EIN 81-3237382

Financial Literacy Wisconsin

Name: Financial Literacy Wisconsin financials for 2022
Creator: Cause IQ
License: https://creativecommons.org/licenses/by-nc-nd/4.0/

Personnel|Financials|Peers

IRS 501(c) type

501(c)(3)

Num. employees

Unknown

City

Brookfield

State

Wisconsin

Year formed

2016

Most recent tax filings

2022-12-01

NTEE code, primary

T12: Philanthropy, Voluntarism and Grantmaking Foundations Fund Raising and Fund Distribution

Description

Financial Literacy Wisconsin supports financial literacy education in Wisconsin. The Organization is a proud partner of SecureFutures since it was founded and has a community of financial professionals who are some of the largest sources of volunteer instructors. Additionally, the Organization provides financial support annually.

Also known as...

The Cfa Society Milwaukee Foundation

Total revenues

$28,248

2022

Total expenses

$27,797

2022

Total assets

$12,076

2022

Num. employees

n/a

Personnel at Financial Literacy Wisconsin

Name	Title	Compensation	Date of data
Michael Underhill	Board Member	$0	2022-12-31
Erik Gauger	President	$0	2023-05-02

Financials for Financial Literacy Wisconsin

Revenues	FYE 12/2022	FYE 12/2021	% Change
Total grants, contributions, etc.	$19,300	$25,247	-23.6%
Program services	$0	$0	-
Investment income and dividends	$1	$1	-
Tax-exempt bond proceeds			-
Royalty revenue			-
Net rental income			-
Net gain from sale of non-inventory assets	$0	$0	-
Net income from fundraising events			-
Net income from gaming activities			-
Net income from sales of inventory	$0	$0	-
Miscellaneous revenues	$0	$0	-
Total revenues	$28,248	$31,886	-11.4%

Organizations like Financial Literacy Wisconsin

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Mission Helping Hands Corp	501(c)(3)	Williston Park, NY	$99,600
Bolton Community Fund	501(c)(3)	Bolton, MA	$26,277
Play It Foreward 518	501(c)(3)	Schenectady, NY	$26,908
Ctdi Cares	501(c)(3)	West Chester, PA	$79,491
Valor Volunteers of Armor	501(c)(3)	Howell, MI	$54,346
Los Angeles Charitable Association	501(c)(3)	Glendale, CA	$123,099
Mission Feet First	501(c)(3)	Winston Salem, NC	$15,502
Wall Street Cares LLC	501(c)(3)	Monroe, NJ	$64,859
Compass Rose Charities	501(c)(3)	Reston, VA	$64,555
Finding Ones Way The Brian M Langdon Found	501(c)(3)	Queensbury, NY	$7,605

Data update history

July 3, 2023

Updated personnel

Identified 3 new personnel

May 19, 2023

Updated personnel

Identified 3 new personnel

May 12, 2023

Used new vendors

Identified 1 new vendor, including

April 27, 2021

Posted financials

Added Form 990N for fiscal year 2020

April 27, 2020

Received grants

Identified 2 new grant, including a grant for $1,500 from Baird Foundation

Nonprofit Types

Grantmaking organizationsFamily service centersCharities

Issues

No issues found

Characteristics

Fundraising eventsState / local levelCommunity engagement / volunteeringFundraising races, competitions, and tournamentsTax deductible donationsNo full-time employees

General information

Address: 13400 Bishops LN Ste 120; Brookfield, WI 53005
Metro area: Milwaukee-Waukesha, WI
Website URL: finlitwisconsin.com/
Phone: (414) 774-0300

IRS details

EIN: 81-3237382
Fiscal year end: December
Taxreturn type: Form 990-EZ
Year formed: 2016
Eligible to receive tax-deductible contributions (Pub 78): Yes

Categorization

NTEE code, primary: T12: Philanthropy, Voluntarism and Grantmaking Foundations Fund Raising and Fund Distribution
NAICS code, primary: 624190: Individual and Family Services
Parent/child status: Independent

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Financial Literacy Wisconsin

Personnel at Financial Literacy Wisconsin

Financials for Financial Literacy Wisconsin

Organizations like Financial Literacy Wisconsin

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