Civic Intelligence

The Wisconsin Fbla-Pbl Foundation Inc

EIN 39-1949038 • 501(c)3 • Middleton, WI

Profile

The wisconsin fbla-pbl foundation creates opportunities for wisconsin fbla-pbl members to pursue leadership, volunteerism, personal growth & educational experiences that improve their communities today and lives tomorrow.

1818 Parmenter Street 240Middleton, WI 53562

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

54th percentile

6.5%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

7.8%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$666,790

Up $44,185 (+7.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$666,790

Up $44,185 (+7.1%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin54th percentile

Revenue

Up

$43,434

Up $3,133 (+7.8%) from 2023

Expenses

Up

$40,623

Up $25,544 (+169%) from 2023

Net Income

Down

$2,811

Down $22,411 (-89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$800K$600K$400K$200K$0Assets 2011: $203,196Liabilities 2011: $02011Assets 2012: $209,603Liabilities 2012: $02012Assets 2013: $222,215Liabilities 2013: $02013Assets 2014: $236,517Liabilities 2014: $02014Assets 2015: $252,112Liabilities 2015: $02015Assets 2016: $268,874Liabilities 2016: $02016Assets 2017: $280,756Liabilities 2017: $02017Assets 2018: $412,820Liabilities 2018: $02018Assets 2019: $421,380Liabilities 2019: $02019Assets 2020: $525,062Liabilities 2020: $0Net Assets 2020: $525,0622020Assets 2021: $647,702Liabilities 2021: $0Net Assets 2021: $647,7022021Assets 2022: $546,562Liabilities 2022: $0Net Assets 2022: $546,5622022Assets 2023: $622,605Liabilities 2023: $0Net Assets 2023: $622,6052023Assets 2024: $666,790Liabilities 2024: $0Net Assets 2024: $666,7902024

Highlighted filing

2024

Assets$666,790
Liabilities$0
Net Assets$666,790
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

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

$200K$150K$100K$50K$0Revenue 2011: $22,965Expenses 2011: $19,566Net Income 2011: $3,3992011Revenue 2012: $20,371Expenses 2012: $13,964Net Income 2012: $6,4072012Revenue 2013: $27,623Expenses 2013: $15,011Net Income 2013: $12,6122013Revenue 2014: $34,892Expenses 2014: $20,590Net Income 2014: $14,3022014Revenue 2015: $35,100Expenses 2015: $19,505Net Income 2015: $15,5952015Revenue 2016: $42,845Expenses 2016: $26,094Net Income 2016: $16,7512016Revenue 2017: $35,562Expenses 2017: $23,680Net Income 2017: $11,8822017Revenue 2018: $167,007Expenses 2018: $34,943Net Income 2018: $132,0642018Revenue 2019: $47,967Expenses 2019: $39,407Net Income 2019: $8,5602019Revenue 2020: $32,593Expenses 2020: $25,172Net Income 2020: $7,4212020Revenue 2021: $30,167Expenses 2021: $13,800Net Income 2021: $16,3672021Revenue 2022: $23,613Expenses 2022: $20,547Net Income 2022: $3,0662022Revenue 2023: $40,301Expenses 2023: $15,079Net Income 2023: $25,2222023Revenue 2024: $43,434Expenses 2024: $40,623Net Income 2024: $2,8112024

Highlighted filing

2024

Revenue$43,434
Expenses$40,623
Net Income$2,811
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$666,790
Liabilities
$0
Net assets
$666,790
Revenue
$43,434
Expenses
$40,623
Net income
$2,811
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.43$0.41$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.40$0.15$0.25
2022Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.24$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.30$0.14$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.33$0.25$0.07
2019Summary only. Only limited summary data is available for this year.$4.21$0.00$0.48$0.39$0.09
2018Summary only. Only limited summary data is available for this year.$4.13$0.00$1.67$0.35$1.32
2017Summary only. Only limited summary data is available for this year.$2.81$0.00$0.36$0.24$0.12
2016Summary only. Only limited summary data is available for this year.$2.69$0.00$0.43$0.26$0.17
2015Summary only. Only limited summary data is available for this year.$2.52$0.00$0.35$0.20$0.16
2014Summary only. Only limited summary data is available for this year.$2.37$0.00$0.35$0.21$0.14
2013Summary only. Only limited summary data is available for this year.$2.22$0.00$0.28$0.15$0.13
2012Summary only. Only limited summary data is available for this year.$2.10$0.00$0.20$0.14$0.06
2011Summary only. Only limited summary data is available for this year.$2.03$0.00$0.23$0.20$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$183,483
Mission and Program Overview

Mission

The wisconsin fbla-pbl foundation creates opportunities for wisconsin fbla-pbl members to pursue leadership, volunteerism, personal growth & educational experiences that improve their communities today and lives tomorrow.

To promote the educational and financial needs of the wisconsin fbla-pbl chapters and their members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$600,826$645,603▲ $44,777
Investments Other Securities$8,077$17,682▲ $9,605
Cash and Non-Interest-Bearing Accounts$13,702$3,505▼ $10,197
Total Assets$622,605$666,790▲ $44,185
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$622,605$666,790▲ $44,185
Total Net Assets Fund Balance$622,605$666,790▲ $44,185
Total Liabilities and Net Assets / Fund Balance$622,605$666,790▲ $44,185
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
David ThomasPresident
Jennifer JacksonDirector
Joe NantzDirector
Stephanie JansenDirector
Sydney WilcoxDirector
Allison SchneiderSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,248
Program Service Revenue
$0
Investment Income
$28,186
Other Revenue
$0
All Other Contributions
$2,700
Change in Net Assets
$2,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,100
Other Expenses$13,523
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,100--$27,100
Fees for Service Investment Mgmnt Fees-$4,938-$4,938
Fees for Services Accounting-$3,850-$3,850
Other Expenses-$241-$241
Office Expenses-$25-$25
Total Functional Expenses$27,100$13,523$0$40,623
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Future Business Leaders of America - Phi Beta Lambda - WisconsinMadison, WI501(c)(3)Member Support$27,100
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“The organization amended its articles of incorporation to change its name from the wisconsin fbla-pbl foundation, inc. To the wisconsin fbla foundation, inc.”

Form 990, Part VI, Section B, Line 11B

“The prepared form 990 is reviewed and approved by the members of the governing body before the return is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed at least annually by the directors. All directors and officers are required to complete and sign a conflict of interest statement annually. A director or officer with a conflict of interest is prohibited from participating in deliberations and decisions regarding the transaction.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
The Wisconsin Fbla Foundation Inc
EIN
39-1949038
Phone
6086179941
Address
1818 PARMENTER STREET 240, MIDDLETON, WI 53562

Signing Officer

Name
David Thomas
Title
President
Phone
6086179941
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Thomas
Formed
1998
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Amanda Vannatta CPA
Phone
6082744020
Raw XML Appendix341 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053707
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL OF OUR GRANTS ARE GENERAL PURPOSE DOLLARS SENT TO LOCAL WISCONSIN FBLA CHAPTERS (I.E. A HIGH SCHOOL'S CHAPTER). THE LOCAL CHAPTERS MUST QUALIFY TO RECEIVE THE DOLLARS BY EITHER BEING NEW/REACTIVATED WITH A MINIMUM NUMBER OF MEMBES (AS VERIFIED BY THE WISCONSIN FBLA STATE OFFICE / NATIONAL OFFICE REPORTS) OR ACHIEVING A CERTAIN RECOGNITION LEVEL IN THE CHAPTER OF THE YEAR PROCESS (AS VERIFIED BY THE WISCONSIN FBLA STATE OFFICE / NATIONAL OFFICE REPORTS). LOCAL CHAPTERS ARE FREE TO USE THE DOLLARS AT THEIR DISCRETION AND BOUND BY THEIR OWN CHAPTER BYLAWS/RULES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO CHANGE ITS NAME FROM THE WISCONSIN FBLA-PBL FOUNDATION, INC. TO THE WISCONSIN FBLA FOUNDATION, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY BY THE DIRECTORS. ALL DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. A DIRECTOR OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0622605
IRS990/TotalAssetsEOYAmt0666790
IRS990/TotalAssetsGrp/BOYAmt0622605
IRS990/TotalAssetsGrp/EOYAmt0666790
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt015248
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013523
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027100
IRS990/TotalFunctionalExpensesGrp/TotalAmt040623
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0622605
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0666790
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt027100
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt028186
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043434
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0622605
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0666790
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01818 PARMENTER STREET 240
IRS990/USAddress/CityNm0MIDDLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053562
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06086179941
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WISCONSIN FBLA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391949038
ReturnHeader/Filer/PhoneNum06086179941
ReturnHeader/Filer/USAddress/AddressLine1Txt01818 PARMENTER STREET 240
ReturnHeader/Filer/USAddress/CityNm0MIDDLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053562
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA VANNATTA CPA
ReturnHeader/ReturnTs02025-05-14T14:31:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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