Civic Intelligence

Oconomowoc Scholarship Fund

990EZ • Fiscal year 2012 • EIN 39-6076192

Jul 01, 2011 to Jun 30, 2012 • Filed on Sep 14, 2012

1040 Oconomowoc Parkway53066
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$369,251

Flat from 2012

Net Assets

$369,251

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Flat

$79,963

Flat from 2012

Expenses

Flat

$67,287

Flat from 2012

Net Income

Flat

$12,676

Flat from 2012

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $364,509Net Assets 2011: $364,5092011Assets 2012: $369,251Net Assets 2012: $369,2512012Assets 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

2012

Assets$369,251
Liabilities-
Net Assets$369,251

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2012

Revenue$79,963
Expenses$67,287
Net Income$12,676
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Sep 14, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

TO AWARD SCHOLARSHIPS

Filing and Contact Details

Filer

EIN
39-6076192
Raw XML Appendix238 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/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode953066
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition05.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition25.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition95.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation90
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0SUE BICKLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1BETH DUFFY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2TODD SCHEID
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3MARY C MILLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4LUCAS KYSELY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5KIM KASTEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6BOB DALY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7LINDA PATEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8MICHAEL P TOENNIES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName9JEFF BURCHARDT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title9Secretary
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets0-7934
IRS990EZ/OtherExpensesTotal012838
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0AWARD SCHOLARSHIPS
IRS990EZ/PrintingPublicationsPostage01752
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE FUND AWARDED SCHOLARSHIPS TO STUDENTS RANGING IN AMOUNTS OF $1,000 TO $8,500.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations049750
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses049750
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss0443
IRS990EZ/StatesWhereCopyOfReturnIsFiled0WI
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101040 Oconomowoc Parkway
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Oconomowoc
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode053066
IRS990EZ/TheBooksAreInCareOf/NamePerson0Lucas Kysley
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02625676540
IRS990EZ/TotalAssets/BOY0364509
IRS990EZ/TotalAssets/EOY0369251
IRS990EZ/TotalExpenses067287
IRS990EZ/TotalProgramServiceExpenses049750
IRS990EZ/TotalRevenue079963
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0www.oconomowocscholorshipfund.org
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear071217
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0120160
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years072246
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years059099
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years058466
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0381188
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear08303
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year07681
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years07925
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years03553
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years04567
IRS990ScheduleA/GrossInvestmentIncome170/Total032029
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/Total00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.92250
IRS990ScheduleA/PublicSupportPertcentPriorYear00.92240
IRS990ScheduleA/PublicSupportTotal1700381188
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear071217
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IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years072246
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years059099
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years058466
IRS990ScheduleA/Total170/Total0381188
IRS990ScheduleA/TotalSupport0413217
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0UNREALIZED GAINS/LOSSES ON INVESTMENTS $7934
IRS990ScheduleO/GeneralExplanation/Explanation1BANK CHARGES $16
IRS990ScheduleO/GeneralExplanation/Explanation2MISCELLANEOUS $100
IRS990ScheduleO/GeneralExplanation/Explanation3Festival of the Arts $1305
IRS990ScheduleO/GeneralExplanation/Explanation4Fund Raising Expense $3766
IRS990ScheduleO/GeneralExplanation/Explanation5Office Expenses $25
IRS990ScheduleO/GeneralExplanation/Explanation6Advertising and Promotion $7626
IRS990ScheduleO/GeneralExplanation/Explanation7| Donee's Name: SAMANTHA MCCARTHY | Cash Amount Given: $8500
IRS990ScheduleO/GeneralExplanation/Explanation8| Donee's Name: LYNZIE MILLER | Cash Amount Given: $8500
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part I, Line 20.1
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 10.33
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 10.27
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Changes In Net Assets Or Fund Balances - Other Decreases.1
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference7Grants and Similar Amounts Paid In Excess of $5,000.33
IRS990ScheduleO/GeneralExplanation/ReturnReference8Grants and Similar Amounts Paid In Excess of $5,000.27
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0396076192
ReturnHeader/Filer/Name/BusinessNameLine10OCONOMOWOC SCHOLARSHIP FUND
ReturnHeader/Filer/NameControl0OCON
ReturnHeader/Filer/Phone02625676540
ReturnHeader/Filer/USAddress/AddressLine101040 Oconomowoc Parkway
ReturnHeader/Filer/USAddress/City0OCONOMOWOC
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053066
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-09-14
ReturnHeader/Officer/Name0MICHAEL P TOENNIES
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WINTER KLOMAN MOTER AND REPP SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101040 OCONOMOWOC PKWY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OCONOMOWOC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053066
ReturnHeader/Preparer/Name0James K Holsen CPA
ReturnHeader/Preparer/Phone02625676540
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-14T07:06:19-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.08$0.07$0.01
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