Financial Literacy Wisconsin Inc
- Assets
- $22.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Brookfield, WI
- Founding
- 12/2016
- Data as of
- 12/2023
- EIN
- 81-3237382
Organization Overview
Financial Literacy Wisconsin Inc is located in Brookfield, WI. The organization was established in 2016. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Financial Literacy Wisconsin Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Financial Literacy Wisconsin Inc generated $41.5k in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 9.2% each year. All expenses for the organization totaled $31.3k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
THE ORGANIZATION IS A PROUD PARTNER OF SECUREFUTURES SINCE IT WAS FOUNDED. OUR COMMUNITY OF FINANCIAL PROFESSIONALS IS ONE OF THE LARGEST SOURCES OF VOLUNTEER INSTRUCTORS, AND OUR ORGANIZATION PROVIDES FINANCIAL SUPPORT ANNUALLY.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Erik Gauger Chair/president | 2 | $0 | |
Ryan Bushman Treasurer | 2 | $0 | |
Matthew Schulz Board Member | 1 | $0 | |
Joseph Frederick Board Member | 1 | $0 | |
Michael Underhill Board Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $54,925 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $1 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | -$13,429 |
| Other Revenue | $0 |
| Total Revenue | $41,497 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $2,850 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $1,019 |
| Total expenses | $31,284 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $22,289 |
| Other assets | $0 |
| Total assets | $22,289 |
| Total liabilities | $0 |
| Net assets or fund balances | $22,289 |