Civic Intelligence

Uwmf Faculty Physicians Veba and Trust

EIN 39-1870694 • 501(c)9 • Middleton, WI

Profile

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.

7974 Uw Health CourtMiddleton, WI 53562

n/A

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

53rd percentile

2.0%

Higher net margin than 53% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

100th percentile

$1,996,077

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 298.9% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

3.2%

Faster revenue growth than 54% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$80,826

Up $13,557 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$80,826

Up $13,557 (+20%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin53rd percentile

Revenue

Up

$667,915

Up $20,730 (+3.2%) from 2023

Expenses

Up

$654,358

Up $17,015 (+2.7%) from 2023

Net Income

Up

$13,557

Up $3,715 (+38%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$400K$300K$200K$100K$0Assets 2010: $224,027Liabilities 2010: $18,675Net Assets 2010: $205,3522010Assets 2011: $251,191Liabilities 2011: $2,000Net Assets 2011: $249,1912011Assets 2012: $285,973Liabilities 2012: $0Net Assets 2012: $285,9732012Assets 2013: $321,542Liabilities 2013: $0Net Assets 2013: $321,5422013Assets 2014: $250,193Liabilities 2014: $0Net Assets 2014: $250,1932014Assets 2015: $172,716Liabilities 2015: $0Net Assets 2015: $172,7162015Assets 2016: $83,715Liabilities 2016: $0Net Assets 2016: $83,7152016Assets 2017: $8,919Liabilities 2017: $0Net Assets 2017: $8,9192017Assets 2018: $5,804Liabilities 2018: $2,000Net Assets 2018: $3,8042018Assets 2019: $76,803Liabilities 2019: $0Net Assets 2019: $76,8032019Assets 2020: $151,527Liabilities 2020: $0Net Assets 2020: $151,5272020Assets 2021: $101,298Liabilities 2021: $0Net Assets 2021: $101,2982021Assets 2022: $57,427Liabilities 2022: $0Net Assets 2022: $57,4272022Assets 2023: $67,269Liabilities 2023: $0Net Assets 2023: $67,2692023Assets 2024: $80,826Liabilities 2024: $0Net Assets 2024: $80,8262024

Highlighted filing

2024

Assets$80,826
Liabilities$0
Net Assets$80,826
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $806,5812010Expenses 2011: $817,3982011Expenses 2012: $841,8222012Revenue 2013: $892,855Expenses 2013: $857,286Net Income 2013: $35,5692013Revenue 2014: $806,656Expenses 2014: $878,005Net Income 2014: -$71,3492014Revenue 2015: $834,543Expenses 2015: $912,020Net Income 2015: -$77,4772015Revenue 2016: $880,645Expenses 2016: $969,646Net Income 2016: -$89,0012016Revenue 2017: $899,376Expenses 2017: $974,172Net Income 2017: -$74,7962017Revenue 2018: $935,086Expenses 2018: $940,201Net Income 2018: -$5,1152018Revenue 2019: $793,112Expenses 2019: $720,113Net Income 2019: $72,9992019Revenue 2020: $818,123Expenses 2020: $743,399Net Income 2020: $74,7242020Revenue 2021: $686,208Expenses 2021: $736,437Net Income 2021: -$50,2292021Revenue 2022: $679,233Expenses 2022: $723,104Net Income 2022: -$43,8712022Revenue 2023: $647,185Expenses 2023: $637,343Net Income 2023: $9,8422023Revenue 2024: $667,915Expenses 2024: $654,358Net Income 2024: $13,5572024

Highlighted filing

2024

Revenue$667,915
Expenses$654,358
Net Income$13,557
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,826
Liabilities
$0
Net assets
$80,826
Revenue
$667,915
Expenses
$654,358
Net income
$13,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$6.68$6.54$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$6.47$6.37$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$6.79$7.23$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$6.86$7.36$0.50
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$8.18$7.43$0.75
2019Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$7.93$7.20$0.73
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.02$0.04$9.35$9.40$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$8.99$9.74$0.75
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$8.81$9.70$0.89
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$8.35$9.12$0.77
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$8.07$8.78$0.71
2013Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$8.93$8.57$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.00$2.86$8.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.02$2.49$8.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.19$2.05$8.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$667,915
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$80,826▲ $80,826
Savings and Temporary Cash Investments$67,269$0▼ $67,269
Total Assets$67,269$80,826▲ $13,557
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$67,269$80,826▲ $13,557
Total Net Assets Fund Balance$67,269$80,826▲ $13,557
Total Liabilities and Net Assets / Fund Balance$67,269$80,826▲ $13,557
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Robert FlannerySVP/chief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$664,118
Investment Income
$3,797
Other Revenue
$0
Change in Net Assets
$13,557

Audited Revenue Reconciliation

Revenue per Audited Statements
$667,915
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$667,915
Total Revenue per Form 990
$667,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$654,358
Total Functional Expenses$0$0$0$654,358

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$654,358
Total Expenses per Audited Statements$654,358
Total Expenses per Form 990$654,358
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The meetings are not documented.”

Form 990, Part VI, Section A, Line 8B

“The meetings are not documented.”

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

“The form 990 is reviewed by the human resource department and the finance department.”

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

“In accordance with the code of ethics on conflicts of interest, the ceo and all contracting personnel shall anually, on or before april 30, file a report of economic interest with the secretary. The reports are filed on a form approved by the ceo and provided by the secretary.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are available upon request from the corporate office.”

Filing and Contact Details

Filer

Filer Name
Uwmf Faculty Physicians Veba and Trust
EIN
39-1870694
Phone
6088286813
Address
7974 UW HEALTH COURT, MIDDLETON, WI 53562

Signing Officer

Name
Robert W Flannery
Title
SVP/chief Financial Officer
Phone
6088286813
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert W Flannery
Formed
1997
Legal Domicile
Wi
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
30 SOUTH WACKER DR SUITE 3300, CHICAGO, IL 60606-3392
Preparer
Rebekuh Eley
Phone
3126343400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba established under the plan to hold the plan's assets applied for tax-exempt status pursuant to section 501(c)(9) of the internal revenue code (irc). The internal revenue service has determined and informed the organization by a letter dated may 16, 1997, that the plan, as then designed, was in accordance with applicable sections of the irc. However, as a result of the plan's funding policy, from time to time, the trust may be subject to income taxes on unrelated business income. No federal or state income taxes have been recorded in 2024 and 2023 for unrelated business taxable income.”

Raw XML Appendix299 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt0654358
IRS990/BooksInCareOfDetail/PersonNm0ROBERT W FLANNERY
IRS990/BooksInCareOfDetail/PhoneNum06088286813
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07974 UW HEALTH COURT
IRS990/BooksInCareOfDetail/USAddress/CityNm0MIDDLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053562
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt080826
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0654358
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03797
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt013557
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0654358
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0667915
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
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IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO 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.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0120821
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT FLANNERY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt01875256
IRS990/Form990PartVIISectionAGrp/TitleTxt0SVP/CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0667915
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03797
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03797
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt067269
IRS990/NetAssetsOrFundBalancesEOYAmt080826
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt067269
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt080826
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT W FLANNERY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0664118
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0664118
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0637343
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03086
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0644099
IRS990/PYRevenuesLessExpensesAmt09842
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0637343
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0647185
IRS990/ReconcilationRevenueExpnssAmt013557
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067269
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0654358
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0667915
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS APPLIED FOR TAX-EXEMPT STATUS PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE INTERNAL REVENUE SERVICE HAS DETERMINED AND INFORMED THE ORGANIZATION BY A LETTER DATED MAY 16, 1997, THAT THE PLAN, AS THEN DESIGNED, WAS IN ACCORDANCE WITH APPLICABLE SECTIONS OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalRevenuePerForm990Amt0667915
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IRS990ScheduleJ/EquityBasedCompArrngmInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT FLANNERY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SVP/CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0WAGE IS PAID BY RELATED ORGANIZATION, UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION. COMPENSATION IS DISCUSSED AND REVIEWED WITH THE BOARD IN AN EXECUTIVE SESSION BY THE DIRECTOR OF COMPENSATION AND BENEFITS.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1ROBERT FLANNERY PARTICIPATES IN A SUPPLEMENTAL, NON-QUALIFIED RETIREMENT PLAN THROUGH HIS EMPLOYER, WHO IS A "RELATED ORGANIZATION TO THE FILING ENTITY. HE PARTICPATES IN A 457(F) PLAN. IN 2024, AN EMPLOYER CONTRIBUTION OF $35,056 WAS MADE FOR ROBERT FLANNERY. IN 2024, AN EMPLOYER DISTRIBUTION OF $488,770 WAS MADE FOR ROBERT FLANNERY.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEETINGS ARE NOT DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEETINGS ARE NOT DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE HUMAN RESOURCE DEPARTMENT AND THE FINANCE DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IN ACCORDANCE WITH THE CODE OF ETHICS ON CONFLICTS OF INTEREST, THE CEO AND ALL CONTRACTING PERSONNEL SHALL ANUALLY, ON OR BEFORE APRIL 30, FILE A REPORT OF ECONOMIC INTEREST WITH THE SECRETARY. THE REPORTS ARE FILED ON A FORM APPROVED BY THE CEO AND PROVIDED BY THE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE CORPORATE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC
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