Liabilities / Assets
48th percentile
Higher debt load relative to assets than 48% of similar nonprofits.
990 • Fiscal year 2019 • EIN 20-5203533
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
48th percentile
Higher debt load relative to assets than 48% of similar nonprofits.
Liabilities / Revenue
39th percentile
Higher debt load relative to revenue than 39% of similar nonprofits.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Assets
Down$706,600
Down $23,623 (-3.2%) from 2018
Net Assets
Down$657,935
Down $34,172 (-4.9%) from 2018
Liabilities
Up$48,665
Up $10,549 (+28%) from 2018
Revenue
Up$969,238
Up $45,106 (+4.9%) from 2018
Expenses
Up$1,003,410
Up $96,495 (+11%) from 2018
Net Income
Down-$34,172
Down $51,389 (-298%) from 2018
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 high school classrooms throughout the state and teach basic financial concepts in an effort to promote good financial decisions early in life.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $615,083 | $523,355 | ▼ $91,728 |
| Pledges and Grants Receivable | $36,150 | $72,100 | ▲ $35,950 |
| Cash and Non-Interest-Bearing Accounts | $43,674 | $36,882 | ▼ $6,792 |
| Land, Buildings, and Equipment, Net | $19,636 | $24,229 | ▲ $4,593 |
| Prepaid Expenses and Deferred Charges | $15,680 | $2,450 | ▼ $13,230 |
| Total Assets | $730,223 | $706,600 | ▼ $23,623 |
| Other Assets Total | $0 | $47,584 | ▲ $47,584 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $38,116 | $48,665 | ▲ $10,549 |
| Total Liabilities | $38,116 | $48,665 | ▲ $10,549 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $609,817 | $424,840 | ▼ $184,977 |
| Temporarily Rstr Net Assets | $82,290 | $233,095 | ▲ $150,805 |
| Total Net Assets Fund Balance | $692,107 | $657,935 | ▼ $34,172 |
| Total Liabilities and Net Assets / Fund Balance | $730,223 | $706,600 | ▼ $23,623 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $22,211 | $67,544 | $89,755 |
| Other Land Buildings | $2,018 | - | $2,018 |
| Other Assets Org | $47,584 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Brenda Campbell | President and CEO | FT | $112,517 | $3,323 | $115,840 |
| Name | Title |
|---|---|
| Sara Walker | Chairperson |
| Rebecca Neumann | Vice Chairperson |
| Andrea Cataldo | Director |
| Christine Smyth | Director |
| David Frieder | Director |
| Elmer Moore | Director |
| James Neubauer | Director |
| Jeremy Cain | Director |
| John Mroz | Director |
| Kevin Newell | Director |
| Lloyd Levin | Director |
| Michael Schelble | Director |
| Mike Kelly | Director |
| Nathan Stading | Director |
| Patrick Mcdonough | Director |
| Tracy Foss | Director |
| Peter Syslack | Secretary |
| Wayne Breitbarth | Treasurer |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $730,208 |
| Total Fundraising Expense | $208,868 |
| Other Expenses | $156,842 |
| Grants and Similar Amounts Paid | $116,360 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $341,567 | $40,185 | $120,553 | $502,305 |
| Grants to Domestic Individuals | $116,360 | - | - | $116,360 |
| Current Officers, Directors, Trustees, and Key Employees | $78,771 | $9,267 | $27,802 | $115,840 |
| Other Employee Benefits | $43,490 | $5,116 | $15,349 | $63,955 |
| Payroll Taxes | $32,713 | $3,849 | $11,546 | $48,108 |
| Office Expenses | $34,157 | $2,681 | $3,823 | $40,661 |
| Occupancy | $18,480 | $2,174 | $6,522 | $27,176 |
| Depreciation Depletion | $16,678 | $1,962 | $5,886 | $24,526 |
| Fees for Services Accounting | $8,807 | $1,790 | $145 | $10,742 |
| Fees for Services Legal | $7,560 | $1,536 | $124 | $9,220 |
| Conferences and Meetings | $8,462 | $103 | $103 | $8,668 |
| Insurance | $3,683 | $433 | $1,300 | $5,416 |
| Other Expenses | $3,380 | $564 | $564 | $4,508 |
| Total Functional Expenses | $724,882 | $69,660 | $208,868 | $1,003,410 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $1,088,701 |
| Expenses per Audited Statements | $1,003,410 |
| Total Expenses per Form 990 | $1,003,410 |
| Expenses Not Reported on Form 990 | $85,291 |
| Expenses Not Reported on Financial Statements | $0 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $36,443 |
| Fundraising Gross Income | $24,112 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Investment Conference | $354,298 | $24,112 | $21,758 | $2,354 |
| Total Events | $354,298 | $24,112 | $36,443 | $-12,331 |
“We do not grant authority to committees to act on behalf of the governing body.”
“The president and ceo reviews the form 990 with the treasurer. The treasurer presents it to the board of directors prior to filing with the internal revenue service.”
“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 securefutures's financial resources.”
“The organization makes its governing documents, conflict of interest policy, and financial statements availiable to the public upon request.”
“Accounting standards require the organization to recognize in the financial statements the impact of uncertain tax positions based on specific guidance in the standards. Management evaluated the organization's tax position and concluded that no uncertain tax positions exist as of june 30, 2019 and 2018. Penalties and interest assessed by income taxing authorities are included in management and general expenses, if applicable. The organization has not incurred any interest or penalties related to income taxes for the years ended june 30, 2019 and 2018. The organization files income tax returns in federal and state jurisdictions and is generally subject to examinations by tax authorities. The organization has no income tax returns currently under examination by taxing authorities.”
“Fundraising event direct expenses 36,443. Loss on asset disposal 385.”
“Fundraising event direct expenses 36,443. Loss on asset disposal 385.”
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 | 38116 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 48665 |
| 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 HIGH SCHOOL CLASSROOMS THROUGHOUT THE STATE AND TEACH BASIC FINANCIAL CONCEPTS IN AN EFFORT TO PROMOTE GOOD FINANCIAL DECISIONS EARLY IN LIFE. |
| IRS990/AllOtherContributionsAmt | 0 | 648177 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BRENDA CAMPBELL |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4142738101 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 710 N PLANKINTON AVENUE SUITE 1400 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MILWAUKEE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53203 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 43674 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 36882 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 27802 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 9267 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 78771 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 115840 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 103 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 103 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 8462 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 8668 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 330186 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 978363 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 116360 |
| IRS990/CYInvestmentIncomeAmt | 0 | 3206 |
| IRS990/CYOtherExpensesAmt | 0 | 156842 |
| IRS990/CYOtherRevenueAmt | 0 | -12331 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -34172 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 730208 |
| IRS990/CYTotalExpensesAmt | 0 | 1003410 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 208868 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 969238 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 5886 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1962 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 16678 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 24526 |
| IRS990/Desc | 0 | TO PROMOTE AND TEACH FINANCIAL LITERACY FOR 15-18 YEAR OLDS IN HIGH SCHOOL CLASSROOMS THROUGHOUT THE STATE. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 21 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 724882 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 145 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1790 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 8807 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10742 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 124 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 1536 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 7560 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 9220 |
| 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 | 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/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 | 3323 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JEREMY CAIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ANDREA CATALDO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | TRACY FOSS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | DAVID FRIEDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MIKE KELLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | LLOYD LEVIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | PATRICK MCDONOUGH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ELMER MOORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | JOHN MROZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JAMES NEUBAUER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | KEVIN NEWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MICHAEL SCHELBLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | CHRISTINE SMYTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | NATHAN STADING |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | SARA WALKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | REBECCA NEUMANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | WAYNE BREITBARTH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | PETER SYSLACK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | 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 | 112517 |
| 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/TitleTxt | 0 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| 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 | CHAIRPERSON |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | VICE CHAIRPERSON |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | PRESIDENT AND CEO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 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 | 330186 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 36443 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 24112 |
| IRS990/GainOrLossGrp/OtherAmt | 0 | -385 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 18 |
| IRS990/GrantAmt | 0 | 116360 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 116360 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 116360 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 1006066 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 18 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 1300 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 433 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 3683 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5416 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 3591 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3591 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/JointCostsInd | 0 | X |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 67544 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 19636 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 24229 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 91773 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt | 0 | 385 |
| 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 | 0 |
| 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 | 692107 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 657935 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -385 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -385 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | -12331 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -12331 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 11398 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 6522 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 2174 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 18480 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 27176 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 3823 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2681 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 34157 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 40661 |
| 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 | 47584 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 15349 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 5116 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 43490 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 63955 |
| IRS990/OtherExpensesGrp/Desc | 0 | FUND DEVELOPMENT |
| IRS990/OtherExpensesGrp/Desc | 1 | MONEY COACH EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 2 | VOLUNTEER & DONOR MGMT |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 15151 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 564 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 564 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 10774 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 3380 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 15151 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 10774 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 4508 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 120553 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 40185 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 341567 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 502305 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 11546 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 3849 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 32713 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 48108 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 36150 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 72100 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 15680 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 2450 |
| IRS990/PrincipalOfficerNm | 0 | BRENDA CAMPBELL |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 932463 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 947 |
| IRS990/PYOtherExpensesAmt | 0 | 270923 |
| IRS990/PYOtherRevenueAmt | 0 | -9278 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 17217 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 635992 |
| IRS990/PYTotalExpensesAmt | 0 | 906915 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 924132 |
| IRS990/QuidProQuoContributionsInd | 0 | 1 |
| IRS990/QuidProQuoContriDisclInd | 0 | 1 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -34172 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 615083 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 523355 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 978363 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 929816 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 819008 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 688360 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 630422 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 4045969 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 3591 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 947 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 997 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 918 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1225 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 7678 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 24112 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 25344 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 24068 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 25784 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 23232 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 122540 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.93100 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.89150 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 3888181 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 157788 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 978363 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 929816 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 819008 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 688360 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 630422 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 4045969 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 4176187 |
| 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 |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/DonatedServicesAndUseFcltsAmt | 0 | 48463 |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.