Civic Intelligence

Oconomowoc Scholarship Fund

EIN 39-6076192 • 501(c)3 • Oconomowoc, WI

Profile

TO AWARD SCHOLARSHIPS

PO Box 824Oconomowoc, WI 53066

www.oconomowocscholarshipfund.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

61st percentile

7.9%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

4.5%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,207,856

Up $88,046 (+7.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,207,856

Up $88,046 (+7.9%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin66th percentile

Revenue

Up

$257,051

Up $11,118 (+4.5%) from 2024

Expenses

Up

$221,699

Up $23,200 (+12%) from 2024

Net Income

Down

$35,352

Down $12,082 (-25%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $364,509Net Assets 2011: $364,5092011Assets 2012: $369,251Liabilities 2012: $02012Assets 2013: $446,219Liabilities 2013: $0Net Assets 2013: $446,2192013Assets 2014: $484,161Liabilities 2014: $0Net Assets 2014: $484,1612014Assets 2015: $596,184Liabilities 2015: $0Net Assets 2015: $596,1842015Assets 2016: $580,433Liabilities 2016: $0Net Assets 2016: $580,4332016Assets 2017: $626,980Liabilities 2017: $0Net Assets 2017: $626,9802017Assets 2018: $628,012Liabilities 2018: $0Net Assets 2018: $628,0122018Assets 2019: $831,653Liabilities 2019: $0Net Assets 2019: $831,6532019Assets 2020: $914,429Liabilities 2020: $0Net Assets 2020: $914,4292020Assets 2021: $1,184,809Liabilities 2021: $0Net Assets 2021: $1,184,8092021Assets 2022: $1,016,107Liabilities 2022: $0Net Assets 2022: $1,016,1072022Assets 2023: $1,030,369Liabilities 2023: $0Net Assets 2023: $1,030,3692023Assets 2024: $1,119,810Liabilities 2024: $0Net Assets 2024: $1,119,8102024Assets 2025: $1,207,856Liabilities 2025: $0Net Assets 2025: $1,207,8562025

Highlighted filing

2025

Assets$1,207,856
Liabilities$0
Net Assets$1,207,856
Open 2025 Filing

Operations Trend

Revenue Growth45th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $128,509Expenses 2011: $74,151Net Income 2011: $54,3582011Revenue 2012: $79,963Expenses 2012: $67,287Net Income 2012: $12,6762012Revenue 2013: $152,048Expenses 2013: $86,266Net Income 2013: $65,7822013Revenue 2014: $97,436Expenses 2014: $99,001Net Income 2014: -$1,5652014Revenue 2015: $229,843Expenses 2015: $107,880Net Income 2015: $121,9632015Revenue 2016: $126,484Expenses 2016: $125,623Net Income 2016: $8612016Revenue 2017: $113,593Expenses 2017: $123,573Net Income 2017: -$9,9802017Revenue 2018: $109,652Expenses 2018: $130,564Net Income 2018: -$20,9122018Revenue 2019: $265,477Expenses 2019: $89,291Net Income 2019: $176,1862019Revenue 2020: $165,564Expenses 2020: $88,688Net Income 2020: $76,8762020Revenue 2021: $237,341Expenses 2021: $113,489Net Income 2021: $123,8522021Revenue 2022: $136,254Expenses 2022: $182,911Net Income 2022: -$46,6572022Revenue 2023: $174,544Expenses 2023: $208,462Net Income 2023: -$33,9182023Revenue 2024: $245,933Expenses 2024: $198,499Net Income 2024: $47,4342024Revenue 2025: $257,051Expenses 2025: $221,699Net Income 2025: $35,3522025

Highlighted filing

2025

Revenue$257,051
Expenses$221,699
Net Income$35,352
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,207,856
Liabilities
$0
Net assets
$1,207,856
Revenue
$257,051
Expenses
$221,699
Net income
$35,352
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.00$1.21$0.26$0.22$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.25$0.20$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.17$0.21$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.14$0.18$0.05
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.18$0.00$1.18$0.24$0.11$0.12
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.91$0.00$0.91$0.17$0.09$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.00$0.83$0.27$0.09$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.11$0.13$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.00$0.63$0.11$0.12$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.13$0.13$0.00
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.60$0.00$0.60$0.23$0.11$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.10$0.10$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.15$0.09$0.07
2012Summary only. Only limited summary data is available for this year.$0.37$0.00$0.08$0.07$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.36$0.13$0.07$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 18, 2025
Return Version
2024v5.2
Gross Receipts
$257,051
Mission and Program Overview

Mission

AWARD SCHOLARSHIPS

TO AWARD SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,018,321$1,093,620▲ $75,299
Savings and Temporary Cash Investments$67,474$103,045▲ $35,571
Cash and Non-Interest-Bearing Accounts$34,015$11,191▼ $22,824
Total Assets$1,119,810$1,207,856▲ $88,046
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,119,810$1,207,856▲ $88,046
Total Net Assets Fund Balance$1,119,810$1,207,856▲ $88,046
Total Liabilities and Net Assets / Fund Balance$1,119,810$1,207,856▲ $88,046
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Dr Susan SchrankCommunications Chair
Katie SadorfPresident
Brad BellaDirector
Colleen MoranDirector
William LentzDirector
Jennifer PesicekAcknowledgment Secretary
Jenna CurtainLegal Counsel
Jolene PippRecording Secretary
Kerry GrosseSecretary of Student Affairs
Steve GarmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$202,894
Program Service Revenue
$0
Investment Income
$53,912
Other Revenue
$245
All Other Contributions
$202,894
Change in Net Assets
$35,352
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$189,050
Other Expenses$32,649
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$189,050--$189,050
Office Expenses-$18,663-$18,663
Fees for Service Investment Mgmnt Fees-$11,218-$11,218
Fees for Services Accounting-$2,573-$2,573
Information Technology-$195-$195
Total Functional Expenses$189,050$32,649$0$221,699
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Business relationship with 35% controlled entity
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, Section A, Line 6

“The organization has twenty (20) members of the fund. All members of the baord of directors shall also be members and there shall be nine (9) general members.”

Form 990, Part VI, Section A, Line 7A

“Appointments are made by the members following search and recommendations made by the nominating committee. The nominating committee is selected by the board of directors, and the committee completes their search and recommendation process for members, board of directors and officers, if required, by the time of the annual meeting.”

Form 990, Part VI, Section B, Line 11B

“The president and treasurer review the 990 prior to submission to the irs.”

Form 990, Part VI, Section C, Line 19

“These documents are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Oconomowoc Scholarship Fund
EIN
39-6076192
Phone
2625676540
Address
PO BOX 824, OCONOMOWOC, WI 53066

Signing Officer

Name
Katie Sadorf
Title
President
Phone
2625676540
Signed
2025-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Sadorf
Formed
1947
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Michael P Toennies CPA
Phone
4144761880
Raw XML Appendix367 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO AWARD SCHOLARSHIPS
IRS990/AllOtherContributionsAmt0202894
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEVE GARMAN
IRS990/BooksInCareOfDetail/PhoneNum02625676540
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01055 CORPORATE CENTER DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0OCONOMOWOC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053066
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt034015
IRS990/CashNonInterestBearingGrp/EOYAmt011191
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0202894
IRS990/CYGrantsAndSimilarPaidAmt0189050
IRS990/CYInvestmentIncomeAmt053912
IRS990/CYOtherExpensesAmt032649
IRS990/CYOtherRevenueAmt0245
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt035352
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0221699
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0257051
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FUND AWARDED SCHOLARSHIPS TO STUDENTS RANGING IN AMOUNTS OF $1,250 TO $12,000.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0189050
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02573
IRS990/FeesForServicesAccountingGrp/TotalAmt02573
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011218
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011218
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0KATIE SADORF
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE GARMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNA CURTAIN
IRS990/Form990PartVIISectionAGrp/PersonNm3JOLENE PIPP
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNIFER PESICEK
IRS990/Form990PartVIISectionAGrp/PersonNm5BRAD BELLA
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM LENTZ
IRS990/Form990PartVIISectionAGrp/PersonNm7DR SUSAN SCHRANK
IRS990/Form990PartVIISectionAGrp/PersonNm8KERRY GROSSE
IRS990/Form990PartVIISectionAGrp/PersonNm9COLLEEN MORAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2LEGAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt3RECORDING SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ACKNOWLEDGMENT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7COMMUNICATIONS CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY OF STUDENT AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt024506
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt0189050
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0189050
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0189050
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt024506
IRS990/GrossReceiptsAmt0257051
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0195
IRS990/InformationTechnologyGrp/TotalAmt0195
IRS990/InvestmentIncomeGrp/ExclusionAmt029406
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029406
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01018321
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01093620
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO AWARD SCHOLARSHIPS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01119810
IRS990/NetAssetsOrFundBalancesEOYAmt01207856
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024506
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024506
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt052694
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01119810
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01207856
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018663
IRS990/OfficeExpensesGrp/TotalAmt018663
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FOOD BOOTH REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0245
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0245
IRS990/OtherRevenueTotalAmt0245
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATIE SADORF
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0198946
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0171050
IRS990/PYInvestmentIncomeAmt044380
IRS990/PYOtherExpensesAmt027449
IRS990/PYOtherRevenueAmt02607
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt047434
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0198499
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0245933
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt035352
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt067474
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0103045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0202894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0198946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0147961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt095415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0201500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0846716
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt029406
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt025681
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt020394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017654
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017711
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0110846
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.69010
IRS990ScheduleA/PublicSupportPY170Pct00.63720
IRS990ScheduleA/PublicSupportTotal170Amt0660770
IRS990ScheduleA/SubstantialContributorsTotAmt0185946
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0202894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0198946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0147961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt095415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0201500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0846716
IRS990ScheduleA/TotalSupportAmt0957562
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0189050
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt029
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TWICE A YEAR, SCHOLARSHIP WINNERS NEED TO CONTACT THE SECRETARY OF STUDENT AFFAIRS ON THE BOARD. THEY NEED TO PROVIDE A COPY OF THEIR PRIOR SEMESTER'S GRADES AND PROVIDE A COPY OF THEIR SCHEDULE OF CLASSES FOR THE UPCOMING SEMESTER. THE STUDENTS MUST BE ENROLLED FULL-TIME AT SCHOOL AND BE IN GOOD ACADEMIC STANDING WITH THEIR SCHOOL (NOT ON PROBATION). CURRENTLY A 4 YEAR SCHOLARSHIP IS FOR $12,000 (PAID OUT OVER 4 YEARS OR $1,500 PER SEMESTER). THE MONEY IS SENT DIRECTLY TO THE SCHOOL (BURSARS OFFICE) EACH SEMESTER AND NOT GIVEN DIRECTLY TO THE STUDENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS TWENTY (20) MEMBERS OF THE FUND. ALL MEMBERS OF THE BAORD OF DIRECTORS SHALL ALSO BE MEMBERS AND THERE SHALL BE NINE (9) GENERAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1APPOINTMENTS ARE MADE BY THE MEMBERS FOLLOWING SEARCH AND RECOMMENDATIONS MADE BY THE NOMINATING COMMITTEE. THE NOMINATING COMMITTEE IS SELECTED BY THE BOARD OF DIRECTORS, AND THE COMMITTEE COMPLETES THEIR SEARCH AND RECOMMENDATION PROCESS FOR MEMBERS, BOARD OF DIRECTORS AND OFFICERS, IF REQUIRED, BY THE TIME OF THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT AND TREASURER REVIEW THE 990 PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01119810
IRS990/TotalAssetsEOYAmt01207856
IRS990/TotalAssetsGrp/BOYAmt01119810
IRS990/TotalAssetsGrp/EOYAmt01207856
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0202894
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt032649
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189050
IRS990/TotalFunctionalExpensesGrp/TotalAmt0221699
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01119810
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01207856
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0189050
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt054157
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257051
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01119810
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01207856
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 824
IRS990/USAddress/CityNm0OCONOMOWOC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053066
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.OCONOMOWOCSCHOLARSHIPFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE SADORF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625676540
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCONOMOWOC SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0OCON
ReturnHeader/Filer/EIN0396076192
ReturnHeader/Filer/PhoneNum02625676540
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 824
ReturnHeader/Filer/USAddress/CityNm0OCONOMOWOC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053066
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010401 W INNOVATION DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053226
ReturnHeader/PreparerPersonGrp/PhoneNum04144761880
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P TOENNIES CPA
ReturnHeader/ReturnTs02025-09-29T09:42:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits