Civic Intelligence

Oconomowoc Scholarship Fund

990 • Fiscal year 2023 • EIN 39-6076192

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 27, 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

1.4%

Faster asset growth than 41% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

28%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,030,369

Up $14,262 (+1.4%) from 2022

Net Assets

Up

$1,030,369

Up $14,262 (+1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin16th percentile

Revenue

Up

$174,544

Up $38,290 (+28%) from 2022

Expenses

Up

$208,462

Up $25,551 (+14%) from 2022

Net Income

Up

-$33,918

Up $12,739 (+27%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2023

Assets$1,030,369
Liabilities$0
Net Assets$1,030,369
Open 2023 Filing

Operations Trend

Revenue Growth73rd 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

2023

Revenue$174,544
Expenses$208,462
Net Income-$33,918
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 27, 2023
Return Version
2022v5.0
Gross Receipts
$174,544
Mission and Program Overview

Mission

TO AWARD SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$881,809$942,509▲ $60,700
Cash and Non-Interest-Bearing Accounts$31,961$48,583▲ $16,622
Savings and Temporary Cash Investments$102,337$39,277▼ $63,060
Total Assets$1,016,107$1,030,369▲ $14,262
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,016,107$1,030,369▲ $14,262
Total Net Assets Fund Balance$1,016,107$1,030,369▲ $14,262
Total Liabilities and Net Assets / Fund Balance$1,016,107$1,030,369▲ $14,262
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
Jennifer PesicekDirector
Kerry GrosseDirector
Linda PatelDirector
Mike MillerDirector
Panny BongardtDirector
Rebecca SeymourDirector
William LentzDirector
Colleen MoranAcknowledgment Secretary
Brenda PillardRecording Secretary
Jeff EkSecretary of Student Affairs
Steve GarmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$147,961
Program Service Revenue
$0
Investment Income
$22,278
Other Revenue
$4,305
All Other Contributions
$147,961
Change in Net Assets
$-33,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$179,400
Other Expenses$29,062
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$179,400--$179,400
Office Expenses-$13,734-$13,734
Fees for Service Investment Mgmnt Fees-$9,683-$9,683
Other Expenses-$2,952-$2,952
Fees for Services Accounting-$2,368-$2,368
Information Technology-$325-$325
Total Functional Expenses$179,400$29,062$0$208,462
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
Katie Sadorf
Title
President - Elect
Phone
2625676540
Signed
2023-09-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Sadorf
Formed
1947
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Cliftonlarsonallen Llp
Address
1040 OCONOMOWOC PARKWAY, OCONOMOWOC, WI 53066
Preparer
Michael P Toennies CPA
Phone
2625676540
Raw XML AppendixShowing 400 of 417 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/ReconcilationRevenueExpnssAmt0-33918
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102337
IRS990/SavingsAndTempCashInvstGrp/EOYAmt039277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0147961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt095415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0201500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0161855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0246465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0853196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017654
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt019225
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt017935
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt092919
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49990
IRS990ScheduleA/PublicSupportPY170Pct00.45410
IRS990ScheduleA/PublicSupportTotal170Amt0472937
IRS990ScheduleA/SubstantialContributorsTotAmt0380259
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0147961
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt095415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0201500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0161855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0246465
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0853196
IRS990ScheduleA/TotalSupportAmt0946115
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/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0179400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt053
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/TotalAssetsBOYAmt01016107
IRS990/TotalAssetsEOYAmt01030369
IRS990/TotalAssetsGrp/BOYAmt01016107
IRS990/TotalAssetsGrp/EOYAmt01030369
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0147961
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029062
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0179400
IRS990/TotalFunctionalExpensesGrp/TotalAmt0208462
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01016107
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01030369
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0179400
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026583
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174544
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01016107
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01030369
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01040 OCONOMOWOC PARKWAY
IRS990/USAddress/CityNm0OCONOMOWOC
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053066
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.OCONOMOWOCSCHOLARSHIPFUND.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE SADORF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT - ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum02625676540
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-27
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

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,030,369
Liabilities
$0
Net assets
$1,030,369
Revenue
$174,544
Expenses
$208,462
Net income
-$33,918
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
2023Detailed filing. Detailed filing data is available for this year.$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