Form 990 for tax year 2025
Filed by WISCONSIN FBLA-PBL FOUNDATION INC.
Totals
- Total revenue
- $62,860
- Total expenses
- $35,887
- Contributions and grants received
- $12,446
- Grants paid
- $28,100
- Program service revenue
- $0
- Investment income
- $50,414
- Other revenue
- $0
- Total assets, end of year
- $728,435
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $728,435
- Program services expenses (Part IX)
- $28,100
- Management and general expenses
- $7,787
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $28,100
Program services were 78.3% 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
$12,446
-
3 · Investment income
total $18,734 · excluded $18,734
-
7a · Gross sales of assets other than inventory
securities $71,876
-
7b · Less cost or other basis and sales expenses
securities $40,196
-
7c · Gain or loss
securities $31,680
-
7d · Net gain or loss
total $31,680 · excluded $31,680
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $28,100 · program services $28,100
-
11c · Fees: accounting
total $2,284 · management and general $2,284
-
11f · Fees: investment management
total $5,196 · management and general $5,196
-
13 · Office expenses
total $80 · management and general $80
-
24a · Other expenses: TAXES PAID
total $227 · management and general $227
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,505 · end of year $487
-
11 · Investments: publicly traded securities
beginning of year $645,603 · end of year $707,252
-
12 · Investments: other securities
beginning of year $17,682 · end of year $20,696
-
27 · Net assets without donor restrictions
beginning of year $666,790 · end of year $728,435
Mission and programs · 2025
Mission
TO PROMOTE THE EDUCATIONAL AND FINANCIAL NEEDS OF THE WISCONSIN FBLA-PBL CHAPTERS AND THEIR MEMBERS.
-
THE WISCONSIN FBLA 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 $28,100 · Grants $28,100
As filed on the 2025 return.
Listed in Part VII
-
David ThomasDAVID THOMAS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Allison SchneiderALLISON SCHNEIDER
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie JansenSTEPHANIE JANSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer JacksonJENNIFER JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe NantzJOE NANTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sydney WilcoxSYDNEY WILCOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott ChristieSCOTT CHRISTIE
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
-
MEMBER SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 4 May 2026
- IRS schema version
- 2025v4.1
- Source object
- 202611249349303201
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