Wisconsin Bankers Foundation Inc
Nonprofit profile at a glance
- EIN
- 463791061
- IRS 990-EZ coverage
- 2016–2024
- Forms available
- Form 990 2014, Form 990-EZ 2024, Form 990-N 2015
- Location
- Madison, WI, USA
- Phone
- 6084411200
- Rating
- 68
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Financial Counseling
Reported finances
- Revenue
- $101,749
- Expenses
- $82,741
- Assets
- $424,781
- Liabilities
- $198
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- CASSIE KRAUSE (EXECUTIVE DIRECTOR)
People named in this filing
- CASSIE KRAUSE (EXECUTIVE DIRECTOR)
- ROSE OSWALD POELS (BOARD CHAIR/TREASURER)
- PAUL ADAMSKI (BOARD VICE-CHAIR/SECRETARY)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Empowering financial decisions through education and research.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 70% of its reported program spending out as grants.
The verdict
SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 42
- Transparency & Controls: 100
- Sustainability: 76
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 41.1%; rating input score 41
- Program expense ratio: 45%; rating input score 45
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: 18.7%; rating input score 72; 72nd percentile among comparable filings
- Total-asset coverage ratio: 5.13; rating input score 96; 96th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 52; 52nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 11.4% per year; rating input score 100; 64th percentile among comparable filings
- Revenue growth: -9.2% per year; rating input score 0; 5th percentile among comparable filings
- Asset growth: 2.9% per year; rating input score 100; 37th percentile among comparable filings
Details
- Where the money goes: 41.1% of revenue deployed · 45% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $37K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 4 filed schedules
- Filing history: 9 filing years from 2016 to 2024
- Contacts: How to reach this organization
- Related organizations: 3 filed related-organization links
- 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 41/100.
- Moderate — Financial Efficiency: Program expense ratio scored 45/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Liabilities to assets ratio scored 52/100.