2025-10-06T10:46:18-05:00 2024-12-31 391628949 JOHNSON BLOCK & CO INC 9701 BRADER WAY SUITE 202 MIDDLETON WI 53562 990 2024-01-01 861598626 CLIMB USA INC CLIM 6083324423 6666 ODANA ROAD 221 MADISON WI 53719 ROBERT WYNN EXECUTIVE DIRECTOR 6082184554 2025-09-29 1 1 HUI MENG P01940244 6082742002 2024 2025-03-06 01:10:19Z ROBERT WYNN 6666 ODANA ROAD 221 MADISON WI 53719 303418 0 X HTTPS://WWW.CLIMBUSA.ORG/ X 2021 WI CLIMB'S MISSION IS TO HELP TEENS AND YOUNG ADULTS IMPROVE THEIR FINANCIAL CAPABILITY THROUGH EDUCATION AND CAPITAL MARKET ENGAGEMENT. 6 6 11 6 0 0 339434 301805 1500 0 1937 1024 2701 589 345572 303418 9189 10425 0 0 267327 201394 0 0 50748 196302 177893 472818 389712 -127246 -86294 192599 112049 15932 21676 176667 90373 X CLIMB'S MISSION IS TO HELP TEENS AND YOUNG ADULTS IMPROVE THEIR FINANCIAL CAPABILITY THROUGH EDUCATION AND CAPITAL MARKET ENGAGEMENT. 0 0 45914 7025 CLIMB USA HOSTED MULTI-REGIONAL STOCK MARKET EXPERIENCE WHICH WAS A PERFECT COMBINATION OF FUN, NETWORKING, FRIENDLY COMPETITION AND LEARNING TO BUILD WEALTH! THE SME IS A SIMULATION INVESTMENT GAME DESIGNED FOR MIDDLE & HIGH SCHOOL STUDENTS, AS WELL AS ADULTS. 44425 CLIMB COMMUNITY BASED INVESTMENT ENTERPRISES PROVIDED REAL-TIME EDUCATIONAL EXPERIENCES IN LEARNING THE BASICS OF INVESTING AND BUILDING WEALTH THROUGH A STOCK PORTFOLIO. 54858 1800 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. 18314 1600 GO4IT!'S MISSION IS TO PROMOTE ENTREPRENEURSHIP AMONG URBAN YOUTH AND YOUNG ADULTS THROUGH BUSINESS AND INVESTMENT EDUCATION, TRAINING, AND PROJECT-BASED INITIATIVES. GO4IT! ACCOMPLISHES ITS MISSION THROUGH AN INTER-AGENCY COLLABORATION OF YOUTH-SERVING COMMUNITY-BASEDORGANIZATIONS. 13084 ECONOMIC CLUB - A NETWORK OF PROFESSIONALS WHO SERVE AS A FULCRUM OF THOUGHT & LEADERSHIP IN THE REALM OF ISSUES THAT AFFECT UNDERSERVED COMMUNITIES. THE ECONOMIC CLUB WAS ESTABLISHED TO HOST FORUMS AND DISCUSS ECONOMIC AND BUSINESS ISSUES THAT ARE PERTINENT TO PEOPLE AND COMMUNITIES OF COLOR. 98217 GENERAL PROGRAMS - ORG ADVANCEMENT. 129615 1600 274812 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 WI X KEVIN TORRENCE 6083341993 6666 ODANA ROAD 221 MADISON WI 53719 MARK SCHUG VICE CHAIR 1.00 X X 0 0 0 SALLI MARTYNIAK TREASURER 1.00 X X 0 0 0 ANTHONY COBB CHAIR 1.00 X X 0 0 0 JEREMY TARDY SECRETARY 1.00 X X 0 0 0 CARLA CROSS DIRECTOR 1.00 X 0 0 0 JAMAR JONES DIRECTOR 1.00 X 0 0 0 ROBERT WYNN EXECUTIVE DIRECTOR 40.00 X 80150 0 0 80150 0 0 0 0 0 0 0 5950 295855 301805 1024 1024 MISCELLANEOUS REVENUE 900099 589 589 589 303418 589 0 1024 X 10425 10425 80150 64120 8015 8015 105193 71698 9487 24008 16051 11797 1508 2746 5250 5250 25867 25867 76805 65344 825 10636 9971 9971 28107 22073 5707 327 3060 1500 1560 6163 5822 325 16 5212 5212 PROFESSIONAL DEVELOPMEN 8393 8306 87 BAD DEBT EXPENSE 5000 5000 MEALS AND ENTERTAINMENT 3240 2962 278 MISCELLANEOUS 825 794 31 389712 274812 64152 50748 52595 39661 128150 57278 10000 2128 1604 2249 10183 250 550 192599 112049 15932 21676 15932 21676 X 171753 60626 4914 29747 176667 90373 192599 112049 -86294 0 X 0 1 X 1 0 X 43017 527706 339434 301805 1211962 43017 527706 339434 301805 1211962 476309 735653 30 1937 1024 2991 1214953 2825 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 303418 0 303418 0 303418 389712 0 389712 0 389712 PART X, LINE 2: CLIMB USA, INC. FOLLOWS THE STATUTORY REQUIREMENTS FOR THEIR INCOME TAX ACCOUNTING AND GENERALLY AVOIDS RISKS ASSOCIATED WITH POTENTIALLY PROBLEMATIC TAX POSITIONS THAT MAY BE CHALLENGED UPON EXAMINATION. MANAGEMENT BELIEVES ANY LIABILITY RESULTING FROM TAXING AUTHORITIES IMPOSING ADDITIONAL INCOME TAXES FROM ACTIVITIES DEEMED TO BE UNRELATED TO CLIMB USA, INC.'S TAX-EXEMPT STATUS WOULD NOT HAVE A MATERIAL EFFECT ON THE ACCOMPANYING FINANCIAL STATEMENTS. CLIMB USA, INC.'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. 1 SCHOLARSHIPS 65 10425 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS DISTRIBUTED TO THE MEMBERS OF THE GOVERNING BODY TO GIVE THEM AN OPPORTUNITY TO REVIEW THE RETURN BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS PRESENTED TO THE BOARD YEARLY AND EACH MEMBER REVIEWS THE POLICY, LISTS ANY CONFLICTS AND SIGNS THE FORM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE RECORDS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 65,344. MANAGEMENT AND GENERAL EXPENSES 825. FUNDRAISING EXPENSES 10,636. TOTAL EXPENSES 76,805.