Civic Intelligence

Uwmf Faculty Physicians Veba and Trust

990 • Fiscal year 2017 • EIN 39-1870694

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 17, 2018

Organization ProfileN/A
301 S Westfield Road No 200Madison, WI 53717

(608) 263-6500

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.00x

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

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Net Margin

25th percentile

-8.3%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

99th percentile

$682,522

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 75.9% of source-year revenue.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2017

Asset Growth

4th percentile

-89%

Faster asset growth than 4% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

2.1%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets50th percentile

Assets

Down

$8,919

Down $74,796 (-89%) from 2016

Net Assets

Down

$8,919

Down $74,796 (-89%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin25th percentile

Revenue

Up

$899,376

Up $18,731 (+2.1%) from 2016

Expenses

Up

$974,172

Up $4,526 (+0.5%) from 2016

Net Income

Up

-$74,796

Up $14,205 (+16%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2017

Assets$8,919
Liabilities$0
Net Assets$8,919
Open 2017 Filing

Operations Trend

Revenue Growth50th percentile

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

2017

Revenue$899,376
Expenses$974,172
Net Income-$74,796
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 17, 2018
Return Version
2017v2.3
Gross Receipts
$899,376
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$83,715$8,919▼ $74,796
Total Assets$83,715$8,919▼ $74,796
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$83,715$8,919▼ $74,796
Total Net Assets Fund Balance$83,715$8,919▼ $74,796
Total Liabilities and Net Assets / Fund Balance$83,715$8,919▼ $74,796
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Robert FlannerySVP/chief Financial Office
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$899,287
Investment Income
$89
Other Revenue
$0
Change in Net Assets
$-74,796

Audited Revenue Reconciliation

Revenue per Audited Statements
$899,376
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$899,376
Total Revenue per Form 990
$899,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,268
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---$960,904
Fees for Services Accounting---$11,075
Fees for Services Other---$2,000
Fees for Services Legal---$193
Total Functional Expenses$0$0$0$974,172

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$974,172
Total Expenses per Audited Statements$974,172
Total Expenses per Form 990$974,172
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 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 financial accounting manager.”

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 annually, 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
6082636500
Address
301 S WESTFIELD ROAD NO 200, MADISON, WI 53717

Signing Officer

Name
Robert W Flannery
Title
SVP/chief Financial Officer
Phone
6082636500
Signed
2018-10-17
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson CPA
Phone
6086628600
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.

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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 FINANCIAL ACCOUNTING MANAGER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IN ACCORDANCE WITH THE CODE OF ETHICS ON CONFLICTS OF INTEREST THE CEO AND ALL CONTRACTING PERSONNEL SHALL ANNUALLY, 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.
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ReturnHeader/Filer/USAddress/AddressLine1Txt0301 S WESTFIELD ROAD NO 200
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053717
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId005D40396C64CAAEAD6B5F0229E39251D2935E1B1
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:14:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON CPA
ReturnHeader/ReturnTs02018-11-02T14:03:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,919
Liabilities
$0
Net assets
$8,919
Revenue
$899,376
Expenses
$974,172
Net income
-$74,796
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