2024-11-04T07:29:57-06:00 2024-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-07-01 205203533 SECUREFUTURES FOUNDATION INC SECU 4142738101 710 N PLANKINTON AVENUE 1400 MILWAUKEE WI 53203 BRENDA CAMPBELL PRESIDENT & CEO 4142738101 2024-11-04 1 0 DIANA G LUTTMANN P01075770 4142711451 2024-11-01 2023 2024-10-15 13:58:12Z BRENDA CAMPBELL 710 N PLANKINTON AVENUE 1400 MILWAUKEE WI 53203 1965769 0 X WWW.SECUREFUTURES.ORG X 2006 WI FINANCIAL LITERACY PROGRAMS AND RESOURCES TO EMPOWER STUDENTS TO MAKE SOUND FINANCIAL DECISIONS. 18 18 16 205 0 0 1897916 1898016 2412 40 14698 41508 22800 26205 1937826 1965769 150655 164417 0 0 954308 1059202 0 0 177143 525908 612094 1630871 1835713 306955 130056 2419205 2529481 455269 435489 1963936 2093992 X THE MISSION OF THE ORGANIZATION IS TO PROVIDE FINANCIAL LITERACY PROGRAMS AND RESOURCES THAT EMPOWER STUDENTS TO MAKE SOUND FINANCIAL DECISIONS. THE ORGANIZATION'S VISION IS TO BUILD STRONG COMMUNITIES WHERE STUDENTS AND THEIR FAMILIES MAKE INFORMED FINANCIAL DECISIONS AND TAKE CONTROL OF THEIR FINANCIAL FUTURE. 0 0 242067 MONEY SENSE: THIS FLEXIBLE PROGRAM, AVAILABLE IN IN-PERSON AND VIRTUAL FORMATS, INTRODUCES TEENS TO FINANCIAL BASICS LIKE BANKING, CREATING A SAVINGS PLAN, MANAGING A BUDGET, AND MAINTAINING HEALTHY CREDIT. TYPICALLY TAUGHT IN THREE 90-MINUTE LESSONS, THE PROGRAM'S CONTENT CAN BE PRESENTED BY TRAINED VOLUNTEERS OR DIRECTLY BY THE EDUCATOR. IN ADDITION TO THE LESSON-BASED PROGRAM, WE OFFER MONEY SENSE ON DEMAND, AN EXTENSIVE LIBRARY OF STUDENT-DIRECTED ONLINE LEARNING MODULES ON AN ARRAY OF PERSONAL FINANCE TOPICS. 691903 40 MONEY PATH: THIS INNOVATIVE PROGRAM ALLOWS TEENS TO EXPLORE HOW THEIR DECISIONS ABOUT COLLEGE, CAREER, BUDGETING, AND SAVING WILL IMPACT LONG-TERM GOALS AND LIFELONG FINANCIAL SUCCESS. MONEY PATH GIVES TEENS THE OPPORTUNITY TO BUILD A PERSONALIZED PLAN AND CHART A COURSE TOWARDS A FINANCIALLY EMPOWERED FUTURE. 546622 164417 MONEY COACH: THIS PROGRAM FOCUSES ON TEENS FROM UNDER-RESOURCED COMMUNITIES AND EMPOWERS THEM THROUGH ONE-ON-ONE AND SMALL GROUP MENTORSHIP TO BUILD STRONG MONEY MANAGEMENT HABITS FOR LONG-TERM FINANCIAL CAPABILITY. THIS MULTI-WEEK EXTENSIVE PROGRAM MATCHES TEENS WITH VOLUNTEER COACHES WHO PROVIDE GUIDANCE, ACCOUNTABILITY, AND SUPPORT. 1480592 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 WI X BRENDA CAMPBELL 4142738101 710 N PLANKINTON AVE 1400 MILWAUKEE WI 53203 JACKIE DARR CHAIR 1.00 X X 0 0 0 MAXIMILIAN MANN VICE CHAIR 1.00 X X 0 0 0 SANDRA DUNST SECRETARY 1.00 X X 0 0 0 ISAAC WOODS TREASURER 1.00 X X 0 0 0 JEREMY CAIN DIRECTOR 1.00 X 0 0 0 MALADO CISSE DIRECTOR 1.00 X 0 0 0 TRINETTE GREEN DIRECTOR 1.00 X 0 0 0 XIAOTING HAO DIRECTOR 1.00 X 0 0 0 OTIS HOSLEY JR DIRECTOR 1.00 X 0 0 0 KRISTEN IRGENS DIRECTOR 1.00 X 0 0 0 IRINA KWIATKOWSKA DIRECTOR 1.00 X 0 0 0 ROBERT LAGRANT DIRECTOR 1.00 X 0 0 0 LLOYD LEVIN DIRECTOR 1.00 X 0 0 0 JOHN MROZ DIRECTOR 1.00 X 0 0 0 SYDNEY NELSON DIRECTOR 1.00 X 0 0 0 DAVID POLK DIRECTOR 1.00 X 0 0 0 JONATHAN SMUCKER DIRECTOR 1.00 X 0 0 0 ANNE TIDMORE DIRECTOR 1.00 X 0 0 0 BRENDA CAMPBELL PRESIDENT & CEO 40.00 X 140519 0 20077 140519 0 20077 1 0 1 0 0 355753 1542263 1898016 MONEY PATH APP 900099 40 40 40 41508 41508 25200 355753 0 25200 25200 OTHER INCOME 900099 1005 1005 1005 1965769 40 0 67713 164417 164417 173943 69577 43486 60880 736915 600301 51447 85167 20417 16583 1447 2387 57558 46559 4162 6837 70369 52164 7155 11050 2191 2191 10100 10100 45423 35578 9845 80543 80543 68642 63302 4940 400 40681 30157 4136 6388 6833 5997 836 86541 86541 198114 194518 1413 2183 11789 8739 1199 1851 DUES AND SUBSCRIPTIONS 32446 9813 22633 AWARDS AND PRIZES 16723 15453 1270 OTHER EXPENSE 7562 7562 STAFF PROFESSIONAL DEVE 4506 350 4156 1835713 1480592 177978 177143 53961 16809 1336037 1682971 169200 56500 25000 12617 19535 236328 49182 133913 187146 388019 290598 300458 275922 2419205 2529481 76720 79688 378549 355801 455269 435489 X 1794736 2037492 169200 56500 1963936 2093992 2419205 2529481 130056 0 X 0 1 X 1 0 X 1225228 1356308 1811857 1920716 1923216 8237325 1225228 1356308 1811857 1920716 1923216 8237325 377092 7860233 1576 3094 5660 14698 41508 66536 1005 1005 8304866 159366 0.94650 0.93780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 1,005. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97754 11655 86099 138574 37527 101047 187146 RIGHT-OF-USE OPERATING LEASE 274680 RIGHT-OF-USE FINANCE LEASE 1242 275922 RIGHT-OF-USE LEASE OBLIGATIONS 355801 355801 X 2025987 60218 60218 1965769 0 1965769 1895931 60218 60218 1835713 0 1835713 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2024, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. INVESTMENT CONFERENCE 380953 355753 25200 380953 355753 25200 25200 1 MONEY COACH SCHOLARSHIPS 405 163267 OTHER STUDENT PAYMENTS 5 1150 PART I, LINE 2: STUDENTS MUST REGISTER FOR THE PROGRAM, ATTEND LESSONS, AND COMPLETE A SERIES OF BENCHMARKS TO EARN SCHOLARSHIP FUNDS. X X 0 0 0 0 0 0 0 1 0 BRENDA CAMPBELL PRESIDENT & CEO 133724 0 6795 0 0 0 4115 0 15962 0 160596 0 0 0 PART I, LINE 3 A REVIEW OF LOCAL AND NATIONAL COMPARABLE SALARIES IS PERFORMED ALONG WITH REVIEW OF PERFORMANCE OUTCOMES. BASED ON COMPARABLE DATA AND EXISTING BUDGET CONSTRAINTS, THE BOARD TREASURER AND CHAIRPERSON DETERMINE THE PRESIDENT AND CEO'S SALARY. THE FINANCE COMMITTEE REVIEWS OVERALL STAFF SALARY INCREASES AND THE BOARD APPROVES AS PART OF THE ANNUAL BUDGET. PART I, LINE 7 THE PRESIDENT AND CEO WAS PROVIDED A BONUS BASED ON MERIT. FORM 990, PART VI, SECTION A, LINE 8B WE DO NOT GRANT AUTHORITY TO COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND CEO AND TREASURER PRESENT TO THE EXECUTIVE COMMITTEE IN DETAIL, THEN IT GOES TO THE FULL BOARD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENT IS PROVIDED TO EACH DIRECTOR AT OUR ANNUAL MEETING. THEY READ, SIGN, AND RETURN IT. IT IS STORED IN AN ELECTRONIC FILE AFTER BEING REVIEWED. ANY CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE PRESIDENT AND CEO AND ARE ADDRESSED ON AN INDIVIDUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 A REVIEW OF LOCAL AND NATIONAL COMPARABLE SALARIES IS REVIEWED AS ARE PERFORMANCE OUTCOMES. BASED ON THAT AND EXISTING BUDGET CONSTRAINTS, SALARIES AND OR INCREASES FOR EXISTING EMPLOYEES ARE DETERMINED. THE BOARD TREASURER AND CHAIRPERSON DETERMINE THE PRESIDENT AND CEO'S INCREASE. THE FINANCE COMMITTEE REVIEWS OVERALL STAFF SALARY INCREASES PROPOSED BY ORGANIZATION LEADERSHIP AND THE BOARD APPROVES AS PART OF THE ANNUAL BUDGET REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.