Oconomowoc Scholarship Fund

990EZ • Fiscal year 2013 • EIN 39-6076192

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 24, 2013

Organization Profile WWW.OCONOMOWOCSCHOLARSHIPFUND.ORG

PO Box 824Oconomowoc, WI 53066

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

43%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

21%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

90%

Faster revenue growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$446,219

Up $76,968 (+21%) from 2012

Net Assets

$446,219

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin90th percentile

Revenue

$152,048

Up $72,085 (+90%) from 2012

Expenses

$86,266

Up $18,979 (+28%) from 2012

Net Income

$65,782

Up $53,106 (+419%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

Highlighted filing

2013

Assets$446,219

Liabilities$0

Net Assets$446,219

Open 2013 Filing

Operations Trend

Revenue Growth92nd percentile

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

Highlighted filing

2013

Revenue$152,048

Expenses$86,266

Net Income$65,782

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Oct 24, 2013
Return Version: 2012v2.0

Mission and Program Overview

Mission

TO AWARD SCHOLARSHIPS

Filing and Contact Details

Filer

EIN: 39-6076192

Raw XML Appendix207 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
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/AddressChange	0	X
IRS990EZ/CashSavingsAndInvestments/BOY	0	369251
IRS990EZ/CashSavingsAndInvestments/EOY	0	446219
IRS990EZ/ContributionsGiftsGrantsEtc	0	140888
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	65782
IRS990EZ/FeesAndOthPymtToIndContractors	0	3297
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	3455
IRS990EZ/GrantsAndSimilarAmountsPaid	0	75250
IRS990EZ/GrossReceipts	0	152048
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartV	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	7705
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	369251
IRS990EZ/NetAssetsOrFundBalancesBOY	0	369251
IRS990EZ/NetAssetsOrFundBalances/EOY	0	446219
IRS990EZ/NetAssetsOrFundBalancesEOY	0	446219
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	8	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	9	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	10	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	11	5.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	8	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	9	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	10	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	11	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	ANGELA FISHER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	WILLIAM LENTZ
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	SUE BICKLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	BRENDA PILLARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	TODD SCHEID
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	MARY C MILLER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	LUCAS KYSELY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	KIM KASTEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	8	BOB DALY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	9	LINDA PATEL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	10	MICHAEL P TOENNIES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	11	KURRIE PELEGRIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	Vice President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	8	Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	9	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	10	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	11	Secretary
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherChangesInNetAssets	0	11186
IRS990EZ/OtherExpensesTotal	0	6219
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	AWARD SCHOLARSHIPS
IRS990EZ/PrintingPublicationsPostage	0	1500
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	THE FUND AWARDED SCHOLARSHIPS TO STUDENTS RANGING IN AMOUNTS OF $1,000 TO $12,750.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations	0	75250
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	75250
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/RelatedOrgSection527Org	0	false
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SpecialEventsNetIncomeLoss	0	3455
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	WI
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	1040 Oconomowoc Parkway
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Oconomowoc
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	WI
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	53066
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Lucas Kysley
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	2625676540
IRS990EZ/TotalAssets/BOY	0	369251
IRS990EZ/TotalAssets/EOY	0	446219
IRS990EZ/TotalExpenses	0	86266
IRS990EZ/TotalProgramServiceExpenses	0	75250
IRS990EZ/TotalRevenue	0	152048
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	www.oconomowocscholorshipfund.org
IRS990ScheduleA/AmountsSubstContributorsTotal	0	0
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	140888
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	71217
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	120160
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	72246
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	59099
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	463610
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	7705
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	8303
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	7681
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	7925
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	3553
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	35167
IRS990ScheduleA/NetUBI/Total	0	0
IRS990ScheduleA/OtherIncome170/Total	0	0
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	0.92950
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.92250
IRS990ScheduleA/PublicSupportTotal170	0	463610
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total	0	0
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	140888
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	71217
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	120160
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	72246
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	59099
IRS990ScheduleA/Total170/Total	0	463610
IRS990ScheduleA/TotalSupport	0	498777
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total	0	0
IRS990ScheduleB/ContributorInfo/AggregateContributions	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1	0	RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber	0	RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation	0	BANK CHARGES $38
IRS990ScheduleO/GeneralExplanation/Explanation	1	Festival of the Arts $1476
IRS990ScheduleO/GeneralExplanation/Explanation	2	Fund Raising Expense $3411
IRS990ScheduleO/GeneralExplanation/Explanation	3	Office Expenses $83
IRS990ScheduleO/GeneralExplanation/Explanation	4	Advertising and Promotion $1211
IRS990ScheduleO/GeneralExplanation/Explanation	5	\| Donee's Name: ANDY MUELLER \| Cash Amount Given: $8500
IRS990ScheduleO/GeneralExplanation/Explanation	6	\| Donee's Name: SAMANTHA MCCARTHY \| Cash Amount Given: $8500
IRS990ScheduleO/GeneralExplanation/Explanation	7	\| Donee's Name: LYNZIE MILLER \| Cash Amount Given: $8500
IRS990ScheduleO/GeneralExplanation/Explanation	8	\| Donee's Name: Christopher Spoke \| Cash Amount Given: $12750
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.1001
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 10.29
IRS990ScheduleO/GeneralExplanation/Identifier	6	Form 990-EZ, Part I, Line 10.21
IRS990ScheduleO/GeneralExplanation/Identifier	7	Form 990-EZ, Part I, Line 10.15
IRS990ScheduleO/GeneralExplanation/Identifier	8	Form 990-EZ, Part I, Line 10.4
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Grants and Similar Amounts Paid In Excess of $5,000.29
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Grants and Similar Amounts Paid In Excess of $5,000.21
IRS990ScheduleO/GeneralExplanation/ReturnReference	7	Grants and Similar Amounts Paid In Excess of $5,000.15
IRS990ScheduleO/GeneralExplanation/ReturnReference	8	Grants and Similar Amounts Paid In Excess of $5,000.4
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/Filer/EIN	0	396076192
ReturnHeader/Filer/Name/BusinessNameLine1	0	OCONOMOWOC SCHOLARSHIP FUND
ReturnHeader/Filer/NameControl	0	OCON
ReturnHeader/Filer/Phone	0	2625676540
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 824
ReturnHeader/Filer/USAddress/City	0	OCONOMOWOC
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	53066
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-10-24
ReturnHeader/Officer/Name	0	MICHAEL P TOENNIES
ReturnHeader/Officer/Title	0	President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	WINTER KLOMAN MOTER AND REPP SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	1040 OCONOMOWOC PKWY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	OCONOMOWOC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	53066
ReturnHeader/Preparer/Name	0	James K Holsen CPA
ReturnHeader/Preparer/Phone	0	2625676540
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-10-24T13:46:08-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $446,219
Liabilities: $0
Net assets: $446,219
Revenue: $152,048
Expenses: $86,266
Net income: $65,782

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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