OPPORTUNITIES INC OF JEFFERSON COUNTY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OPPORTUNITIES INC OF JEFFERSON COUNTY (EIN 39-1078133)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-05
- IRS object ID
- 202412499349302001
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-05T14:44:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 W BELTLINE HWY STE 501 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391078133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPORTUNITIES INC OF JEFFERSON COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPPO | BusinessNameControlTxt |
| Phone | 9205632437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 278 | AddressLine1Txt |
| City | FORT ATKINSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53538 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA LEDUC | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9205632437 | PhoneNum |
| Signature | 2024-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | QUINN DUGAN | PreparerPersonNm |
| PTIN | P02267768 | PTIN |
| Phone | 6082741980 | PhoneNum |
| Preparation | 2024-08-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA LEDUC | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 278 | AddressLine1Txt |
| City | FORT ATKINSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53538 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,462,495 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OPPINC.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SERVICES FOR INDIVIDUALS TO ENHANCE THEIR ABILITIES TO BE INDEPENDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 3318 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,293,558 | PYContributionsGrantsAmt |
| CY Contributions Grants | $796,079 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,895,155 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,086,898 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,392,605 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,527,538 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,303,315 | PYOtherRevenueAmt |
| CY Other Revenue | $4,390,025 | CYOtherRevenueAmt |
| PY Total Revenue | $17,884,633 | PYTotalRevenueAmt |
| CY Total Revenue | $18,800,540 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,706,656 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,176,519 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $230,239 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,709,998 | PYOtherExpensesAmt |
| CY Other Expenses | $2,940,906 | CYOtherExpensesAmt |
| PY Total Expenses | $11,416,654 | PYTotalExpensesAmt |
| CY Total Expenses | $14,117,425 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,467,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,683,115 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $77,488,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,581,765 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,121,194 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,675,206 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,367,177 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,906,559 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OPPORTUNITIES, INC. OF JEFFERSON COUNTY PROVIDES SERVICES FOR INDIVIDUALS FOR THE PURPOSE OF MAXIMIZING THEIR SUCCESS AND ENHANCING THEIR ABILITIES TO BE INDEPENDENT, CONTRIBUTING MEMBERS OF THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,746,400 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,171,162 | RevenueAmt |
| Desc | SOCIAL ENTERPRISES OPERATIONS CONSIST OF PRODUCTION, DIVERSIFIED PERSONNEL SERVICES AND PRINT SERVICES. THE PROGRAMS PROVIDE TRAINING AND EMPLOYMENT SERVICES FOR INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS INCLUDING POVERTY, DISLOCATED WORKERS, TRADITIONALLY UNDERSERVED, ENGLISH AS A SECOND LANGUAGE, REENTRY FROM THE CRIMINAL JUSTICE SYSTEM, AND VETERANS. TRAINING AND EMPLOYMENT IS SECURED THROUGH LOCAL AND NATIONAL INDUSTRY RELATIONSHIPS TO ADVANCE A VARIETY OF SKILL LEVELS. THE GOAL OF INFORMED CHOICE, IN AN INTEGRATED ENVIRONMENT, IS KEY TO SUCCESSFUL OUTCOMES. RETENTION SPECIALISTS PROVIDE SUPPORTIVE WORK AND LIFE-COPING COACHING TO ENHANCE SKILL DEVELOPMENT, PRODUCTIVITY, WORK HISTORY AND WRAP AROUND SERVICES WITH OTHER COMMUNITY SOCIAL SERVICE PARTNERSHIPS. TRANSPORTATION SERVICES ARE PROVIDED TO ASSIST TRAINEES GET TO AND FROM EMPLOYMENT DUE TO LIMITED PUBLIC TRANSPORTATION OPTIONS IN RURAL COMMUNITIES. DIVERSIFIED PERSONNEL SERVICES PROVIDES COMMUNITY-BASED EMPLOYMENT TO SECURE WORK EXPERIENCES WITH THE GOAL OF REACHING INDEPENDENT GAINFUL EMPLOYMENT. PRINT SERVICES AND GRAPHIC DESIGN PROVIDES MATERIALS USED TO ADVANCE OUTREACH TO COMPLETE SOCIAL ENTERPRISE AND MISSION SERVICES REQUIREMENTS AND ENHANCE COMMUNITY INTEGRATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,544,985 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,258,017 | RevenueAmt |
| Desc | EMPLOYMENT AND TRAINING CONSISTS OF PREVOCATIONAL, COMMUNITY EMPLOYMENT, SCHOOL TO WORK TRANSITION & WIOA. PREVOCATIONAL PROVIDES EXTENSIVE CASE MANAGEMENT SUPPORT AND TRAINING TO INDIVIDUALS WITH SIGNIFICANT DISABILITIES TO ADVANCE INDEPENDENCE. COMMUNITY EMPLOYMENT, THRU DIVISION OF VOCATIONAL REHABILITATION INCLUDES VOCATIONAL SUPPORT, CAREER INTEREST ASSESSMENT, INTENSIVE JOB SEEKING SKILLS TO INCREASE VOCATIONAL DEVELOPMENT, WORK EXPERIENCE TO ENHANCE KNOWLEDGE, RESUME DEVELOPMENT AND JOB PLACEMENT, WITH JOB COACHING/CASE MANAGEMENT TO TRAIN AND MAINTAIN EMPLOYMENT. SCHOOL TO WORK TRANSITION PARTNERS WITH AREA SCHOOLS TO PROVIDE YOUTH WITH DISABILITIES A COMMUNITY-BASED APPROACH TO EXPERIENCE WORK AND PREPARE A CAREER PATH TO FUTURE TRAINING AND EMPLOYMENT. WORK APPRENTICESHIPS IS A HANDS-ON APPROACH TO SKILL DEVELOPMENT AND CAREER ENRICHMENT. WIOA/WIA SERVES ADULTS AND YOUTH DISLOCATED FROM EMPLOYMENT OR IN POVERTY WITH CASE MANAGEMENT, TRAINING, AND EMPLOYMENT THROUGH WORKFORCE DEVELOPMENT BOARD TO ENHANCE A CAREER PATH TO EMPLOYMENT AND FINANCIAL ADVANCEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $861,699 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,502,270 | RevenueAmt |
| Desc | ADULT DAY SERVICES OFFERS A UNIQUE BALANCE OF EXPOSURE TO LIFE ENGAGING SERVICES, ON-SITE AND IN THE COMMUNITY TO INDIVIDUALS WITH SEVERE DISABILITIES. CUSTOMIZED SERVICES PROMOTE INDEPENDENCE AND PERSONAL ACHIEVEMENT TO MEET THE UNIQUE NEEDS AND INTERESTS OF PARTICIPANTS IN A NURTURING ENVIRONMENT. PARTICIPANTS DEVELOPED THE OI CLOSET, A SERVICE THAT PROVIDES FREE CLOTHING TO IN-NEED COMMUNITY MEMBERS. PARTICIPANTS ARE SERVED BY STAFF, MENTORS AND TRAINEES TO LEARN VALUABLE SKILLS. MEMORY CARE PROGRAM EMPHASIZE STIMULATING ACTIVITIES IN A SAFE AND FAMILIAR ENVIRONMENT USING TECHNIQUES AND APPROACHES DESIGNED FOR THOSE WITH DEMENTIA AND ALZHEIMER'S. REGULAR ACTIVITIES INCLUDE MEMORY CARE, SOCIAL SKILLS ENHANCEMENT, PERSONAL CARE AND SAFETY, COMMUNITY INVOLVEMENT AND VOCATIONAL TRAINING. CORPORATE GUARDIANSHIP PROGRAM IS AVAILABLE TO COURT ORDERED INDIVIDUALS WHO REQUIRE PROFESSIONAL MANAGEMENT IN THE AREAS OF MEDICAL, LEGAL, AND FINANCIAL DECISIONS. SERVICES OFFERED INCLUDE GUARDIANSHIP OF THE PERSON AND/OR ESTATE, REPRESENTATIVE PAYEE SERVICES. PERSONAL CONTACT WITH WARDS AND FAMILY MEMBERS ON A REGULAR BASIS ENSURE THE WARD'S LIFE IS SAFE AND SECURE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $509,132 | $0 | $740,797 | LIFE ACADEMY (LA) GROWS EMPLOYMENT, ENRICHMENT AND INDEPENDENT LIVING SKILLS BY BUILDING STUDENT CONFIDENCE AND INDEPENDENCE. THE LA TRANSITION IS A DEVELOPMENTALLY BASED CONTINUING EDUCATION PROGRAM FOR SPECIAL NEED STUDENTS AGES 18-21 YEARS INCORPORATING SYSTEMATIC INTEGRATION OF 21ST CENTURY LIFE AND CAREER SKILLS ACROSS K-12 CURRICULUM AND IN CAREER AND TECHNICAL EDUCATION PROGRAMS. SUMMER LA OFFERS SOFT SKILL PROGRAMS IN COMMUNITY JOB SHADOWING AND VOLUNTEERISM TO INTRODUCE AND EDUCATE POTENTIAL FUTURE CAREERS. LA AFTER-SCHOOL PROVIDES YOUTH AGE 12-21 A SAFE ENVIRONMENT THAT SUPPORTS HEALTHY GROWTH AND DEVELOPMENT IN AREAS THAT INFLUENCE SUCCESS AND LIFELONG LEARNING. TUTORING AND HOMEWORK ASSISTANCE FOCUS ON LEADERSHIP, LIFE SKILLS DEVELOPMENT, HEALTHY LIFESTYLE, AND ATM (ANGER, TIME, AND MONEY MANAGEMENT).BIRTH TO 3 PROGRAM EMPOWERS PARENTS TO HELP YOUNG CHILDREN WITH EARLY DEVELOPMENTAL NEEDS. THE B-3 PROGRAM IS DESIGNED FOR PARENTS TO TAKE AN ACTIVE ROLE IN THEIR CHILD'S DEVELOPMENTAL AND EMOTIONAL GROWTH. THE PROGRAM ASSISTS WITH DETERMINING ELIGIBILITY FOR FUNDING, A GLOBAL EVALUATION OF THE CHILD AND DEVELOPMENTAL CONCERNS AND CASE MANAGEMENT TO ASSIST PARENTS IN COORDINATING SERVICES, SUCH AS EARLY INTERVENTION SERVICES (OCCUPATIONAL, PHYSICAL, SPEECH THERAPIES AND OTHER SPECIAL EDUCATION), FOR CHILD DEVELOPMENT IN THE PROGRAM. THE TEAM FACILITATES TRANSITIONING THE CHILD INTO EARLY CHILDHOOD PROGRAM AFTER THE AGE OF THREE. OUTREACH AND REFERRALS ARE MADE THRU PARTNERSHIPS WITH DAY CARES, PEDIATRICIANS, COUNTY HUMAN SERVICES DEPARTMENTS, ETC. ELIGIBILITY IS OPEN TO ANY CHILD, BIRTH TO THREE YEARS OF AGE EXPERIENCING DELAYS. |
| $371,668 | $0 | $469,146 | OUTSIDE MAINTENANCE CONTRACTS & TRANSPORTATION SERVICES - REST AREA MAINTENANCE-RAM PROGRAM PROVIDES STRUCTURED CUSTODIAL, LANDSCAPING AND MAINTENANCE TRAINING FOR INDIVIDUALS WITH DISABILITIES AND BARRIERS TO EMPLOYMENT. THE DEPARTMENT OF TRANSPORTATION-DOT CONTRACTS THE SUPERVISED WORK CREWS TO INCLUDE TASKS SUCH AS CLEANING BUILDINGS, SHOVELING SNOW, MOWING THE GROUNDS, TENDING FLOWER BEDS AND MINOR REPAIRS AND PAINTING PROJECTS AS NEEDED. TRANSPORTATION IS PROVIDED TO ENHANCE TRAINING AND EMPLOYMENT OPPORTUNITIES AND PROVIDED TO MANY INDIVIDUALS UNABLE TO ACCESS SERVICES. THE TRANSPORTATION PROGRAM, FOR THOSE WITH DISABILITIES AND OTHER BARRIERS, HAS GROWN TO INCLUDE COMMUNITY PICK UP POINTS AND IN SOME CASES DOOR TO DOOR SERVICE. TRANSPORTATION IS ALSO USED TO ADVANCE COMMUNITY OUTINGS AND SOCIAL INTEGRATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $880,800 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,209,943 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,033,884 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3318 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANE CANTWELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9205632437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 278 | AddressLine1Txt |
| City | FORT ATKINSON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53538 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEFF MCFARLANE | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE LOEB | ||||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAY VANDEN BOOGART | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARB CALLAHAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| J BERNARD FIEDLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRETT HEALY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY LANGE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK MILLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AL SENECZKO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFRY THEDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR DONALD WILLIAMS MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA LEDUC | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $421,554 | $0 | $19,977 | 2.00 | ||
| DIANE CANTWELL | ||||||||
| VICE PRESIDENT OF FINANCE | 40.00 | Yes (X) | $229,298 | $0 | $30,648 | 2.00 | ||
| JASON FREY | ||||||||
| VICE PRESIDENT/COO | 40.00 | Yes (X) | $225,108 | $0 | $38,818 | 1.00 | ||
| PEGGY MOLDENHAUER-FOTH | ||||||||
| VICE PRESIDENT OF OPERATIONS | 40.00 | $192,481 | $0 | $19,628 | Yes (X) | |||
| ANN JANQUART | ||||||||
| DIRECTOR OF STAFFING | 40.00 | $151,553 | $0 | $24,798 | Yes (X) | |||
| ROBIN KENNEDY | ||||||||
| VICE PRESIDENT OF MISSION | 40.00 | $146,910 | $0 | $35,918 | 1.00 | Yes (X) | ||
| LINDA BRANSON | ||||||||
| DIRECTOR OF COMMUNITY OPTIONS | 40.00 | $122,256 | $0 | $12,763 | Yes (X) | |||
| AHCHUNG HO | ||||||||
| VICE PRESIDENT OF IT | 40.00 | $201,292 | $0 | $9,046 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,690,452 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $191,596 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JF AHERN CO | |||||
| PO BOX 1316 | FOND DU LAC | WI | 54936 | HVAC/SPRINKLER/FIRE SERVICES | $218,985 |
| WIPFLI LLP | |||||
| PO BOX 3160 | MILWAUKEE | WI | 53201 | AUDITING/BENCHMARKING/TAX PREP | $118,275 |
| GROUND AFFECTS LANDSCAPING INC | |||||
| W1526 FROELICH ROAD | SULLIVAN | WI | 53178 | LAWN MOWING/FERTILIZER - SNOW REMOVAL/SA | $103,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $3,750 | FederatedCampaignsAmt |
| Government Grants | $569,218 | GovernmentGrantsAmt |
| All Other Contributions | $223,111 | AllOtherContributionsAmt |
| Total Contributions | $796,079 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUPPORT SERVICES COMMUNITY REVENU | 561300 | $4,331,960 | $4,331,960 |
| EMPLOYMENT & TRAINING INITIATIVES | 561300 | $1,926,057 | $1,926,057 |
| SOCIAL ENTERPRISES REVENUE | 561300 | $1,789,433 | $1,789,433 |
| ADULT DAY SERVICES | 624100 | $1,502,270 | $1,502,270 |
| RENTAL INCOME | 531120 | $1,327,235 | $1,327,235 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,209,943 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,209,943 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,086,898 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,402,408 | TotalRevenueColumnAmt |
| Exclusion | $1,402,408 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,923,386 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,798,256 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $125,130 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,130 | TotalRevenueColumnAmt |
| Exclusion | $125,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $25,918,193 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $21,863,699 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,054,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,054,494 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $335,531 | TotalRevenueColumnAmt |
| Exclusion | $335,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $335,531 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,800,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,141,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,863,069 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965,403 | TotalAmt |
| Management And General | $965,403 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,337,042 | TotalAmt |
| Program Services | $6,973,955 | ProgramServicesAmt |
| Management And General | $1,220,074 | ManagementAndGeneralAmt |
| Fundraising | $143,013 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,892 | TotalAmt |
| Program Services | $186,809 | ProgramServicesAmt |
| Management And General | $18,361 | ManagementAndGeneralAmt |
| Fundraising | $3,722 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,586 | TotalAmt |
| Program Services | $529,035 | ProgramServicesAmt |
| Management And General | $118,551 | ManagementAndGeneralAmt |
| Fundraising | $13,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,596 | TotalAmt |
| Program Services | $789,982 | ProgramServicesAmt |
| Management And General | $199,849 | ManagementAndGeneralAmt |
| Fundraising | $14,765 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,202 | TotalAmt |
| Management And General | $181,202 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,366 | TotalAmt |
| Program Services | $3,071 | ProgramServicesAmt |
| Management And General | $137,456 | ManagementAndGeneralAmt |
| Fundraising | $1,839 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,066 | TotalAmt |
| Program Services | $14,066 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,758 | TotalAmt |
| Management And General | $81,158 | ManagementAndGeneralAmt |
| Fundraising | $5,600 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,324 | TotalAmt |
| Management And General | $142,124 | ManagementAndGeneralAmt |
| Fundraising | $1,200 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,070 | TotalAmt |
| Program Services | $59,702 | ProgramServicesAmt |
| Management And General | $7,181 | ManagementAndGeneralAmt |
| Fundraising | $5,187 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,271 | TotalAmt |
| Program Services | $71,350 | ProgramServicesAmt |
| Management And General | $434 | ManagementAndGeneralAmt |
| Fundraising | $487 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121,013 | TotalAmt |
| Program Services | $967,036 | ProgramServicesAmt |
| Management And General | $153,977 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,576 | TotalAmt |
| Program Services | $66,041 | ProgramServicesAmt |
| Management And General | $111,535 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENT AND REPA | $610,771 | $173,789 | $434,940 | $2,042 |
| PROGRAM EXPENSES | $193,246 | $141,001 | $51,553 | $692 |
| DUES & SUBSCRIPTIONS | $19,710 | $19,710 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,533 | TotalAmt |
| Program Services | $38,337 | ProgramServicesAmt |
| Management And General | $29,504 | ManagementAndGeneralAmt |
| Fundraising | $38,692 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,117,425 | TotalAmt |
| Program Services | $10,033,884 | ProgramServicesAmt |
| Management And General | $3,853,302 | ManagementAndGeneralAmt |
| Fundraising | $230,239 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,393 | BOYAmt |
| EOY | $434,707 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,644,746 | BOYAmt |
| EOY | $4,325,790 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,965 | BOYAmt |
| EOY | $543,927 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,175,123 | BOYAmt |
| EOY | $4,554,228 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,575 | BOYAmt |
| EOY | $352,868 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,464 | BOYAmt |
| EOY | $407,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,921,390 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,485,133 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,144,972 | BOYAmt |
| EOY | $23,436,257 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,541,893 | BOYAmt |
| EOY | $53,074,858 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,240 | BOYAmt |
| EOY | $451,921 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,488,371 | BOYAmt |
| EOY | $87,581,765 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101,053 | BOYAmt |
| EOY | $2,680,615 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,374 | BOYAmt |
| EOY | $15,093 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,143 | BOYAmt |
| EOY | $431,324 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,624 | BOYAmt |
| EOY | $548,174 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,121,194 | BOYAmt |
| EOY | $3,675,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,364,303 | BOYAmt |
| EOY | $83,903,685 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,874 | BOYAmt |
| EOY | $2,874 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,367,177 | BOYAmt |
| EOY | $83,906,559 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,488,371 | BOYAmt |
| EOY | $87,581,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,683,115 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,856,267 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $649,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,095,350 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $474,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,293,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $796,079 | CurrentTaxYearAmt |
| Total | $7,309,738 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,325,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,862,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,950,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,895,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,086,898 | CurrentTaxYearAmt |
| Total | $51,121,060 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,311,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,521,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,439,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,904,343 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,918,193 | CurrentTaxYearAmt |
| Total | $109,094,644 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,287,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,479,484 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,864,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,093,056 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,801,170 | CurrentTaxYearAmt |
| Total | $167,525,442 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $167,525,442 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $894,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $902,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $960,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,157,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,402,408 | CurrentTaxYearAmt |
| Total | $5,316,962 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $894,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $902,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $960,584 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,157,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,402,408 | CurrentTaxYearAmt |
| Total | $5,316,962 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $214,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $301,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $365,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $335,531 | CurrentTaxYearAmt |
| Total | $1,292,936 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,258,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,596,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,126,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,615,237 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,539,109 | CurrentTaxYearAmt |
| Total | $174,135,340 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96200 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96650 | PublicSupportPY509Pct |
| Investment Income CY | 0.03050 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02780 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $550,286 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $64,004 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $614,290 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $625,174 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$74,888 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $550,286 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $413,783 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $61,391 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $625,174 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $367,370 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $46,413 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $413,783 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $319,672 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $47,698 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $367,370 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $488,225 | OtherCostOrOtherBasisAmt |
| Book Value | $488,225 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,241,207 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,106,016 | DepreciationAmt |
| Book Value | $14,135,191 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,777,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,379,117 | DepreciationAmt |
| Book Value | $5,398,439 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,414,402 | OtherCostOrOtherBasisAmt |
| Book Value | $3,414,402 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,436,257 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCE LEASE OBLIGATION | $96,253 |
| DEFERRED COMPENSATION | $451,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $548,174 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | OPPORTUNITIES, INC. CURRENTLY HOLDS FUNDS FOR THE GUARDIANSHIP PROGRAM. DEPOSITS ARE MADE AND CHECKS ARE WRITTEN FOR GUARDIANSHIP CLIENTS PER AUTHORIZATION FORMS SENT TO OPPORTUNITIES, INC. FROM THE GUARDIANSHIP STAFF. FUNDS ARE DEPOSITED INTO ONE CHECKING ACCOUNT, BUT INDIVIDUALLY TRACKED BY GUARDIANSHIP STAFF SEPARATELY. OPPORTUNITIES, INC. RECORDS ENTRIES TO CASH AND LIABILITY ACCOUNTS WHICH ARE THEN BALANCED EACH MONTH TO ACCOUNT FOR THE CASH BALANCES. OPPORTUNITIES, INC. ALSO HOLDS FUNDS FOR THE WORKFORCE DEVELOPMENT OFFICE SUPPLY FUND. THE ITEMS ARE RECORDED TO THE CASH AND LIABILITY ACCOUNTS WHEN NECESSARY. |
| PART V, LINE 4: | IT IS THE MISSION OF OPPORTUNITIES, INC. OF JEFFERSON COUNTY TO PROVIDE SERVICES FOR INDIVIDUALS FOR THE PURPOSE OF MAXIMIZING THEIR SUCCESS AND ENHANCING THEIR ABILITIES TO BE INDEPENDENT, CONTRIBUTING MEMBERS OF THE COMMUNITY. TO THAT END, THE OPPORTUNITIES, INC. ENDOWMENT FUND WAS ESTABLISHED TO ENSURE THE LONG-TERM FINANCIAL STABILITY OF PROGRAMS AND SERVICES THAT MAY HAVE LIMITED FINANCIAL SUPPORT. |
| PART X, LINE 2: | OPPORTUNITIES, INC. IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. OPPORTUNITIES, INC. HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA LEDUC | ||||||||||||||
| PRESIDENT/CEO | $309,795 | $0 | $84,150 | $0 | $27,609 | $0 | $13,200 | $0 | $6,777 | $0 | $441,531 | $0 | $0 | $0 |
| JASON FREY | ||||||||||||||
| VICE PRESIDENT/COO | $177,805 | $0 | $35,884 | $0 | $11,419 | $0 | $9,377 | $0 | $29,441 | $0 | $263,926 | $0 | $0 | $0 |
| DIANE CANTWELL | ||||||||||||||
| VICE PRESIDENT OF FINANCE | $184,320 | $0 | $36,161 | $0 | $8,817 | $0 | $9,447 | $0 | $21,201 | $0 | $259,946 | $0 | $0 | $0 |
| PEGGY MOLDENHAUER-FOTH | ||||||||||||||
| VICE PRESIDENT OF OPERATIONS | $156,687 | $0 | $30,000 | $0 | $5,794 | $0 | $7,845 | $0 | $11,783 | $0 | $212,109 | $0 | $0 | $0 |
| AHCHUNG HO | ||||||||||||||
| VICE PRESIDENT OF IT | $168,733 | $0 | $32,559 | $0 | $0 | $0 | $7,430 | $0 | $1,616 | $0 | $210,338 | $0 | $0 | $0 |
| ROBIN KENNEDY | ||||||||||||||
| VICE PRESIDENT OF MISSION | $116,451 | $0 | $22,374 | $0 | $8,085 | $0 | $6,297 | $0 | $29,621 | $0 | $182,828 | $0 | $0 | $0 |
| ANN JANQUART | ||||||||||||||
| DIRECTOR OF STAFFING | $119,235 | $0 | $24,280 | $0 | $8,038 | $0 | $6,260 | $0 | $18,538 | $0 | $176,351 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY MANAGEMENT OF OPPORTUNITIES, INC. OF JEFFERSON COUNTY AND THEN EMAILED TO ALL DIRECTORS FOR THEIR APPROVAL PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS INCLUDED IN THE PERSONNEL POLICY HANDBOOK WHICH IS SIGNED BY STAFF MEMBERS YEARLY. IN THIS HANDBOOK IS ALSO THE PROCEDURE FOR ALERTING HUMAN RESOURCES IN THE EVENT AN EMPLOYEE SUSPECTS OR HAS EVIDENCE OF A CONFLICT. THE CONFLICT OF INTEREST POLICY IS ALSO PRESENTED TO EACH INCOMING DIRECTOR. THE PRESIDENT/CEO AND THE INCOMING DIRECTOR REVIEW THIS POLICY TOGETHER. DIRECTORS ARE TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO THE BOARD CHAIR IN A TIMELY MANNER AND WILL ABSTAIN FROM VOTING OR PARTICIPATING IN THE FINAL DELIBERATION ON ANY MATTER WHERE THEY HAVE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD COMPARES SALARIES AT OTHER COMPARABLE ORGANIZATIONS USING A SALARY STUDY WHICH WAS LAST CONDUCTED IN 2021. THE BOARD DETERMINES THE PRESIDENT/CEO'S COMPENSATION AND THE PRESIDENT/CEO DETERMINES TOP MANAGEMENT COMPENSATION. ALL COMPENSATION CHANGES OF TOP MANAGEMENT ARE THEN APPROVED BY THE BOARD. COMPENSATION IS REVIEWED ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COMPANY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| A-TEAM GRASSROOTS SYSTEM INC | ||||||||||
| PO BOX 278 | FORT ATKINSON | WI | 53538 | 823754088 | TO PROMOTE SOCIAL WELFARE | WI | 501(C)(4) | OPPORTUNITIES INC OF JEFFERSON COUNTY | Yes (1) | |
| OI GOVERNMENTAL SERVICES CORPORATION | ||||||||||
| PO BOX 278 | FORT ATKINSON | WI | 53538 | 841915588 | FULFILL GOVERNMENT CONTRACTING | WI | 501(C)(3) | OPPORTUNITIES INC OF JEFFERSON COUNTY | Yes (1) | LINE 10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |