The University of Wisconsin Trust (EIN 516018005) - 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

1960

Legal Domicile

Principal Officer

Stephen P Sweeny - Secretary - The

Phone

3026559651

Tax Period

2023-01-01 to 2023-12-31

The University of Wisconsin Trust, founded in 1960, is a small nonprofit that reported $542K in total revenue in fiscal year 2023. Revenue surged 205% from the prior year, signaling strong growth momentum. The organization ran a surplus of $210K, a strong 39% operating margin.

Mission

Providing Grants to the University of Wisconsin-Madison

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $541,603

Other Revenue $0

TOTAL REVENUE $541,603

Expense Breakdown

Grants Paid $325,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $325,000

Other Expenses $6,262

TOTAL EXPENSES $331,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$541,603	$177,817	+2.0%
Expenses	$331,262	$337,590	0.0%
Net Income	$210,341	$-159,773	-2.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
The Brittingham Fund Inc	Trustee	0.00		$0	$0	$0
Margaret Brant	President	1.00	Officer Director	$0	$0	$0
Eden Inoway-Ronnie	Vice President	1.00	Officer Director	$0	$0	$0
Stephen P Sweeny	SECRETARY	1.00	Officer Director	$0	$0	$0
MATTHEW C MATHENY	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM KUHN	ASSISTANT TREASURER	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$541,603	$331,262	$5,301,749	$210,341
2022	$177,817	$337,590	$5,091,409	$-159,773
2021	$424,142	$208,809	$5,251,182	$215,333
2020	$157,653	$257,162	$5,035,849	$-99,509
2019	$426,888	$307,208	$5,135,358	$119,680
2018	$704,139	$289,825	$5,015,678	$414,314

The University of Wisconsin Trust