Wisconsin Rural Opportunities Foundation Inc

Fitchburg, WI
Tax-exempt since Sept. 1996
EIN: 39-0857592

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$434k (2024)

Expenses

$311k (2024)

Total Assets

$6.15M (2024)

Total Liabilities

$12.5k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$434,418

Expenses

$311,421

Net Income

$122,997

Net Assets

$6,135,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,090	4.4%
Interest Revenue	$1,915	0.4%
Dividends	$146,588	33.7%
Sales of Assets	$261,198	60.1%
Other Income	$5,627	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$272,290	87.4%
Compensation of Officers*	$35,010	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,148,040
Total Liabilities	$12,477
Net Assets	$6,135,563

Compensation

Key Employees and Officers	Compensation	Other
Mary Heim (Executive Director)	$35,010	$0
Joan Behr (President)	$0	$0
James Caldwell (Vice President)	$0	$0
Pat Duffy (Secretary)	$0	$0
Michelle Livanos (Marketing Director)	$0	$0
Charles Crave (Director)	$0	$0
Aliesha Crowe (Director)	$0	$0
Jerry Gaska (Director)	$0	$0
Sam Miller (Treasurer)	$0	$0
Brett Renk (Director)	$0	$0
Sue Schultz (Director)	$0	$0

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990-PF

Filed on Jan. 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$135,917

Expenses

$244,973

Net Income

-$109,056

Net Assets

$5,673,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,480	12.9%
Interest Revenue	$3,346	2.5%
Dividends	$107,697	79.2%
Sales of Assets	$2,593	1.9%
Other Income	$4,801	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,312	86.3%
Compensation of Officers*	$33,990	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,685,717
Total Liabilities	$11,730
Net Assets	$5,673,987

Compensation

Key Employees and Officers	Compensation	Other
Mary Heim (Executive Director)	$33,990	$0
Joan Behr (President)	$0	$0
James Caldwell (Vice President)	$0	$0
Pat Duffy (Secretary)	$0	$0
Mary Elvekrog (Treasurer)	$0	$0
Michelle Livanos (Marketing Director)	$0	$0
Charles Crave (Director)	$0	$0
Aliesha Crowe (Director)	$0	$0
Jerry Gaska (Director)	$0	$0
Sam Miller (Director)	$0	$0
Brett Renk (Director)	$0	$0
Sue Schultz (Director)	$0	$0

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990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$161,330

Expenses

$323,173

Net Income

-$161,843

Net Assets

$5,417,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$24,853	15.4%
Interest Revenue	$3,519	2.2%
Dividends	$62,303	38.6%
Sales of Assets	$52,155	32.3%
Other Income	$18,500	11.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,365	87.4%
Compensation of Officers*	$33,000	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,418,392
Total Liabilities	$1,114
Net Assets	$5,417,278

Compensation

Key Employees and Officers	Compensation	Other
Mary Heim (Executive Director)	$33,000	$0
Joan Behr (President)	$0	$0
James Caldwell (Vice President)	$0	$0
Pat Duffy (Secretary)	$0	$0
Mary Elverkorg (Treasurer)	$0	$0
Michelle Livanos (Marketing Director)	$0	$0
Charles Crave (Director)	$0	$0
Aliesha Crowe (Director)	$0	$0
Jerry Gaska (Director)	$0	$0
Sam Miller (Director)	$0	$0
Brett Renk (Director)	$0	$0
Sue Schultz (Director)	$0	$0

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990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$100,545

Expenses

$320,574

Net Income

-$220,029

Net Assets

$4,770,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,715	8.7%
Interest Revenue	$3,504	3.5%
Dividends	$85,761	85.3%
Sales of Assets	-$4,037
Other Income	$6,602	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,459	94.0%
Compensation of Officers*	$20,394	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,777,418
Total Liabilities	$7,250
Net Assets	$4,770,168

Compensation

Key Employees and Officers	Compensation	Other
Marcy Heim (Executive Director)	$20,394	$0
Joan Behr (President)	$0	$0
James Caldwell (Vice President)	$0	$0
Pat Duffy (Secretary)	$0	$0
Mary Elvekrog (Treasurer)	$0	$0
Charles Crave (Director)	$0	$0
Jerry Gaska (Director)	$0	$0
Daryll Lund (Director)	$0	$0
Brett Renk (Director)	$0	$0

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990-PF

Filed on April 20, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$140,238

Expenses

$313,964

Net Income

-$173,726

Net Assets

$4,470,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,801	6.3%
Interest Revenue	$3,797	2.7%
Dividends	$105,843	75.5%
Sales of Assets	$15,273	10.9%
Other Income	$6,524	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,632	94.5%
Compensation of Officers*	$21,600	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,477,732
Total Liabilities	$7,250
Net Assets	$4,470,482

Compensation

Key Employees and Officers	Compensation	Other
Marcy Heim (Executive Director)	$21,600	$0
Joan Behr (President)	$0	$0
James Caldwell (Vice President)	$0	$0
Sara Schoenborn (Secretary)	$0	$0
Mary Elvekrog (Treasurer)	$0	$0
Charles Crave (Director)	$0	$0
Daryll Lund (Director)	$0	$0
Ann Mcdonald (Director)	$0	$0
Brett Renk (Director)	$0	$0
Jerry Gaska (Director)	$0	$0
Pat Duffy (Director)	$0	$0

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990-PF

Filed on Nov. 9, 2020

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Fiscal Year Ending June
2019

Revenue

$177,681

Expenses

$158,670

Net Income

$19,011

Net Assets

$4,659,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,300	3.5%
Interest Revenue	$4,193	2.4%
Dividends	$103,243	58.1%
Sales of Assets	$55,082	31.0%
Other Income	$8,863	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,725	91.2%
Compensation of Officers*	$21,600	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,659,208
Total Liabilities	$0
Net Assets	$4,659,208

Compensation

Key Employees and Officers	Compensation	Other
Marcy Heim (Executive Director)	$21,600	$0
Carol Knox (President)	$0	$0
Joan Behr (Vice President)	$0	$0
Sara Schoenborn (Secretary)	$0	$0
Mary Elvekrog (Treasurer)	$0	$0
James Caldwell (Finance Committee Chair)	$0	$0
Curtis Hanson (Director)	$0	$0
Daryll Lund (Director)	$0	$0
Ann Mcdonald (Director)	$0	$0
Brett Renk (Director)	$0	$0
Max Wenck (Director)	$0	$0

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990-PF

Filed on Aug. 27, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$205,202

Expenses

$152,379

Net Income

$52,823

Net Assets

$4,589,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500	0.2%
Interest Revenue	$5,577	2.7%
Dividends	$87,780	42.8%
Sales of Assets	$102,633	50.0%
Other Income	$8,712	4.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,294	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,589,935
Total Liabilities	$0
Net Assets	$4,589,935

Compensation

Key Employees and Officers	Compensation	Other
Marcy Heim (Executive Director)	$0	$0
Carol Knox (President)	$0	$0
James Caldwell (Vice President)	$0	$0
Mary Elvekrog (Secretary/Treasurer)	$0	$0
Brett Renk (Director)	$0	$0
Joan Behr (Director)	$0	$0
Curtis Henson (Director)	$0	$0
Daryll Lund (Director)	$0	$0
Ann Mcdonald (Director)	$0	$0
Sara Schoenborn (Director)	$0	$0
Max Wenck (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2018

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Fiscal Year Ending June
2017

Revenue

$110,287

Expenses

$132,833

Net Income

-$22,546

Net Assets

$4,440,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,451	3.1%
Dividends	$73,614	66.7%
Sales of Assets	$18,288	16.6%
Other Income	$14,934	13.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,765	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,441,294
Total Liabilities	$1,229
Net Assets	$4,440,065

Compensation

Key Employees and Officers	Compensation	Other
Marcy Heim (Executive Director)	$0	$0
Dorothy Farrell (President)	$0	$0
James Caldwell (First Vice President)	$0	$0
Richard Renk (Second Vice President)	$0	$0
Mary Elvekrog (Secretary/Treasurer)	$0	$0
Deb Boyke (Director)	$0	$0
Curtis Hanson (Director)	$0	$0
Carol Knox (Director)	$0	$0
Daryll Lund (Director)	$0	$0
Robert Walton (Director)	$0	$0

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990-PF

Filed on Feb. 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$133,470

Expenses

$143,693

Net Income

-$10,223

Net Assets

$4,444,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,100	5.3%
Interest Revenue	$3,582	2.7%
Dividends	$114,353	85.7%
Sales of Assets	-$9,621
Other Income	$18,056	13.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,775	89.6%
Compensation of Officers*	$14,400	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,444,912
Total Liabilities	$0
Net Assets	$4,444,912

Compensation

Key Employees and Officers	Compensation	Other
Marcy Heim (Executive Director)	$14,400	$0
Dorothy Farrell (President)	$0	$0
James Caldwell (First Vice President)	$0	$0
Richard Renk (Second Vice President)	$0	$0
Curtis Hanson (Executive Committee Member)	$0	$0
Robert Walton (Executive Committee Member)	$0	$0
Ruth Stampfl (Executive Secretary)	$0	$0
Annette Ziegler (Executive Treasurer)	$0	$0
Scott Bentley (General Manager)	$0	$0
Deb Boyke (Director)	$0	$0
Mary Elvekrog (Director)	$0	$0
Carol Knox (Director)	$0	$0
Elton Aberle (Director)	$0	$0

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990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$139,192

Expenses

$158,678

Net Income

-$19,486

Net Assets

$4,547,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,604	2.6%
Dividends	$116,492	83.7%
Sales of Assets	-$682
Other Income	$19,778	14.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,716	84.3%
Compensation of Officers*	$14,400	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,549,745
Total Liabilities	$2,399
Net Assets	$4,547,346

Compensation

Key Employees and Officers	Compensation	Other
Marcy Heim (Executive Director)	$14,400	$0
Dorothy Farrell (President)	$0	$0
James Caldwell (First Vice President)	$0	$0
Richard Renk (Second Vice President)	$0	$0
Curtis Hanson (Executive Committee Member)	$0	$0
Robert Walton (Executive Committee Member)	$0	$0
Ruth Stampfl (Executive Secretary)	$0	$0
Annette Ziegler (Executive Treasurer)	$0	$0
Scott Bentley (General Manager)	$0	$0
Deb Boyke (Director)	$0	$0
Mary Elvekrog (Director)	$0	$0
Carol Knox (Director)	$0	$0
Elton Aberle (Director)	$0	$0

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990-PF

Filed on Sept. 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$83,565

Expenses

$142,366

Net Income

-$58,801

Net Assets

$4,766,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,200	1.4%
Program Services	$24,085	28.8%
Investment Income	$80,275	96.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$21,995
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,766,414
Total Liabilities	$0
Net Assets	$4,766,414

Compensation

Key Employees and Officers	Compensation	Related	Other
James Caldwell (President)	$0	$0	$0
Richard Renk (First Vice President)	$0	$0	$0
Laura Beane (Second Vice President)	$0	$0	$0
Elton Aberle (Director)	$0	$0	$0
Curtis Hanson (Director)	$0	$0	$0
Dorothy Farrell (Director)	$0	$0	$0
Tom Klahn (Director)	$0	$0	$0
Bryan Renk (Director)	$0	$0	$0
Robert Walton (Director)	$0	$0	$0
Carol Ward Knox (Director)	$0	$0	$0
Marcy Heim (Executive Director)	$0	$0	$0
Scott Bentley (General Manager)	$0	$0	$0
Annette Ziegler (Executive Treasurer)	$0	$0	$0
Ruth Stampfl (Executive Secretary)	$0	$0	$0

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990

Filed on Aug. 20, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$118,855

Expenses

$153,557

Net Income

-$34,702

Net Assets

$4,543,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$750	0.6%
Program Services	$23,210	19.5%
Investment Income	$86,433	72.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$8,462	7.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$19,286	12.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,544,497
Total Liabilities	$749
Net Assets	$4,543,748

990

Filed on Sept. 26, 2013

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$660,363

Expenses

$147,245

Net Income

$513,118

Net Assets

$4,608,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$512,473	77.6%
Program Services	$58,532	8.9%
Investment Income	$88,758	13.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$600	0.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$24,708	16.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$4,608,531
Total Liabilities	$0
Net Assets	$4,608,531

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Wisconsin Rural Opportunities Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $434k (2024)

Expenses $311k (2024)

Total Assets $6.15M (2024)

Total Liabilities $12.5k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$434k (2024)

Expenses

$311k (2024)

Total Assets

$6.15M (2024)

Total Liabilities

$12.5k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002