University of Wisconsin Employees Inc (EIN 396056609) - 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

1997

Legal Domicile

Principal Officer

Kristine M Sutcliffe

Phone

6082624639

Tax Period

2024-10-01 to 2025-09-30

University of Wisconsin Employees Inc, founded in 1997, is a micro nonprofit that reported $6K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $365K exceeded revenue, resulting in a 5894% operating deficit.

Mission

Entity provides insurance for its members

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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 $0

Program Service Revenue $0

Investment Income $6,084

Other Revenue $0

TOTAL REVENUE $6,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,000

Fundraising Expenses $0

Other Expenses $2,998

TOTAL EXPENSES $364,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,084	$8,127	-0.3%
Expenses	$364,646	$99,497	+2.7%
Net Income	$-358,562	$-91,370	+2.9%

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

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

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristine M Sutcliffe	Treasurer	000.75	Director	$2,400	$0	$2,400
e Stratman-Durer	President	000.50	Director	$1,200	$0	$1,200
Charlie Calderon	Director	000.50	Director	$1,200	$0	$1,200
Jennifer Lendborg	Secretary	000.50	Director	$1,200	$0	$1,200

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	$6,084	$364,646	$14,792	$-358,562
2024	$12,852	$110,073	$364,102	$-97,221
2023	$4,586	$22,983	$461,323	$-18,397
2022	$2,479	$17,797	$479,720	$-15,318
2021	$4,971	$20,135	$495,038	$-15,164

University of Wisconsin Employees Inc