Civic Intelligence

United Migrant Opportunity Services Incorporated

EIN 39-1047172 • 501(c)3 • Milwaukee, WI

Profile

Umos, a non-profit advocacy organization, provides programs and services which improve the employment, educational, health and housing opportunities of under-served populations.

2701 S Chase AveMilwaukee, WI 53207

www.umos.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.22x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.09x

Higher debt load relative to revenue than 18% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

59th percentile

7.9%

Higher net margin than 59% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

27th percentile

$234,393

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

46th percentile

4.8%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-0.5%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Assets

Up

$37,923,431

Up $1,729,341 (+4.8%) from 2024

Liabilities

Down

$8,435,370

Down $5,978,001 (-41%) from 2024

Net Assets

Up

$29,488,061

Up $7,707,342 (+35%) from 2024

Revenue

Down

$96,968,403

Down $511,755 (-0.5%) from 2024

Expenses

Down

$89,261,061

Down $9,491,082 (-9.6%) from 2024

Net Income

Up

$7,707,342

Up $8,979,327 (+706%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $18,900,257Liabilities 2010: $10,570,632Net Assets 2010: $8,329,6252010Assets 2011: $18,636,811Liabilities 2011: $10,751,003Net Assets 2011: $7,885,8082011Assets 2012: $18,451,526Liabilities 2012: $10,584,946Net Assets 2012: $7,866,5802012Assets 2013: $16,244,729Liabilities 2013: $9,048,807Net Assets 2013: $7,195,9222013Assets 2014: $17,134,890Liabilities 2014: $8,800,755Net Assets 2014: $8,334,1352014Assets 2015: $16,950,036Liabilities 2015: $8,187,277Net Assets 2015: $8,762,7592015Assets 2016: $17,363,374Liabilities 2016: $7,791,460Net Assets 2016: $9,571,9142016Assets 2017: $18,057,673Liabilities 2017: $7,543,720Net Assets 2017: $10,513,9532017Assets 2018: $16,893,743Liabilities 2018: $6,047,109Net Assets 2018: $10,846,6342018Assets 2019: $17,531,957Liabilities 2019: $5,804,461Net Assets 2019: $11,727,4962019Assets 2020: $16,770,987Liabilities 2020: $3,640,764Net Assets 2020: $13,130,2232020Assets 2021: $28,466,318Liabilities 2021: $4,289,107Net Assets 2021: $24,177,2112021Assets 2022: $27,248,707Liabilities 2022: $4,671,486Net Assets 2022: $22,577,2212022Assets 2023: $34,495,640Liabilities 2023: $11,442,936Net Assets 2023: $23,052,7042023Assets 2024: $36,194,090Liabilities 2024: $14,413,371Net Assets 2024: $21,780,7192024Assets 2025: $37,923,431Liabilities 2025: $8,435,370Net Assets 2025: $29,488,0612025

Highlighted filing

2025

Assets$37,923,431
Liabilities$8,435,370
Net Assets$29,488,061

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100M$50M$0-$50MExpenses 2010: $28,325,0242010Expenses 2011: $22,261,9252011Expenses 2012: $22,446,7282012Revenue 2013: $23,832,598Expenses 2013: $24,503,255Net Income 2013: -$670,6572013Revenue 2014: $22,719,774Expenses 2014: $21,581,562Net Income 2014: $1,138,2122014Revenue 2015: $26,147,861Expenses 2015: $25,719,237Net Income 2015: $428,6242015Revenue 2016: $25,159,181Expenses 2016: $24,350,026Net Income 2016: $809,1552016Revenue 2017: $26,385,804Expenses 2017: $25,443,766Net Income 2017: $942,0382017Revenue 2018: $26,133,476Expenses 2018: $25,800,795Net Income 2018: $332,6812018Revenue 2019: $26,571,829Expenses 2019: $25,690,967Net Income 2019: $880,8622019Revenue 2020: $28,547,094Expenses 2020: $27,144,367Net Income 2020: $1,402,7272020Revenue 2021: $55,548,809Expenses 2021: $44,501,821Net Income 2021: $11,046,9882021Revenue 2022: $53,376,134Expenses 2022: $54,976,124Net Income 2022: -$1,599,9902022Revenue 2023: $74,080,739Expenses 2023: $73,605,256Net Income 2023: $475,4832023Revenue 2024: $97,480,158Expenses 2024: $98,752,143Net Income 2024: -$1,271,9852024Revenue 2025: $96,968,403Expenses 2025: $89,261,061Net Income 2025: $7,707,3422025

Highlighted filing

2025

Revenue$96,968,403
Expenses$89,261,061
Net Income$7,707,342

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.9$8.44$29.5$97.0$89.3$7.71
2024Detailed filing. Detailed filing data is available for this year.$36.2$14.4$21.8$97.5$98.8$1.27
2023Detailed filing. Detailed filing data is available for this year.$34.5$11.4$23.1$74.1$73.6$0.48
2022Detailed filing. Detailed filing data is available for this year.$27.2$4.67$22.6$53.4$55.0$1.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.5$4.29$24.2$55.5$44.5$11.0
2020Detailed filing. Detailed filing data is available for this year.$16.8$3.64$13.1$28.5$27.1$1.40
2019Detailed filing. Detailed filing data is available for this year.$17.5$5.80$11.7$26.6$25.7$0.88
2018Detailed filing. Detailed filing data is available for this year.$16.9$6.05$10.8$26.1$25.8$0.33
2017Detailed filing. Detailed filing data is available for this year.$18.1$7.54$10.5$26.4$25.4$0.94
2016Detailed filing. Detailed filing data is available for this year.$17.4$7.79$9.57$25.2$24.4$0.81
2015Detailed filing. Detailed filing data is available for this year.$17.0$8.19$8.76$26.1$25.7$0.43
2014Detailed filing. Detailed filing data is available for this year.$17.1$8.80$8.33$22.7$21.6$1.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$9.05$7.20$23.8$24.5$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$10.6$7.87$22.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$10.8$7.89$22.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$10.6$8.33$28.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 23, 2026
Return Version
2024v5.2
Gross Receipts
$98,189,142
Mission and Program Overview

Mission

Umos, a non-profit advocacy organization, provides programs and services which improve the employment, educational, health and housing opportunities of under-served populations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,915,153$23,719,102▲ $8,803,949
Cash and Non-Interest-Bearing Accounts$12,966,726$7,864,719▼ $5,102,007
Pledges and Grants Receivable$5,383,501$4,773,306▼ $610,195
Accounts Receivable$180,229$353,999▲ $173,770
Prepaid Expenses and Deferred Charges$365,015$322,848▼ $42,167
Savings and Temporary Cash Investments$1,003,197$50,068▼ $953,129
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$36,194,090$37,923,431▲ $1,729,341
Other Assets Total$1,380,269$839,389▼ $540,880
Liabilities
Accounts Payable and Accrued Expenses$3,597,031$3,468,468▼ $128,563
Deferred Revenue$7,690,730$3,113,176▼ $4,577,554
Other Liabilities$2,474,461$1,257,677▼ $1,216,784
Mortgage Notes Payable Secured by Investment Property$651,149$596,049▼ $55,100
Total Liabilities$14,413,371$8,435,370▼ $5,978,001
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,780,719$29,488,061▲ $7,707,342
Total Net Assets Fund Balance$21,780,719$29,488,061▲ $7,707,342
Total Liabilities and Net Assets / Fund Balance$36,194,090$37,923,431▲ $1,729,341

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,971,054$13,668,951$22,640,005
Other Land Buildings$10,145,523$116,240$10,261,763
Equipment$1,955,260$4,028,102$5,983,362
Land$2,564,974-$2,564,974
Leasehold Improvements$82,291$95,871$178,162
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Jose MartinezPresident & CEO$197,358$35,774$234,393
Lupe MartinezPresident/CEO$188,965$17,252$226,409
Kaye HartmannVP Planning Development$155,250$37,444$191,024
Barb FelskeCIO-facilities Management$153,486$35,089$188,575
Renee DudleyCFO$147,753$34,031$181,784
Maria ValleVP-early Care & Ed$127,444$17,758$158,251
Margaret FischbachGeneral Counsel$133,136$30,807$150,388
Cynthia GalvanVP Social Services$117,903$31,704$149,607
Heidi RattnerDeputy Attorney$125,794$14,934$140,728
Susan St AmandHr Director$123,541$15,619$139,160
Chankham ConnerDeputy CFO$126,163$6,776$132,939
Parker RiosFrmr VP Wrkf Development$60,524$23,677$67,928
Daniel VidasFormer CFO$62,705$37,035$62,705
Celestine KoehnFormer COO$39,381$1,789$41,170

Board Members and Trustees

NameTitle
Ben ObregonChairman
Maria WattsVice President
Carmen FloresDirector
Cesar SoteloDirector
Don CohenDirector
Israel RamonDirector
Jessica Jacqueline GomezDirector
Joe VillmowDirector
Jose RuanoDirector
Maria Borda WiesnerDirector
Marisela GalavizDirector
Mike MilamDirector
Pastor Juan Salinas JrDirector
Rita SaavredaDirector
Willie SmithDirector
Lupe MartinezExecutive Director
Nedda AvilaSecretary
Julio GuixTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lak Group LLCConsulting15800 W BLUEMOUND RD STE 203, Brookfield, WI 53005$400,000
Sig LLCSecurity7312 N TEUTONIA AVE, Milwaukee, WI 53209$254,362
Silver Spring NeighborhoodTransitional Jobs5460 N 64TH STREET, Milwaukee, WI 53218$221,524
Iron EagleEducational16165 S HWY 39, Stockton, MO 65785$201,798
Wisconsin Diversified Investments LLCConsulting500 COLLEGE AVE, Racine, WI 53403$172,299
Revenue and Support

Revenue Composition

Contributions and Grants
$96,658,967
Program Service Revenue
$304,695
Investment Income
$105,923
Other Revenue
$-101,182
Change in Net Assets
$7,707,342

Audited Revenue Reconciliation

Revenue per Audited Statements
$96,968,403
Revenue Not Reported on Form 990
$2,691,371
Total Revenue per Audited Statements
$99,659,774
Total Revenue per Form 990
$96,968,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$48,815,741
Other Expenses$25,225,720
Grants and Similar Amounts Paid$15,219,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,406,324$1,830,092-$36,236,416
Grants to Domestic Individuals$15,219,600--$15,219,600
Other Employee Benefits$9,890,021$1,046,005-$10,936,026
Occupancy$3,968,042$892,940-$4,860,982
Information Technology$1,418,940$429,004-$1,847,944
Fees for Services Other$1,779,738--$1,779,738
Travel$1,364,851$335,530-$1,700,381
Current Officers, Directors, Trustees, and Key Employees-$1,643,299-$1,643,299
Other Expenses$1,045,572$21,800-$1,067,372
Depreciation Depletion$989,284--$989,284
Insurance$847,618$108,154-$955,772
All Other Expenses$17,471$491,271-$508,742
Total Functional Expenses$79,280,341$9,980,720$0$89,261,061

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$91,952,432
Expenses per Audited Statements$89,261,061
Total Expenses per Form 990$89,261,061
Expenses Not Reported on Form 990$2,691,371
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability - Current$430,342
Executive Plan Payable$414,597
Operating Lease Liability - Long Term$412,738
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Membership in the corporation shall be open to any person who supports the purposes of umos and who signifies such support by signing a statement so indicating. Members may renew their membership annually, by signing such renewal statements and return to the secretary who shall keep them on file.

Form 990, Part VI, Section A, Line 7B

All persons whose memebrship statements are filed prior to the beginning of any corporation meeting shall be eligible to vote at such meeting id he/she is of legal voting age, at least 18 years or older. It is the goal of umos to encourage the broadest possible membership including but not limited to migrants, seasonal farm workers, ex-migrants, representatives of industries, business, growers, religious and civic organizations, public officials and concerned individuals. Election of at-large members of the board takes place at the annual meeting of the corporation.

Form 990, Part VI, Section B, Line 11B

The annual 990 form is published on the umos website.

Form 990, Part VI, Section B, Line 12C

Once a year board members are required to complete a conflict of interest form. Board members are instructed to update the conflict of interest form as circumstances change.

Form 990, Part VI, Section B, Line 15A

Top management officials and key personnel: the process for determining compensation of top management and key personnel is governed by the compensation section of the umos personnel handbook and the human resource practice of obtaining independent wage comparability studies. Umos utilizes a study conducted by the agency executives group mra along with other available public information including published information from the school districts. The classification of positions takes into consideration, among other things, job duties, qualifications, required education and experience and position responsibilities. This study categorizes job positions by title and provides comparable wage rates for the geographic area where it operates. The study encompasses all umos positions including administrative, executive, management and operational personnel. Umos utilizes this data to adjust its base pay scale to conform to any changes in the market. Additionally, this study is utilized to comply with the requirements of federal and state contracts that mandate that umos' salaries be consistent with similarly situated non-profit rates. This study is independent, objective and conducted in an arm's length manner. The human resource department works in conjunction with the personnel committee of the umos board in updating the umos wage scale and corresponding salaries. The president/ceo: the position of the president/ceo is similarly governed by the above-mentioned policy however, the position is subject to additional review and scrutiny by the executive committee of the umos board. The executive committee annually reviews the salary and fringe benefit structure of the president/ceo position. This process is done in conjunction with the annual performance evaluation of the president/ceo. Any adjustments are also required to be approved by the executive committee and subsequently referred to the full board of directors for ratification and concurrence. The compensation section of the umos personnel handbook also provides provisions for annual merit increases, salary adjustments for additionally assigned duties and annual costs of living adjustments. For the position of president/ceo a merit increased salary adjustment requires the approval of the umos board of directors. The policy calls for the vice president of the assigned program to review and approve any such adjustments for any other umos staff. Prior to approval the adjustments proposed for any position are reviewed and screened by the human resource department for appropriateness. The human resource department and the chief financial officer are charged with reviewing the salaries of the executive director and other executives for special requirements or limitations set forth in any of the umos governmental contracts or regulations. An example of such a limitation is the limits on salaries imposed by the us department of health and human services. Under the umos head start contract the salary of the top level positions may not exceed the amount that is annually determined by dhhs. The chief financial officer and the human resource department monitor these salaries throughout the fiscal year.

Form 990, Part VI, Section B, Line 15B

See notes in section regarding the ceo compensation

Form 990, Part VI, Section C, Line 19

Governing docs and conflict of interest policies are not disclosed. The financial statements are on the website.

Filing and Contact Details

Filer

Filer Name
United Migrant Opportunity Services
EIN
39-1047172
Phone
4143896000
Address
2701 S CHASE AVE, MILWAUKEE, WI 53207

Signing Officer

Name
Jose Martinez
Title
CEO
Signed
2026-03-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jose Martinez
Formed
1965
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
1,740
Volunteers
550

Preparer

Firm
Andrea & Orendorff
Address
10411 Corporate Drive Ste 104, Pleasant Prairie, WI 53158
Preparer
Erica L Blumberg
Phone
2626577716
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Rental expenses netted on 990 $1220739

Part XII, Line 2D: Other expenses and losses per audited F/S

Rental expenses netted on 990 $1220739

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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