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Nonprofiteer
← WISCONSIN BANKERS FOUNDATION INC

Form 990-EZ for tax year 2024

Filed by WISCONSIN BANKERS FOUNDATION INC.

Totals

Total revenue
$101,749
Total expenses
$82,741
Contributions and grants received
$55,571
Grants paid
$26,000
Program service revenue
$0
Membership dues (line 3)
not reported
Investment income (line 4)
$7,313
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
$33,357
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
$5,508
Total assets, end of year
$424,781
Total liabilities, end of year
$198
Net assets or fund balances, end of year
$424,583
Program service expenses (Part III)
$37,222

Program services were 45.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2024

Primary exempt purpose

EMPOWERING FINANCIAL DECISIONS THROUGH EDUCATION AND RESEARCH.

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

    Expenses $11,222

  • SCHOLARSHIPS: HELPING TO PROMOTE THE FOUNDATION'S MISSION IN AIDING THE PUBLIC IN INCREASING THEIR FINANCIAL LITERACY AND RESPONSIBILITY BY ASSISTING STUDENTS IN THEIR PURSUIT OF EDUCATION.

    Expenses $11,000 · Grants $11,000

  • GRANTS: OFFERED TO REGISTERED CHARITABLE ORGANIZATIONS AND CERTAIN GOVERNMENT INSTRUMENTALITIES THAT ASSIST IN PROVIDING THE PUBLIC WITH THE RESOURCES AND KNOWLEDGE TO MAKE SOUND FINANCIAL DECISIONS.

    Expenses $15,000 · Grants $15,000

As filed on the 2024 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
2024
Filed
15 April 2026
IRS schema version
2024v5.5
Source object
202621059349202957

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