Civic Intelligence

Securefutures Foundation Inc

EIN 20-5203533 • 501(c)3 • Milwaukee, WI

Profile

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.

710 N Plankinton AvenueMilwaukee, WI 53203

www.securefutures.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

65th percentile

0.17x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

67th percentile

0.21x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

40th percentile

0.3%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

0.5%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

6.1%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$2,542,327

Up $12,846 (+0.5%) from 2024

Liabilities

Up

$442,905

Up $7,416 (+1.7%) from 2024

Net Assets

Up

$2,099,422

Up $5,430 (+0.3%) from 2024

Operations
Liabilities / Revenue67th percentileNet Margin40th percentile

Revenue

Up

$2,085,450

Up $119,681 (+6.1%) from 2024

Expenses

Up

$2,080,020

Up $244,307 (+13%) from 2024

Net Income

Down

$5,430

Down $124,626 (-96%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $175,977Liabilities 2011: $0Net Assets 2011: $175,9772011Assets 2012: $187,009Liabilities 2012: $309Net Assets 2012: $186,7002012Assets 2013: $321,074Liabilities 2013: $1,002Net Assets 2013: $320,0722013Assets 2014: $495,070Liabilities 2014: $8,255Net Assets 2014: $486,8152014Assets 2015: $564,396Liabilities 2015: $10,756Net Assets 2015: $553,6402015Assets 2016: $571,018Liabilities 2016: $6,267Net Assets 2016: $564,7512016Assets 2017: $713,070Liabilities 2017: $38,180Net Assets 2017: $674,8902017Assets 2018: $730,223Liabilities 2018: $38,116Net Assets 2018: $692,1072018Assets 2019: $706,600Liabilities 2019: $48,665Net Assets 2019: $657,9352019Assets 2020: $1,047,257Liabilities 2020: $173,758Net Assets 2020: $873,4992020Assets 2021: $1,324,069Liabilities 2021: $137,551Net Assets 2021: $1,186,5182021Assets 2022: $1,756,343Liabilities 2022: $99,362Net Assets 2022: $1,656,9812022Assets 2023: $2,419,205Liabilities 2023: $455,269Net Assets 2023: $1,963,9362023Assets 2024: $2,529,481Liabilities 2024: $435,489Net Assets 2024: $2,093,9922024Assets 2025: $2,542,327Liabilities 2025: $442,905Net Assets 2025: $2,099,4222025

Highlighted filing

2025

Assets$2,542,327
Liabilities$442,905
Net Assets$2,099,422
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $383,018Expenses 2011: $255,838Net Income 2011: $127,1802011Expenses 2012: $285,7962012Expenses 2013: $308,6472013Revenue 2014: $571,386Expenses 2014: $404,643Net Income 2014: $166,7432014Revenue 2015: $627,766Expenses 2015: $560,941Net Income 2015: $66,8252015Revenue 2016: $686,851Expenses 2016: $675,740Net Income 2016: $11,1112016Revenue 2017: $816,924Expenses 2017: $706,785Net Income 2017: $110,1392017Revenue 2018: $924,132Expenses 2018: $906,915Net Income 2018: $17,2172018Revenue 2019: $969,238Expenses 2019: $1,003,410Net Income 2019: -$34,1722019Revenue 2020: $1,338,404Expenses 2020: $1,122,840Net Income 2020: $215,5642020Revenue 2021: $1,384,834Expenses 2021: $1,071,815Net Income 2021: $313,0192021Revenue 2022: $1,837,399Expenses 2022: $1,366,936Net Income 2022: $470,4632022Revenue 2023: $1,937,826Expenses 2023: $1,630,871Net Income 2023: $306,9552023Revenue 2024: $1,965,769Expenses 2024: $1,835,713Net Income 2024: $130,0562024Revenue 2025: $2,085,450Expenses 2025: $2,080,020Net Income 2025: $5,4302025

Highlighted filing

2025

Revenue$2,085,450
Expenses$2,080,020
Net Income$5,430
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,542,327
Liabilities
$442,905
Net assets
$2,099,422
Revenue
$2,085,450
Expenses
$2,080,020
Net income
$5,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.54$0.44$2.10$2.09$2.08$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.44$2.09$1.97$1.84$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.46$1.96$1.94$1.63$0.31
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.10$1.66$1.84$1.37$0.47
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.14$1.19$1.38$1.07$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.17$0.87$1.34$1.12$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.05$0.66$0.97$1.00$0.03
2018Summary only. Only limited summary data is available for this year.$0.73$0.04$0.69$0.92$0.91$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.67$0.82$0.71$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.01$0.56$0.69$0.68$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.63$0.56$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.49$0.57$0.40$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.29
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.38$0.26$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$2,085,450
Mission and Program Overview

Mission

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.

Financial literacy programs and resources to empower students to make sound financial decisions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,682,971$1,830,015▲ $147,044
Intangible Assets$290,598$171,209▼ $119,389
Land, Buildings, and Equipment, Net$187,146$155,223▼ $31,923
Pledges and Grants Receivable$56,500$78,750▲ $22,250
Prepaid Expenses and Deferred Charges$19,535$33,604▲ $14,069
Cash and Non-Interest-Bearing Accounts$16,809$23,109▲ $6,300
Total Assets$2,529,481$2,542,327▲ $12,846
Other Assets Total$275,922$250,417▼ $25,505
Liabilities
Other Liabilities$355,801$327,744▼ $28,057
Accounts Payable and Accrued Expenses$79,688$115,161▲ $35,473
Total Liabilities$435,489$442,905▲ $7,416
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,037,492$2,020,672▼ $16,820
Net Assets With Donor Restrictions$56,500$78,750▲ $22,250
Total Net Assets Fund Balance$2,093,992$2,099,422▲ $5,430
Total Liabilities and Net Assets / Fund Balance$2,529,481$2,542,327▲ $12,846

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$78,588$59,986$138,574
Leasehold Improvements$76,635$21,119$97,754
Other Assets Org$594--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda CampbellPresident & CEOFT$154,868$16,751$171,619
Brenda Campbell--$151,620$19,999$171,619

Board Members and Trustees

NameTitle
Jackie DarrChair
Maximilian MannVice Chair
Anne TidmoreDirector
David PolkDirector
Irina KwiatkowskaDirector
Lawrence JolonDirector
Lindsay WhaleysmithDirector
Lloyd LevinDirector
Malado CisseDirector
Michael BogardDirector
Otis HosleyDirector
Rebecca NeumannDirector
Robert LagrantDirector
Trinette GreenDirector
Xiating HaoDirector
Sandra DunstSecretary
Isaac WoodsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,988,025
Program Service Revenue
$10,140
Investment Income
$57,887
Other Revenue
$29,398
All Other Contributions
$1,651,298
Change in Net Assets
$5,430

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,010,450
Revenue Not Reported on Form 990
$51,645
Total Revenue per Audited Statements
$2,062,095
Total Revenue per Form 990
$2,010,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,175,529
Other Expenses$714,008
Total Fundraising Expense$358,277
Grants and Similar Amounts Paid$190,483
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$589,170$74,644$172,492$836,306
Depreciation Depletion$211,336$3,643$7,540$222,519
Grants to Domestic Individuals$190,483--$190,483
Current Officers, Directors, Trustees, and Key Employees$53,513$38,224$61,157$152,894
Fees for Services Other$126,616$6,031$14,760$147,407
Other Employee Benefits$52,131$9,001$18,632$79,764
Payroll Taxes$49,004$8,606$17,815$75,425
Information Technology$45,232$7,331$20,591$73,154
Conferences and Meetings$65,602$0$0$65,602
Occupancy$39,678$6,249$13,079$59,006
Advertising$28,315$874$10,749$39,938
Pension Plan Contributions$20,232$3,553$7,355$31,140
Office Expenses$14,492$520$4,528$19,540
Fees for Services Accounting$0$10,735$0$10,735
Travel$7,805$234$2,686$10,725
Insurance$6,836$1,200$2,485$10,521
Other Expenses$6,748$901$2,162$9,811
Fees for Services Legal$0$2,884$0$2,884
Total Functional Expenses$1,534,957$186,786$358,277$2,080,020

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,131,665
Expenses per Audited Statements$2,080,020
Total Expenses per Form 990$2,080,020
Expenses Not Reported on Form 990$51,645
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,278
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Investment Conference$365,005$28,278-$28,278
Total Events$365,005$28,278-$28,278
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$326,976
Finance Lease Liability$768
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Securefutures Foundation Inc
EIN
20-5203533
Phone
4142738101
Address
710 N PLANKINTON AVENUE, MILWAUKEE, WI 53203

Signing Officer

Name
Brenda Campbell
Title
President & CEO
Phone
4142738101
Signed
2025-08-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brenda Campbell
Formed
2006
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
20
Volunteers
205

Preparer

Firm
Krause & Associates SC
Address
1214 Bridge Street, Grafton, WI 53024
Preparer
David Krause
Phone
2623779988
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

“We do not grant authority to committees to act on behalf of the governing body.”

Pt VI, Line 11B

“The president and ceo and treasurer present to the executive committee in detail, then it goes to the full board for review and approval.”

Pt VI, Line 12C

“Conflict of interest statement is provided to each director at our annual meeting. They read, sign, and return it. It is stored in an electronic file after being reviewed. Any conflicts are brought to the attention of the president and ceo and are addressed on an individual basis.”

Pt VI, Line 15A

“A review of local and national comparable salaries is reviewed as are performance outcomes. Based on that and existing budget constraints, salaries and or increases for existing employees are determined. The board treasurer and chairperson determine the president and ceos increase. The finance committee reviews overall staff salary increases proposed by organization leadership and the board approves as part of the annual budget review and approval.”

Pt VI, Line 15B

“A review of local and national comparable salaries is reviewed as are performance outcomes. Based on that and existing budget constraints, salaries and or increases for existing employees are determined. The board treasurer and chairperson determine the president and ceos increase. The finance committee reviews overall staff salary increases proposed by organization leadership and the board approves as part of the annual budget review and approval.”

Pt VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Financial Statement Notes

Pt X, Line 2

“The Organization is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. The Organization evaluates it tax positions and assesses their uncertainty, if any, through review and application of various sources of tax authority including statutes, regulations, rulings, court cases and widely held administrative practices. The Organization informational returns are subject to examination by the IRS, generally for three years after they were filed. Management believes that no uncertain tax positions exist for the Organization. The Organization has not incurred any interest or penalties for income taxes for.”

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IRS990/Form990PartVIISectionAGrp/PersonNm2MAXIMILIAN MANN
IRS990/Form990PartVIISectionAGrp/PersonNm3SANDRA DUNST
IRS990/Form990PartVIISectionAGrp/PersonNm4ISAAC WOODS
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL BOGARD
IRS990/Form990PartVIISectionAGrp/PersonNm6MALADO CISSE
IRS990/Form990PartVIISectionAGrp/PersonNm7TRINETTE GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm8XIATING HAO
IRS990/Form990PartVIISectionAGrp/PersonNm9OTIS HOSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm10LAWRENCE JOLON
IRS990/Form990PartVIISectionAGrp/PersonNm11IRINA KWIATKOWSKA
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT LAGRANT
IRS990/Form990PartVIISectionAGrp/PersonNm13LLOYD LEVIN
IRS990/Form990PartVIISectionAGrp/PersonNm14REBECCA NEUMANN
IRS990/Form990PartVIISectionAGrp/PersonNm15DAVID POLK
IRS990/Form990PartVIISectionAGrp/PersonNm16ANNE TIDMORE
IRS990/Form990PartVIISectionAGrp/PersonNm17LINDSAY WHALEYSMITH
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO PROVIDE FINANCIAL LITERACY PROGRAMS AND RESOURCES THAT EMPOWER STUDENTS TO MAKE SOUND FINANCIAL DECISIONS. THE ORGANIZATIONS VISION IS TO BUILD STRONG COMMUNITIES WHERE STUDENTS AND THEIR FAMILIES MAKE INFORMED FINANCIAL DECISIONS
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IRS990/ProgSrvcAccomActy2Grp/Desc0MONEY PATH: THIS INNOVATIVE PROGRAM ALLOWS TEENS TO EXPLORE HOW THEIR DECISIONS ABOUT COLLEGE, CAREER, BUDGETING, AND SAVING WILL IMPACT LONG-TERM GOALS AND LIFELONG FINANCIAL SUCCESS. MONEY PATH GIVES TEENS THE OPPORTUNITY TO BUILD A PERSONALIZED PLAN AND CHART A COURSE TOWARDS A FINANCIALLY EMPOWERED FUTURE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MONEY COACH: THIS PROGRAM FOCUSES ON TEENS FROM UNDER-RESOURCED COMMUNITIES AND EMPOWERS THEM THROUGH ONE-ON-ONE AND SMALL GROUP MENTORSHIP TO BUILD STRONG MONEY MANAGEMENT HABITS FOR LONG-TERM FINANCIAL CAPABILITY. THIS MULTI-WEEK EXTENSIVE PROGRAM MATCHES TEENS WITH VOLUNTEER COACHES WHO PROVIDE GUIDANCE, ACCOUNTABILITY, AND SUPPORT.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: OTHER 2020: 0. 2021: 0. 2022: 0. 2023: 1005. 2024: 1120.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10

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