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Nonprofiteer
← CLIMB USA INC

Form 990-EZ for tax year 2025

Filed by CLIMB USA INC.

Totals

Total revenue
$197,785
Total expenses
$284,949
Contributions and grants received
$183,454
Grants paid
$6,631
Program service revenue
$7,250
Membership dues (line 3)
not reported
Investment income (line 4)
$106
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
$6,975
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
not reported
Total assets, end of year
$38,232
Total liabilities, end of year
$34,843
Net assets or fund balances, end of year
$3,389
Program service expenses (Part III)
$195,135

Program services were 68.5% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2025

Primary exempt purpose

CLIMB'S MISSION IS TO HELP TEENS AND YOUNG ADULTS IMPROVE THEIR FINANCIAL CAPABILITY THROUGH EDUCATION AND CAPITAL MARKET ENGAGEMENT

  • CLIMB USA HOSTED MULTI-REGIONAL STOCK MARKET EXPERIENCE WHICH WAS A PERFECT COMBINATION OF FUN, NETWORKING, FRIENDLY COMPETITION AND LEARNING TO BUILD WEALTH! THE SME IS A SIMULATION INVESTMENT GAME DESIGNED FOR MIDDLE & HIGH SCHOOL STUDENTS, AS WELL AS ADULTS.

    Expenses $69,053

  • CLIMB COMMUNITY BASED INVESTMENT ENTERPRISES PROVIDED REAL-TIME EDUCATIONAL EXPERIENCES IN LEARNING THE BASICS OF INVESTING AND BUILDING WEALTH THROUGH A STOCK PORTFOLIO.

    Expenses $35,095

  • THE 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.

    Expenses $65,858

  • OTHER PROGRAMS (ECONOMIC CLUB AND WORKSHOPS)

    Expenses $25,129

As filed on the 2025 return.

Listed in Part IV

  • ROBERT WYNN

    Executive Dir.

    Total calculated
    $52,175
    Compensation
    $52,175
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    40

  • MARK SCHUG

    Vice President

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • SALLI MARTYNIAK

    Treasurer

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • ANTHONY COBB

    Chairman

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • JEREMY TARDY

    Secretary

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • CARLA CROSS

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • JAMAR JONES

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • KEN ROBERTSON

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • TORI MANSFIELD

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    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
2025
Filed
20 August 2026
IRS schema version
2025v4.1
Source object
202642329349200209

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