Civic Intelligence

Financial Literacy Wisconsin Inc

EIN 81-3237382 • 501(c)3 • Brookfield, WI

Profile

Support financial litereacy education in Wisconsin

13400 Bishops Lane STE 120Brookfield, WI 53005

finlitwisconsin.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

71st percentile

16%

Higher net margin than 71% 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

76th percentile

21%

Faster asset growth than 76% of similar nonprofits.

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

Revenue Growth

61st percentile

6.6%

Faster revenue growth than 61% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$30,512

Up $8,223 (+37%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$30,512

Up $8,223 (+37%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin71st percentile

Revenue

Down

$36,827

Down $4,670 (-11%) from 2023

Expenses

Down

$28,604

Down $2,680 (-8.6%) from 2023

Net Income

Down

$8,223

Down $1,990 (-19%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$40K$30K$20K$10K$0Assets 2021: $11,625Liabilities 2021: $0Net Assets 2021: $11,6252021Assets 2022: $12,076Liabilities 2022: $0Net Assets 2022: $12,0762022Assets 2023: $22,289Liabilities 2023: $0Net Assets 2023: $22,2892023Assets 2024: $30,512Net Assets 2024: $30,5122024

Highlighted filing

2024

Assets$30,512
Liabilities-
Net Assets$30,512
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$60K$40K$20K$0-$20KRevenue 2021: $31,886Expenses 2021: $47,579Net Income 2021: -$15,6932021Revenue 2022: $28,248Expenses 2022: $27,797Net Income 2022: $4512022Revenue 2023: $41,497Expenses 2023: $31,284Net Income 2023: $10,2132023Revenue 2024: $36,827Expenses 2024: $28,604Net Income 2024: $8,2232024

Highlighted filing

2024

Revenue$36,827
Expenses$28,604
Net Income$8,223
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$30,512
Liabilities
-
Net assets
$30,512
Revenue
$36,827
Expenses
$28,604
Net income
$8,223
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.5$30.5$36.8$28.6$8.22
2023Detailed filing. Detailed filing data is available for this year.$22.3$0.00$22.3$41.5$31.3$10.2
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$28.2$27.8$0.45
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$31.9$47.6$15.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 19, 2025
Return Version
2024v5.2
Gross Receipts
$72,209
Mission and Program Overview

Mission

Support financial literacy education in Wisconsin

Program Services

DescriptionGrantsExpenses
The Organization is a proud partner of SecureFutures since it was founded. Our community of financial professionals is one of the largest sources of volunteer instructors, and our Organization provides financial support annually.$25,375$25,375
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erik GaugerChair/President-$0--
Ryan BushmanTreasurer-$0--
Jason SchererBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$72,207$24,674$10,708$13,966
Total Events$72,207$24,674$35,382$-10,708
Filing and Contact Details

Filer

Filer Name
Financial Literacy Wisconsin Inc
EIN
81-3237382
In Care Of
% Erik Gauger
Phone
4147740300
Address
13400 Bishops Lane STE 120, Brookfield, WI 53005

Signing Officer

Name
Erik Gauger
Title
President
Phone
4147740300
Signed
2025-08-19
Discuss with paid preparer
Yes

Preparer

Firm
O'Leary & Anick
Address
13400 Bishops Lane Ste 120, Brookfield, WI 53005
Preparer
Christine Daws
Phone
4147740300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Grant, Grantee Secure Futures 710 N Plankinton Ave. Milwaukee WI 53203, Cash Grant 25,375, Relationship”

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

“Website 324”

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

“Insurance 632”

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

“Fees Misc 236”

Raw XML Appendix178 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Ryan Bushman
IRS990EZ/BooksInCareOfDetail/PhoneNum04147740300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt013400 Bishops Lane Ste 120
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Brookfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053005
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022289
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030512
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt047533
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08223
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022289
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030512
IRS990EZ/FundraisingGrossIncomeAmt024674
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025375
IRS990EZ/GrossReceiptsAmt072209
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022289
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030512
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022289
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030512
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Erik Gauger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ryan Bushman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jason Scherer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chair/President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support financial literacy education in Wisconsin
IRS990EZ/PrintingPublicationsPostageAmt0537
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization is a proud partner of SecureFutures since it was founded. Our community of financial professionals is one of the largest sources of volunteer instructors, and our Organization provides financial support annually.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025375
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025375
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035382
IRS990EZ/SpecialEventsNetIncomeLossAmt0-10708
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt028604
IRS990EZ/TotalProgramServiceExpensesAmt025375
IRS990EZ/TotalRevenueAmt036827
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0finlitwisconsin.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt047533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt028247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt031885
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt031100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0193690
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.74930
IRS990ScheduleA/PublicSupportTotal170Amt0193690
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt047533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt028247
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031885
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt031100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0193690
IRS990ScheduleA/TotalSupportAmt0193695
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0Golf Event Fundraiser
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd0true
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt021416
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt010708
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0Charity Golf International
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt010708
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt09500 Feather Grass Lane
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0Fort Worth
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd076177
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt047533
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt047533
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035382
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt013736
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt013736
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08324
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08324
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024674
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024674
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10708
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02614
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02614
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010708
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010708
IRS990ScheduleG/LicensedStatesCd0WI
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt021416
IRS990ScheduleG/TotalNetToOrganizationAmt010708
IRS990ScheduleG/TotalRetainedByContractorsAmt010708
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Grant, Grantee Secure Futures 710 N Plankinton Ave. Milwaukee WI 53203, Cash Grant 25,375, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Website 324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 632
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fees Misc 236
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Erik Gauger
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04147740300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Financial Literacy Wisconsin Inc
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0813237382
ReturnHeader/Filer/InCareOfNm0% Erik Gauger
ReturnHeader/Filer/PhoneNum04147740300
ReturnHeader/Filer/USAddress/AddressLine1Txt013400 Bishops Lane STE 120
ReturnHeader/Filer/USAddress/CityNm0Brookfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391977004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'Leary & Anick
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013400 Bishops Lane Ste 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brookfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053005
ReturnHeader/PreparerPersonGrp/PhoneNum04147740300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine Daws
ReturnHeader/ReturnTs02025-08-19T08:26:43-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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