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Oconomowoc Area Foundation Inc

  • Milwaukee, WI
  • Tax-exempt since Sept. 2008
  • EIN: 75-3266194

Organization summary

Type of Nonprofit

Designated as a 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: Philanthropy, Voluntarism and Grantmaking Foundations / Community Foundations (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2024 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$1.04M (2024)

Expenses
$1.34M (2024)

Total Assets
$14.1M (2024)

Total Liabilities
$27.8k (2024)

Source: Form 990 tax filings from 2010 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,038,451
Expenses
$1,343,458
Net Income
-$305,007
Net Assets
$14,049,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $384,557
37.0%
Program Services $0
Investment Income $202,762
19.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $451,132
43.4%
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 $14,077,637
Total Liabilities $27,775
Net Assets $14,049,862
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Bob Johnson (President) $0 $0 $0
Robert W Snyder (Director) $0 $0 $0
Terrance Holahan (Director) $0 $0 $0
Randy Bourdo (Director) $0 $0 $0
Susan Kay (Secretary) $0 $0 $0
Katie Newcomb (Director) $0 $0 $0
Todd Scheid (Director) $0 $0 $0
Glenn Hanon (Director) $0 $0 $0
Calvin Schmidt (Director) $0 $0 $0
Pat Mcnamee (Director) $0 $0 $0
Kevin Pehler (Director) $0 $0 $0
Andrea Stack (Director) $0 $0 $0
Rebbecca Seymour (Director) $0 $0 $0
Paul Jacobs (Director) $0 $0 $0
Nate Zastro (Director) $0 $0 $0
Nick Bickler (Director) $0 $0 $0
Amy Kavelaris (Director) $0 $0 $0
Curt Downs (Director (Start 12/24)) $0 $0 $0
Curt Olson (Director (Start 12/24)) $0 $0 $0
Ken Robertson (Assistant Treasurer (End 8/24)) $0 $176,226 $23,523
Ellen Gilligan (Secretary (End 8/24)) $0 $280,968 $61,114
Gregory Wesley (Assistant Secretary (Start 8/24)) $0 $223,168 $0
Yelena Chester (Assistant Treasurer (Start 8/24)) $0 $130,942 $39,382
+ View more people

Document Links

990
Filed on Nov. 11, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$959,711
Expenses
$1,005,044
Net Income
-$45,333
Net Assets
$13,457,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $537,146
56.0%
Program Services $0
Investment Income $202,292
21.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $220,273
23.0%
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 $13,474,944
Total Liabilities $17,296
Net Assets $13,457,648
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Bob Johnson (Director) $0 $0 $0
Robert W Snyder (Director) $0 $0 $0
Lou Morgan (Director) $0 $0 $0
Terrance Holahan (Director) $0 $0 $0
Randy Bourdo (Director) $0 $0 $0
Brian Ewald (Director) $0 $0 $0
Sue Bickler (Director) $0 $0 $0
Susan Kay (Secretary) $0 $0 $0
Kaitie Newcomb (Director) $0 $0 $0
Todd Scheid (Director) $0 $0 $0
Glenn Hanon (Director) $0 $0 $0
Calvin Schmidt (Director) $0 $0 $0
Pat Mcnamee (Director) $0 $0 $0
Kevin Pehler (Director) $0 $0 $0
Andrea Stack (Director) $0 $0 $0
Rebbecca Seymour (Director) $0 $0 $0
Ellen Gilligan (Assistant Secretary) $0 $324,970 $57,748
Ken Robertson (Assistant Treasurer) $0 $201,605 $29,243
+ View more people

Document Links

990
Filed on Nov. 13, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,521,619
Expenses
$1,103,043
Net Income
$418,576
Net Assets
$12,329,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,238,428
81.4%
Program Services $0
Investment Income $189,967
12.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $93,224
6.1%
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 $12,412,430
Total Liabilities $82,907
Net Assets $12,329,523
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Bob Johnson (Director) $0 $0 $0
Louis Kowieske (Director) $0 $0 $0
Robert W Snyder (Director (End 12/22)) $0 $0 $0
Lou Morgan (Director) $0 $0 $0
Terrance Holahan (Director) $0 $0 $0
Randy Bourdo (Director (End 6/22)) $0 $0 $0
Brian Ewald (Director) $0 $0 $0
Patricia Neudecker (Director (End 12/22)) $0 $0 $0
Sue Bickler (Director) $0 $0 $0
Susan Kay (Secretary) $0 $0 $0
Kaitie Newcomb (Director) $0 $0 $0
Todd Scheid (Director) $0 $0 $0
Glenn Hanon (Director) $0 $0 $0
Calvin Schmidt (Director) $0 $0 $0
Pat Mcnamee (Director) $0 $0 $0
Kevin Pehler (Director) $0 $0 $0
Andrea Stack (Director) $0 $0 $0
Rebbecca Seemore (Director) $0 $0 $0
Ellen Gilligan (Assistant Secretary) $0 $335,274 $67,319
Ken Robertson (Assistant Treasurer) $0 $214,320 $28,654
+ View more people

Document Links

990
Filed on Nov. 13, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,221,289
Expenses
$1,157,961
Net Income
$1,063,328
Net Assets
$14,328,405
Notable Sources of Revenue Percent of Total Revenue
Contributions $643,741
29.0%
Program Services $0
Investment Income $184,925
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,392,623
62.7%
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 $14,443,013
Total Liabilities $114,608
Net Assets $14,328,405
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Bob Johnson (Director) $0 $0 $0
Louis Kowieske (Director) $0 $0 $0
Robert W Snyder (Director) $0 $0 $0
Lou Morgan (Director) $0 $0 $0
Terrance Holahan (Director) $0 $0 $0
Randy Bourdo (Director) $0 $0 $0
John Hogan (Director (End 12/21)) $0 $0 $0
Brian Ewald (Director) $0 $0 $0
Patricia Neudecker (Director) $0 $0 $0
Sue Bickler (Director) $0 $0 $0
Susan Kay (Secretary) $0 $0 $0
Kaitie Newcomb (Director) $0 $0 $0
Todd Scheid (Director) $0 $0 $0
Glenn Hanon (Director) $0 $0 $0
Calvin Schmidt (Director) $0 $0 $0
Pat Mcnamee (Director) $0 $0 $0
Kevin Pehler (Director (Start 12/21)) $0 $0 $0
Andrea Stack (Director (Start 12/21)) $0 $0 $0
Rebbecca Seemore (Director (Start 12/21)) $0 $0 $0
Ellen Gilligan (Assistant Secretary) $0 $305,069 $62,231
Ken Robertson (Assistant Treasurer) $0 $204,960 $23,888
+ View more people

Document Links

990
Filed on Nov. 10, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,147,061
Expenses
$1,229,652
Net Income
-$82,591
Net Assets
$12,950,395
Notable Sources of Revenue Percent of Total Revenue
Contributions $450,428
39.3%
Program Services $0
Investment Income $152,613
13.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $544,020
47.4%
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 $12,978,145
Total Liabilities $27,750
Net Assets $12,950,395
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Bob Johnson (Director (End 12/20)) $0 $0 $0
Louis Kowieske (Director) $0 $0 $0
Robert W Snyder (Director) $0 $0 $0
Lou Morgan (Director) $0 $0 $0
Terrance Holahan (Director) $0 $0 $0
Keith Farley (Vice Chair (End 12/20)) $0 $0 $0
Randy Bourdo (Director) $0 $0 $0
John Hogan (Director) $0 $0 $0
Brian Ewald (Director) $0 $0 $0
Patricia Neudecker (Director) $0 $0 $0
Sue Bickler (Director) $0 $0 $0
Susan Kay (Secretary) $0 $0 $0
Kaitie Newcomb (Director) $0 $0 $0
Todd Scheid (Director) $0 $0 $0
Glenn Hanon (Director (Start 12/20)) $0 $0 $0
Calvin Schmidt (Director (Start 12/20)) $0 $0 $0
Pat Mcnamee (Director) $0 $0 $0
Ellen Gilligan (Assistant Secretary) $0 $368,480 $42,515
Ken Robertson (Assistant Treasurer) $0 $207,769 $22,515
+ View more people

Document Links

990
Filed on Nov. 12, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,922,700
Expenses
$759,027
Net Income
$1,163,673
Net Assets
$12,104,396
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,415,444
73.6%
Program Services $0
Investment Income $177,422
9.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $329,834
17.2%
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 $12,192,207
Total Liabilities $87,811
Net Assets $12,104,396

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$838,650
Expenses
$988,351
Net Income
-$149,701
Net Assets
$9,834,844
Notable Sources of Revenue Percent of Total Revenue
Contributions $293,098
34.9%
Program Services $0
Investment Income $159,455
19.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $386,097
46.0%
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 $9,967,952
Total Liabilities $133,108
Net Assets $9,834,844

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,374,606
Expenses
$599,044
Net Income
$775,562
Net Assets
$10,897,912
Notable Sources of Revenue Percent of Total Revenue
Contributions $634,776
46.2%
Program Services $0
Investment Income $130,948
9.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $608,882
44.3%
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 $10,995,644
Total Liabilities $97,732
Net Assets $10,897,912

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,209,044
Expenses
$737,404
Net Income
$471,640
Net Assets
$9,286,518
Notable Sources of Revenue Percent of Total Revenue
Contributions $807,159
66.8%
Program Services $0
Investment Income $140,895
11.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $260,990
21.6%
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 $9,484,356
Total Liabilities $197,838
Net Assets $9,286,518

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$999,618
Expenses
$738,209
Net Income
$261,409
Net Assets
$8,502,905
Notable Sources of Revenue Percent of Total Revenue
Contributions $536,560
53.7%
Program Services $0
Investment Income $118,588
11.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $344,470
34.5%
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 $8,600,063
Total Liabilities $97,158
Net Assets $8,502,905

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$941,906
Expenses
$571,321
Net Income
$370,585
Net Assets
$8,858,526
Notable Sources of Revenue Percent of Total Revenue
Contributions $358,198
38.0%
Program Services $0
Investment Income $120,445
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $463,263
49.2%
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 $8,960,043
Total Liabilities $101,517
Net Assets $8,858,526

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,173,766
Expenses
$567,368
Net Income
$606,398
Net Assets
$8,540,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $630,768
53.7%
Program Services $0
Investment Income $101,116
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $441,882
37.6%
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 $8,596,484
Total Liabilities $55,523
Net Assets $8,540,961

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$565,382
Expenses
$435,364
Net Income
$130,018
Net Assets
$7,169,056
Notable Sources of Revenue Percent of Total Revenue
Contributions $309,497
54.7%
Program Services $0
Investment Income $109,260
19.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $146,625
25.9%
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 $7,177,570
Total Liabilities $8,514
Net Assets $7,169,056

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$552,030
Expenses
$658,160
Net Income
-$106,130
Net Assets
$6,458,153
Notable Sources of Revenue Percent of Total Revenue
Contributions $255,282
46.2%
Program Services $0
Investment Income $109,998
19.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $186,750
33.8%
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 $6,539,001
Total Liabilities $80,848
Net Assets $6,458,153

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,440,657
Expenses
$431,658
Net Income
$1,008,999
Net Assets
$6,909,955
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,301,798
90.4%
Program Services $0
Investment Income $85,393
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $53,466
3.7%
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 $6,990,543
Total Liabilities $80,588
Net Assets $6,909,955

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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