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Mathematics Institute Of Wisconsin Inc

  • Oconomowoc, WI
  • Tax-exempt since Sept. 2014
  • EIN: 46-4161191

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Education N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.54M (2024)

Expenses
$1.12M (2024)

Total Assets
$892k (2024)

Total Liabilities
$8.56k (2024)

Years with missing data
Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,544,167
Expenses
$1,121,312
Net Income
$422,855
Net Assets
$883,913
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $638,900
41.4%
Interest Revenue $276
0.0%
Dividends $0
Sales of Assets $7,814
0.5%
Other Income $897,177
58.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $207,358
18.5%
Compensation of Officers* $244,562
21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $892,475
Total Liabilities $8,562
Net Assets $883,913
Compensation
Key Employees and Officers Compensation Other
Kathryn Leverenz (President) $202,928 $41,634
Eric Kanters (Math Specialist) $124,340 $31,772
Sonja Twedt (Math Specialist) $91,715 $3,802
Shelley Michalski (Systems Admin) $83,031 $33,350
Marcia K Peterson (Director) $0 $0
James L Mohr (Secretary) $0 $0
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Document Links

990-PF
Filed on July 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$951,053
Expenses
$1,396,274
Net Income
-$445,221
Net Assets
$461,058
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $318
0.0%
Dividends $0
Sales of Assets -$684
Other Income $951,419
> 100%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $444,237
31.8%
Compensation of Officers* $251,394
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $465,561
Total Liabilities $4,503
Net Assets $461,058
Compensation
Key Employees and Officers Compensation Other
Kathryn Leverenz (President) $205,019 $46,375
Eric Kanters (Math Specialist) $115,810 $35,249
Sara Brown (Math Specialist) $108,701 $24,285
Shelley Michalski (Systems Admin) $66,427 $23,999
Sonja Twedt (Math Specialist) $56,450 $0
Marcia K Peterson (Director) $0 $0
James L Mohr (Secretary) $0 $0
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Document Links

990-PF
Filed on July 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,211,151
Expenses
$1,299,725
Net Income
-$88,574
Net Assets
$903,454
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $63,583
5.2%
Interest Revenue $366
0.0%
Dividends $0
Sales of Assets $0
Other Income $1,147,202
94.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $184,849
14.2%
Compensation of Officers* $227,843
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $910,984
Total Liabilities $7,530
Net Assets $903,454
Compensation
Key Employees and Officers Compensation Other
Kathryn Leverenz (President) $181,039 $46,804
Alison Richards (Math Program Speci) $120,831 $8,348
Eric Kanters (Math Program Spec) $107,903 $36,736
Sara Brown (Math Program) $107,516 $26,523
Alyssa Holly (Program Coordinato) $73,827 $13,882
Marcia K Peterson (Director) $0 $0
James L Mohr (Secretary) $0 $0
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Document Links

990-PF
Filed on March 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,599,336
Expenses
$1,128,371
Net Income
$470,965
Net Assets
$991,021
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $763,000
47.7%
Interest Revenue $65
0.0%
Dividends $0
Sales of Assets $0
Other Income $836,271
52.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $291,985
25.9%
Compensation of Officers* $235,200
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $994,920
Total Liabilities $3,899
Net Assets $991,021
Compensation
Key Employees and Officers Compensation Other
Kathryn Leverenz (President) $190,567 $44,633
Alison Richards (Math Program Speci) $124,690 $10,127
Sara Brown (Math Program) $107,212 $21,739
Eric Kanters (Math Program Spec) $101,548 $35,422
Alyssa Holly (Program Coordinato) $78,178 $14,637
Marcia K Peterson (Director) $0 $0
James L Mohr (Secretary) $0 $0
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Document Links

990-PF
Filed on March 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,388,968
Expenses
$1,167,371
Net Income
$221,597
Net Assets
$519,673
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $916,300
66.0%
Interest Revenue $42
0.0%
Dividends $0
Sales of Assets $0
Other Income $472,626
34.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $690,120
59.1%
Compensation of Officers* $222,379
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $521,844
Total Liabilities $2,171
Net Assets $519,673
Compensation
Key Employees and Officers Compensation Other
Kathryn Leverenz (President) $186,644 $35,735
Alison Richards (Math Program Speci) $122,894 $4,223
Sara Brown (Math Program) $105,227 $20,411
Eric Kanters (Math Program Spec) $102,230 $29,568
Alyssa Holly (Program Coordinato) $76,436 $9,345
Kristine Gettelman (Math Program) $66,139 $9,549
Marcia K Peterson (Director) $0 $0
James L Mohr (Secretary) $0 $0
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Document Links

990-PF
Filed on Feb. 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,159,858
Expenses
$1,343,659
Net Income
-$183,801
Net Assets
$327,089
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $763,000
65.8%
Interest Revenue $58
0.0%
Dividends $0
Sales of Assets $0
Other Income $396,800
34.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $942,130
70.1%
Compensation of Officers* $231,926
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $330,415
Total Liabilities $3,326
Net Assets $327,089
Compensation
Key Employees and Officers Compensation Other
Kathryn Leverenz (President) $197,861 $34,065
Alison Richards (Math Program Speci) $119,249 $4,030
Sara Brown (Math Program Spec) $104,950 $19,613
Kristine Gettelman (Math Program) $99,072 $11,678
Eric Kanters (Math Program Spec) $98,333 $28,315
Alyssa Holly (Program Coordinato) $73,853 $9,993
Marcia K Peterson (Director) $0 $0
James L Mohr (Secretary) $0 $0
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Document Links

990-PF
Filed on March 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,469,715
Expenses
$1,581,494
Net Income
$888,221
Net Assets
$1,628,560
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,400,000
97.2%
Interest Revenue $150
0.0%
Dividends $0
Sales of Assets $0
Other Income $69,565
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,360,880
86.1%
Compensation of Officers* $208,325
13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,628,862
Total Liabilities $302
Net Assets $1,628,560

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,962,160
Expenses
$1,317,973
Net Income
$644,187
Net Assets
$740,343
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,900,000
96.8%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $62,160
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,315,187
99.8%
Compensation of Officers* $216,829
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $740,343
Total Liabilities $0
Net Assets $740,343

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$100,000
Expenses
$3,844
Net Income
$96,156
Net Assets
$96,156
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,844
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $96,156
Total Liabilities $0
Net Assets $96,156

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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