UNIVERSITY OF WISCONSIN - MILWAUKEE ALUMNI ASSOCIATION INC

EIN: 396093545 501(c)(3)

MILWAUKEE, WI

Total Revenue
$435,139
Total Expenses
$371,698
Total Assets
N/A
Net Assets
N/A
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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
1965
Legal Domicile
WI
Principal Officer
AMY L TATE
Phone
4142294290
Tax Period
2020-07-01 to 2021-06-30

UNIVERSITY OF WISCONSIN - MILWAUKEE ALUMNI ASSOCIATION INC, founded in 1965, is a small nonprofit that reported $435K in total revenue in fiscal year 2020. Revenue surged 80% from the prior year, signaling strong growth momentum. Expenses of $372K left a modest 15% surplus.

Mission

SPONSOR ACTIVITES FOR ALUMNI OF THE UNIVERSITY OF WISCONSIN - MILWAUKEE

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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 (2020)

Revenue Breakdown

Contributions & Grants $72,348
Program Service Revenue $30
Investment Income $240,195
Other Revenue $122,566
TOTAL REVENUE $435,139

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $185,402
Other Expenses $371,698
TOTAL EXPENSES $371,698

Year-over-Year Comparison

2020 2019 Change
Revenue $435,139 $241,649 +0.8%
Expenses $371,698 $321,808 +0.2%
Net Income $63,441 $-80,159 -1.8%
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
17
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
4
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MEG E JANSKY TRUSTEE 0.50
Director
$0 $0 $0
DOMONIQUE A FORD TRUSTEE 0.50
Director
$0 $0 $0
TODD BRENANN TRUSTEE 0.50
Director
$0 $0 $0
ALBERTO J MALDONADO TRUSTEE 0.50
Director
$0 $0 $0
DAVID P MISKY PAST PRESIDENT 0.50
Director
$0 $0 $0
BETH FETTERLEY HELLER TRUSTEE 0.50
Director
$0 $0 $0
MICHAEL J KUHARSKE TRUSTEE 0.50
Director
$0 $0 $0
THOMAS LIPINSKI TRUSTEE 0.50
Director
$0 $0 $0
CARLTON J REEVES TRUSTEE 0.50
Director
$0 $0 $0
LORI L ROSENTHAL TRUSTEE 0.50
Director
$0 $0 $0
WENDY J HEINTZ-JOEHNK TRUSTEE 0.50
Director
$0 $0 $0
DAVID H GILBERT TRUSTEE 0.50
Director
$0 $0 $0
MARK MONE TRUSTEE 0.50
Director
$0 $0 $0
SCOTT M CONGER PRESIDENT 0.50
Officer
$0 $0 $0
STELIOS N FAKIROGLOU SECRETARY 0.50
Officer
$0 $0 $0
BRENTELL C HANDLEY TREASURER 0.50
Officer
$0 $0 $0
MICHELLE A PUTZ VICE PRESIDENT 0.50
Officer
$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
2021 $435,139 $371,698 No data $63,441
2020 $241,649 $321,808 $2,653,392 $-80,159
2019 $536,103 $435,638 $2,544,632 $100,465
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