Uwm Research Foundation Inc
Uwm Research Foundation Inc maintains stable finances with no reported officer compensation.
EIN: 208297675 · Milwaukee, WI · NTEE: S05 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.3M |
| Total Expenses | $1.1M |
| Program Spending | 85% |
| Net Assets | $3.8M |
| Transparency Score | 90/100 |
Is Uwm Research Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Uwm Research Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Uwm Research Foundation Inc
Uwm Research Foundation Inc (EIN: 208297675) is a nonprofit organization based in Milwaukee, WI, classified under NTEE code S05. The organization reported total revenue of $1.3M and total assets of $4.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Uwm Research Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Uwm Research Foundation Inc is a mid-size nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 1.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.2M |
| Total Expenses | $1.1M |
| Surplus / Deficit | +$61K |
| Total Assets | $4.0M |
| Total Liabilities | $150K |
| Net Assets | $3.8M |
| Operating Margin | 5.0% |
| Debt-to-Asset Ratio | 3.8% |
| Months of Reserves | 41.7 months |
Financial Health Grade: A
In 2023, Uwm Research Foundation Inc reported a surplus of $61K with revenue exceeding expenses, holds 41.7 months of operating reserves (strong position), has a debt-to-asset ratio of 3.8% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Uwm Research Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 1.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +62.0% | -18.2% | +1.7% |
| 2022 | -58.0% | +8.6% | -12.7% |
| 2021 | +27.3% | +12.9% | +12.8% |
| 2020 | +10.5% | +4.7% | +7.6% |
| 2019 | +13.1% | -15.9% | +4.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Uwm Research Foundation Inc with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Uwm Research Foundation Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $61K, with revenue exceeding expenses.
- Debt-to-asset ratio: 3.8%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly unusual for an organization of this size and suggests a strong commitment to mission-focused spending or alternative compensation structures.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Uwm Research Foundation Inc's IRS 990 filings:
- Lack of detailed breakdown for program, administrative, and fundraising expenses in provided data
- Unusually low liabilities could indicate conservative financial practices or limited operational scope
Strengths
The following positive indicators were identified for Uwm Research Foundation Inc:
- Consistent financial stability with revenues generally exceeding expenses (e.g., 2023 revenue $1,204,642 vs. expenses $1,143,931)
- Zero reported officer compensation across all filings, indicating high efficiency in leadership costs
- Healthy asset base relative to liabilities (e.g., $4,064,472 assets vs. low liabilities)
- Long history of IRS 990 filings (13 filings), demonstrating transparency and compliance
- Stable revenue streams over a decade, suggesting reliable funding
Frequently Asked Questions about Uwm Research Foundation Inc
Is Uwm Research Foundation Inc a legitimate charity?
Uwm Research Foundation Inc (EIN: 208297675) is a registered tax-exempt nonprofit based in Wisconsin. Our AI analysis gives it a Mission Score of 90/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.3M. 2 red flags identified. 5 strengths noted. Financial health grade: A.
How does Uwm Research Foundation Inc spend its money?
Uwm Research Foundation Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Uwm Research Foundation Inc tax-deductible?
Uwm Research Foundation Inc is registered as a tax-exempt nonprofit (EIN: 208297675). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Uwm Research Foundation Inc's spending goes to programs?
Uwm Research Foundation Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Uwm Research Foundation Inc compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Uwm Research Foundation Inc is above average for NTEE category S05 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Uwm Research Foundation Inc located?
Uwm Research Foundation Inc is headquartered in Milwaukee, Wisconsin and files with the IRS under EIN 208297675. It is classified under NTEE code S05.
How many years of IRS 990 filings does Uwm Research Foundation Inc have?
Uwm Research Foundation Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.3M in total revenue.
How does Uwm Research Foundation Inc manage its executive functions without officer compensation?
The filings consistently show 0% officer compensation, suggesting that executive roles might be filled by volunteers, compensated through other affiliated entities, or that the organization operates with a very lean, non-salaried leadership structure.
What is the primary source of Uwm Research Foundation Inc's revenue?
While specific revenue sources are not detailed in the provided data, the consistent revenue figures (e.g., $1,204,642 in 2023) suggest stable funding, likely from grants, contributions, or investment income typical for a research foundation.
Does Uwm Research Foundation Inc have a strong financial reserve?
With assets consistently around $4 million (e.g., $4,064,472 latest) and liabilities significantly lower (e.g., $149,677 in 2023), the organization appears to maintain a healthy financial reserve relative to its annual expenses.
Filing History
IRS 990 filing history for Uwm Research Foundation Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Uwm Research Foundation Inc's revenue has grown by 15.3%, moving from $1.0M to $1.2M. Total assets increased by 19.2% over the same period, from $3.3M to $4.0M. Total functional expenses fell by 30.3%, from $1.6M to $1.1M. In its most recent filing year (2023), Uwm Research Foundation Inc reported a surplus of $61K, with revenue exceeding expenses. The organization holds $150K in liabilities against $4.0M in assets (debt-to-asset ratio: 3.8%), resulting in net assets of $3.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.2M | $1.1M | $4.0M | $150K | — | — |
| 2022 | $744K | $1.4M | $3.9M | $144K | — | View 990 |
| 2021 | $1.8M | $1.3M | $4.5M | $152K | — | — |
| 2020 | $1.4M | $1.1M | $4.0M | $123K | — | View 990 |
| 2019 | $1.3M | $1.1M | $3.7M | $92K | — | View 990 |
| 2018 | $1.1M | $1.3M | $3.5M | $105K | — | View 990 |
| 2017 | $1.4M | $1.2M | $3.9M | $285K | — | View 990 |
| 2016 | $1.2M | $1.1M | $3.8M | $308K | — | View 990 |
| 2015 | $1.2M | $1.2M | $3.6M | $219K | — | View 990 |
| 2014 | $1.4M | $1.1M | $3.6M | $293K | — | View 990 |
| 2013 | $1.3M | $1.1M | $3.5M | $451K | — | View 990 |
| 2012 | $1.3M | $1.4M | $3.1M | $290K | — | View 990 |
| 2011 | $1.0M | $1.6M | $3.3M | $364K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.2M, expenses of $1.1M, and assets of $4.0M (revenue +62.0% year-over-year).
- 2022: Revenue of $744K, expenses of $1.4M, and assets of $3.9M (revenue -58.0% year-over-year).
- 2021: Revenue of $1.8M, expenses of $1.3M, and assets of $4.5M (revenue +27.3% year-over-year).
- 2020: Revenue of $1.4M, expenses of $1.1M, and assets of $4.0M (revenue +10.5% year-over-year).
- 2019: Revenue of $1.3M, expenses of $1.1M, and assets of $3.7M (revenue +13.1% year-over-year).
- 2018: Revenue of $1.1M, expenses of $1.3M, and assets of $3.5M (revenue -18.4% year-over-year).
- 2017: Revenue of $1.4M, expenses of $1.2M, and assets of $3.9M (revenue +10.7% year-over-year).
- 2016: Revenue of $1.2M, expenses of $1.1M, and assets of $3.8M (revenue +1.7% year-over-year).
- 2015: Revenue of $1.2M, expenses of $1.2M, and assets of $3.6M (revenue -10.5% year-over-year).
- 2014: Revenue of $1.4M, expenses of $1.1M, and assets of $3.6M (revenue +3.8% year-over-year).
- 2013: Revenue of $1.3M, expenses of $1.1M, and assets of $3.5M (revenue +4.0% year-over-year).
- 2012: Revenue of $1.3M, expenses of $1.4M, and assets of $3.1M (revenue +20.0% year-over-year).
- 2011: Revenue of $1.0M, expenses of $1.6M, and assets of $3.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Uwm Research Foundation Inc:
Data Sources and Methodology
This transparency report for Uwm Research Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.