United Postmasters and Managers of America UPMA Wisconsin

EIN: 814249033

Elkhorn, WI

Total Revenue
$70,888
Total Expenses
$71,726
Total Assets
$152,444
Net Assets
$152,444
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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
2016
Legal Domicile
WI
Principal Officer
MELISSA TARLTON
Phone
2629491782
Tax Period
2023-01-01 to 2023-12-31

United Postmasters and Managers of America UPMA Wisconsin, founded in 2016, is a micro nonprofit that reported $71K in total revenue in fiscal year 2023. Revenue surged 42% from the prior year, signaling strong growth momentum. Net assets of $152K represent 26 months of operating reserves.

Mission

To provide education and support for our 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $68,638
Program Service Revenue $0
Investment Income $2,250
Other Revenue $0
TOTAL REVENUE $70,888

Expense Breakdown

Grants Paid $3,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,500
Other Expenses $44,929
TOTAL EXPENSES $71,726

Year-over-Year Comparison

2023 2022 Change
Revenue $70,888 $49,911 +0.4%
Expenses $71,726 $50,757 +0.4%
Net Income $-838 $-846 0.0%
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
N/A
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MELISA TARLTON President 6.000
Officer
$0 $0 $0
JULIE A ERDMANN SecretaryTreasurer 4.000
Officer
$0 $0 $0
RICK DAMA Editor 6.000
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
2023 $70,888 $71,726 $152,444 $-838
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