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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-1598626

CLIMB USA INC

Tax-exempt · MADISON, WI 53719

Financials

$346K$473K2023$303K$390K2024$198K$285K2025
Revenue Expenses · by fiscal year end
Financials of CLIMB USA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$197,785$284,949-$87,164$38,232$34,843$3,389
December 31, 2024990$303,418$389,712-$86,294$112,049$21,676$90,373
December 31, 2023990$345,572$472,818-$127,246$192,599$15,932$176,667
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$183,454
Program service revenue
$7,250
Investment income
$106
Net income from fundraising events
$6,975

Expenses

Grants and similar amounts paid
$6,631
Compensation of officers, directors and key employees
$52,175
Salaries, compensation and benefits (total)
$169,992
Professional fees and payments to contractors
$53,275
Occupancy
$4,500
Other expenses
$50,551
Program services (functional)
$195,135

Balance sheet and other

Total assets, start of year
$112,049
Total assets, end of year
$38,232
Total liabilities, end of year
$34,843
Net assets, end of year
$3,389
Cash, savings and investments
$22,045
Gross receipts
$197,785

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT WYNNExecutive Dir.40$52,175
MARK SCHUGVice President1$0
SALLI MARTYNIAKTreasurer1$0
ANTHONY COBBChairman1$0
JEREMY TARDYSecretary1$0
CARLA CROSSDirector1$0
JAMAR JONESDirector1$0
KEN ROBERTSONDirector1$0
TORI MANSFIELDDirector1$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
ROBERT WYNNEXECUTIVE DIRECTOR
Officer
40$80,150
MARK SCHUGVICE CHAIR
Trustee or director, Officer
1$0
SALLI MARTYNIAKTREASURER
Trustee or director, Officer
1$0
ANTHONY COBBCHAIR
Trustee or director, Officer
1$0
JEREMY TARDYSECRETARY
Trustee or director, Officer
1$0
CARLA CROSSDIRECTOR
Trustee or director
1$0
JAMAR JONESDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
ROBERT WYNNEXECUTIVE DIRECTOR
Officer
40$104,000
MARK SCHUGVICE CHAIR
Trustee or director, Officer
1$0
SALLI MARTYNIAKTREASURER
Trustee or director, Officer
1$0
ANTHONY COBBCHAIR
Trustee or director, Officer
1$0
JEREMY TARDYSECRETARY
Trustee or director, Officer
1$0
CARLA CROSSDIRECTOR
Trustee or director
1$0
JAMAR JONESDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
6666 ODANA ROAD 221, MADISON, WI 53719-1012
Mailing address (990-N for 2021)
6666 Odana Road Ste 221, Madison WI 53719
Principal officer (990-N for 2021)
Robert Wynn, 6666 Odana Road Ste 221, Madison WI 53719
Signed the 990-EZ
ROBERT WYNN, Executive Director
Phone
(608) 332-4423
Return prepared by
NUMBERS 4 NONPROFITS

Mission

CLIMB'S MISSION IS TO HELP TEENS AND YOUNG ADULTS IMPROVE THEIR FINANCIAL CAPABILITY THROUGH EDUCATION AND CAPITAL MARKET ENGAGEMENT

990-EZ for the year ended December 31, 2025

Program accomplishments

  • CLIMB USA HOSTED MULTI-REGIONAL STOCK MARKET EXPERIENCE WHICH WAS A PERFECT COMBINATION OF FUN, NETWORKING, FRIENDLY COMPETITION AND LEARNING TO BUILD WEALTH! THE SME IS A SIMULATION INVESTMENT GAME DESIGNED FOR MIDDLE & HIGH SCHOOL STUDENTS, AS WELL AS ADULTS.
    Expenses $69,053
  • CLIMB COMMUNITY BASED INVESTMENT ENTERPRISES PROVIDED REAL-TIME EDUCATIONAL EXPERIENCES IN LEARNING THE BASICS OF INVESTING AND BUILDING WEALTH THROUGH A STOCK PORTFOLIO.
    Expenses $35,095
  • THE CLIMB YOUTH LEADERSHIP PROGRAM IS A SPECIAL (VIRTUAL) SPACE FOR AMBITIOUS YOUTH TO LEARN AND DEVELOP "THE ECONOMIC WAY OF THINKING AND LIVING". THE VIRTUAL SESSIONS ADDRESS VARIOUS FINANCIAL AND HUMAN DEVELOPMENT TOPICS THAT ARE INTERESTING AND RELEVANT FOR TODAY'S TEENS AND YOUNG ADULTS. EACH PARTICIPANT IS ALSO GUIDED THROUGH THE PROCESS OF SELECTING A SPECIAL TOPIC OF INTEREST TO RESEARCH AND PREPARE AS A PRESENTATION FOR THEIR CAPSTONE IN MAY OF EACH YEAR.
    Expenses $65,858
  • OTHER PROGRAMS (ECONOMIC CLUB AND WORKSHOPS)
    Expenses $25,129

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2026 990-EZ for CLIMB USA INC

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
86-1598626
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
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$38,232
Income (IRS master file)
$197,785

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$197,785$284,949$38,232XML
990December 2024$303,418$389,712$112,049XML
990December 2023$345,572$472,818$192,599XML
990December 2022$529,061$242,251$320,438IRS
990-N for 2021
Officer: Robert Wynn
December 31, 2021≤ $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 86-1598626).

Questions about CLIMB USA INC

What is the EIN of CLIMB USA INC?
The employer identification number (EIN) of CLIMB USA INC is 86-1598626.
Is CLIMB USA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to CLIMB USA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CLIMB USA 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 CLIMB USA INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CLIMB USA INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of CLIMB USA INC?
The 990-N for 2021 names Robert Wynn.
Who are the officers and directors of CLIMB USA INC?
The 990-EZ for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $52,175 (ROBERT WYNN, Executive Dir.).
How much revenue does CLIMB USA INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $197,785, expenses of $284,949 and total assets of $38,232 at year end.

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