Nonprofit · EIN 39-1824445
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC
Tax-exempt · MIDDLETON, WI 53562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,572,803,135 | $1,575,296,955 | -$2,493,820 | $823,463,203 | $398,040,899 | $425,422,304 |
| June 30, 2024 | 990 | $1,439,944,668 | $1,411,533,808 | $28,410,860 | $841,144,852 | $430,809,738 | $410,335,114 |
| June 30, 2023 | 990 | $1,232,049,833 | $1,269,657,709 | -$37,607,876 | $747,364,436 | $379,419,622 | $367,944,814 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $416,683,708
- of which government grants
- $858,952
- Program service revenue
- $1,133,500,866
- Investment income
- $16,024,508
- Net rental income
- $2,765,092
- Net gain from sales of assets
- $1,622,188
- Net income from sales of inventory
- $2,241,503
- Other revenue
- $6,594,053
Expenses
- Grants and similar amounts paid
- $57,679,046
- Compensation of officers, directors and key employees
- $8,232,830
- Other salaries and wages
- $907,150,636
- Salaries, compensation and benefits (total)
- $1,052,394,239
- Professional fundraising fees
- $0
- Legal fees
- $16,001
- Accounting fees
- $157,250
- Occupancy
- $28,074,850
- Travel
- $567,288
- Depreciation
- $26,039,047
- Program services (functional)
- $1,548,065,919
- Management and general (functional)
- $27,231,036
Balance sheet and other
- Total assets, start of year
- $841,144,852
- Total assets, end of year
- $823,463,203
- Total liabilities, end of year
- $398,040,899
- Net assets, end of year
- $425,422,304
- Land, buildings and equipment
- $91,257,789
- Publicly traded securities
- $236,820,787
- Net assets without donor restrictions
- $425,422,304
- Gross unrelated business income
- $207,348
- Gross receipts
- $1,645,869,485
- Employees
- 5,854
- Volunteers
- 4
- Year formed
- 1995
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Alan Kaplan MD | Chairman of the Board Trustee or director, Officer | 1 | $0 | $5,741,147 | $1,009,835 |
| Peter Newcomer | Medical Director Key employee | 1 | $2,226,248 | $0 | $276,798 |
| Kelly Wilson | Secretary Officer | 1 | $0 | $1,600,152 | $191,175 |
| Katherine Gast | Physician Highest-paid employee | 39 | $1,662,746 | $0 | $69,055 |
| Mustafa Baskaya | Physician Highest-paid employee | 39 | $1,610,638 | $0 | $69,055 |
| David Hennessy | Assistant Professor Highest-paid employee | 39 | $1,595,088 | $0 | $69,055 |
| Petros Anagnostopoulos MD | Director Trustee or director | 1 | $1,585,995 | $0 | $70,428 |
| Azam Ahmed | Physician Highest-paid employee | 39 | $1,419,127 | $0 | $69,055 |
| Andrea Spiker | Assistant Professor Highest-paid employee | 39 | $1,386,881 | $0 | $69,055 |
| Rebecca Minter MD | Director Trustee or director | 1 | $1,153,096 | $0 | $70,878 |
| Stephen Nakada MD | Director Trustee or director | 1 | $1,191,181 | $0 | $19,031 |
| Kelly McQueen MD | Director Trustee or director | 1 | $656,171 | $0 | $69,055 |
| Jodi Vitello | Treasurer Officer | 1 | $0 | $500,458 | $106,206 |
| Lynn Schnapp MD | Director Trustee or director | 1 | $561,856 | $0 | $35,555 |
| Mary Link | Assistant Secretary Officer | 1 | $0 | $452,752 | $104,988 |
12 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Patti Hutter | Assistant Secretary Officer | 1 | $0 | $441,552 | $107,760 |
| Nizar Jarjour | Former President Former | 39 | $490,053 | $0 | $56,491 |
| Sarah McAchran MD | Director Trustee or director | 1 | $454,144 | $0 | $69,505 |
| Elizabeth Trowbridge MD | Director Trustee or director | 1 | $433,914 | $0 | $50,435 |
| Kelsie Doty | CAO Trustee or director, Officer | 40 | $371,173 | $0 | $71,335 |
| Jamie Hess MD | President Trustee or director, Officer | 1 | $316,473 | $0 | $61,324 |
| Patti Meyer | Assistant Secretary Officer | 1 | $0 | $147,411 | $24,479 |
| Sandra Kamnetz MD | Director Trustee or director | 1 | $94,322 | $0 | $6,974 |
| Ronald Anderson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Deb Archer | Director Trustee or director | 1 | $0 | $0 | $0 |
| George Kamperschroer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Pablo Sanchez | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Alan Kaplan MD | Chairman of the Board Trustee or director, Officer | 1 | $0 | $3,229,029 | $982,987 |
| Mustafa Baskaya | Physician Highest-paid employee | 39 | $1,595,531 | $0 | $66,055 |
| Peter Newcomer | Medical Director Key employee | 1 | $1,321,808 | $0 | $266,238 |
| Petros Anagnostopoulos MD | Director Trustee or director | 1 | $1,492,775 | $0 | $67,428 |
| Katherine Gast | Physician Highest-paid employee | 39 | $1,475,734 | $0 | $66,055 |
| Geoffrey Baer | Physician Highest-paid employee | 39 | $1,386,054 | $0 | $66,055 |
| Robert Flannery | Former CAO Former | 40 | $1,211,835 | $0 | $220,608 |
| Azam Ahmed | Physician Highest-paid employee | 39 | $1,334,569 | $0 | $66,555 |
| Robert Dempsey | Physician Highest-paid employee | 39 | $1,257,293 | $0 | $66,025 |
| Kelly Wilson | Secretary Officer | 1 | $0 | $1,026,186 | $182,678 |
| Rebecca Minter MD | Director Trustee or director | 1 | $1,114,330 | $0 | $67,428 |
| Stephen Nakada MD | Director Trustee or director | 1 | $1,156,008 | $0 | $17,928 |
| Kelly McQueen MD | Director Trustee or director | 1 | $663,051 | $0 | $66,055 |
| Jodi Vitello | Treasurer Officer | 1 | $0 | $627,188 | $99,413 |
| Lynn Schnapp MD | Director Trustee or director | 1 | $681,618 | $0 | $34,000 |
| Mary Link | Assistant Secretary Officer | 1 | $579,791 | $0 | $99,752 |
| Patti Hutter | Assistant Secretary Officer | 1 | $576,774 | $0 | $97,354 |
| Nizar Jarjour | Former President Former | 39 | $496,362 | $0 | $61,931 |
| Elizabeth Trowbridge MD | Director Trustee or director | 1 | $428,392 | $0 | $52,715 |
| Sarah McAchran MD | Director Trustee or director | 1 | $394,949 | $0 | $66,055 |
| Kelsie Doty | CAO Trustee or director, Officer | 40 | $381,038 | $0 | $67,919 |
| Jamie Hess MD | President Trustee or director, Officer | 1 | $299,834 | $0 | $59,263 |
| Sandra Kamnetz MD | Director Trustee or director | 1 | $161,991 | $0 | $25,364 |
| Patti Meyer | Assistant Secretary Officer | 1 | $121,229 | $0 | $23,866 |
| Ronald Anderson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Deb Archer | Director Trustee or director | 1 | $0 | $0 | $0 |
| George Kamperschroer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Pablo Sanchez | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Alan Kaplan MD | Chairman of the Board Trustee or director, Officer | 1 | $0 | $3,107,291 | $771,802 |
| Mustafa Baskaya | Physician Highest-paid employee | 39 | $1,510,689 | $0 | $61,063 |
| Katherine Gast | Physician Highest-paid employee | 39 | $1,495,837 | $0 | $61,063 |
| Petros Anagnostopoulos MD | Director Trustee or director | 1 | $1,487,606 | $0 | $62,436 |
| Samuel Poore | Physician Highest-paid employee | 39 | $1,376,710 | $0 | $61,063 |
| Robert Flannery | Former CAO Former | 40 | $1,139,055 | $0 | $195,823 |
| Azam Ahmed | Physician Highest-paid employee | 39 | $1,264,132 | $0 | $61,063 |
| Peter Newcomer | Medical Director Key employee | 1 | $1,096,925 | $0 | $181,791 |
| Michael Altaweel | Physician Highest-paid employee | 39 | $1,219,061 | $0 | $47,186 |
| Rebecca Minter MD | Director Trustee or director | 1 | $1,100,802 | $0 | $62,436 |
| Stephen Nakada MD | Director Trustee or director | 1 | $1,129,081 | $0 | $16,686 |
| Kelly Wilson | Secretary Officer | 1 | $0 | $915,327 | $150,325 |
| Kelly McQueen MD | Director Trustee or director | 1 | $656,784 | $0 | $61,063 |
| Lynn Schnapp MD | Director Trustee or director | 1 | $673,490 | $0 | $31,313 |
| Nizar Jarjour | Former President Former | 39 | $533,181 | $0 | $61,063 |
| Jodi Vitello | Treasurer Officer | 1 | $0 | $448,949 | $92,311 |
| Elizabeth Trowbridge MD | Director Trustee or director | 1 | $438,395 | $0 | $56,622 |
| Sarah McAchran MD | Director Trustee or director | 1 | $398,606 | $0 | $61,063 |
| Sandra Kamnetz MD | Director Trustee or director | 1 | $352,518 | $0 | $59,643 |
| Kelsie Doty | CAO Trustee or director, Officer | 40 | $331,511 | $0 | $61,125 |
| Jamie Hess MD | President Trustee or director, Officer | 1 | $312,450 | $0 | $61,063 |
| Jennifer Alexander | Director (until 12/31/22) Trustee or director | 1 | $0 | $0 | $0 |
| Ronald Anderson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Deb Archer | Director Trustee or director | 1 | $0 | $0 | $0 |
| George Kamperschroer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Pablo Sanchez | Director (as of 1/01/2023) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7974 UW HEALTH CT, MIDDLETON, WI 53562-5531
- Principal officer (990 for 2024)
- Alan Kaplan MD, 7974 UW Health Court, Middleton, WI 53562
- Signed the 990
- Jodilynn Vitello, VP of Finance
- Phone
- (608) 265-7131
- Website
- www.uwhealth.org
- Return prepared by
- RSM US LLP
Mission
University of Wisconsin Medical Foundation (UWMF) supports the teaching, research and service missions of the University of Wisconsin School of Medicine and Public Health by promoting the delivery of excellent and innovative patient care by faculty and staff who serve local, regional, national and international populations.
Program accomplishments
- Funding allocated to provide healthcare for the benefit of, and in support of, the purpose of the University of Wisconsin School of Medicine and Public Health. Delivery of patient care serving local, regional, national, and international populations.Expenses $1,269,352,881 · grants $113,176 · revenue $1,135,742,369
- Funding provided to support the teaching/academic mission and support the University of Wisconsin School of Medicine and Public Health.Expenses $266,467,662 · grants $45,320,494
- Funding allocated to provide medical research for the benefit of, and in support of, the purpose of the University of Wisconsin School of Medicine and Public Health.Expenses $12,148,726 · grants $12,148,726
- Other Program Revenue and Expenses allocated to provide medical education for the benefit of and in support of the purpose of the University of Wisconsin School of Medicine and Public Health.Expenses $96,650 · grants $96,650
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1824445
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $823,463,203
- Income (IRS master file)
- $1,645,869,485
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,572,803,135 | $1,575,296,955 | $823,463,203 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,439,944,668 | $1,411,533,808 | $841,144,852 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,232,049,833 | $1,269,657,709 | $747,364,436 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $1,159,179,776 | $1,119,642,074 | $763,282,988 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 39-1824445).
Questions about UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC
- What is the EIN of UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC?
- The employer identification number (EIN) of UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC is 39-1824445.
- Is UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC 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 UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Alan Kaplan MD.
- Who are the officers and directors of UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 17 received compensation from the organization.
- How much revenue does UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,572,803,135, expenses of $1,575,296,955 and total assets of $823,463,203 at year end.
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