Wise Managers INC: FY2024 Nonprofit Profile & Form 990 (EIN 39-2042400)

Revenue by fiscal year
FY2020	$568K
FY2021	$803K
FY2022	$796K
FY2023	$845K
FY2024	$919K
FY2025	$985K

Expenses by fiscal year
FY2020	$502K
FY2021	$568K
FY2022	$602K
FY2023	$709K
FY2024	$799K
FY2025	$920K

Net assets by fiscal year
FY2020	$505K
FY2021	$740K
FY2022	$934K
FY2023	$1.1M
FY2024	$1.2M
FY2025	$1.3M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2003.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $799K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation

Stephen Loehr

President

$0Pt VII · Sec A

Charles Lukasek

Vice President

$0Pt VII · Sec A

Roger Sachs

Secretary

$0Pt VII · Sec A

Cheryl Loehr

Treasurer

$0Pt VII · Sec A

Paul Kapanke

Director

$0Pt VII · Sec A

Mimi Richmond

Director

$0Pt VII · Sec A

Warren Johnson

Director

$0Pt VII · Sec A

Denise Priem

Director

$0Pt VII · Sec A

See Wise Managers INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Operates a resale store supporting a high school and other charities.

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Provided by the organization

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3 programs · $799K · in their own filed words · FY2024

01

We gave clothing and houseware items to needy families and to charitable organizations as well as paying rent and staffing.

$407Kprogram expense

02

We gave funds to Luther High School, Onalaska, WI, to help reduce tuition costs.

$266Kprogram expense

03

We gave funds to religious and charitable organizations, most of which are affiliated with the Wisconsin Ev. Lutheran Synod.

$126Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2023

Amazonsmile FoundationFY2023$26

Total grants receivedfrom 1 funder$26

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$919K

Ln 12

Gifts and grantsLn 1h$911K

Investment incomeLn 3$8K

Money outPt IX

$799K

Ln 25

Programscol B$799K

Owns and owesPt X

$1.2M

net assets · Ln 32

Cash and savingsLn 1–2$314K

Total assetsLn 16$1.5M

LiabilitiesLn 26$312K

PeoplePt VI, VII

11

listed · VII A

PaidVII A0

Voting boardVI 1a9

IndependentVI 1b9

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$911K

Government grantsLn 1e$0

Noncash giftsLn 1g$0

Fundraising eventsLn 1c$0

Investment incomeLn 3$8K

Total revenueLn 12$919K

Assets in detailPt X, end of year

CashLn 1$93K

SavingsLn 2$221K

Cash and savings togetherLn 1–2$314K

Land, buildings, equipmentLn 10c$1.2M

Total assetsLn 16$1.5M

LiabilitiesLn 26$312K

Net assetsLn 32$1.2M

OperationsPt I, VI

EmployeesI 58

VolunteersI 687

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$266K	$314K
Land, buildings, equipmentLn 10c	$1.2M	$1.2M
Total assetsLn 16	$1.5M	$1.5M
LiabilitiesLn 26	$384K	$312K
Net assetsLn 32	$1.1M	$1.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$392K	$392K
Grants to domestic individualsLn 2	$0	$0
Grants and assistance to foreign recipientsLn 3	$0	$0
Benefits paid to or for membersLn 4	$0	$0
Pay of current officers, directors and key staffLn 5	$0	$0	$0	$0
Pay of disqualified personsLn 6	$0	$0	$0	$0
Other salaries and wagesLn 7	$216K	$216K	$0	$0
Other employee benefitsLn 9	$15K	$15K
Payroll taxesLn 10	$16K	$16K
Office expensesLn 13	$24K	$24K
OccupancyLn 16	$74K	$74K
InsuranceLn 23	$16K	$16K
Other expenses (24a–d)Ln 24	$47K	$47K	$0	$0
Total functional expensesLn 25	$799K	$799K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$985K	$920K	$65K	$1.3M	990 PDF
FY2024 Viewing	$919K	$799K	$120K	$1.2M	990 PDF
FY2023	$845K	$709K	$135K	$1.1M	990 PDF
FY2022	$796K	$602K	$194K	$934K	990 PDF
FY2021	$803K	$568K	$235K	$740K	990 PDF
FY2020	$568K	$502K	$66K	$505K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2024 990 (6 parts)

Part I · Summary $918,975 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $841,083$911,184

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $3,427$7,791

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $844,510$918,975

I-13 Grants and similar amounts paidPrior year $408,150$391,950

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $187,405$247,143

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $113,514$160,189

I-18 Total expensesPrior year $709,069$799,282

I-19 Revenue less expensesPrior year $135,441$119,693

Part VI · Governance 9 of 9 board members independent, 4 to look at

VI-1a Voting members of the governing body9

VI-1b Independent voting members9

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $918,975 across 11 lines filed

VIII-1a Federated campaigns$0

VIII-1b Membership dues$0

VIII-1c Fundraising events$0

VIII-1d Related organizations$0

VIII-1e Government grants$0

VIII-1f All other contributions, gifts and grants$911,184

VIII-1g Noncash contributions (included above)$0

VIII-1h Total contributions, gifts and grants$911,184

VIII-3 Investment incomeRelated to mission $7,791 · Unrelated business $0 · Excluded from tax $0$7,791

VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0

VIII-12 Total revenueRelated to mission $7,791 · Unrelated business $0 · Excluded from tax $0$918,975

Part IX · Statement of functional expenses $799,282 across 13 lines filed

IX-1 Grants to domestic organizationsPrograms $391,950$391,950

IX-2 Grants to domestic individualsPrograms $0$0

IX-3 Grants and assistance to foreign recipientsPrograms $0$0

IX-4 Benefits paid to or for membersPrograms $0$0

IX-5 Pay of current officers, directors and key staffPrograms $0 · Management $0 · Fundraising $0$0

IX-6 Pay of disqualified personsPrograms $0 · Management $0 · Fundraising $0$0

IX-7 Other salaries and wagesPrograms $215,503 · Management $0 · Fundraising $0$215,503

IX-9 Other employee benefitsPrograms $15,154$15,154

IX-10 Payroll taxesPrograms $16,486$16,486

IX-13 Office expensesPrograms $23,948$23,948

IX-16 OccupancyPrograms $73,727$73,727

IX-23 InsurancePrograms $15,918$15,918

IX-24 Other expenses (24a–d)Programs $46,596 · Management $0 · Fundraising $0$46,596

IX-25 Total functional expensesPrograms $799,282 · Management $0 · Fundraising $0$799,282

Part X · Balance sheet $1,500,493 assets, 12 lines filed

X-1 Cash, non-interest-bearingStart of year $266,435$92,880

X-2 Savings and temporary cash investmentsStart of year $0$221,218

X-10c Land, buildings and equipment, netStart of year $1,186,395$1,186,395

X-16 Total assetsStart of year $1,452,830$1,500,493

X-17 Accounts payable and accrued expensesStart of year $8,036$7,182

X-18 Grants payableStart of year $0$0

X-19 Deferred revenueStart of year $0$0

X-20 Tax-exempt bond liabilitiesStart of year $0$0

X-24 Unsecured notes and loans payableStart of year $0$0

X-26 Total liabilitiesStart of year $383,768$311,738

X-32 Total net assets or fund balancesStart of year $1,069,062$1,188,755

X-33 Total liabilities and net assetsStart of year $1,452,830$1,500,493

Part XI · Reconciliation of net assets $1,188,755 net assets at year end

XI-1 Total revenue$918,975

XI-2 Total expenses$799,282

XI-3 Revenue less expenses$119,693

XI-4 Net assets at start of year$1,069,062

XI-5 Net unrealized gains (losses) on investments$0

XI-6 Donated services and use of facilities$0

XI-7 Investment expenses$0

XI-8 Prior period adjustments$0

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$1,188,755

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Wise Managers INC FY2024 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Wise Managers INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV