2024-09-05T14:44:12-05:00 2023-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-01-01 391078133 OPPORTUNITIES INC OF JEFFERSON COUNTY OPPO 9205632437 PO BOX 278 FORT ATKINSON WI 53538 BARBARA LEDUC PRESIDENT/CEO 9205632437 2024-08-20 1 1 QUINN DUGAN P02267768 6082741980 2024-08-20 2023 2024-08-08 14:25:15Z BARBARA LEDUC PO BOX 278 FORT ATKINSON WI 53538 46462495 0 X WWW.OPPINC.COM X 1966 WI PROVIDE SERVICES FOR INDIVIDUALS TO ENHANCE THEIR ABILITIES TO BE INDEPENDENT. 9 9 3318 20 0 0 4293558 796079 9895155 12086898 1392605 1527538 2303315 4390025 17884633 18800540 0 0 0 0 8706656 11176519 0 0 230239 2709998 2940906 11416654 14117425 6467979 4683115 77488371 87581765 3121194 3675206 74367177 83906559 X 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. 0 0 6746400 0 7171162 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. 1544985 0 6258017 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. 861699 0 1502270 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. 509132 0 740797 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. 371668 0 469146 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. 880800 0 1209943 10033884 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 24 0 3318 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X DIANE CANTWELL 9205632437 PO BOX 278 FORT ATKINSON WI 53538 JEFF MCFARLANE CHAIR 1.00 X X 0 0 0 BRUCE LOEB VICE-CHAIR 1.00 X X 0 0 0 JAY VANDEN BOOGART DIRECTOR 1.00 X 0 0 0 BARB CALLAHAN DIRECTOR 1.00 X 0 0 0 J BERNARD FIEDLER DIRECTOR 1.00 X 0 0 0 BRETT HEALY DIRECTOR 1.00 X 0 0 0 LARRY LANGE DIRECTOR 1.00 X 0 0 0 PATRICK MILLER DIRECTOR 1.00 X 0 0 0 AL SENECZKO DIRECTOR 1.00 X 0 0 0 JEFFRY THEDER DIRECTOR 1.00 X 0 0 0 DR DONALD WILLIAMS MD DIRECTOR 1.00 X 0 0 0 BARBARA LEDUC PRESIDENT/CEO 40.00 2.00 X 421554 0 19977 DIANE CANTWELL VICE PRESIDENT OF FINANCE 40.00 2.00 X 229298 0 30648 JASON FREY VICE PRESIDENT/COO 40.00 1.00 X 225108 0 38818 PEGGY MOLDENHAUER-FOTH VICE PRESIDENT OF OPERATIONS 40.00 X 192481 0 19628 ANN JANQUART DIRECTOR OF STAFFING 40.00 X 151553 0 24798 ROBIN KENNEDY VICE PRESIDENT OF MISSION 40.00 1.00 X 146910 0 35918 LINDA BRANSON DIRECTOR OF COMMUNITY OPTIONS 40.00 X 122256 0 12763 AHCHUNG HO VICE PRESIDENT OF IT 40.00 X 201292 0 9046 1690452 0 191596 9 0 1 0 JF AHERN CO PO BOX 1316 FOND DU LAC WI 54936 HVAC/SPRINKLER/FIRE SERVICES 218985 WIPFLI LLP PO BOX 3160 MILWAUKEE WI 53201 AUDITING/BENCHMARKING/TAX PREP 118275 GROUND AFFECTS LANDSCAPING INC W1526 FROELICH ROAD SULLIVAN WI 53178 LAWN MOWING/FERTILIZER - SNOW REMOVAL/SA 103225 3 3750 569218 223111 796079 SUPPORT SERVICES COMMUNITY REVENU 561300 4331960 4331960 EMPLOYMENT & TRAINING INITIATIVES 561300 1926057 1926057 SOCIAL ENTERPRISES REVENUE 561300 1789433 1789433 ADULT DAY SERVICES 624100 1502270 1502270 RENTAL INCOME 531120 1327235 1327235 1209943 1209943 12086898 1402408 1402408 5923386 5798256 125130 125130 125130 25918193 21863699 4054494 4054494 335531 335531 335531 18800540 16141392 0 1863069 965403 965403 8337042 6973955 1220074 143013 208892 186809 18361 3722 660586 529035 118551 13000 1004596 789982 199849 14765 181202 181202 142366 3071 137456 1839 14066 14066 86758 81158 5600 143324 142124 1200 72070 59702 7181 5187 72271 71350 434 487 1121013 967036 153977 177576 66041 111535 EQUIPMENT RENT AND REPA 610771 173789 434940 2042 PROGRAM EXPENSES 193246 141001 51553 692 DUES & SUBSCRIPTIONS 19710 19710 106533 38337 29504 38692 14117425 10033884 3853302 230239 562393 434707 4644746 4325790 532965 543927 3175123 4554228 205575 352868 272464 407209 38921390 15485133 21144972 23436257 46541893 53074858 408240 451921 77488371 87581765 2101053 2680615 20374 15093 558143 431324 441624 548174 3121194 3675206 X 74364303 83903685 2874 2874 74367177 83906559 77488371 87581765 4683115 4856267 0 X 0 1 X 1 0 X 649927 1095350 474824 4293558 796079 7309738 12325822 7862875 8950310 9895155 12086898 51121060 21311673 20521259 19439176 21904343 25918193 109094644 34287422 29479484 28864310 36093056 38801170 167525442 0 0 0 167525442 894707 902171 960584 1157092 1402408 5316962 894707 902171 960584 1157092 1402408 5316962 75949 214822 301545 365089 335531 1292936 35258078 30596477 30126439 37615237 40539109 174135340 0.96200 0.96650 0.03050 0.02780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 550286 64004 614290 625174 -74888 550286 413783 150000 61391 625174 367370 46413 413783 319672 47698 367370 1.00000 0.00000 0.00000 0 0 488225 488225 21241207 7106016 14135191 13777556 8379117 5398439 3414402 3414402 23436257 FINANCE LEASE OBLIGATION 96253 DEFERRED COMPENSATION 451921 548174 X 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. X X X X 0 0 0 0 0 0 0 0 0 BARBARA LEDUC PRESIDENT/CEO 309795 0 84150 0 27609 0 13200 0 6777 0 441531 0 0 0 JASON FREY VICE PRESIDENT/COO 177805 0 35884 0 11419 0 9377 0 29441 0 263926 0 0 0 DIANE CANTWELL VICE PRESIDENT OF FINANCE 184320 0 36161 0 8817 0 9447 0 21201 0 259946 0 0 0 PEGGY MOLDENHAUER-FOTH VICE PRESIDENT OF OPERATIONS 156687 0 30000 0 5794 0 7845 0 11783 0 212109 0 0 0 AHCHUNG HO VICE PRESIDENT OF IT 168733 0 32559 0 0 0 7430 0 1616 0 210338 0 0 0 ROBIN KENNEDY VICE PRESIDENT OF MISSION 116451 0 22374 0 8085 0 6297 0 29621 0 182828 0 0 0 ANN JANQUART DIRECTOR OF STAFFING 119235 0 24280 0 8038 0 6260 0 18538 0 176351 0 0 0 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. 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 1 OI GOVERNMENTAL SERVICES CORPORATION PO BOX 278 FORT ATKINSON WI 53538 841915588 FULFILL GOVERNMENT CONTRACTING WI 501(C)(3) LINE 10 OPPORTUNITIES INC OF JEFFERSON COUNTY 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0