Climb USA Inc
Nonprofit profile at a glance
- EIN
- 861598626
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990 2024, Form 990-EZ 2025, Form 990-N 2021
- Location
- Madison, WI, USA
- Phone
- 6083324423
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Youth Development - Business
Reported finances
- Revenue
- $197,785
- Expenses
- $284,949
- Assets
- $38,232
- Liabilities
- $34,843
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- MARK SCHUG (Vice President)
People named in this filing
- ROBERT WYNN (Executive Dir.)
- MARK SCHUG (Vice President)
- SALLI MARTYNIAK (Treasurer)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Climb's mission is to help teens and young adults improve their financial capability through education and capital market engagement
What it reported doing in 2025
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.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 87
- Transparency & Controls: 100
- Sustainability: 8
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 98.7%; rating input score 99
- Program expense ratio: 68.5%; rating input score 68
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -44.1%; rating input score 2; 2nd percentile among comparable filings
- Total-asset coverage ratio: 0.13; rating input score 14; 14th percentile among comparable filings
- Liabilities to assets ratio: 0.91; rating input score 5; 5th percentile among comparable filings
- Officer compensation ratio: 18.3%; rating input score 18; 18th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -30.1% per year; rating input score 0; 1st percentile among comparable filings
- Asset growth: -55.9% per year; rating input score 0; 2nd percentile among comparable filings
Details
- Where the money goes: 98.7% of revenue deployed · 68.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $195K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 3 filed schedules
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 2/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 14/100.
- High — Sustainability: Liabilities to assets ratio scored 5/100.
- High — Sustainability: Officer compensation ratio scored 18/100.