Nonprofit · EIN 46-4161191
MATHEMATICS INSTITUTE OF WI
Tax-exempt · OCONOMOWOC, WI 53066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $964,988 | $925,467 | $39,521 | $925,392 | $1,958 | $923,434 |
| December 31, 2024 | 990-PF | $1,544,167 | $1,121,312 | $422,855 | $892,475 | $8,562 | $883,913 |
| December 31, 2023 | 990-PF | $951,053 | $1,396,274 | -$445,221 | $465,561 | $4,503 | $461,058 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $326,810
- Interest
- $484
- Other income
- $637,694
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $239,536
- Salaries, compensation and benefits (total)
- $378,512
- Disbursements for charitable purposes
- $287,188
Balance sheet and other
- Total assets, start of year
- $892,475
- Total assets, end of year
- $925,392
- Total liabilities, end of year
- $1,958
- Net assets, end of year
- $923,434
- Fair market value of assets
- $925,392
- Qualifying distributions
- $287,188
- Net investment income
- $484
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN LEVERENZ 20 S MAIN STREET 2, OCONOMOWOC, WI 53066 | President | 40 | $204,445 | $3,078 |
| ERIC KANTERS W164 N10237 CLOVER HILL LANE, GERMANTOWN, WI 53022 | MATH SPECIALIST Highest-paid employee | 40 | $126,037 | $4,299 |
| SONJA TWEDT 800 HOEL AVENUE, STOUGHTON, WI 53072 | MATH SPECIALIST Highest-paid employee | 40 | $98,853 | $3,429 |
| SHELLEY MICHALSKI N51W27542 N WILLOW CREEK DR, PEWAUKEE, WI 53072 | SYSTEMS ADMIN Highest-paid employee | 40 | $82,973 | $3,374 |
| JEDD LAPID 20 S MAIN STREET 2, OCONOMOWOC, WI 53066 | Secretary | 1 | $0 | – |
| LARRY PESCH 20 S MAIN STREET 2, OCONOMOWOC, WI 53066 | Director | 1 | $0 | – |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN LEVERENZ 20 S MAIN STREET 2, OCONOMOWOC, WI 53066 | President | 40 | $202,928 | $6,444 |
| ERIC KANTERS W164 N10237 CLOVER HILL LANE, GERMANTOWN, WI 53022 | MATH SPECIALIST Highest-paid employee | 40 | $124,340 | $4,154 |
| SONJA TWEDT 800 HOEL AVENUE, STOUGHTON, WI 53072 | MATH SPECIALIST Highest-paid employee | 40 | $91,715 | $2,981 |
| SHELLEY MICHALSKI N51W27542 N WILLOW CREEK DR, PEWAUKEE, WI 53072 | SYSTEMS ADMIN Highest-paid employee | 40 | $83,031 | $3,260 |
| MARCIA K PETERSON 20 S MAIN STREET 2, OCONOMOWOC, WI 53066 | Director | 5 | $0 | – |
| JAMES L MOHR 20 S MAIN STREET 2, OCONOMOWOC, WI 53066 | Secretary | 5 | $0 | – |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN LEVERENZ 20 S MAIN STREET 2, OCONOMOWOC, WI 53066 | President | 40 | $205,019 | $6,433 |
| ERIC KANTERS W164 N10237 CLOVER HILL LANE, GERMANTOWN, WI 53022 | MATH SPECIALIST Highest-paid employee | 40 | $115,810 | $3,930 |
| SARA BROWN 998 OCONOBANKS DRIVE, COLGATE, WI 53017 | MATH SPECIALIST Highest-paid employee | 40 | $108,701 | $3,969 |
| SHELLEY MICHALSKI N51W27542 N WILLOW CREEK DR, PEWAUKEE, WI 53072 | SYSTEMS ADMIN Highest-paid employee | 40 | $66,427 | $594 |
| SONJA TWEDT 800 HOEL AVENUE, STOUGHTON, WI 53072 | MATH SPECIALIST Highest-paid employee | 40 | $56,450 | – |
| MARCIA K PETERSON 20 S MAIN STREET 2, OCONOMOWOC, WI 53066 | Director | 5 | $0 | – |
| JAMES L MOHR 20 S MAIN STREET 2, OCONOMOWOC, WI 53066 | Secretary | 5 | $0 | – |
Address and contacts
- Address (IRS master file)
- 20 S MAIN ST STE 2, OCONOMOWOC, WI 53066-5256
- Signed the 990-PF
- KATHRYN LEVERENZ, President
- Website
- WWW.MATHINSTITUTEWI.ORG
- Return prepared by
- Mohr CPAs LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-4161191
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $925,392
- Income (IRS master file)
- $964,988
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $964,988 | $925,467 | $925,392 | XML |
| 990-PF | December 2024 | $1,544,167 | $1,121,312 | $892,475 | XML |
| 990-PF | December 2023 | $951,053 | $1,396,274 | $465,561 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
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 46-4161191).
Questions about MATHEMATICS INSTITUTE OF WI
- What is the EIN of MATHEMATICS INSTITUTE OF WI?
- The employer identification number (EIN) of MATHEMATICS INSTITUTE OF WI is 46-4161191.
- Is MATHEMATICS INSTITUTE OF WI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to MATHEMATICS INSTITUTE OF WI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MATHEMATICS INSTITUTE OF WI file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATHEMATICS INSTITUTE OF WI 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 MATHEMATICS INSTITUTE OF WI last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MATHEMATICS INSTITUTE OF WI?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 4 received compensation from the organization, the highest $204,445 (KATHRYN LEVERENZ, President).
- How much revenue does MATHEMATICS INSTITUTE OF WI have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $964,988, expenses of $925,467 and total assets of $925,392 at year end.
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