Civic Intelligence

Uwmf Faculty Physicians Veba and Trust

990 • Fiscal year 2013 • EIN 39-1870694

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 11, 2014

Organization ProfileN/A
7974 Uw Health CourtMiddleton, WI 53562

(608) 821-4150

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.00x

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

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

51st percentile

0.00x

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

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Net Margin

57th percentile

4.0%

Higher net margin than 57% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

97th percentile

$299,081

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$321,542

Up $35,569 (+12%) from 2012

Net Assets

Up

$321,542

Up $35,569 (+12%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin57th percentile

Revenue

$892,855

No earlier filing loaded for comparison.

Expenses

Up

$857,286

Up $15,464 (+1.8%) from 2012

Net Income

$35,569

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$321,542
Liabilities$0
Net Assets$321,542
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$892,855
Expenses$857,286
Net Income$35,569
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 11, 2014
Return Version
2013v3.0
Gross Receipts
$892,855
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
Savings and Temporary Cash Investments$285,973$321,542▲ $35,569
Total Assets$285,973$321,542▲ $35,569
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$285,973$321,542▲ $35,569
Total Net Assets Fund Balance$285,973$321,542▲ $35,569
Total Liabilities and Net Assets / Fund Balance$285,973$321,542▲ $35,569
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
William SchrumVP of Human Resources
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$892,570
Investment Income
$285
Other Revenue
$0
Change in Net Assets
$35,569

Audited Revenue Reconciliation

Revenue per Audited Statements
$892,855
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$892,855
Total Revenue per Form 990
$892,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,350
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$845,936
Fees for Services Accounting---$9,350
Fees for Services Other---$2,000
Total Functional Expenses$0$0$0$857,286

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$857,286
Total Expenses per Audited Statements$857,286
Total Expenses per Form 990$857,286
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
No
Audit committee
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 11

“Form 990 is reviewed by the human resource department, the director of financial accounting, and the financial reporting supervisor.”

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

EIN
39-1870694
Phone
6088214150

Signing Officer

Name
William Schrum
Title
Trustee
Phone
6088214150
Signed
2014-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Schrum
Formed
1997
Legal Domicile
Wi
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Kimberly Anderson CPA
Phone
6086628600
Raw XML Appendix288 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
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IRS990/LoanOutstandingInd00
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IRS990/PYTotalRevenueAmt0878604
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IRS990/ReconcilationRevenueExpnssAmt035569
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEETINGS ARE NOT DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEETINGS ARE NOT DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE HUMAN RESOURCE DEPARTMENT, THE DIRECTOR OF FINANCIAL ACCOUNTING, AND THE FINANCIAL REPORTING SUPERVISOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE CORPORATE OFFICE.
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ReturnHeader/Filer/USAddress/State0WI
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ReturnHeader/PreparerPersonGrp/PreparationDt02014-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02014-08-15T08:21:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,542
Liabilities
$0
Net assets
$321,542
Revenue
$892,855
Expenses
$857,286
Net income
$35,569
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