Civic Intelligence

Oconomowoc Public Education Foundation Inc

990EZ • Fiscal year 2015 • EIN 20-8858261

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

Organization Profilewww.opef.info
PO Box 444Oconomowoc, WI 53066

(262) 567-6540

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

93rd percentile

0.57x

Higher debt load relative to revenue than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

19th percentile

-14%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-58%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$242,141

Down $52,620 (-18%) from 2014

Net Assets

Down

$208,380

Down $8,524 (-3.9%) from 2014

Liabilities

Down

$33,761

Down $44,096 (-57%) from 2014

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin19th percentile

Revenue

Down

$58,912

Down $81,351 (-58%) from 2014

Expenses

Down

$67,436

Down $80,488 (-54%) from 2014

Net Income

Down

-$8,524

Down $863 (-11%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $319,959Liabilities 2011: $90,265Net Assets 2011: $229,6942011Assets 2012: $347,577Liabilities 2012: $87,870Net Assets 2012: $259,7072012Assets 2013: $270,690Liabilities 2013: $46,125Net Assets 2013: $224,5652013Assets 2014: $294,761Liabilities 2014: $77,857Net Assets 2014: $216,9042014Assets 2015: $242,141Liabilities 2015: $33,761Net Assets 2015: $208,3802015Assets 2016: $259,844Liabilities 2016: $31,744Net Assets 2016: $228,1002016Assets 2017: $248,994Liabilities 2017: $32,4052017Assets 2018: $229,022Liabilities 2018: $27,042Net Assets 2018: $201,9802018Assets 2019: $244,099Liabilities 2019: $32,976Net Assets 2019: $211,1232019Assets 2020: $221,512Liabilities 2020: $0Net Assets 2020: $221,5122020Assets 2021: $226,949Liabilities 2021: $0Net Assets 2021: $226,9492021Assets 2022: $189,458Liabilities 2022: $45Net Assets 2022: $189,4132022Assets 2023: $179,135Liabilities 2023: $452023

Highlighted filing

2015

Assets$242,141
Liabilities$33,761
Net Assets$208,380
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $197,476Expenses 2011: $154,389Net Income 2011: $43,0872011Expenses 2012: $215,4632012Revenue 2013: $213,757Expenses 2013: $248,899Net Income 2013: -$35,1422013Revenue 2014: $140,263Expenses 2014: $147,924Net Income 2014: -$7,6612014Revenue 2015: $58,912Expenses 2015: $67,436Net Income 2015: -$8,5242015Revenue 2016: $85,358Expenses 2016: $65,638Net Income 2016: $19,7202016Revenue 2017: $62,380Expenses 2017: $73,891Net Income 2017: -$11,5112017Revenue 2018: $69,547Expenses 2018: $84,156Net Income 2018: -$14,6092018Revenue 2019: $52,248Expenses 2019: $52,960Net Income 2019: -$7122019Revenue 2020: $1,978Expenses 2020: $12,347Net Income 2020: -$10,3692020Revenue 2021: $6,641Expenses 2021: $25,420Net Income 2021: -$18,7792021Revenue 2022: $19,505Expenses 2022: $33,422Net Income 2022: -$13,9172022Revenue 2023: $1,990Expenses 2023: $27,367Net Income 2023: -$25,3772023

Highlighted filing

2015

Revenue$58,912
Expenses$67,436
Net Income-$8,524
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.0
Gross Receipts
$58,912
Mission and Program Overview

Mission

To raise and provide funds for innovative educational opportunities and experiences not funded in the core school district budget.

Program Services

DescriptionGrantsExpenses
Projects that positively impacted students and the community by encouraging leadership, fostering excellence and nurturing a sense of belonging through our public schools.$52,307-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Becky BohrmanDirector-$0--
Matt CarricoDirector-$0--
Deanna MarincicCo-President-$0--
Trish ClarkDirector-$0--
Jennifer HollandSecretary-$0--
Michael SchroederTreasurer-$0--
Kate WincklerDirector-$0--
Roger RindoDirector-$0--
Kevin PagenkopfDirector-$0--
Jodi SchwefelDirector-$0--
Ryan MyhreDirector-$0--
Deb MeunierDirector-$0--
Dee WarzynCo-President-$0--
Katie MikulakDirector-$0--
Wendy QuadenDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oconomowoc Public Education Foundation
EIN
20-8858261
Phone
2625676540
Address
PO Box 444, Oconomowoc, WI 53066

Signing Officer

Name
Michael Schroeder
Title
Treasurer
Signed
2016-08-12

Preparer

Firm
Winter Kloman Moter and Repp Sc
Address
1040 OCONOMOWOC PKWY, OCONOMOWOC, WI 53066
Preparer
James K Holsen CPACGMA
Phone
2625676540
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: EDUCATIONAL | Donee's Name: Oconomowoc Area School District | Donee's Address: W360 N7077 Brown Street Oconomowoc WI 53066 | Relationship of Donee: none | Cash Amount Given: $30286”

Other Expenses.1001

“Advertising and Promotion $30”

Other Expenses.1002

“Office Expenses $953”

Other Expenses.1005

“Travel $113”

Other Expenses.1012

“Insurance $700”

Other Expenses.1

“Haunted High/Haunted Ball $14923”

Other Expenses.3

“Credit card & Merchant fees $1970”

Other Expenses.4

“Other expense $1530”

Other Expenses.5

“Website $865”

Other Expenses.6

“Utilities $477”

Other Expenses.7

“Other business expenses $372”

Other Expenses.8

“Fees $356”

Other Expenses.9

“Food & Room Rental $300”

Other Expenses.10

“Misc Expense $213”

Other Assets.1005

“Accounts Receivable - Beginning $160 Accounts Receivable - Ending $0”

Other Assets.1006

“Pledges and Grants Receivable - Beginning $6550 Pledges and Grants Receivable - Ending $0”

Other Assets.1

“Beneficial Interest in Endowment - Beginning $36367 Beneficial Interest in Endowment - Ending $75281”

Other Assets.2

“Undeposited Funds - Beginning $0 Undeposited Funds - Ending $1100”

Total Liabilities.1002

“Grants Payable - Beginning $77857 Grants Payable - Ending $33761”

Raw XML Appendix228 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09202616540
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Becky Bohrman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Matt Carrico
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Deanna Marincic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Trish Clark
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jennifer Holland
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Michael Schroeder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Kate Winckler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Roger Rindo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Kevin Pagenkopf
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jodi Schwefel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Ryan Myhre
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Katie Mikulak
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt043077
IRS990EZ/OtherAssetsTotalDetail/EOYAmt076381
IRS990EZ/OtherExpensesTotalAmt022802
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To raise and provide funds for innovative educational opportunities and experiences not funded in the core school district budget.
IRS990EZ/PrintingPublicationsPostageAmt06848
IRS990EZ/ProgramServiceRevenueAmt049850
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Projects that positively impacted students and the community by encouraging leadership, fostering excellence and nurturing a sense of belonging through our public schools.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052307
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067436
IRS990EZ/TotalProgramServiceExpensesAmt052307
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.opef.info
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0110870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt072635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041340
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0337
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04310
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0402
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08794
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0502025
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97100
IRS990ScheduleA/PublicSupportPY170Pct00.97820
IRS990ScheduleA/PublicSupportTotal170Amt0293955
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060385
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041340
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0293955
IRS990ScheduleA/TotalSupportAmt0302749
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: EDUCATIONAL | Donee's Name: Oconomowoc Area School District | Donee's Address: W360 N7077 Brown Street Oconomowoc WI 53066 | Relationship of Donee: none | Cash Amount Given: $30286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $953
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Haunted High/Haunted Ball $14923
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Credit card & Merchant fees $1970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other expense $1530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Website $865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Utilities $477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other business expenses $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Fees $356
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Food & Room Rental $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Misc Expense $213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Accounts Receivable - Beginning $160 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Pledges and Grants Receivable - Beginning $6550 Pledges and Grants Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Beneficial Interest in Endowment - Beginning $36367 Beneficial Interest in Endowment - Ending $75281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Undeposited Funds - Beginning $0 Undeposited Funds - Ending $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Grants Payable - Beginning $77857 Grants Payable - Ending $33761
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1002
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Schroeder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oconomowoc Public Education Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Inc
ReturnHeader/Filer/BusinessNameControlTxt0OCON
ReturnHeader/Filer/EIN0208858261
ReturnHeader/Filer/PhoneNum02625676540
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 444
ReturnHeader/Filer/USAddress/CityNm0Oconomowoc
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053066
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINTER KLOMAN MOTER AND REPP SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01040 OCONOMOWOC PKWY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCONOMOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053066
ReturnHeader/PreparerPersonGrp/PhoneNum02625676540
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Holsen CPACGMA
ReturnHeader/ReturnTs02016-08-12T07:26:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,141
Liabilities
$33,761
Net assets
$208,380
Revenue
$58,912
Expenses
$67,436
Net income
-$8,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.79$0.00$0.02$0.27$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.20$0.33$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.00$2.27$0.07$0.25$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.02$0.12$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.33$2.11$0.52$0.53$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.27$2.02$0.70$0.84$0.15
2017Summary only. Only limited summary data is available for this year.$2.49$0.32$0.62$0.74$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.32$2.28$0.85$0.66$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.34$2.08$0.59$0.67$0.09
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.78$2.17$1.40$1.48$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.71$0.46$2.25$2.14$2.49$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.88$2.60$2.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.90$2.30$1.97$1.54$0.43