Nonprofit · EIN 39-1870694
UWMF FACULTY PHYSICIANS VEBA AND TRUST
Tax-exempt · MIDDLETON, WI 53562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $667,915 | $654,358 | $13,557 | $80,826 | $0 | $80,826 |
| December 31, 2023 | 990 | $647,185 | $637,343 | $9,842 | $67,269 | $0 | $67,269 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $664,118
- Investment income
- $3,797
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $654,358
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $67,269
- Total assets, end of year
- $80,826
- Total liabilities, end of year
- $0
- Net assets, end of year
- $80,826
- Net assets without donor restrictions
- $80,826
- Gross receipts
- $667,915
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1997
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT FLANNERY | SVP/CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 | $1,875,256 | $120,821 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT FLANNERY | SVP/CHIEF FINANCIAL OFFICER Trustee or director, Officer | 1 | $0 | $1,211,835 | $220,608 |
Address and contacts
- Address (IRS master file)
- 7974 UW HEALTH CT, MIDDLETON, WI 53562-5531
- In care of
- % ANTHONY DIX
- Principal officer (990 for 2024)
- ROBERT W FLANNERY, 7974 UW HEALTH COURT, MIDDLETON, WI 53562
- Signed the 990
- ROBERT W FLANNERY, SVP/CHIEF FINANCIAL OFFICER
- Phone
- (608) 828-6813
- Return prepared by
- RSM US LLP
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.
Program accomplishments
- 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 IN ADDITION TO ANY LIFE INSURANCE PROVIDED UNDER THE BASIC GROUP LIFE PLAN.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1870694
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $80,826
- Income (IRS master file)
- $667,915
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $667,915 | $654,358 | $80,826 | XML |
| 990 | December 2023 | $647,185 | $637,343 | $67,269 | XML |
| 990 | December 2022 | $679,233 | $723,104 | $57,427 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1870694).
Questions about UWMF FACULTY PHYSICIANS VEBA AND TRUST
- What is the EIN of UWMF FACULTY PHYSICIANS VEBA AND TRUST?
- The employer identification number (EIN) of UWMF FACULTY PHYSICIANS VEBA AND TRUST is 39-1870694.
- Is UWMF FACULTY PHYSICIANS VEBA AND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to UWMF FACULTY PHYSICIANS VEBA AND TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UWMF FACULTY PHYSICIANS VEBA AND TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UWMF FACULTY PHYSICIANS VEBA AND TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UWMF FACULTY PHYSICIANS VEBA AND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UWMF FACULTY PHYSICIANS VEBA AND TRUST?
- The 990 for the year ended December 31, 2024 names ROBERT W FLANNERY.
- Who are the officers and directors of UWMF FACULTY PHYSICIANS VEBA AND TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does UWMF FACULTY PHYSICIANS VEBA AND TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $667,915, expenses of $654,358 and total assets of $80,826 at year end.
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