Civic Intelligence

Oconomowoc Scholarship Fund

990 • Fiscal year 2017 • EIN 39-6076192

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

Organization Profilewww.oconomowocscholorshipfund.org
PO Box 824Oconomowoc, WI 53066

(262) 567-6540

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

22nd percentile

-8.8%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-10%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$626,980

Up $46,547 (+8.0%) from 2016

Net Assets

Up

$626,980

Up $46,547 (+8.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin22nd percentile

Revenue

Down

$113,593

Down $12,891 (-10%) from 2016

Expenses

Down

$123,573

Down $2,050 (-1.6%) from 2016

Net Income

Down

-$9,980

Down $10,841 (-1259%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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: $369,251Liabilities 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

2017

Assets$626,980
Liabilities$0
Net Assets$626,980
Open 2017 Filing

Operations Trend

Revenue Growth22nd percentile

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 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

2017

Revenue$113,593
Expenses$123,573
Net Income-$9,980
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$113,593
Mission and Program Overview

Mission

TO AWARD SCHOLARSHIPS

AWARD SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$550,343$604,386▲ $54,043
Cash and Non-Interest-Bearing Accounts$30,090$22,594▼ $7,496
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 Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$580,433$626,980▲ $46,547
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$454,319$500,866▲ $46,547
Permanently Rstr Net Assets$126,114$126,114→ $0
Total Net Assets Fund Balance$580,433$626,980▲ $46,547
Total Liabilities and Net Assets / Fund Balance$580,433$626,980▲ $46,547
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Tracy FaziPresident
Angela FisherDirector
Linda PatelDirector
Michael P ToenniesDirector
Mike MillerDirector
Tina BehrensDirector
Todd ScheidDirector
William LentzDirector
Bob DalySecretary
Brenda PillardSecretary
Jolene PippSecretary
Lucas KyselyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,465
Program Service Revenue
$0
Investment Income
$12,522
Other Revenue
$2,606
All Other Contributions
$98,465
Change in Net Assets
$-9,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,500
Other Expenses$15,073
Total Fundraising Expense$5,903
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$108,500--$108,500
Fees for Service Investment Mgmnt Fees-$4,976-$4,976
Insurance-$1,135-$1,135
Office Expenses-$1,128-$1,128
Advertising-$655-$655
All Other Expenses-$111-$111
Other Expenses-$100$1,505$100
Total Functional Expenses$108,500$9,170$5,903$123,573
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,606
Professional Fundraising Fees$0
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 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
Oconomowoc Scholarship Fund
EIN
39-6076192
Phone
2625676540
Address
PO Box 824, Oconomowoc, WI 53066

Signing Officer

Name
Tracy Fazi
Title
President
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Fazi
Voting Board Members
12
Independent Board Members
0
Employees
0

Preparer

Firm
Winter Kloman Moter and Repp Sc
Address
1040 OCONOMOWOC PKWY, OCONOMOWOC, WI 53066
Preparer
James K Holsen CPACGMA
Phone
2625676540
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized gains/losses on investments = $56527”

Raw XML AppendixShowing 400 of 437 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/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0126114
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0126114
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0TRACY FAZI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0109220
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0105500
IRS990/PYInvestmentIncomeAmt012874
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt020123
IRS990/PYOtherRevenueAmt04390
IRS990/PYRevenuesLessExpensesAmt0861
IRS990/PYTotalExpensesAmt0125623
IRS990/PYTotalRevenueAmt0126484
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-9980
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt098465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0109220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0211435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0140888
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0642837
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012874
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013070
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07705
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056395
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91930
IRS990ScheduleA/PublicSupportPY170Pct00.92190
IRS990ScheduleA/PublicSupportTotal170Amt0642837
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0109220
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0211435
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082829
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0140888
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0642837
IRS990ScheduleA/TotalSupportAmt0699232
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0108500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships to Students
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS/LOSSES ON INVESTMENTS = $56527
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0580433
IRS990/TotalAssetsEOYAmt0626980
IRS990/TotalAssetsGrp/BOYAmt0580433
IRS990/TotalAssetsGrp/EOYAmt0626980
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt098465
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05903
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09170
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0108500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123573
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0580433
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0626980
IRS990/TotalProgramServiceExpensesAmt0108500
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012522
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113593
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0580433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0626980
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$626,980
Liabilities
$0
Net assets
$626,980
Revenue
$113,593
Expenses
$123,573
Net income
-$9,980
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
2017Detailed filing. Detailed filing data is available for this year.$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