Filene Research Institute Inc
Donations deductibleFilene Research Institute Inc's network
9 people2 organisationsi9 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| April Clobes Chair | Chair | 2019 | 7 yrs |
| Bill Cheney | Director | 2020 | 6 yrs |
| Keith Sultemeier | Director | 2019 | 7 yrs |
| Kevin Johnson | Treasurer | 2023 | 3 yrs |
| Lily Newfarmer | Director | 2023 | 3 yrs |
| Mike Schenk | Director | 2019 | 7 yrs |
| Patty Campbell | Director | 2020 | 6 yrs |
| Tonita Webb | Director | 2024 | 2 yrs |
| TY Muse | Vice-Chair | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Jeremy Tollefson | Dir of Executive Relations/Secretary | since 2023 |
| Mark Meyer | President and Chief Executive Officer | since 2019 |
| Patsy Stewart | Chief Finance & Operations Officer | 2023 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| April Clobes | Chair | 1 | $0 | ||
| Ty Muse | Vice-Chair | 1 | $0 | ||
| Kevin Johnson | Treasurer | 1 | $0 | ||
| Keith Sultemeier | Director | 1 | $0 | ||
| Mike Schenk | Director | 1 | $0 | ||
| Tonita Webb | Director | 1 | $0 | ||
| Bill Cheney | Director | 1 | $0 | ||
| Patty Campbell | Director | 1 | $0 | ||
| Lily Newfarmer | Director | 1 | $0 | ||
| Mark Meyer | President & Chief Executive Officer | 60 | $0 | ||
| Jeremy Tollefson | Dir of Executive Relations/Secretary | 40 | $0 |
No pay was reported for anyone in Part VII on this return.
Colorado roster
13 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263000949). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Patty Campbell | Director |
| Lily Newfarmer | Director |
| Bill Cheney | Director |
| April Clobes | Chair |
| Mark Meyer | President & Chief Executive Officer |
| Ty Muse | Vice-Chair |
| Patsy Stewart | |
| Kevin Johnson | Treasurer |
| Jeremy Tollefson | Dir of Executive Relations/Secretary |
| Tonita Webb | Director |
| Mike Schenk | Director |
| Keith Sultemeier | Director |
| Mark Meyer | President |
About
- Legal name
- Filene Research Institute Inc
- EIN
- 391645910
- Address
- 5910 Mineral Point Rd, Madison, WI, 53705-4456
- State
- Wisconsin
- Mission
- Strengthening organizations through innovative research & incubation to improve consumer financial well-being. (as filed on the Form 990)
- Activity (NTEE)
- W60E Public and societal benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Public & Societal Benefit
- Size band
- 8 (IRS master file code)
- Formed
- 1989
- Principal officer
- Mark Meyer (as named on the Form 990)
- IRS ruling date
- 1 August 1990
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsApril Clobes
≥7years on the filingsKeith Sultemeier
≥7years on the filingsMike Schenk
≥7years on the filingsTY Muse
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $16.4m
- Total liabilities
- $2.1m
- Net assets or fund balances
- $14.3m
- Contributions and grants received
- $9.6m
- Program service revenue
- $1m
- Employees
- 0
- Volunteers
- 11
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $10.9m | $10.2m | $728k |
As filed on the IRS Form 990. US dollars.