Liabilities / Assets
42nd percentile
Higher debt load relative to assets than 42% of similar nonprofits.
990 • Fiscal year 2015 • EIN 20-5203533
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
42nd percentile
Higher debt load relative to assets than 42% of similar nonprofits.
Liabilities / Revenue
40th percentile
Higher debt load relative to revenue than 40% of similar nonprofits.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
74th percentile
Faster asset growth than 74% of similar nonprofits.
Revenue Growth
62nd percentile
Faster revenue growth than 62% of similar nonprofits.
Assets
Up$564,396
Up $69,326 (+14%) from 2014
Net Assets
Up$553,640
Up $66,825 (+14%) from 2014
Liabilities
Up$10,756
Up $2,501 (+30%) from 2014
Revenue
Up$627,766
Up $56,380 (+9.9%) from 2014
Expenses
Up$560,941
Up $156,298 (+39%) from 2014
Net Income
Down$66,825
Down $99,918 (-60%) from 2014
The mission of the organization is to provide financial literacy programs and resources that empower students to make sound financial decisions. The organization's vision is to build strong communities where students and their families make informed financial decisions and take control of their financial future.
The goal of the organization is to promote financial literacy in 15-18 year olds by having business professionals from the community visit Milwaukee Public School classrooms and teach basic financial concepts in an effort to promote good financial decisions early in life.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $68,763 | $266,279 | ▲ $197,516 |
| Savings and Temporary Cash Investments | $377,732 | $250,082 | ▼ $127,650 |
| Pledges and Grants Receivable | $33,250 | $31,200 | ▼ $2,050 |
| Land, Buildings, and Equipment, Net | $15,325 | $15,520 | ▲ $195 |
| Total Assets | $495,070 | $564,396 | ▲ $69,326 |
| Other Assets Total | $0 | $1,315 | ▲ $1,315 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $8,255 | $10,756 | ▲ $2,501 |
| Total Liabilities | $8,255 | $10,756 | ▲ $2,501 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $392,802 | $493,640 | ▲ $100,838 |
| Temporarily Rstr Net Assets | $94,013 | $60,000 | ▼ $34,013 |
| Total Net Assets Fund Balance | $486,815 | $553,640 | ▲ $66,825 |
| Total Liabilities and Net Assets / Fund Balance | $495,070 | $564,396 | ▲ $69,326 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $15,520 | $48,594 | $64,114 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Brenda Campbell | Executive Director | FT | $88,967 | $10,693 | $99,660 |
| Name | Title |
|---|---|
| Daniel Tranchita | President |
| Nicole Best | Vice President |
| Benjamin Engel | Director |
| David Frieder | Director |
| Dean Urbanski | Director |
| John McDonald | Director |
| Joseph Schlidt | Director |
| Linda Edmondson | Director |
| Lloyd Levin | Director |
| Margaret MacLeod Brahm | Director |
| Michael Schelble | Director |
| Murray Friedman | Director |
| Nina VA Johnson | Director |
| Rebecca Neumann | Director |
| Robert Bukowski | Director |
| Susan Friebert | Director |
| William Hotz | Director |
| Pam Evason | Secretary |
| Wayne Breitbarth | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $405,855 |
| Other Expenses | $155,086 |
| Total Fundraising Expense | $92,221 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $215,458 | $7,044 | $29,659 | $252,161 |
| Current Officers, Directors, Trustees, and Key Employees | $48,213 | $14,464 | $33,749 | $96,426 |
| Payroll Taxes | $23,952 | $1,954 | $5,760 | $31,666 |
| Other Employee Benefits | $18,091 | $2,300 | $5,211 | $25,602 |
| All Other Expenses | $16,583 | $2,147 | - | $18,730 |
| Office Expenses | $11,945 | $928 | $2,695 | $15,568 |
| Fees for Services Accounting | - | $10,750 | - | $10,750 |
| Other Expenses | $6,786 | $1,003 | $1,003 | $6,786 |
| Information Technology | $4,066 | $678 | $678 | $5,422 |
| Depreciation Depletion | $4,100 | $334 | $987 | $5,421 |
| Travel | $3,685 | $301 | $886 | $4,872 |
| Insurance | $3,384 | $276 | $814 | $4,474 |
| Advertising | $800 | - | $2,400 | $3,200 |
| Fees for Services Other | - | $1,692 | - | $1,692 |
| Occupancy | $993 | $81 | $239 | $1,313 |
| Total Functional Expenses | $424,768 | $43,952 | $92,221 | $560,941 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $642,898 |
| Expenses per Audited Statements | $560,941 |
| Total Expenses per Form 990 | $560,941 |
| Expenses Not Reported on Form 990 | $81,957 |
| Expenses Not Reported on Financial Statements | $0 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $27,075 |
| Fundraising Gross Income | $23,232 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Investment Conference | $271,208 | $23,232 | $17,660 | $5,572 |
| Total Events | $271,208 | $23,232 | $27,075 | $-3,843 |
“The Executive Director reviews Form 990 with the Treasurer, then the Treasurer presents it to the Board of Directors.”
“To constructively participate in the governance process while handling conflict of interest situations responsibly, Board, Committee, Task Force and staff members will disclose conflict situations to other Board members prior to deliberation of the issue in question, and abstain from voting or using his or her personal influence on the issue in question. Minutes of the meeting will reflect the abstention from voting. The Chairperson annually prepares and circulates to the entire Board of Directors a list of affiliations of Directors with outside organizations that may create conflicts. The Conflict of Interest Policy is reviewed annually or as requested by the Directors.”
“Salary levels are commensurate with experience and organizational needs, as determined by the Board of Directors, and will be within the range established for each position. A salary range is determined by several factors, including job analysis, position duties and salary data on pay practices of other employers. Salary levels are reviewed on a regular basis, with changes made at the sole discretion of the Board of Directors, based on the position responsibilities, the performance of the employee and MAD-WI's financial resources.”
“The organization makes its governing documents, conflict of interest policy, and financial statements availiable to the public upon request.”
“No change to process from prior year. The finance committee assumes this responsibility and is chaired by the Treasurer.”
“The Organization has been classified as an entity described in Section 509(a)(1) and 170(b)(1)(A)(vi) of the Internal Revenue Code and is not a private foundation. The Organization is a tax-exempt entity under Section 501(c)(3) of the Internal Revenue Code under a determination letter issued by the Internal Revenue Service. Accordingly, no tax provisions were recorded in 2015 or 2014. The Organization records a liability for uncertain tax positions when it is probable that a loss has been incurred and the amount can be reasonably estimated. For the years ended June 30, 2015 and 2014, no uncertain tax positions were identified by management and no liability for those positions has been recognized in the accompanying financial statements. It is the policy of the Organization to include interest and penalties, when imposed, in the provision for income taxes. During the years ended June 30, 2015 and 2014, no interest or penalties have been incurred or recognized in the accompanying financial statements. The Organization files income tax returns in federal and state jurisdictions. The Organization is generally no longer subject to examinations by tax authorities for years before 2011.”
“Fundraising Event Direct Expenses 27,071.”
“Fundraising Event Direct Expenses 27,071.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 8255 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 10756 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | The goal of the organization is to promote financial literacy in 15-18 year olds by having business professionals from the community visit Milwaukee Public School classrooms and teach basic financial concepts in an effort to promote good financial decisions early in life. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 2400 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 800 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 3200 |
| IRS990/AllOtherContributionsAmt | 0 | 382408 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2147 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 16583 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 18730 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Brenda Campbell |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4142738101 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 710 N Plankinton Ave Suite 310 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Milwaukee |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53202 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 68763 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 266279 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 33749 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 14464 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 48213 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 96426 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 247976 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 630384 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 1225 |
| IRS990/CYOtherExpensesAmt | 0 | 155086 |
| IRS990/CYOtherRevenueAmt | 0 | -3843 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 66825 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 405855 |
| IRS990/CYTotalExpensesAmt | 0 | 560941 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 92221 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 627766 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 987 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 334 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 4100 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 5421 |
| IRS990/Desc | 0 | To promote and teach financial literacy for 15-18 year olds in the Milwaukee Public School Systems. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 13 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 424768 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 10750 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10750 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 1692 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 1692 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 10693 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | John McDonald |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Daniel Tranchita |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Wayne Breitbarth |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Nicole Best |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Margaret MacLeod Brahm |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Linda Edmondson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Susan Friebert |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Murray Friedman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Nina VA Johnson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Lloyd Levin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Robert Bukowski |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Benjamin Engel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | David Frieder |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | William Hotz |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Joseph Schlidt |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Dean Urbanski |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | Pam Evason |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | Rebecca Neumann |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | Michael Schelble |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | Brenda Campbell |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 88967 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | Executive Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2006 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingAmt | 0 | 247976 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 27075 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 23232 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 20 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 654841 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 20 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 678 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 678 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 4066 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 5422 |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 814 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 276 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 3384 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4474 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1225 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1225 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/JointCostsInd | 0 | X |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 48594 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 15325 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 15520 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 64114 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | The mission of the organization is to provide financial literacy programs and resources that empower students to make sound financial decisions. The Organization's vision is to build strong communities where students and their families make informed financial decisions and take control of their financial future. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 486815 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 553640 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | -3843 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -3843 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 239 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 81 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 993 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 1313 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 2695 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 928 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 11945 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 15568 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 0 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 1315 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 5211 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 2300 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 18091 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 25602 |
| IRS990/OtherExpensesGrp/Desc | 0 | Money Coach |
| IRS990/OtherExpensesGrp/Desc | 1 | Fund Development Expens |
| IRS990/OtherExpensesGrp/Desc | 2 | Board and Org. Developm |
| IRS990/OtherExpensesGrp/Desc | 3 | Student Materials |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 8140 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1003 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1003 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 60692 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 6020 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 6786 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 60692 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 8140 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 8026 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 6786 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 29659 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 7044 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 215458 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 252161 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 5760 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 1954 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 23952 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 31666 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 33250 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 31200 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Wayne Breitbarth |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 564838 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 957 |
| IRS990/PYOtherExpensesAmt | 0 | 96748 |
| IRS990/PYOtherRevenueAmt | 0 | 5591 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 166743 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 307895 |
| IRS990/PYTotalExpensesAmt | 0 | 404643 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 571386 |
| IRS990/QuidProQuoContributionsInd | 0 | 1 |
| IRS990/QuidProQuoContriDisclInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 66825 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 377732 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 250082 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 630422 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 564838 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 440559 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 296633 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 379261 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 2311713 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1225 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1130 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 602 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 55 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 31 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 3043 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 23232 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 26312 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 19404 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 14247 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 14080 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 97275 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.90860 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.87670 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 2191667 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 120046 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 630422 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 564838 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 440559 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 296633 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 379261 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 2311713 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 2412031 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
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Displayed year
2015 • Form 990Detailed filing. Detailed filing data is available for this year.