Civic Intelligence

Ozaukee County Fair

990 • Fiscal year 2017 • EIN 39-0826602

Dec 01, 2016 to Nov 30, 2017 • Filed on Aug 02, 2018

PO Box 173Cedarburg, WI 53012

(262) 375-6185

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

80th percentile

25%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

77th percentile

$2,205

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

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

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

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

Revenue Growth

79th percentile

31%

Faster revenue growth than 79% of similar nonprofits.

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

Assets

Up

$292,922

Up $56,921 (+24%) from 2016

Net Assets

Up

$292,922

Up $56,921 (+24%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$230,433

Up $54,283 (+31%) from 2016

Expenses

Up

$173,512

Up $28,188 (+19%) from 2016

Net Income

Up

$56,921

Up $26,095 (+85%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $106,501Liabilities 2010: $323Net Assets 2010: $106,1782010Assets 2011: $86,183Liabilities 2011: $304Net Assets 2011: $85,8792011Assets 2012: $65,010Liabilities 2012: $48Net Assets 2012: $64,9622012Assets 2013: $109,954Liabilities 2013: $143Net Assets 2013: $109,8112013Assets 2014: $150,792Liabilities 2014: $40Net Assets 2014: $150,7522014Assets 2015: $205,175Liabilities 2015: $0Net Assets 2015: $205,1752015Assets 2016: $236,001Liabilities 2016: $0Net Assets 2016: $236,0012016Assets 2017: $292,922Liabilities 2017: $0Net Assets 2017: $292,9222017Assets 2018: $329,936Liabilities 2018: $0Net Assets 2018: $329,9362018Assets 2019: $299,586Liabilities 2019: $3,454Net Assets 2019: $296,1322019Assets 2020: $270,197Liabilities 2020: $0Net Assets 2020: $270,1972020Assets 2021: $345,550Liabilities 2021: $0Net Assets 2021: $345,5502021Assets 2022: $546,317Liabilities 2022: $0Net Assets 2022: $546,3172022Assets 2023: $558,374Liabilities 2023: $0Net Assets 2023: $558,3742023Assets 2024: $578,009Liabilities 2024: $0Net Assets 2024: $578,0092024

Highlighted filing

2017

Assets$292,922
Liabilities$0
Net Assets$292,922

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $136,352Expenses 2010: $154,086Net Income 2010: -$17,7342010Revenue 2011: $156,817Expenses 2011: $177,116Net Income 2011: -$20,2992011Expenses 2012: $169,3092012Revenue 2013: $185,699Expenses 2013: $140,850Net Income 2013: $44,8492013Revenue 2014: $171,205Expenses 2014: $130,264Net Income 2014: $40,9412014Revenue 2015: $209,334Expenses 2015: $154,911Net Income 2015: $54,4232015Revenue 2016: $176,150Expenses 2016: $145,324Net Income 2016: $30,8262016Revenue 2017: $230,433Expenses 2017: $173,512Net Income 2017: $56,9212017Revenue 2018: $219,896Expenses 2018: $182,882Net Income 2018: $37,0142018Revenue 2019: $188,770Expenses 2019: $222,574Net Income 2019: -$33,8042019Revenue 2020: $37,183Expenses 2020: $63,118Net Income 2020: -$25,9352020Revenue 2021: $274,860Expenses 2021: $199,507Net Income 2021: $75,3532021Revenue 2022: $433,462Expenses 2022: $232,695Net Income 2022: $200,7672022Revenue 2023: $268,969Expenses 2023: $256,912Net Income 2023: $12,0572023Revenue 2024: $282,997Expenses 2024: $263,362Net Income 2024: $19,6352024

Highlighted filing

2017

Revenue$230,433
Expenses$173,512
Net Income$56,921
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Aug 2, 2018
Return Version
2016v3.0
Gross Receipts
$432,171
Mission and Program Overview

Mission

To organize and run the ozaukee county fair for ozaukee county residents

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$159,285$195,175▲ $35,890
Cash and Non-Interest-Bearing Accounts$76,716$97,747▲ $21,031
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$236,001$292,922▲ $56,921
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$236,001$292,922▲ $56,921
Total Net Assets Fund Balance$236,001$292,922▲ $56,921
Total Liabilities and Net Assets / Fund Balance$236,001$292,922▲ $56,921
Compensation and Service Providers

Employees

NameTitleBaseTotal
Jody BrzezinskiSecretary$2,205$2,205
Bret PriaulxTreasurer$1,676$1,676
Robert WinkelDirector$1,360$1,360
Travis SteinertDirector$1,285$1,285
Mark LarsonPresident$945$945
Mark MatterVice President$710$710

Board Members and Trustees

NameTitle
Bob RodenDirector
Brenda MuellerDirector
Diane OmdahlDirector
Holly WilgerDirector
Jamie NevinsDirector
Kevin ScheibelDirector
Natalie SalkowskiDirector
Paul JaffkeDirector
Robert SchmidtDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$7,176
Program Service Revenue
$0
Investment Income
$5,192
Other Revenue
$218,065
Change in Net Assets
$56,921
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$165,331
Salaries, Compensation, and Employee Benefits$8,181
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$34,649$1,728-$36,377
Occupancy$27,155$2,370-$29,525
Office Expenses$9,911$865-$10,776
Other Expenses$10,595--$10,595
Current Officers, Directors, Trustees, and Key Employees-$8,181-$8,181
Insurance$7,390$645-$8,035
Fees for Services Accounting$1,591$139-$1,730
Total Functional Expenses$159,584$13,928$0$173,512
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$419,803
Fundraising Direct Expenses$201,738
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Organize and Run the Ozaukee County Fair$419,803$419,803$201,738$218,065
Total Events$419,803$419,803$201,738$218,065
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

Members of ozaukee county agricultural society, inc. Are general members.

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Ozaukee County Fair
EIN
39-0826602
Phone
2623756185
Address
PO BOX 173, CEDARBURG, WI 53012

Signing Officer

Name
Bret Priaulx
Title
Treasurer
Signed
2018-08-02
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
0
Employees
0

Preparer

Firm
Donahue & Associates LLC
Address
2134 WISCONSIN AVE, GRAFTON, WI 53024-0128
Preparer
Michael D Donahue
Phone
2623751900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

DUES AND SUBSCRIPTIONS: Column (A) - Total = $983; Column (B) - Program Services = $0; Column (C) - Management & General = $983; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

EQUIPMENT RENTAL & REPAIR: Column (A) - Total = $9102; Column (B) - Program Services = $9102; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LICENSES AND PERMITS: Column (A) - Total = $690; Column (B) - Program Services = $0; Column (C) - Management & General = $690; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MEETING EXPENSE: Column (A) - Total = $6787; Column (B) - Program Services = $6787; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MISCELLANEOUS: Column (A) - Total = $4180; Column (B) - Program Services = $4180; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

Postage and Shipping: Column (A) - Total = $688; Column (B) - Program Services = $633; Column (C) - Management & General = $55; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SUPPLIES: Column (A) - Total = $9270; Column (B) - Program Services = $9270; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

VEHICLE EXPENSE: Column (A) - Total = $4677; Column (B) - Program Services = $4677; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Raw XML AppendixShowing 400 of 494 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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IRS990/MethodOfAccountingCashInd0X
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IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
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IRS990/PYSalariesCompEmpBnftPaidAmt07175
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IRS990/ReconcilationRevenueExpnssAmt056921
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
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IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06045
IRS990ScheduleA/Total509Grp/TotalAmt034572
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012368
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010759
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt09184
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07325
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051178
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/TotalBookValueSecuritiesAmt0195175
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0201738
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ORGANIZE AND RUN THE OZAUKEE COUNTY FAIR
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0218065
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0201738
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$2.83$2.63$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$2.69$2.57$0.12
2022Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$4.33$2.33$2.01
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$2.75$2.00$0.75
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.37$0.63$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.03$2.96$1.89$2.23$0.34
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$2.20$1.83$0.37
2017Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$2.30$1.74$0.57
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$1.76$1.45$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$2.09$1.55$0.54
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.71$1.30$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$1.86$1.41$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$1.69
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$1.57$1.77$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.06$1.36$1.54$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits