Uwm Alumni Association Inc

Nonprofit profile at a glance

EIN
853903250
IRS 990 coverage
2021–2024
Forms available
Form 990 2024, Form 990-N 2020
Location
Milwaukee, WI, USA
Phone
4149064645
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Alumni Associations

Official website

Reported finances

Revenue
$555,001
Expenses
$289,779
Assets
$3,325,331
Liabilities
$3,691

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • MICHELLE A PUTZ (PRESIDENT)
  • SCOTT M CONGER (IMMEDIATE PAST PRESIDENT)
  • BETH F HELLER (VICE PRESIDENT (THRU DEC 24))
  • AMY TATE (EXECUTIVE DIRECTOR)
  • DOMONIQUE FORD (VICE PRESIDENT)

People named in this filing

  • MICHELLE A PUTZ (PRESIDENT)
  • SCOTT M CONGER (IMMEDIATE PAST PRESIDENT)
  • BETH F HELLER (VICE PRESIDENT (THRU DEC 24))

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Sponsor activities for alumni of the university of Wisconsin-milwaukee.

What it reported doing in 2024

Uwm alumni awards evening event recognizes the accomplishments of exceptional graduates and provides visibility and pr for the alumni association and uwm.the panthers connect platform offers networking and mentorship opportuities for current uwm students as well as alumni, providing a powerful network for career exploration.

Operating model

Revenue model
Investment-supported. 63% of the money available for current operations came from recurring investment income.
Distribution model
Direct operator. The filing allocates 96% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 63
  • Transparency & Controls: 94
  • Accountability: 94
  • Sustainability: 89
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 55.4%; rating input score 55
  • Program expense ratio: 79%; rating input score 79
  • Fundraising efficiency: $16.87 raised per $1 spent on fundraising; rating input score 54; 54th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 47.8%; rating input score 92; 92nd percentile among comparable filings
  • Total-asset coverage ratio: 11.48; rating input score 93; 93rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 79; 79th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 23% per year; rating input score 100; 85th percentile among comparable filings
  • Revenue growth: -62.3% per year; rating input score 0; 0th percentile among comparable filings
  • Asset growth: 6.2% per year; rating input score 100; 44th percentile among comparable filings

Details

  • Where the money goes: 55.4% of revenue deployed · 79% of spending went to programs
  • Governance: 20 of 20 board members independent · 6 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $229K in reported program spending
  • Leadership: top reported pay $0 · 23 people listed
  • Consistency: 25 of 25 current checks pass
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 4 filing years from 2021 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 55/100.
  • Review — Financial Efficiency: Fundraising efficiency scored 54/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.