Form 990 for tax year 2022
Filed by OCONOMOWOC AREA FOUNDATION INC.
Totals
- Total revenue
- $1,521,619
- Total expenses
- $1,103,043
- Contributions and grants received
- $1,238,428
- Grants paid
- $874,138
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $874,138
- Management and general expenses
- $213,807
- Fundraising expenses
- $15,098
- Program service expenses (Part III)
- $874,138
Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BOB JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LOUIS KOWIESKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT W SNYDER
DIRECTOR (END 12/22)
- Total calculated
- $0
- Hours/week
- 1
-
LOU MORGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TERRANCE HOLAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RANDY BOURDO
DIRECTOR (END 6/22)
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN EWALD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PATRICIA NEUDECKER
DIRECTOR (END 12/22)
- Total calculated
- $0
- Hours/week
- 1
-
SUE BICKLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN KAY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
KAITIE NEWCOMB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TODD SCHEID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GLENN HANON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CALVIN SCHMIDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PAT MCNAMEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEVIN PEHLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREA STACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
REBBECCA SEEMORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ELLEN GILLIGAN
ASSISTANT SECRETARY
- Total calculated
- $402,593
- From this org
- $0
- From related orgs
- $335,274
- Other
- $67,319
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $335,274 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $49,663 related
- Nontaxable benefits
- $0 + $17,656 related
- Filer's total
- $0 + $402,593 related
-
KEN ROBERTSON
ASSISTANT TREASURER
- Total calculated
- $242,974
- From this org
- $0
- From related orgs
- $214,320
- Other
- $28,654
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $214,320 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $18,766 related
- Nontaxable benefits
- $0 + $9,888 related
- Filer's total
- $0 + $242,974 related
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
Answered yes
- 2 · Substantiation required before reimbursing expenses
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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
-
LIGHTING FOR COURTS
-
$55,000
THE CONSTRUCTION OF THE NEW RECTORY
-
SUSTAINING SUPPORT, AS DIRECTED BY JOHN
-
$47,251
OPERATING SUPPORT
-
SPLASH PAD
-
THE LOVE ONE ANOTHER CAMPAIGN
-
THE FUND A NEED PROGRAM
-
$25,000
OUTDOOR CLASSROOM
-
$24,000
SUPPORT OF THE RICHARD AND KAREN BERTRAN
-
$22,500
BLESSINGS IN OCONOMOWOC
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
GREATER MILWAUKEE FOUNDATION INC
501(C)(3) · ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS · WI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333179349306993
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.