Nonprofit · EIN 46-3791061
WISCONSIN BANKERS FOUNDATION INC
Tax-exempt · MADISON, WI 53718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-EZ | $101,749 | $82,741 | $19,008 | $424,781 | $198 | $424,583 |
| May 31, 2024 | 990-EZ | $79,603 | $63,148 | $16,455 | $407,475 | $1,900 | $405,575 |
Financial details: 990-EZ for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $55,571
- Program service revenue
- $0
- Investment income
- $7,313
- Net income from fundraising events
- $33,357
- Other revenue
- $5,508
Expenses
- Grants and similar amounts paid
- $26,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $20,310
- Occupancy
- $3,360
- Other expenses
- $33,071
- Program services (functional)
- $37,222
Balance sheet and other
- Total assets, start of year
- $407,475
- Total assets, end of year
- $424,781
- Total liabilities, end of year
- $198
- Net assets, end of year
- $424,583
- Cash, savings and investments
- $422,571
- Gross receipts
- $118,643
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASSIE KRAUSE | EXECUTIVE DIRECTOR | 5 | $0 |
| ROSE OSWALD POELS | BOARD CHAIR/TREASURER | 1 | $0 |
| PAUL ADAMSKI | BOARD VICE-CHAIR/SECRETARY | 1 | $0 |
| OLIVER BUECHSE | DIRECTOR/EXECUTIVE CONSULT | 1 | $0 |
| DENISE BUNBURY | DIRECTOR | 1 | $0 |
| CATHY COUEY | DIRECTOR | 1 | $0 |
| MORGAN FARMER | DIRECTOR | 1 | $0 |
| AMI MYRLAND | DIRECTOR | 1 | $0 |
990-EZ for the year ended May 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CASSIE KRAUSE | EXECUTIVE DIRECTOR | 5 | $0 |
| ROSE OSWALD POELS | BOARD CHAIR/TREASURER | 1 | $0 |
| PAUL ADAMSKI | BOARD VICE-CHAIR/SECRETARY | 1 | $0 |
| OLIVER BUECHSE | DIRECTOR/EXECUTIVE CONSULT | 1 | $0 |
| DENISE BUNBURY | DIRECTOR | 1 | $0 |
| CATHY COUEY | DIRECTOR | 1 | $0 |
| MORGAN FARMER | DIRECTOR | 1 | $0 |
| AMI MYRLAND | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4721 S BILTMORE LN, MADISON, WI 53718-2107
- Mailing address (990-N for 2015)
- 4721 S Biltmore Lane, Madison WI 53718
- Principal officer (990-N for 2015)
- Michael Semmann, 4721 S Biltmore Lane, Madison WI 53718
- Signed the 990-EZ
- ROSE OSWALD POELS, EXECUTIVE DIRECTOR
- Phone
- (608) 441-1200
- Website
- www.wisbankfoundation.org
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
EMPOWERING FINANCIAL DECISIONS THROUGH EDUCATION AND RESEARCH.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-EZ on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 46-3791061
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $424,781
- Income (IRS master file)
- $118,643
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | May 2025 | $101,749 | $82,741 | $424,781 | XML |
| 990-EZ | May 2024 | $79,603 | $63,148 | $407,475 | XML |
| 990-EZ | May 2023 | – | – | – | IRS |
| 990-EZ | May 2022 | – | – | – | IRS |
| 990-EZ | May 2021 | – | – | – | IRS |
| 990-EZ | May 2020 | – | – | – | IRS |
| 990-EZ | May 2019 | – | – | – | IRS |
| 990-EZ | May 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: Michael Semmann | May 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-3791061).
Questions about WISCONSIN BANKERS FOUNDATION INC
- What is the EIN of WISCONSIN BANKERS FOUNDATION INC?
- The employer identification number (EIN) of WISCONSIN BANKERS FOUNDATION INC is 46-3791061.
- Is WISCONSIN BANKERS FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to WISCONSIN BANKERS FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WISCONSIN BANKERS FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WISCONSIN BANKERS FOUNDATION INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN BANKERS FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended May 2025.
- Who is the principal officer of WISCONSIN BANKERS FOUNDATION INC?
- The 990-N for 2015 names Michael Semmann.
- Who are the officers and directors of WISCONSIN BANKERS FOUNDATION INC?
- The 990-EZ for the year ended May 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does WISCONSIN BANKERS FOUNDATION INC have?
- On its 990-EZ for the year ended May 31, 2025 it reported revenue of $101,749, expenses of $82,741 and total assets of $424,781 at year end.
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