Civic Intelligence

Climb USA Inc

EIN 86-1598626 • 501(c)3 • Madison, WI

Profile

Climb's mission is to help teens and young adults improve their financial capability through education and capital market engagement.

6666 Odana Road 221Madison, WI 53719

www.climbusa.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-28%

Higher net margin than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

20th percentile

-41%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

29th percentile

-24%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$112,049

Down $80,550 (-42%) from 2023

Liabilities

Up

$21,676

Up $5,744 (+36%) from 2023

Net Assets

Down

$90,373

Down $86,294 (-49%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin19th percentile

Revenue

Down

$303,418

Down $42,154 (-12%) from 2023

Expenses

Down

$389,712

Down $83,106 (-18%) from 2023

Net Income

Up

-$86,294

Up $40,952 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$400K$300K$200K$100K$0Assets 2022: $320,438Liabilities 2022: $16,525Net Assets 2022: $303,9132022Assets 2023: $192,599Liabilities 2023: $15,932Net Assets 2023: $176,6672023Assets 2024: $112,049Liabilities 2024: $21,676Net Assets 2024: $90,3732024

Highlighted filing

2024

Assets$112,049
Liabilities$21,676
Net Assets$90,373
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

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

$600K$400K$200K$0-$200KRevenue 2022: $529,061Expenses 2022: $242,251Net Income 2022: $286,8102022Revenue 2023: $345,572Expenses 2023: $472,818Net Income 2023: -$127,2462023Revenue 2024: $303,418Expenses 2024: $389,712Net Income 2024: -$86,2942024

Highlighted filing

2024

Revenue$303,418
Expenses$389,712
Net Income-$86,294
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$112,049
Liabilities
$21,676
Net assets
$90,373
Revenue
$303,418
Expenses
$389,712
Net income
-$86,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.22$0.90$3.03$3.90$0.86
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.16$1.77$3.46$4.73$1.27
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.17$3.04$5.29$2.42$2.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$303,418
Mission and Program Overview

Mission

Climb's mission is to help teens and young adults improve their financial capability through education and capital market engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$128,150$57,278▼ $70,872
Cash and Non-Interest-Bearing Accounts$52,595$39,661▼ $12,934
Investments in Publicly Traded Securities-$10,183-
Prepaid Expenses and Deferred Charges$1,604$2,249▲ $645
Pledges and Grants Receivable$10,000$2,128▼ $7,872
Total Assets$192,599$112,049▼ $80,550
Other Assets Total$250$550▲ $300
Liabilities
Accounts Payable and Accrued Expenses$15,932$21,676▲ $5,744
Total Liabilities$15,932$21,676▲ $5,744
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$171,753$60,626▼ $111,127
Net Assets With Donor Restrictions$4,914$29,747▲ $24,833
Total Net Assets Fund Balance$176,667$90,373▼ $86,294
Total Liabilities and Net Assets / Fund Balance$192,599$112,049▼ $80,550
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Robert WynnExecutive DirectorFT$80,150$80,150

Board Members and Trustees

NameTitle
Anthony CobbChair
Mark SchugVice Chair
Carla CrossDirector
Jamar JonesDirector
Jeremy TardySecretary
Salli MartyniakTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$301,805
Program Service Revenue
$0
Investment Income
$1,024
Other Revenue
$589
All Other Contributions
$295,855
Change in Net Assets
$-86,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$303,418
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$303,418
Total Revenue per Form 990
$303,418
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$201,394
Other Expenses$177,893
Total Fundraising Expense$50,748
Grants and Similar Amounts Paid$10,425
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$71,698$9,487$24,008$105,193
Current Officers, Directors, Trustees, and Key Employees$64,120$8,015$8,015$80,150
Fees for Services Other$65,344$825$10,636$76,805
Office Expenses$22,073$5,707$327$28,107
Fees for Services Accounting-$25,867-$25,867
Payroll Taxes$11,797$1,508$2,746$16,051
Grants to Domestic Individuals$10,425--$10,425
Advertising$9,971--$9,971
Travel$5,822$325$16$6,163
Fees for Services Legal-$5,250-$5,250
Insurance-$5,212-$5,212
Occupancy$1,500$1,560-$3,060
Other Expenses$794$31$5,000$825
Total Functional Expenses$274,812$64,152$50,748$389,712

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$389,712
Total Expenses per Audited Statements$389,712
Total Expenses per Form 990$389,712
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
Yes
Backup withholding compliance
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
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 B, Line 11B

“The prepared form 990 is distributed to the members of the governing body to give them an opportunity to review the return before it is filed with the irs.”

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

“The policy is presented to the board yearly and each member reviews the policy, lists any conflicts and signs the form.”

Form 990, Part VI, Section C, Line 19

“The organization makes these records available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Climb USA Inc
EIN
86-1598626
Phone
6083324423
Address
6666 ODANA ROAD 221, MADISON, WI 53719

Signing Officer

Name
Robert Wynn
Title
Executive Director
Phone
6082184554
Signed
2025-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Wynn
Formed
2021
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
11
Volunteers
6

Preparer

Firm
Johnson Block & Co Inc
Address
9701 BRADER WAY SUITE 202, MIDDLETON, WI 53562
Preparer
Hui Meng
Phone
6082742002
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional services: program service expenses 65,344. Management and general expenses 825. Fundraising expenses 10,636. Total expenses 76,805.”

Financial Statement Notes

PART X, LINE 2:

“Climb usa, inc. Follows the statutory requirements for their income tax accounting and generally avoids risks associated with potentially problematic tax positions that may be challenged upon examination. Management believes any liability resulting from taxing authorities imposing additional income taxes from activities deemed to be unrelated to climb usa, inc.'s tax-exempt status would not have a material effect on the accompanying financial statements. Climb usa, inc.'s federal exempt organization tax returns are subject to examination by the internal revenue service, generally for three years after they are filed.”

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IRS990/ProgSrvcAccomActy3Grp/Desc0THE CLIMB YOUTH LEADERSHIP PROGRAM IS A SPECIAL (VIRTUAL) SPACE FOR AMBITIOUS YOUTH TO LEARN AND DEVELOP "THE ECONOMIC WAY OF THINKING AND LIVING". THE VIRTUAL SESSIONS ADDRESS VARIOUS FINANCIAL AND HUMAN DEVELOPMENT TOPICS THAT ARE INTERESTING AND RELEVANT FOR TODAY'S TEENS AND YOUNG ADULTS. EACH PARTICIPANT IS ALSO GUIDED THROUGH THE PROCESS OF SELECTING A SPECIAL TOPIC OF INTEREST TO RESEARCH AND PREPARE AS A PRESENTATION FOR THEIR CAPSTONE IN MAY OF EACH YEAR.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0GO4IT!'S MISSION IS TO PROMOTE ENTREPRENEURSHIP AMONG URBAN YOUTH AND YOUNG ADULTS THROUGH BUSINESS AND INVESTMENT EDUCATION, TRAINING, AND PROJECT-BASED INITIATIVES. GO4IT! ACCOMPLISHES ITS MISSION THROUGH AN INTER-AGENCY COLLABORATION OF YOUTH-SERVING COMMUNITY-BASEDORGANIZATIONS.
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IRS990/PYInvestmentIncomeAmt01937
IRS990/PYOtherExpensesAmt0196302
IRS990/PYOtherRevenueAmt02701
IRS990/PYProgramServiceRevenueAmt01500
IRS990/PYRevenuesLessExpensesAmt0-127246
IRS990/PYSalariesCompEmpBnftPaidAmt0267327
IRS990/PYTotalExpensesAmt0472818
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0345572
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-86294
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0128150
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057278
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0301805
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0339434
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0527706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043017
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01211962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01024
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01937
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02991
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02825
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0735653
IRS990ScheduleA/SubstantialContributorsTotAmt0476309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0301805
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0339434
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0527706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043017
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01211962
IRS990ScheduleA/TotalSupportAmt01214953
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0389712
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0303418
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CLIMB USA, INC. FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO CLIMB USA, INC.'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. CLIMB USA, INC.'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0389712
IRS990ScheduleD/TotalRevenuePerForm990Amt0303418
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0303418
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0389712
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010425
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt065
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PREPARED FORM 990 IS DISTRIBUTED TO THE MEMBERS OF THE GOVERNING BODY TO GIVE THEM AN OPPORTUNITY TO REVIEW THE RETURN BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS PRESENTED TO THE BOARD YEARLY AND EACH MEMBER REVIEWS THE POLICY, LISTS ANY CONFLICTS AND SIGNS THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THESE RECORDS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 65,344. MANAGEMENT AND GENERAL EXPENSES 825. FUNDRAISING EXPENSES 10,636. TOTAL EXPENSES 76,805.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0192599
IRS990/TotalAssetsEOYAmt0112049
IRS990/TotalAssetsGrp/BOYAmt0192599
IRS990/TotalAssetsGrp/EOYAmt0112049
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0301805
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt050748
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064152
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0274812
IRS990/TotalFunctionalExpensesGrp/TotalAmt0389712
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015932
IRS990/TotalLiabilitiesEOYAmt021676
IRS990/TotalLiabilitiesGrp/BOYAmt015932
IRS990/TotalLiabilitiesGrp/EOYAmt021676
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0176667
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt090373
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0129615
IRS990/TotalOtherProgSrvcGrantAmt01600
IRS990/TotalProgramServiceExpensesAmt0274812
IRS990/TotalReportableCompFromOrgAmt080150
IRS990/TotalRevenueGrp/ExclusionAmt01024
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0589
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0303418
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0192599
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0112049
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt016
IRS990/TravelGrp/ManagementAndGeneralAmt0325
IRS990/TravelGrp/ProgramServicesAmt05822
IRS990/TravelGrp/TotalAmt06163
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06666 ODANA ROAD 221
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053719
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTPS://WWW.CLIMBUSA.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06082184554
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLIMB USA INC
ReturnHeader/Filer/BusinessNameControlTxt0CLIM
ReturnHeader/Filer/EIN0861598626
ReturnHeader/Filer/PhoneNum06083324423
ReturnHeader/Filer/USAddress/AddressLine1Txt06666 ODANA ROAD 221
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053719

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