2026-07-07T09:45:22-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2025-01-01 391974526 CBM CREDIT EDUCATION FOUNDATION INC C/O WILLIAM WILCOX CBMC 6082159085 512 RIMINI VISTA WAY SUN CITY CENTER FL 33573 WILLIAM WILCOX EXECUTIVE DIRECTOR 6082159085 2026-07-04 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-07-04 2025 2025-03-06 01:10:19Z X 5871309 X X 438 438 190108 190108 137395 218821 137395 327941 327941 135000 21891 113109 3340 1670 1670 1484 0 1484 5852 0 4590 7621 1 7621 153297 23562 128474 170197 170197 323494 23562 298671 4447 304379 83610 326090 326090 209545 70982 70982 3418460 3380575 4504605 630999 585702 969632 4342614 4363349 5871309 0 0 X 0 0 0 0 4342614 4363349 4342614 4363349 4342614 4363349 4342614 4447 18144 4365205 1856 4363349 PUBLICLY TRADED SECURITIES 215132 81426 133706 133706 CAPITAL GAINS DIVIDENDS P 3689 3689 3689 137395 4231 0 4231 0 4231 0 0 0 0 0 X 122 4353 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 WWW.CBMFOUNDATION.ORG WILLIAM WILCOX 6082159085 512 RIMINI VISTA WAY SUN CITY CENTER FL 33573 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM WILCOX 512 RIMINI VISTA WAY SUN CITY CENTER FL 33573 EXEC. DIRECTOR, VICE PRES., SEC., & TR 40.00 75000 0 0 GARY SWITZKY 3947 SUNNYVALE DR DE FOREST WI 53532 DIRECTOR 1.00 15000 0 0 MARK TIMMERMAN 1744 WEST LAS OLAS BLVD FORT LAUDERDALE FL 33312 DIRECTOR 5.00 30000 0 0 PATRICK PORTO 2404 NE DESTINATION CIRCLE GRIMES IA 50111 DIRECTOR 1.00 15000 0 0 NONE 0 NONE 0 THE FOUNDATION ENGAGES IN THE ACTIVE CONDUCT OF CONSUMER CREDIT EDUCATION THROUGH SPEAKING ENGAGEMENTS ON TOPICS SUCH AS IDENTITY THEFT AND THE PROPER USE OF CONSUMER CREDIT.THE FOUNDATION CO-CONDUCTS AN ONGOING TRAINING PROGRAM FOR SECONDARY SCHOOL TEACHERS ON PERSONAL FINANCE AND THE PROPER USE OF CREDIT. THIS INCLUDES IN PERSON AND VIRTUAL OPTIONS.THE PRESIDENT OF THE FOUNDATION VOLUNTEERS AND SERVES ON THE BOARD OF SEVERAL CONSUMER EDUCATION ORGANIZATIONS, INCLUDING CALL FOR ACTION.LIFESMARTS: PROMOTES FINANCIAL LITERACY FOR STUDENTS AS A PART OF THE NATIONAL CONSUMER LEAGUE. THE FOUNDATION SPONSORS THE PROGRAM FOR THE STATE OF WISCONSIN, WHICH IS A CONTEST THAT THEN LEADS INTO THE NATIONAL CONTEST. THE OVERALL GOAL OF THE PROGRAM IS TO CREATE CONSUMER SAVVY YOUNG PEOPLE WHO WILL BE WELL EQUIPPED FOR ADULT LIFE IN TODAY'S COMPLEX, GLOBAL MARKETPLACE. 298671 0 5490355 192576 0 5682931 0 0 5682931 85244 5597687 279884 279884 4231 4231 275653 0 275653 0 275653 298671 0 298671 275653 245296 0 0 298671 245296 0 0 53375 0 0 0 0 0 0 0 0 222278 0 0 0 X EDGEWOOD COLLEGE INC 1000 EDGEWOOD COLLEGE DR MADISON WI 53711 N/A PC PROGRAM SUPPORT 152697 NATIONAL CONSUMERS LEAGUE INC 1701 K ST NW STE 1200 WASHINGTON DC 20006 N/A PC WISCONSIN LIFE SMARTS PROGRAMS 17500 170197 0 14 438 14 190108 18 137395 0 327941 0 327941 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3340 1670 1670 ABBVIE INC 283755 397573 VERIZON COMMUNICATIONS 284402 282055 TRUIST FINL CORP 239235 297228 SOUTHERN COMPANY 173299 313920 PHILLP MORRIS INT 189782 320800 PFIZER INC 176208 136950 OMNICOM GROUP INC 198854 202279 IBM CORP 160501 355452 EXXON MOBILE CORP 260848 379071 ENBRIDGE INC 167458 320031 DUKE ENERGY 236149 351630 CISCO SYSTEMS INC 191234 318134 CHEVRON CORP 396958 365784 GENUINE PARTS CO 140645 180751 LOCKHEED MARTIN CORP 281247 282947 WELLTOWER INC AT COST 124400 371220 LAMAR ADVERTISING AT COST 279406 329108 ENTERPRISE PRODS PART LP AT COST 181896 269304 BROKER BASIS ADJUSTMENT 1856 DUES AND SUBSCRIPTIONS 599 0 599 OFFICE EXPENSE 2754 0 2754 POSTAGE AND DELIVERY 296 0 296 TELEPHONE AND INTERNET 3972 0 3972 ENTERPRISE PRODUCTS PARTNERS LP K-1 EXPENSES 0 1 0 PARTNERSHIP DISTRIBUTIONS 18144 PROFESSIONAL FEES - OTHER 1484 0 1484 PAYROLL TAX 4590 0 4590 IRS PAYMENT 1262 0 0