Nonprofit · EIN 81-3237382
FINANCIAL LITERACY WISCONSIN INC
Tax-exempt · BROOKFIELD, WI 53005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $39,263 | $32,928 | $6,335 | $36,847 | – | $36,847 |
| December 31, 2024 | 990-EZ | $36,827 | $28,604 | $8,223 | $30,512 | – | $30,512 |
| December 31, 2023 | 990-EZ | $41,497 | $31,284 | $10,213 | $22,289 | – | $22,289 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $39,628
- Investment income
- $29
- Net income from fundraising events
- -$394
Expenses
- Grants and similar amounts paid
- $30,045
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,750
- Other expenses
- $1,133
- Program services (functional)
- $30,045
Balance sheet and other
- Total assets, start of year
- $30,512
- Total assets, end of year
- $36,847
- Total liabilities, end of year
- –
- Net assets, end of year
- $36,847
- Cash, savings and investments
- $36,847
- Gross receipts
- $65,906
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erik Gauger | Chair/President | 2 | $0 |
| Ryan Bushman | Treasurer | 2 | $0 |
| Jason Scherer | Board Member | 1 | $0 |
990-EZ for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erik Gauger | Chair/President | 2 | $0 |
| Ryan Bushman | Treasurer | 2 | $0 |
| Jason Scherer | Board Member | 1 | $0 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erik Gauger | Chair/President | 2 | $0 |
| Ryan Bushman | Treasurer | 2 | $0 |
| Matthew Schulz | Board Member | 1 | $0 |
| Joseph Frederick | Board Member | 1 | $0 |
| Michael Underhill | Board Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 13400 BISHOPS LN STE 120, BROOKFIELD, WI 53005-6254
- In care of
- % ERIK GAUGER
- Mailing address (990-N for 2020)
- 11933 W Burleigh, Wauwatosa WI 53222
- Principal officer (990-N for 2020)
- Erik Gauger, 11933 W Burleigh, Wauwatosa WI 53222
- Signed the 990-EZ
- Erik Gauger, President
- Phone
- (414) 774-0300
- Website
- finlitwisconsin.com
- Return prepared by
- O'Leary & Anick
Mission
Support financial literacy education in Wisconsin
Program accomplishments
- The Organization is a proud partner of SecureFutures since it was founded. Our community of financial professionals is one of the largest sources of volunteer instructors, and our Organization provides financial support annually.Expenses $30,045 · grants $30,045
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 81-3237382
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $36,847
- Income (IRS master file)
- $65,906
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $39,263 | $32,928 | $36,847 | XML |
| 990-EZ | December 2024 | $36,827 | $28,604 | $30,512 | XML |
| 990-EZ | December 2023 | $41,497 | $31,284 | $22,289 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Erik Gauger | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Michael Underhill | December 31, 2019 | ≤ $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 81-3237382).
Questions about FINANCIAL LITERACY WISCONSIN INC
- What is the EIN of FINANCIAL LITERACY WISCONSIN INC?
- The employer identification number (EIN) of FINANCIAL LITERACY WISCONSIN INC is 81-3237382.
- Is FINANCIAL LITERACY WISCONSIN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to FINANCIAL LITERACY WISCONSIN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FINANCIAL LITERACY WISCONSIN 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 FINANCIAL LITERACY WISCONSIN 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 FINANCIAL LITERACY WISCONSIN 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 FINANCIAL LITERACY WISCONSIN INC?
- The 990-N for 2020 names Erik Gauger.
- Who are the officers and directors of FINANCIAL LITERACY WISCONSIN INC?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL LITERACY WISCONSIN INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $39,263, expenses of $32,928 and total assets of $36,847 at year end.
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All nonprofits in BROOKFIELD · Wisconsin · Philanthropy, voluntarism and grantmaking foundations