...

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TO PROVIDE EACH ELIGIBLE EMPLOYEE OF THE UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION WHO ELECTS TO PARTICIPATE IN THE VEBA, UP TO $450,000 OF ADDITIONAL LIFE INSURANCE IN ADDITION TO ANY LIFE INSURANCE PROVIDED UNDER THE BASIC GROUP LIFE PLAN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $644,099
Investment Income $3,086
Other Revenue $0
TOTAL REVENUE $647,185

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $637,343

Year-over-Year Comparison

2023 2022 Change
Revenue $647,185 $679,233 0.0%
Expenses $637,343 $723,104 -0.1%
Net Income $9,842 $-43,871 -1.2%
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

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
$1,432,443
Total Directors
1
$1,432,443
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT FLANNERY SVP/CHIEF FINANCIAL OFFICER 1.00
Officer Director
$0 $220,608 $1,432,443
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 No data No data No data No data
2023 $647,185 $637,343 $67,269 $9,842
2022 $679,233 $723,104 $57,427 $-43,871
2021 $686,208 $736,437 $101,298 $-50,229
2020 $818,123 $743,399 $151,527 $74,724
2019 $793,112 $720,113 $76,803 $72,999
2018 $935,086 $940,201 $5,804 $-5,115
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