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Nonprofiteer
← WISCONSIN BANKERS FOUNDATION INC

Form 990-EZ for tax year 2023

Filed by WISCONSIN BANKERS FOUNDATION INC.

Totals

Total revenue
$79,603
Total expenses
$63,148
Contributions and grants received
$62,225
Grants paid
$21,000
Program service revenue
$4,902
Membership dues (line 3)
not reported
Investment income (line 4)
$10,032
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
$2,444
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
not reported
Total assets, end of year
$407,475
Total liabilities, end of year
$1,900
Net assets or fund balances, end of year
$405,575
Program service expenses (Part III)
$32,908

Program services were 52.1% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2023

Primary exempt purpose

EMPOWERING FINANCIAL DECISIONS THROUGH EDUCATION AND RESEARCH.

  • READING RAISES INTEREST KITS: ASSISTING PUBLIC EDUCATION BY PROVIDING A FINANCIAL LITERACY CURRICULUM.

    Expenses $11,908

  • SCHOLARSHIPS TO AID THE PUBLIC IN INCREASING THEIR FINANCIAL LITERACY AND RESPONSIBILITY BY ASSISTING STUDENTS IN THEIR PURSUIT OF EDUCATION.

    Expenses $11,000 · Grants $11,000

  • GRANTS TO CHARITIES AND CERTAIN GOVERNMENTS THAT ASSIST IN PROVIDING THE PUBLIC WITH THE RESOURCES AND KNOWLEDGE TO MAKE SOUND FINANCIAL DECISIONS.

    Expenses $10,000 · Grants $10,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Cassie Krause

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Rose Oswald Poels

    BOARD CHAIR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Paul Adamski

    BOARD VICE-CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Oliver Buechse

    DIRECTOR/EXECUTIVE CONSULT

    Total calculated
    $0
    Hours/week
    1

  • Denise Bunbury

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cathy Couey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Morgan Farmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ami Myrland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990_ez
Tax year
2023
Filed
4 April 2025
IRS schema version
2023v6.0
Source object
202540979349201609

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