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EIN 81-3237382

Financial Literacy Wisconsin

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Brookfield
State
Wisconsin
Year formed
2016
Most recent tax filings
2023-12-01
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
$41,497
2023
Total expenses
$31,284
2023
Total assets
$22,289
2023
Num. employees
n/a

Personnel at Financial Literacy Wisconsin

NameTitleCompensation
Michael UnderhillBoard Member$0
Erik GaugerPresident$0

Financials for Financial Literacy Wisconsin

RevenuesFYE 12/2023
Total grants, contributions, etc.$54,925
Program services$0
Membership dues$0
Investment income and dividends$1
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$-13,429
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$41,497

Form 990s for Financial Literacy Wisconsin

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-26990EZView PDF
2022-122023-05-02990EZView PDF
2021-122022-05-03990EZView PDF

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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 employeesAccepts online donations
General information
Address
13400 Bishops LN Ste 120
Brookfield, WI 53005
Metro area
Milwaukee-Waukesha, WI
County
Waukesha County, 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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