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Nonprofiteer
← WISCONSIN FBLA-PBL FOUNDATION INC

Form 990 for tax year 2023

Filed by WISCONSIN FBLA-PBL FOUNDATION INC.

Totals

Total revenue
$40,301
Total expenses
$15,079
Contributions and grants received
$13,747
Grants paid
$11,210
Program service revenue
$0
Investment income
$26,554
Other revenue
$0
Total assets, end of year
$622,605
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$622,605
Program services expenses (Part IX)
$11,210
Management and general expenses
$3,869
Fundraising expenses
$0
Program service expenses (Part III)
$11,210

Program services were 74.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $11,162

  • 1f · All other contributions, gifts and grants

    $2,585

  • 3 · Investment income

    total $15,320 · excluded $15,320

  • 7a · Gross sales of assets other than inventory

    securities $60,172

  • 7b · Less cost or other basis and sales expenses

    securities $48,938

  • 7c · Gain or loss

    securities $11,234

  • 7d · Net gain or loss

    total $11,234 · excluded $11,234

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,210 · program services $11,210

  • 11c · Fees: accounting

    total $3,648 · management and general $3,648

  • 13 · Office expenses

    total $37 · management and general $37

  • 24a · Other expenses: TAXES PAID

    total $184 · management and general $184

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,849 · end of year $13,702

  • 11 · Investments: publicly traded securities

    beginning of year $511,653 · end of year $600,826

  • 12 · Investments: other securities

    beginning of year $20,060 · end of year $8,077

  • 27 · Net assets without donor restrictions

    beginning of year $546,562 · end of year $622,605

Mission and programs · 2023

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.

Activities or mission (Part I)

TO PROMOTE THE EDUCATIONAL AND FINANCIAL NEEDS OF THE WISCONSIN FBLA-PBL CHAPTERS AND THEIR MEMBERS.

  • THE WISCONSIN FBLA-PBL FOUNDATION, INC. SUPPORT WISCONSIN FBLA-PBL MEMBERS THROUGH THE FOLLOWING PROGRAMS: NEEDS BASED GRANTS FOR STUDENTS TO ATTEND LEADERSHIP CONFERENCES; GRANTS FOR NEW AND REACTIVATED CHAPTERS TO ASSIST WITH INITIAL START-UP COSTS; RESULTS BASED GRANTS FOR CHAPTERS COMPLETING THE NATIONAL FBLA OUTSTANDING CHAPTER PROGRAM, WHICH OUTLINES 31 ITEMS THAT FBLA DEEMS AS CHARACTERISTICS OF A SUCCESSFUL CHAPTER; PROVIDE FINANCIAL SUPPORT TO THE STATE CHAPTER TO OFFSET OVERHEAD COSTS OF OPERATING THE ANNUAL STATE LEADERSHIP CONFERENCE INCLUDING COSTS ASSOCIATED WITH THE CONFERENCE KEYNOTE SPEAKER, MOBILE APPLICATION AND LEGACY ACADEMY.

    Expenses $11,210 · Grants $11,210

As filed on the 2023 return.

Listed in Part VII

  • Ross Squires

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Allison Schneider

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • John Werner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Megan Herbert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Jansen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
16 September 2024
IRS schema version
2023v5.1
Source object
202442629349300114

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