BADGERS UNITED INC

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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

2018

Legal Domicile

Principal Officer

BRIAN HELLMER

Phone

6085715386

Tax Period

2024-07-01 to 2025-06-30

BADGERS UNITED INC, founded in 2018, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $92K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $116K exceeded revenue, resulting in a 25% operating deficit.

Mission

RESEARCH AND COMPILE THE WAYS UW-MADISON POSITIVELY IMPACTS THE STATE'S ECONOMY AND THE ONGOING APPLICABILITY OF THE "WISCONSIN IDEA". ANALYZE UW-MADISON'S GOVERNANCE STRUCTURE AND IDENTIFY COST-EFFECTIVE CHANGES TO MAINTAIN AND STRENGTHEN THESE CONTRIBUTIONS TO THE STATE GOING FORWARD. CREATE PUBLIC RELATIONS AND EDUCATION CAMPAIGNS VIA DIGITAL AND TRADITIONAL MEDIA TO IMPROVE THE PUBLIC'S UNDERSTANDING OF UW-MADISON'S SIGNIFICANT ECONOMIC IMPACT AND HOW IT IS IMPACTED BY GOVERNANCE STRUCTURE AND POLICY DECISIONS.

Program Service Accomplishments

Program 1

Expenses: $74,922 Revenue: $0

EDUCATION - RESEARCH AND COMPILE THE WAYS UW-MADISON POSITIVELY IMPACTS THE STATE'S ECONOMY AND THE ONGOING APPLICABILITY OF THE "WISCONSIN IDEA AND TO ANALYZE UW-MADISON'S GOVERNANCE STRUCTURE AND IDENTIFY COST-EFFECTIVE CHANGES TO MAINTAIN AND STRENGTHEN THESE CONTRIBUTIONS TO THE STATE GOING FORWARD. IT ALSO CREATES PUBLIC RELATIONS AND EDUCATION CAMPAIGNS VIA DIGITAL AND TRADITIONAL MEDIA TO IMPROVE THE PUBLIC'S UNDERSTANDING OF UW-MADISON'S SIGNIFICANT ECONOMIC IMPACT AND HOW IT IS IMPACTED BY GOVERNANCE STRUCTURE AND POLICY DECISIONS.

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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 $89,000

Program Service Revenue $0

Investment Income $3,483

Other Revenue $0

TOTAL REVENUE $92,483

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $11,969

Program Expenses $74,922

Other Expenses $100,970

TOTAL EXPENSES $115,970

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,483	$70,858	+0.3%
Expenses	$115,970	$111,977	+0.0%
Net Income	$-23,487	$-41,119	-0.4%

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

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
PETER KIES	PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL MONFRE	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD ANTOINE	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN HELLMER	EXECUTIVE DIRECTOR	9.00	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	$92,483	$115,970	$296,613	$-23,487
2024	$70,858	$111,977	$320,100	$-41,119
2023	$343,456	$140,248	$361,219	$203,208
2021	$561,354	$509,427	$314,742	$51,927
2020	$151,206	$681,063	$201,745	$-529,857
2019	$1,123,930	$425,037	$699,828	$698,893