Form 990 for tax year 2022

Totals

Total revenue

$17,884,633

Total expenses

$11,416,654

Contributions and grants received

$4,293,558

Grants paid

$0

Program service revenue

$9,895,155

Investment income

$1,392,605

Other revenue

$2,303,315

Total assets, end of year

$77,488,371

Total liabilities, end of year

$3,121,194

Net assets or fund balances, end of year

$74,367,177

Program services expenses (Part IX)

$7,705,015

Management and general expenses

$3,513,938

Fundraising expenses

$197,701

Program service expenses (Part III)

$7,705,015

Program services were 67.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2022

• 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.

  Expenses $4,486,818 · Revenue $4,775,158

• 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.

  Expenses $1,475,697 · Revenue $4,853,828

• 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.

  Expenses $861,699 · Revenue $1,204,375

• 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.

  Expenses $509,132 · Revenue $522,724

• 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.

  Expenses $371,669 · Revenue $477,296

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• A-TEAM GRASSROOTS SYSTEM INC

  501(C)(4) · TO PROMOTE SOCIAL WELFARE · WI · controlled entity

  Directly controlled by OPPORTUNITIES INC OF JEFFERSON COUNTY

• OI GOVERNMENTAL SERVICES CORPORATION

  501(C)(3) · FULFILL GOVERNMENT CONTRACTING · WI · controlled entity

  Directly controlled by OPPORTUNITIES INC OF JEFFERSON COUNTY

Provenance

Return type

form_990

Tax year

2022

Filed

4 August 2023

IRS schema version

2022v5.0

Source object

202312359349301506

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.