UWM ALUMNI ASSOCIATION INC (EIN 853903250) - 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

2020

Legal Domicile

Principal Officer

AMY L TATE

Phone

4149064645

Tax Period

2024-07-01 to 2025-06-30

UWM ALUMNI ASSOCIATION INC, founded in 2020, is a small nonprofit in the Education sector that reported $555K in total revenue in fiscal year 2024. The organization ran a surplus of $265K, a strong 48% operating margin.

Mission

THE UWM ALUMNI ASSOCIATION KEEPS ALUMNI CONNECTED, INFORMED AND ENGAGED WITH EACH OTHER AND WITH UWM THOUGH VOLUNTEER OPPORTUNITIES, EVENTS, RECOGNITION, COMMUNICATIONS AND MENTORSHIP.

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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 $165,311

Program Service Revenue $5,288

Investment Income $351,371

Other Revenue $33,031

TOTAL REVENUE $555,001

Expense Breakdown

Grants Paid $9,116

Salaries & Benefits $0

Fundraising Expenses $9,800

Program Expenses $228,956

Other Expenses $270,863

TOTAL EXPENSES $289,779

Year-over-Year Comparison

	2024	2023	Change
Revenue	$555,001	$536,331	+0.0%
Expenses	$289,779	$409,115	-0.3%
Net Income	$265,222	$127,216	+1.1%

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

200

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
MICHELLE A PUTZ	PRESIDENT	0.50	Officer Director	$0	$0	$0
SCOTT M CONGER	IMMEDIATE PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
BETH F HELLER	VICE PRESIDENT (THRU DEC 24)	0.50	Officer Director	$0	$0	$0
AMY TATE	EXECUTIVE DIRECTOR	40.00	Officer	$0	$0	$0
KYLE STEPHENS	TREASURER	0.50	Officer Director	$0	$0	$0
DOMONIQUE FORD	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
CHAD M WRIGHT	SECRETARY	0.50	Officer Director	$0	$0	$0
TODD BRENNAN	DIRECTOR	0.50	Director	$0	$0	$0
DARIAN DIXON	DIRECTOR	0.50	Director	$0	$0	$0
MARQUALYA ELLISON	DIRECTOR	0.50	Director	$0	$0	$0
PAOLA FELIX ENCARNACION	DIRECTOR	0.50	Director	$0	$0	$0
STELIOS N FAKIROGLOU	DIRECTOR	0.50	Director	$0	$0	$0
ALYSSA GEISLER	DIRECTOR (FROM DEC 24)	0.50	Director	$0	$0	$0
LAURA GLAWE	DIRECTOR	0.50	Director	$0	$0	$0
SAM HOGERTON	DIRECTOR	0.50	Director	$0	$0	$0
MEG E JANSKY	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS JENKYNS	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL J KUHARSKE	DIRECTOR	0.50	Director	$0	$0	$0
TOMAS LIPINSKI	DIRECTOR (THRU DEC 24)	0.50	Director	$0	$0	$0
DELE OJELABI	DIRECTOR	0.50	Director	$0	$0	$0
CARLTON J REEVES	DIRECTOR	0.50	Director	$0	$0	$0
LORI L ROSENTHAL	DIRECTOR	0.50	Director	$0	$0	$0
IAN THOMPSON	DIRECTOR (FROM DEC 24)	0.50	Director	$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	$555,001	$289,779	$3,325,331	$265,222
2024	$536,331	$409,115	$3,107,246	$127,216
2023	$585,912	$394,719	$2,962,455	$191,193
2022	$2,934,290	$196,281	$2,743,876	$2,738,009

UWM ALUMNI ASSOCIATION INC