Civic Intelligence

Oconomowoc Scholarship Fund

990 • Fiscal year 2022 • EIN 39-6076192

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 21, 2022

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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-43%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,016,107

Down $168,702 (-14%) from 2021

Net Assets

Down

$1,016,107

Down $168,702 (-14%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin10th percentile

Revenue

Down

$136,254

Down $101,087 (-43%) from 2021

Expenses

Up

$182,911

Up $69,422 (+61%) from 2021

Net Income

Down

-$46,657

Down $170,509 (-138%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2022

Assets$1,016,107
Liabilities$0
Net Assets$1,016,107
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$136,254
Expenses$182,911
Net Income-$46,657
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 21, 2022
Return Version
2021v4.2
Gross Receipts
$400,995
Mission and Program Overview

Mission

AWARD SCHOLARSHIPS

TO AWARD SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,012,503$881,809▼ $130,694
Savings and Temporary Cash Investments$153,764$102,337▼ $51,427
Cash and Non-Interest-Bearing Accounts$18,542$31,961▲ $13,419
Total Assets$1,184,809$1,016,107▼ $168,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,184,809$1,016,107▼ $168,702
Total Net Assets Fund Balance$1,184,809$1,016,107▼ $168,702
Total Liabilities and Net Assets / Fund Balance$1,184,809$1,016,107▼ $168,702
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jolene PippPresident
Katie SadorfVice President/president-elect
Angela FisherDirector
Brad BellaDirector
Dr Susan SchrankDirector
Linda PatelDirector
Mike MillerDirector
Panny BongardtDirector
Rebecca SeymourDirector
Todd ScheidDirector
William LentzDirector
Colleen MoranAcknowledgment Secretary
Brenda PillardRecording Secretary
Jeff EkSecretary of Student Affai
Steve GarmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$133,140
Program Service Revenue
$0
Investment Income
$-281
Other Revenue
$3,395
All Other Contributions
$133,140
Change in Net Assets
$-46,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$161,315
Other Expenses$21,596
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$161,315--$161,315
Office Expenses-$9,460-$9,460
Fees for Service Investment Mgmnt Fees-$8,331-$8,331
Fees for Services Accounting-$1,916-$1,916
Other Expenses-$1,359-$1,359
Information Technology-$530-$530
Total Functional Expenses$161,315$21,596$0$182,911
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

“No review was or will be conducted.”

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
Jolene Pipp
Title
President
Phone
2625676540
Signed
2022-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jolene Pipp
Formed
1947
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

Firm
Cliftonlarsonallen Llp
Address
1040 OCONOMOWOC PARKWAY, OCONOMOWOC, WI 53066
Preparer
Michael P Toennies CPA
Phone
2625676540
Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0797665
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017654
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019225
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017935
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014360
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt086885
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45410
IRS990ScheduleA/PublicSupportPY170Pct00.47200
IRS990ScheduleA/PublicSupportTotal170Amt0401673
IRS990ScheduleA/SubstantialContributorsTotAmt0395992
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt095415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0201500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0161855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0246465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt092430
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0797665
IRS990ScheduleA/TotalSupportAmt0884550
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0161315
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt047
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/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
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/TotalAssetsBOYAmt01184809
IRS990/TotalAssetsEOYAmt01016107
IRS990/TotalAssetsGrp/BOYAmt01184809
IRS990/TotalAssetsGrp/EOYAmt01016107
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0133140
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021596
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0161315
IRS990/TotalFunctionalExpensesGrp/TotalAmt0182911
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0161315
IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/CityNm0OCONOMOWOC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053066
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.OCONOMOWOCSCHOLARSHIPFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOLENE PIPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625676540
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OCONOMOWOC SCHOLARSHIP FUND
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ReturnHeader/Filer/PhoneNum02625676540
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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/PreparationDt02022-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P TOENNIES CPA
ReturnHeader/ReturnTs02022-10-05T11:42:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOLENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PIPP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,016,107
Liabilities
$0
Net assets
$1,016,107
Revenue
$136,254
Expenses
$182,911
Net income
-$46,657
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
2022Detailed filing. Detailed filing data is available for this year.$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