Civic Intelligence

Oconomowoc Public Education Foundation Inc

990EZ • Fiscal year 2018 • EIN 20-8858261

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 04, 2019

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

0.12x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

16th percentile

-21%

Higher net margin than 16% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$15,299

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-8.0%

Faster asset growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$229,022

Down $19,972 (-8.0%) from 2017

Net Assets

$201,980

No earlier filing loaded for comparison.

Liabilities

Down

$27,042

Down $5,363 (-17%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin16th percentile

Revenue

Up

$69,547

Up $7,167 (+11%) from 2017

Expenses

Up

$84,156

Up $10,265 (+14%) from 2017

Net Income

Down

-$14,609

Down $3,098 (-27%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2018

Assets$229,022
Liabilities$27,042
Net Assets$201,980
Open 2018 Filing

Operations Trend

Revenue Growth64th 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

2018

Revenue$69,547
Expenses$84,156
Net Income-$14,609
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$69,547
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 POSTIVELY IMPACTED STUDENTS AND THE COMMUNITY BY ENCOURAGING LEADERSHIP, FOSTERING EXCELLENCE AND NURTURING A SENSE OF BELONGING THROUGH OUR PUBLIC SCHOOLS$0$43,122
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEARA HARRISAdministratorPT$15,299-$15,299
BARB WOODRUFFPresident-$0--
KATIE WESTERMANVice President-$0--
MICHAEL SCHROEDERTreasurer-$0--
CHRIS SKUMATZSecretary-$0--
LAURA BAIRDDirector-$0--
TOM BARTOSDirector-$0--
MATT CARRICODirector-$0--
LEIGH JORDANDirector-$0--
RACHEL LLOYDDirector-$0--
ALLISON MUELLERDirector-$0--
LORI NAYLORDirector-$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
Phone
2625676540
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
1040 OCONOMOWOC PARKWAY, OCONOMOWOC, WI 53066
Preparer
James K Holsen CPA
Phone
2625676540
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 178.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: miscellanous . Amount: 135.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: educational. Grantee name: oconomowoc area school district. Grantee address: w360 n7077 brown street oconomowoc, wi 53066. Grantee relationship: none. Amount given: 28,565.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: entertainment. Amount: 1,195. Description: taxes. Amount: 1,846. Description: food & room rental. Amount: 16,127. Description: haunted high expenses. Amount: 2,628. Description: annual ball expenses. Amount: 7,257. Description: credit card fees. Amount: 327. Description: fundraising . Amount: 899. Description: office expenses. Amount: 752. Description: website. Amount: 422. Description: insurance. Amount: 1,080. Description: investment fees. Amount: 828. Description: other business expenses. Amount: 1,528. Description: misc expense. Amount: 483. Description: travel. Amount: 777. Total to form 990-ez, line 16: 36,149.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: undeposited funds. Beg. Of year amount: 2,000. End of year amount: 0. Description: beneficial interest in endowment. Beg. Of year amount: 110,451. End of year amount: 108,240.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: grants payable. Beg. Of year amount: 32,342. End of year amount: 27,042. Description: credit card payable. Beg. Of year amount: 63. End of year amount: 0.”

Raw XML Appendix221 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ALLISON MUELLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LORI NAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt0108240
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036149
IRS990EZ/OtherRevenueTotalAmt0135
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE AND PROVIDE FUNDS FOR INNOVATIVE EDUCATIONAL OPPORTUNITIES AND EXPERIENCES NOT FUNDED IN THE CORE SCHOOL DISTRICT BUDGET.
IRS990EZ/PrintingPublicationsPostageAmt03593
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROJECTS THAT POSTIVELY IMPACTED STUDENTS AND THE COMMUNITY BY ENCOURAGING LEADERSHIP, FOSTERING EXCELLENCE AND NURTURING A SENSE OF BELONGING THROUGH OUR PUBLIC SCHOOLS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 178.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANOUS . AMOUNT: 135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: OCONOMOWOC AREA SCHOOL DISTRICT. GRANTEE ADDRESS: W360 N7077 BROWN STREET OCONOMOWOC, WI 53066. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 28,565.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ENTERTAINMENT. AMOUNT: 1,195. DESCRIPTION: TAXES. AMOUNT: 1,846. DESCRIPTION: FOOD & ROOM RENTAL. AMOUNT: 16,127. DESCRIPTION: HAUNTED HIGH EXPENSES. AMOUNT: 2,628. DESCRIPTION: ANNUAL BALL EXPENSES. AMOUNT: 7,257. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 327. DESCRIPTION: FUNDRAISING . AMOUNT: 899. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 752. DESCRIPTION: WEBSITE. AMOUNT: 422. DESCRIPTION: INSURANCE. AMOUNT: 1,080. DESCRIPTION: INVESTMENT FEES. AMOUNT: 828. DESCRIPTION: OTHER BUSINESS EXPENSES. AMOUNT: 1,528. DESCRIPTION: MISC EXPENSE. AMOUNT: 483. DESCRIPTION: TRAVEL. AMOUNT: 777. TOTAL TO FORM 990-EZ, LINE 16: 36,149.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNDEPOSITED FUNDS. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 0. DESCRIPTION: BENEFICIAL INTEREST IN ENDOWMENT. BEG. OF YEAR AMOUNT: 110,451. END OF YEAR AMOUNT: 108,240.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 32,342. END OF YEAR AMOUNT: 27,042. DESCRIPTION: CREDIT CARD PAYABLE. BEG. OF YEAR AMOUNT: 63. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SCHROEDER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02625676540
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
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ReturnHeader/Filer/EIN0208858261
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ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
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ReturnHeader/FilingSecurityInformation/IPTm014:46:29
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01040 OCONOMOWOC PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCONOMOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053066
ReturnHeader/PreparerPersonGrp/PhoneNum02625676540
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES K HOLSEN CPA
ReturnHeader/ReturnTs02019-11-06T10:00:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,022
Liabilities
$27,042
Net assets
$201,980
Revenue
$69,547
Expenses
$84,156
Net income
-$14,609
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
2018Detailed filing. Detailed filing data is available for this year.$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