Civic Intelligence

Volunteer Center of Ozaukee County Inc

EIN 39-1663854 • 501(c)3 • Grafton, WI

Profile

To match ozaukee county's volunteer

885 Badger CircleGrafton, WI 53024

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

6th percentile

-232%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

6th percentile

-92%

Faster revenue growth than 6% of similar nonprofits.

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

Assets

Down

$0

Down $25,023 (-100%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $25,023 (-100%) from 2016

Revenue

Down

$10,775

Down $127,769 (-92%) from 2016

Expenses

Down

$35,798

Down $87,422 (-71%) from 2016

Net Income

Down

-$25,023

Down $40,347 (-263%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2010: $37,916Liabilities 2010: $3,240Net Assets 2010: $34,6762010Assets 2011: $23,064Liabilities 2011: $3,035Net Assets 2011: $20,0292011Assets 2012: $25,226Liabilities 2012: $2,285Net Assets 2012: $22,9412012Assets 2013: $22,991Liabilities 2013: $2,770Net Assets 2013: $20,2212013Assets 2014: $14,391Liabilities 2014: $3,052Net Assets 2014: $11,3392014Assets 2015: $12,756Liabilities 2015: $3,057Net Assets 2015: $9,6992015Assets 2016: $25,023Liabilities 2016: $0Net Assets 2016: $25,0232016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities-
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $111,5882010Expenses 2011: $97,0532011Revenue 2012: $108,652Expenses 2012: $105,740Net Income 2012: $2,9122012Revenue 2013: $107,998Expenses 2013: $110,718Net Income 2013: -$2,7202013Revenue 2014: $101,341Expenses 2014: $110,223Net Income 2014: -$8,8822014Revenue 2015: $102,752Expenses 2015: $104,392Net Income 2015: -$1,6402015Revenue 2016: $138,544Expenses 2016: $123,220Net Income 2016: $15,3242016Revenue 2017: $10,775Expenses 2017: $35,798Net Income 2017: -$25,0232017

Highlighted filing

2017

Revenue$10,775
Expenses$35,798
Net Income-$25,023

Filings

Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$109,902
Mission and Program Overview

Mission

To match ozaukee county's volunteer

To match ozaukee county's volunteer needs to individuals, groups, businesses, or agencies, in addition to soliciting and proessing in-kind dontations for all nonprofit agencies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$13,641$9,006▼ $4,635
Savings and Temporary Cash Investments-$3,000-
Prepaid Expenses and Deferred Charges$750$750→ $0
Total Assets$14,391$12,756▼ $1,635
Liabilities
Accounts Payable and Accrued Expenses$3,052$3,057▲ $5
Total Liabilities$3,052$3,057▲ $5
Net Assets / Fund Balance
Unrestricted Net Assets$11,339$9,699▼ $1,640
Total Net Assets Fund Balance$11,339$9,699▼ $1,640
Total Liabilities and Net Assets / Fund Balance$14,391$12,756▼ $1,635

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$4,797$4,797
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Brenda PetersenExecutive DirectorFT$36,086$36,086

Board Members and Trustees

NameTitle
Patty Gallun HansenPresident
Kate BechenVice President
Alexis RuzellBoard Member
Colleen KasperBoard Member
Jamie KellicutBoard Member
Jim LysaughtBoard Member
Joseph RivasBoard Member
Rachel GrossmanBoard Member
Joe GrafCo-treasurer
Justin SchneiderCo-treasurer
Dylan PinkusSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$67,060
Program Service Revenue
$18,360
Investment Income
$0
Other Revenue
$17,332
All Other Contributions
$30,647
Change in Net Assets
$-1,640

Audited Revenue Reconciliation

Revenue per Audited Statements
$102,752
Revenue Not Reported on Form 990
$7,150
Total Revenue per Audited Statements
$109,902
Total Revenue per Form 990
$102,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$74,993
Other Expenses$29,399
Total Fundraising Expense$7,204
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$59,691$4,859$4,859$69,409
Occupancy$8,440$1,490$0$9,930
Payroll Taxes$4,566$372$372$5,310
Other Expenses$3,520$41$377$3,938
Insurance$1,316$107$107$1,530
Fees for Services Other$1,207$99$98$1,404
Conferences and Meetings$1,041$85$85$1,211
Fees for Services Accounting$46$832$46$924
Office Expenses$694$57$56$807
All Other Expenses$447$37$36$520
Other Employee Benefits$237$19$18$274
Total Functional Expenses$89,018$8,170$7,204$104,392

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$111,542
Expenses per Audited Statements$104,392
Total Expenses per Form 990$104,392
Expenses Not Reported on Form 990$7,150
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,882
Fundraising Direct Expenses$7,150
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Let's Dance$20,882$20,882$7,150$13,732
Total Events$20,882$20,882$7,150$13,732
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Volunteer Center of Ozaukee County Inc
EIN
39-1663854
Phone
2623771616
Address
885 BADGER CIRCLE, GRAFTON, WI 53024

Signing Officer

Name
Patty Gallun Hansen
Title
President
Phone
2623771616
Signed
2016-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Gallun Hansen
Formed
1992
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
50

Preparer

Firm
Krause & Associates SC
Address
1214 Bridge Street, Grafton, WI 53024
Preparer
David Krause
Phone
2623779988
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The finance committee approves the 990 and applicable schedules and refers to the full board for review and approval prior to submission to the IRS.

Pt VI, Line 12C

Board members and employees are required to complete a conflict of interest statement on an annual basis.

Pt VI, Line 15A

Salaries of executive directors from other agencies in the area are researched and adjusted to an amount that can be supported by the organization, as approved by the board of directors. Board members are volunteers and receive no compensation.

Pt VI, Line 15B

Salaries of executive directors from other agencies in the area are researched and adjusted to an amount that can be supported by the organization, as approved by the board of directors. Board members are volunteers and receive no compensation.

Pt VI, Line 19

The 990 is available online through Guidestar. Copies of 990 and applicable schedules are available upon request during normal business hours.

Form 990, Part IX, Line 24E

Dues and subscriptions 520. 447. 37. 36.

Financial Statement Notes

Pt XI, Line 2D

As per irs instructions, expenses related to fundraising event are netted from revenue. Audited financial statements report amounts gross.

Pt XII, Line 2D

As per irs instructions, expenses related to fundraising event are netted from revenue. Audited financial statements report amounts gross.

Raw XML AppendixShowing 400 of 481 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/ReportLandBuildingEquipmentInd0true
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IRS990/RevenueAmt018360
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Event income 2011: 11796. 2012: 30905. 2013: 35043. 2014: 28101. 2015: 20882.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
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IRS990ScheduleA/InvestmentIncomePYPct00.01750
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IRS990ScheduleD/OtherExpensesIncludedAmt07150
IRS990ScheduleD/OtherRevenueAmt07150
IRS990ScheduleD/RevenueNotReportedAmt07150
IRS990ScheduleD/RevenueSubtotalAmt0102752
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS PER IRS INSTRUCTIONS, EXPENSES RELATED TO FUNDRAISING EVENT ARE NETTED FROM REVENUE. AUDITED FINANCIAL STATEMENTS REPORT AMOUNTS GROSS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AS PER IRS INSTRUCTIONS, EXPENSES RELATED TO FUNDRAISING EVENT ARE NETTED FROM REVENUE. AUDITED FINANCIAL STATEMENTS REPORT AMOUNTS GROSS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 2d
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Let's Dance
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The finance committee approves the 990 and applicable schedules and refers to the full board for review and approval prior to submission to the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board members and employees are required to complete a conflict of interest statement on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Salaries of executive directors from other agencies in the area are researched and adjusted to an amount that can be supported by the organization, as approved by the board of directors. Board members are volunteers and receive no compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Salaries of executive directors from other agencies in the area are researched and adjusted to an amount that can be supported by the organization, as approved by the board of directors. Board members are volunteers and receive no compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The 990 is available online through Guidestar. Copies of 990 and applicable schedules are available upon request during normal business hours.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dues and subscriptions 520. 447. 37. 36.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a

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