Civic Intelligence

Uwmf Faculty Physicians Veba and Trust

990 • Fiscal year 2020 • EIN 39-1870694

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

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

51st percentile

0.00x

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

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.00x

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

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Net Margin

57th percentile

9.1%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

100th percentile

$1,105,542

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 135.1% of source-year revenue.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2020

Asset Growth

95th percentile

97%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

3.2%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$151,527

Up $74,724 (+97%) from 2019

Net Assets

Up

$151,527

Up $74,724 (+97%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin57th percentile

Revenue

Up

$818,123

Up $25,011 (+3.2%) from 2019

Expenses

Up

$743,399

Up $23,286 (+3.2%) from 2019

Net Income

Up

$74,724

Up $1,725 (+2.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2020

Assets$151,527
Liabilities$0
Net Assets$151,527
Open 2020 Filing

Operations Trend

Revenue Growth64th 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

2020

Revenue$818,123
Expenses$743,399
Net Income$74,724
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$818,123
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$76,803$151,527▲ $74,724
Total Assets$76,803$151,527▲ $74,724
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$76,803$151,527▲ $74,724
Total Net Assets Fund Balance$76,803$151,527▲ $74,724
Total Liabilities and Net Assets / Fund Balance$76,803$151,527▲ $74,724
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
$817,730
Investment Income
$393
Other Revenue
$0
Change in Net Assets
$74,724

Audited Revenue Reconciliation

Revenue per Audited Statements
$818,123
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$818,123
Total Revenue per Form 990
$818,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,477
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---$725,922
Fees for Services Accounting---$17,363
Fees for Services Legal---$114
Total Functional Expenses$0$0$0$743,399

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$743,399
Total Expenses per Audited Statements$743,399
Total Expenses per Form 990$743,399
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
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
2021-11-05
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
PO BOX 5946, MADISON, WI 53705-0946
Preparer
James G Graham
Phone
6088332612
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 2020 and 2019 for unrelated business taxable income.”

Raw XML Appendix303 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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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.
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IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/GrantToRelatedPersonInd00
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IRS990/IndependentVotingMemberCnt00
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
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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
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IRS990/PYProgramServiceRevenueAmt0792127
IRS990/PYRevenuesLessExpensesAmt072999
IRS990/PYSalariesCompEmpBnftPaidAmt00
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IRS990ScheduleD/RevenueNotReportedAmt00
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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 2020 AND 2019 FOR UNRELATED BUSINESS TAXABLE INCOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SVP/CHIEF FINANCIAL OFFICER
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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 2020, AN EMPLOYER CONTRIBUTION OF $89,743 WAS MADE FOR ROBERT FLANNERY. THE BENEFIT TAXABLE DURING 2020 UNDER THIS ARRANGEMENT WAS $207,014.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
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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
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IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt076803
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0151527
IRS990/TotalOtherCompensationAmt0158049
IRS990/TotalProgramServiceRevenueAmt0817730
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0393
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0817730
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0818123
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt076803
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0151527
IRS990/TotReportableCompRltdOrgAmt0947493
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/ZIPCd053717
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT W FLANNERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP/CHIEF FINANCIAL OFFICER
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES G GRAHAM
ReturnHeader/ReturnTs02021-11-10T08:23:00-06:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,527
Liabilities
$0
Net assets
$151,527
Revenue
$818,123
Expenses
$743,399
Net income
$74,724
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