Form 990 for tax year 2024
Filed by OCONOMOWOC AREA FOUNDATION INC.
Totals
- Total revenue
- $1,038,451
- Total expenses
- $1,343,458
- Contributions and grants received
- $384,557
- Grants paid
- $1,097,081
- Program services expenses (Part IX)
- $1,097,081
- Management and general expenses
- $232,802
- Fundraising expenses
- $13,575
- Program service expenses (Part III)
- $1,097,081
Program services were 81.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BOB JOHNSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT W SNYDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TERRANCE HOLAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RANDY BOURDO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN KAY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
KATIE 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 SEYMOUR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PAUL JACOBS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NATE ZASTRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NICK BICKLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
AMY KAVELARIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CURT DOWNS
DIRECTOR (START 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
CURT OLSON
DIRECTOR (START 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
KEN ROBERTSON
ASSISTANT TREASURER (END 8/24)
- Total calculated
- $199,749
- From this org
- $0
- From related orgs
- $176,226
- Other
- $23,523
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $176,226 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $15,606 related
- Nontaxable benefits
- $0 + $7,917 related
- Filer's total
- $0 + $199,749 related
-
ELLEN GILLIGAN
SECRETARY (END 8/24)
- Total calculated
- $342,082
- From this org
- $0
- From related orgs
- $280,968
- Other
- $61,114
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $280,968 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $46,760 related
- Nontaxable benefits
- $0 + $14,354 related
- Filer's total
- $0 + $342,082 related
-
GREGORY WESLEY
ASSISTANT SECRETARY (START 8/24)
- Total calculated
- $223,168
- From this org
- $0
- From related orgs
- $223,168
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $223,168 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $223,168 related
-
YELENA CHESTER
ASSISTANT TREASURER (START 8/24)
- Total calculated
- $170,324
- From this org
- $0
- From related orgs
- $130,942
- Other
- $39,382
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $130,942 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $11,713 related
- Nontaxable benefits
- $0 + $27,669 related
- Filer's total
- $0 + $170,324 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 — 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
-
$76,240
VEUM FUND LIQUIDATION
-
$72,773
DENTAL CLINIC
-
$65,000
2025 OSF STUDENT SCHOLARSHIPS TO FUND COLLEGE DREAMS
-
$50,000
SUSTAINING SUPPORT
-
THE BUILDING FUND
-
$35,000
UNRESTRICTED USE
-
UNRESTRICTED USE
-
USS BELOIT COMMISSIONING
-
$25,000
THE BUILDING FUND
-
$23,000
BLESSINGS IN A BACKPACK WAUKESHA COUNTY
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
-
501(C)(3) · ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS · WI
Directly controlled by GREATER MILWAUKEE FOUNDATION INC
-
501(C)(3) · ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS · WI
Directly controlled by GREATER MILWAUKEE FOUNDATION INC
-
WEST BEND COMMUNITY FOUNDATION INC
501(C)(3) · ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS · WI
Directly controlled by GREATER MILWAUKEE FOUNDATION INC
-
HEPBURN BOOTSTRAP FOUNDATION INC
501(C)(3) · ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS · WI
Directly controlled by GREATER MILWAUKEE FOUNDATION INC
-
GREATER MILWAUKEE FOUNDATION HOLDINGS
501(C)(3) · ADMINISTRATION OR REAL PROPERTY FOR THE BENEFIT OF GREATER MILWAUKEE FDN · WI
Directly controlled by GREATER MILWAUKEE FOUNDATION INC
-
GREATER CEDARBURG FOUNDATION INC
501(C)(3) · ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS · WI
Directly controlled by GREATER MILWAUKEE FOUNDATION INC
-
501(C)(3) · ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS · WI
Directly controlled by GREATER MILWAUKEE FOUNDATION INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 7 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503159349304870
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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