Civic Intelligence

Wisconsin Bankers Foundation Inc

EIN 46-3791061 • 501(c)3 • Madison, WI

Profile

Empowering financial decisions through education and research.

4721 S Biltmore LaneMadison, WI 53718

www.wisbankfoundation.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

61st percentile

4.2%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$407,475

Up $8,256 (+2.1%) from 2023

Liabilities

Down

$1,900

Down $8,199 (-81%) from 2023

Net Assets

Up

$405,575

Up $16,455 (+4.2%) from 2023

Revenue

Down

$79,603

Down $13,107 (-14%) from 2023

Expenses

Down

$63,148

Down $1,730 (-2.7%) from 2023

Net Income

Down

$16,455

Down $11,377 (-41%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $89,003Liabilities 2014: $1,9882014Assets 2015: $323,608Liabilities 2015: $1,527Net Assets 2015: $322,0812015Assets 2017: $348,887Liabilities 2017: $0Net Assets 2017: $348,8872017Assets 2018: $337,100Liabilities 2018: $2,666Net Assets 2018: $334,4342018Assets 2019: $308,458Liabilities 2019: $1,100Net Assets 2019: $307,3582019Assets 2020: $328,325Liabilities 2020: $0Net Assets 2020: $328,3252020Assets 2021: $324,703Liabilities 2021: $1,600Net Assets 2021: $323,1032021Assets 2022: $373,394Liabilities 2022: $12,106Net Assets 2022: $361,2882022Assets 2023: $399,219Liabilities 2023: $10,099Net Assets 2023: $389,1202023Assets 2024: $407,475Liabilities 2024: $1,900Net Assets 2024: $405,5752024

Highlighted filing

2024

Assets$407,475
Liabilities$1,900
Net Assets$405,575

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $95,000Expenses 2014: $7,985Net Income 2014: $87,0152014Revenue 2015: $259,505Expenses 2015: $24,439Net Income 2015: $235,0662015Revenue 2017: $76,795Expenses 2017: $33,870Net Income 2017: $42,9252017Revenue 2018: $93,044Expenses 2018: $107,497Net Income 2018: -$14,4532018Revenue 2019: $24,762Expenses 2019: $51,838Net Income 2019: -$27,0762019Revenue 2020: $68,584Expenses 2020: $47,617Net Income 2020: $20,9672020Revenue 2021: $38,430Expenses 2021: $43,652Net Income 2021: -$5,2222021Revenue 2022: $88,752Expenses 2022: $50,568Net Income 2022: $38,1842022Revenue 2023: $92,710Expenses 2023: $64,878Net Income 2023: $27,8322023Revenue 2024: $79,603Expenses 2024: $63,148Net Income 2024: $16,4552024

Highlighted filing

2024

Revenue$79,603
Expenses$63,148
Net Income$16,455

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 4, 2025
Return Version
2023v6.0
Gross Receipts
$92,875
Mission and Program Overview

Mission

Empowering financial decisions through education and research.

Program Services

DescriptionGrantsExpenses
READING RAISES INTEREST KITS: ASSISTING PUBLIC EDUCATION BY PROVIDING A FINANCIAL LITERACY CURRICULUM.$0$11,908
SCHOLARSHIPS TO AID THE PUBLIC IN INCREASING THEIR FINANCIAL LITERACY AND RESPONSIBILITY BY ASSISTING STUDENTS IN THEIR PURSUIT OF EDUCATION.$11,000$11,000
GRANTS TO CHARITIES AND CERTAIN GOVERNMENTS THAT ASSIST IN PROVIDING THE PUBLIC WITH THE RESOURCES AND KNOWLEDGE TO MAKE SOUND FINANCIAL DECISIONS.$10,000$10,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CASSIE KRAUSEExecutive DirectorPT$0--
ROSE OSWALD POELSBoard Chair/Treasurer-$0--
PAUL ADAMSKIBoard Vice-Chair/Secretary-$0--
OLIVER BUECHSEDirector/Executive Consult-$0--
DENISE BUNBURYDirector-$0--
CATHY COUEYDirector-$0--
MORGAN FARMERDirector-$0--
AMI MYRLANDDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent Auction$24,042$10,770-$10,770
Total Events$24,042$10,770$13,272$-2,502
Filing and Contact Details

Filer

Filer Name
Wisconsin Bankers Foundation Inc
EIN
46-3791061
Phone
6084411200
Address
4721 S BILTMORE LANE, MADISON, WI 53718

Signing Officer

Name
Rose Oswald Poels
Title
Executive Director
Phone
6084411200
Signed
2025-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
2501 W BELTLINE HWY STE 501, MADISON, WI 53713
Preparer
Quinn Dugan
Phone
6082741980
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 10,032.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarships. Grantee name: various individuals. Amount given: 11,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants. Grantee name: asset builders of america, inc.. Grantee address: 1213 n sherman avenue #195 madison, wi 53704. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: grants. Grantee name: st marcus lutheran school. Grantee address: 2215 n palmer st milwaukee, wi 53212. Amount given: 5,000. Total included on form 990-ez, line 10: 21,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: software/website. Amount: 4,075. Description: reading raises interest kits. Amount: 11,908. Description: excellence in fin'l education awards. Amount: 1,301. Description: other expenses. Amount: 1,400. Total to form 990-ez, line 16: 18,684.

Form 990-ez, Part II, Line 24 - Other Assets

Description: accounts receivable. Beg. Of year amount: 2,971. End of year amount: 1,908.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 10,099. End of year amount: 1,900.

Raw XML Appendix214 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 10,032.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS INDIVIDUALS. AMOUNT GIVEN: 11,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: ASSET BUILDERS OF AMERICA, INC.. GRANTEE ADDRESS: 1213 N SHERMAN AVENUE #195 MADISON, WI 53704. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GRANTS. GRANTEE NAME: ST MARCUS LUTHERAN SCHOOL. GRANTEE ADDRESS: 2215 N PALMER ST MILWAUKEE, WI 53212. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 21,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: SOFTWARE/WEBSITE. AMOUNT: 4,075. DESCRIPTION: READING RAISES INTEREST KITS. AMOUNT: 11,908. DESCRIPTION: EXCELLENCE IN FIN'L EDUCATION AWARDS. AMOUNT: 1,301. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,400. TOTAL TO FORM 990-EZ, LINE 16: 18,684.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,971. END OF YEAR AMOUNT: 1,908.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 10,099. END OF YEAR AMOUNT: 1,900.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE OSWALD POELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06084411200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-04
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ReturnHeader/Filer/PhoneNum06084411200
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 W BELTLINE HWY STE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
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ReturnHeader/PreparerPersonGrp/PhoneNum06082741980
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0QUINN DUGAN
ReturnHeader/ReturnTs02025-04-07T07:48:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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