Civic Intelligence

Oconomowoc Scholarship Fund

990 • Fiscal year 2019 • EIN 39-6076192

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

Organization ProfileWWW.OCONOMOWOCSCHOLARSHIPFUND.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

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

84th percentile

32%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

142%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$831,653

Up $203,641 (+32%) from 2018

Net Assets

Up

$831,653

Up $203,641 (+32%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin95th percentile

Revenue

Up

$265,477

Up $155,825 (+142%) from 2018

Expenses

Down

$89,291

Down $41,273 (-32%) from 2018

Net Income

Up

$176,186

Up $197,098 (+943%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2019

Assets$831,653
Liabilities$0
Net Assets$831,653
Open 2019 Filing

Operations Trend

Revenue Growth95th 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

2019

Revenue$265,477
Expenses$89,291
Net Income$176,186
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Gross Receipts
$266,985
Mission and Program Overview

Mission

TO AWARD SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$611,189$731,422▲ $120,233
Cash and Non-Interest-Bearing Accounts$16,823$100,231▲ $83,408
Total Assets$628,012$831,653▲ $203,641
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$501,898$705,539▲ $203,641
Permanently Rstr Net Assets$126,114$126,114→ $0
Total Net Assets Fund Balance$628,012$831,653▲ $203,641
Total Liabilities and Net Assets / Fund Balance$628,012$831,653▲ $203,641
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Tracy FaziPresident
Angela FisherDirector
Brad BellaDirector
Linda PatelDirector
Michael ToenniesDirector
Mike MillerDirector
Tina BehrensDirector
Todd ScheidDirector
William LentzDirector
Jolene PippAcknowledgement Secretary
Brenda PillardRecording Secretary
Jeff EkSecretary of Student Affairs
Lucas KyselyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$246,465
Program Service Revenue
$0
Investment Income
$17,935
Other Revenue
$1,077
All Other Contributions
$246,465
Change in Net Assets
$176,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,750
Other Expenses$20,541
Total Fundraising Expense$3,982
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$68,750--$68,750
Fees for Service Investment Mgmnt Fees-$7,009-$7,009
Advertising-$6,281-$6,281
Insurance-$1,157-$1,157
Office Expenses-$1,112-$1,112
Other Expenses-$64$100$64
All Other Expenses-$13-$13
Total Functional Expenses$68,750$16,559$3,982$89,291
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,585
Fundraising Direct Expenses$1,508
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 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

“YES”

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

“YES”

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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No other 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
Phone
2625676540
Signed
2019-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Fazi
Formed
1947
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
1040 OCONOMOWOC PARKWAY, OCONOMOWOC, WI 53066
Preparer
Michael Toennies
Phone
2625676540
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gains/losses on investments 27,455.”

Raw XML Appendix392 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/AdvertisingGrp/ManagementAndGeneralAmt06281
IRS990/AdvertisingGrp/TotalAmt06281
IRS990/AllOtherContributionsAmt0246465
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt013
IRS990/AllOtherExpensesGrp/TotalAmt013
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LUCAS KYSELY
IRS990/BooksInCareOfDetail/PhoneNum02625676540
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01040 OCONOMOWOC PARKWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0OCONOMOWOC
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053066
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt016823
IRS990/CashNonInterestBearingGrp/EOYAmt0100231
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0246465
IRS990/CYGrantsAndSimilarPaidAmt068750
IRS990/CYInvestmentIncomeAmt017935
IRS990/CYOtherExpensesAmt020541
IRS990/CYOtherRevenueAmt01077
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0176186
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt089291
IRS990/CYTotalFundraisingExpenseAmt03982
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0265477
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/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt068750
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07009
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07009
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt125.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL TOENNIES
IRS990/Form990PartVIISectionAGrp/PersonNm1TINA BEHRENS
IRS990/Form990PartVIISectionAGrp/PersonNm2BRAD BELLA
IRS990/Form990PartVIISectionAGrp/PersonNm3ANGELA FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm5LINDA PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm6TODD SCHEID
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM LENTZ
IRS990/Form990PartVIISectionAGrp/PersonNm8TRACY FAZI
IRS990/Form990PartVIISectionAGrp/PersonNm9LUCAS KYSELY
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFF EK
IRS990/Form990PartVIISectionAGrp/PersonNm11JOLENE PIPP
IRS990/Form990PartVIISectionAGrp/PersonNm12BRENDA PILLARD
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY OF STUDENT AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt11ACKNOWLEDGEMENT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12RECORDING SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01947
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt01508
IRS990/FundraisingGrossIncomeAmt02585
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt068750
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt068750
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt068750
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0266985
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01157
IRS990/InsuranceGrp/TotalAmt01157
IRS990/InvestmentIncomeGrp/ExclusionAmt017935
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017935
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0611189
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0731422
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
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/NetAssetsOrFundBalancesBOYAmt0628012
IRS990/NetAssetsOrFundBalancesEOYAmt0831653
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01077
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01077
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01112
IRS990/OfficeExpensesGrp/TotalAmt01112
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt027455
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc1POSTAGE
IRS990/OtherExpensesGrp/Desc2DONATIONS
IRS990/OtherExpensesGrp/Desc3ANNUAL FEES
IRS990/OtherExpensesGrp/FundraisingAmt03882
IRS990/OtherExpensesGrp/FundraisingAmt1100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0923
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt164
IRS990/OtherExpensesGrp/TotalAmt03882
IRS990/OtherExpensesGrp/TotalAmt1923
IRS990/OtherExpensesGrp/TotalAmt2100
IRS990/OtherExpensesGrp/TotalAmt364
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0126114
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0126114
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TRACY FAZI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt092430
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0117500
IRS990/PYInvestmentIncomeAmt014360
IRS990/PYOtherExpensesAmt013064
IRS990/PYOtherRevenueAmt02862
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-20912
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0130564
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0109652
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0176186
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0246465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt092430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt098465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0109220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0211435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0758015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017935
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012874
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013070
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt070761
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91460
IRS990ScheduleA/PublicSupportPY170Pct00.90410
IRS990ScheduleA/PublicSupportTotal170Amt0758015
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0246465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092430
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt098465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0109220
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0211435
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0758015
IRS990ScheduleA/TotalSupportAmt0828776
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/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt068750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt029
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAINS/LOSSES ON INVESTMENTS 27,455.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0628012
IRS990/TotalAssetsEOYAmt0831653
IRS990/TotalAssetsGrp/BOYAmt0628012
IRS990/TotalAssetsGrp/EOYAmt0831653
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0246465
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03982
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016559
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068750
IRS990/TotalFunctionalExpensesGrp/TotalAmt089291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0628012
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0831653
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt068750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt019012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265477
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0628012
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0831653
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0501898
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0705539
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01040 OCONOMOWOC PARKWAY
IRS990/USAddress/CityNm0OCONOMOWOC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053066
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.OCONOMOWOCSCHOLARSHIPFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY FAZI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625676540
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0621AFF8163F39E44D14E7F08E1A8C94F08E1525F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01AFEB3C06666BC583EDFCC9D6880710720CD6358
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:56:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01040 OCONOMOWOC PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OCONOMOWOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053066
ReturnHeader/PreparerPersonGrp/PhoneNum02625676540
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL TOENNIES
ReturnHeader/ReturnTs02019-11-06T09:58:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$831,653
Liabilities
$0
Net assets
$831,653
Revenue
$265,477
Expenses
$89,291
Net income
$176,186
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $500k-$1M nonprofits