Nonprofit · EIN 39-6076192
OCONOMOWOC SCHOLARSHIP FUND
Tax-exempt · OCONOMOWOC, WI 53066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $257,051 | $221,699 | $35,352 | $1,207,856 | $0 | $1,207,856 |
| June 30, 2024 | 990 | $245,933 | $198,499 | $47,434 | $1,119,810 | $0 | $1,119,810 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $202,894
- Program service revenue
- $0
- Investment income
- $53,912
- Net gain from sales of assets
- $24,506
- Other revenue
- $245
Expenses
- Grants and similar amounts paid
- $189,050
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,573
- Program services (functional)
- $189,050
- Management and general (functional)
- $32,649
Balance sheet and other
- Total assets, start of year
- $1,119,810
- Total assets, end of year
- $1,207,856
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,207,856
- Publicly traded securities
- $1,093,620
- Net assets without donor restrictions
- $1,207,856
- Gross receipts
- $257,051
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1947
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE SADORF | PRESIDENT Trustee or director, Officer | 1 | $0 |
| STEVE GARMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| JENNA CURTAIN | LEGAL COUNSEL Trustee or director, Officer | 1 | $0 |
| JOLENE PIPP | RECORDING SECRETARY Trustee or director, Officer | 1 | $0 |
| JENNIFER PESICEK | ACKNOWLEDGMENT SECRETARY Trustee or director, Officer | 1 | $0 |
| BRAD BELLA | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM LENTZ | DIRECTOR Trustee or director | 1 | $0 |
| DR SUSAN SCHRANK | COMMUNICATIONS CHAIR Trustee or director | 1 | $0 |
| KERRY GROSSE | SECRETARY OF STUDENT AFFAIRS Trustee or director, Officer | 1 | $0 |
| COLLEEN MORAN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE SADORF | PRESIDENT Trustee or director, Officer | 1 | $0 |
| STEVE GARMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| JEFF EK | SECRETARY OF STUDENT AFFAI Trustee or director, Officer | 1 | $0 |
| JOLENE PIPP | RECORDING SECRETARY Trustee or director, Officer | 1 | $0 |
| JENNIFER PESICEK | ACKNOWLEDGMENT SECRETARY Trustee or director, Officer | 1 | $0 |
| BRAD BELLA | DIRECTOR Trustee or director | 1 | $0 |
| ANGELA FISHER | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM LENTZ | DIRECTOR Trustee or director | 1 | $0 |
| DR SUSAN SCHRANK | DIRECTOR Trustee or director | 1 | $0 |
| PANNY BONGARDT | DIRECTOR Trustee or director | 1 | $0 |
| KERRY GROSSE | DIRECTOR Trustee or director | 1 | $0 |
| COLLEEN MORAN | DIRECTOR Trustee or director | 1 | $0 |
| JOLENE PIPP | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 824, OCONOMOWOC, WI 53066-0824
- Principal officer (990 for 2024)
- KATIE SADORF, PO BOX 824, OCONOMOWOC, WI 53066
- Signed the 990
- KATIE SADORF, PRESIDENT
- Phone
- (262) 567-6540
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO AWARD SCHOLARSHIPS
Program accomplishments
- THE FUND AWARDED SCHOLARSHIPS TO STUDENTS RANGING IN AMOUNTS OF $1,250 TO $12,000.Expenses $189,050 · grants $189,050
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6076192
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,207,856
- Income (IRS master file)
- $257,051
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $257,051 | $221,699 | $1,207,856 | XML |
| 990 | June 2024 | $245,933 | $198,499 | $1,119,810 | XML |
| 990 | June 2023 | $174,544 | $208,462 | $1,030,369 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6076192).
Questions about OCONOMOWOC SCHOLARSHIP FUND
- What is the EIN of OCONOMOWOC SCHOLARSHIP FUND?
- The employer identification number (EIN) of OCONOMOWOC SCHOLARSHIP FUND is 39-6076192.
- Is OCONOMOWOC SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to OCONOMOWOC SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OCONOMOWOC SCHOLARSHIP FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OCONOMOWOC SCHOLARSHIP FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OCONOMOWOC SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OCONOMOWOC SCHOLARSHIP FUND?
- The 990 for the year ended June 30, 2025 names KATIE SADORF.
- Who are the officers and directors of OCONOMOWOC SCHOLARSHIP FUND?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does OCONOMOWOC SCHOLARSHIP FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $257,051, expenses of $221,699 and total assets of $1,207,856 at year end.
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- LAKE COUNTRY CLASSICAL ACADEMY INC EIN 83-3637703 · last filed 990 for 2025
- EMIL EWALD FOUNDATION INC EIN 39-1687505 · last filed 990-PF for 2025
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- ROGERS MEMORIAL HOSPITAL FOUNDATION INC EIN 39-1363507 · last filed 990 for 2024