Uwmf Faculty Physicians Veba and Trust: Nonprofit Profile, Financials & Form 990 (EIN 39-1870694)

Revenue by fiscal year
FY2020	$818K
FY2021	$686K
FY2022	$679K
FY2023	$647K
FY2024	$668K

Expenses by fiscal year
FY2020	$743K
FY2021	$736K
FY2022	$723K
FY2023	$637K
FY2024	$654K

Net assets by fiscal year
FY2020	$152K
FY2021	$101K
FY2022	$57K
FY2023	$67K
FY2024	$81K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Robert Flannery

SVP/Chief Financial Officer

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers eligible employees up to $450,000 in additional life insurance.

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Provided by the organization

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1 program · in their own filed words · FY2024

01

To provide each eligible employee of the university of wisconsin medical foundation who elects to participate in the veba, up to $450,000 of additional life insurance in addition to any life insurance provided under the basic group life plan.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$668K

Ln 12

Fees for servicesLn 2g$664K

Investment incomeLn 3$4K

Money outPt IX

$654K

Ln 25

Owns and owesPt X

$81K

net assets · Ln 32

Cash and savingsLn 1–2$81K

Total assetsLn 16$81K

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$664K

Investment incomeLn 3$4K

Total revenueLn 12$668K

Assets in detailPt X, end of year

CashLn 1$81K

SavingsLn 2$0

Cash and savings togetherLn 1–2$81K

Total assetsLn 16$81K

LiabilitiesLn 26$0

Net assetsLn 32$81K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$67K	$81K
Total assetsLn 16	$67K	$81K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$67K	$81K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$654K
Total functional expensesLn 25	$654K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$668K	$654K	$14K	$81K	990 PDF
FY2023	$647K	$637K	$10K	$67K	990 PDF
FY2022	$679K	$723K	−$44K	$57K	990 PDF
FY2021	$686K	$736K	−$50K	$101K	990 PDF
FY2020	$818K	$743K	$75K	$152K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $667,915 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $644,099$664,118

I-10 Investment incomePrior year $3,086$3,797

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $647,185$667,915

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $637,343$654,358

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $0$0

I-18 Total expensesPrior year $637,343$654,358

I-19 Revenue less expensesPrior year $9,842$13,557

Part VI · Governance 0 of 1 board members independent, 1 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members0

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $667,915 across 3 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $664,118$664,118

VIII-3 Investment incomeExcluded from tax $3,797$3,797

VIII-12 Total revenueRelated to mission $664,118 · Unrelated business $0 · Excluded from tax $3,797$667,915

Part IX · Statement of functional expenses $654,358 across 1 line filed

IX-4 Benefits paid to or for members$654,358

IX-25 Total functional expenses$654,358

Part X · Balance sheet $80,826 assets, 7 lines filed

X-1 Cash, non-interest-bearingStart of year $0$80,826

X-2 Savings and temporary cash investmentsStart of year $67,269$0

X-16 Total assetsStart of year $67,269$80,826

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $67,269$80,826

X-32 Total net assets or fund balancesStart of year $67,269$80,826

X-33 Total liabilities and net assetsStart of year $67,269$80,826

Part XI · Reconciliation of net assets $80,826 net assets at year end

XI-1 Total revenue$667,915

XI-2 Total expenses$654,358

XI-3 Revenue less expenses$13,557

XI-4 Net assets at start of year$67,269

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$80,826

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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