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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Public & Societal Benefit Filene Research Institute Inc.

Filene Research Institute Inc.

Fiscal year ending 2025. Filed on October 28, 2025.

5910 Mineral Point Road
Madison, Wisconsin 53705

Filene Research Institute Inc. (EIN: 39-1645910) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2025 IRS Form 990 filing, Filene Research Institute Inc., a 501(c)(3) charitable organization, reported compensation for 2 employees. Among the employees shown here, the average compensation is $0.

Revenue, expenses, and employee compensation

Revenue

$10,923,611

Expenses

$10,195,724

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Jeremy Tollefson
Director of Executive Relations/Secretary
$0
Mark Meyer
President and Chief Executive Officer
$0

Benchmark Employee Compensation

Non-Employee Board Members

April Clobes
Chair
Bill Cheney
Director
Keith Sultemeier
Director
Kevin Johnson
Treasurer
Lily Newfarmer
Director
Mike Schenk
Director
Patty Campbell
Director
Tonita Webb
Director
Ty Muse
Vice Chair

Contractors

Cuna Mutual Grouptrustage
Management and Administrative
$2,984,462
Hermoney Media Inc.
Financial Wellness Content
$151,200
Lamont Black
Research and Consulting
$124,718
Tracey Bockhop
Event Planning
$115,220

Mission Statement

TO CONDUCT SCIENTIFIC RESEARCH AND EDUCATIONAL PROGRAMS OF CURRENT AND FUTURE INTEREST AND VALUE TO THE GENERAL PUBLIC AND TO CREDIT UNIONS, CREDIT UNION MEMBERS, CREDIT UNION ORGANIZATIONS AND SUPPORTERS OF CREDIT UNIONS AND THE CREDIT UNION PHILOSOPHY.

Revisions to this organization profile

October 28, 2025:
2025 Filene Research Institute Inc. 990 filed
October 29, 2024:
2024 Filene Research Institute Inc. 990 filed
December 22, 2023:
2023 Filene Research Institute Inc. 990 filed

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