Civic Intelligence

Oconomowoc Public Education Foundation Inc

990EZ • Fiscal year 2017 • EIN 20-8858261

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 27, 2018

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

80th percentile

0.13x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.52x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$11,139

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-4.2%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Flat

$248,994

Flat from 2017

Net Assets

$216,589

No earlier filing loaded for comparison.

Liabilities

Flat

$32,405

Flat from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin17th percentile

Revenue

Flat

$62,380

Flat from 2017

Expenses

Flat

$73,891

Flat from 2017

Net Income

Flat

-$11,511

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth36th 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: $32,405Net Assets 2017: $216,5892017Assets 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

2017

Assets$248,994
Liabilities$32,405
Net Assets$216,589
Open 2017 Filing

Operations Trend

Revenue Growth19th 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 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

2017

Revenue$62,380
Expenses$73,891
Net Income-$11,511
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 27, 2018
Return Version
2017v2.2
Gross Receipts
$62,380
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.$45,970-
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keara HarrisAdministratorPT$11,139-$11,139
Matt CarricoDirector-$0--
Kerry RichDirector-$0--
Allison MuellerDirector-$0--
Angela CowlesPresident-$0--
Jennifer HollandDirector-$0--
Kristin SchreindlDirector-$0--
Michael SchroederTreasurer-$0--
Leigh JordanDirector-$0--
Laura BairdDirector-$0--
Tom BartosDirector-$0--
Katie WestermanDirector-$0--
Barb WoodruffSecretary-$0--
Sasha DarbyDirector-$0--
Dee WarzynDirector-$0--
Chris SkumatzDirector-$0--
Roger RindoSuperintendent-$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
2018-06-27

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: $37351”

Other Expenses.1001

“Advertising and Promotion $626”

Other Expenses.1002

“Office Expenses $747”

Other Expenses.1012

“Insurance $1266”

Other Expenses.1

“Food & Room Rental $8996”

Other Expenses.2

“Haunted High/Haunted Ball $6012”

Other Expenses.4

“Other Payroll $1331”

Other Expenses.5

“Travel & Meetings $1174”

Other Expenses.6

“Other expense $777”

Other Expenses.7

“Facilities/ Equipment $650”

Other Expenses.8

“Credit card & Merchant fees $593”

Other Expenses.9

“Other business expenses $520”

Other Expenses.10

“Misc Expense $459”

Other Expenses.11

“Investment Fees $454”

Other Expenses.13

“Website $130”

Other Assets.1

“Beneficial Interest in Endowment - Beginning $79846 Beneficial Interest in Endowment - Ending $110451”

Other Assets.2

“Undeposited Funds - Beginning $213 Undeposited Funds - Ending $2000”

Total Liabilities.1002

“Grants Payable - Beginning $31744 Grants Payable - Ending $32342”

Total Liabilities.1

“Credit Card - Beginning $0 Credit Card - Ending $63”

Raw XML Appendix236 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/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Angela Cowles
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Tom Bartos
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Administrator
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16Superintendent
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt080059
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0112451
IRS990EZ/OtherExpensesTotalAmt023735
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/PrintingPublicationsPostageAmt01666
IRS990EZ/ProgramServiceRevenueAmt028571
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045970
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IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/TotalRevenueAmt062380
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060385
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0110870
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0255
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07614
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalSupportAmt0225432
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: $37351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1266
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Food & Room Rental $8996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Haunted High/Haunted Ball $6012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Other Payroll $1331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Travel & Meetings $1174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other expense $777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Facilities/ Equipment $650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Credit card & Merchant fees $593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other business expenses $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Misc Expense $459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Investment Fees $454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Website $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Beneficial Interest in Endowment - Beginning $79846 Beneficial Interest in Endowment - Ending $110451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Undeposited Funds - Beginning $213 Undeposited Funds - Ending $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Grants Payable - Beginning $31744 Grants Payable - Ending $32342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Credit Card - Beginning $0 Credit Card - Ending $63
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.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Schroeder
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-27
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/PreparerFirmEIN0391275499
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/ReturnTs02018-06-27T09:00:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$248,994
Liabilities
$32,405
Net assets
$216,589
Revenue
$62,380
Expenses
$73,891
Net income
-$11,511
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
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.32$2.17$0.62$0.74$0.12
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