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Nonprofit · EIN 82-3396368

CWIMA OPPORTUNITY FUND INC

Tax-exempt · WAUSAU, WI 54403

Financials

$293K$404K2023$306K$295K2024
Revenue Expenses · by fiscal year end
Financials of CWIMA OPPORTUNITY FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$306,370$294,666$11,704$31,796$11,050$20,746
December 31, 2023990$292,880$403,567-$110,687$23,162$29,122-$5,960
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$201,243
of which government grants
$45,358
Membership dues
$78,025
Program service revenue
$0
Investment income
$772
Net income from fundraising events
$74,355
Other revenue
$104,355

Expenses

Grants and similar amounts paid
$30,192
Other salaries and wages
$72,333
Salaries, compensation and benefits (total)
$77,866
Professional fundraising fees
$0
Legal fees
$3,124
Accounting fees
$5,159
Travel
$6,182
Program services (functional)
$167,293
Management and general (functional)
$69,192
Fundraising (functional)
$58,181

Balance sheet and other

Total assets, start of year
$23,162
Total assets, end of year
$31,796
Total liabilities, end of year
$11,050
Net assets, end of year
$20,746
Net assets without donor restrictions
$20,746
Gross receipts
$433,297
Employees
1
Volunteers
30
Year formed
2016
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CONNEY EDMONDSONEXECUTIVE DI
Trustee or director, Officer
10$72,333
JIM WALDRONPRESIDENT
Trustee or director, Officer
2$0
ANDREW HALVERSONVICE PRESIDE
Trustee or director, Officer
2$0
JOHN PETERSONTREASURER
Trustee or director, Officer
2$0
THOMAS D FELCHSECRETARY
Trustee or director, Officer
2$0
AMY EBELINGDIRECTOR
Trustee or director
1$0
ANN MICHOLICDIRECTOR
Trustee or director
1$0
MARK SNYDERDIRECTOR
Trustee or director
1$0
RON POLUMDIRECTOR
Trustee or director
1$0
SCOTT GRAFDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
CONNEY EDMONDSONEXECUTIVE DI
Trustee or director, Officer
10$12,462
JIM WALDRONPRESIDENT
Trustee or director, Officer
2$0
ANDREW HALVERSONVICE PRESIDE
Trustee or director, Officer
2$0
JOHN PETERSONTREASURER
Trustee or director, Officer
2$0
THOMAS D FELCHSECRETARY
Trustee or director, Officer
2$0
AMY EBELINGDIRECTOR
Trustee or director
1$0
RON POLUMDIRECTOR
Trustee or director
1$0
SCOTT GRAFDIRECTOR
Trustee or director
1$0
ANN MICHOLICDIRECTOR
Trustee or director
1$0
MARK SNYDERDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
500 N 1ST ST STE 8000, WAUSAU, WI 54403-4871
Principal officer (990 for 2024)
JIM WALDRON, PO BOX 8050, WAUSAU, WI 544028050
Signed the 990
JIM WALDRON, PRESIDENT
Phone
(715) 218-4079
Return prepared by
KERBERROSE SC

Mission

THE ORGANIZATION IS DEDICATED TO PROVIDING AND PROMOTING EDUCATIONAL OPPORTUNITIES IN THE WELDING, FABRICATING, AND MACHINING TRADES AND WILL PROVIDE SCHOLARSHIPS TO PERSONS ENROLLED IN THOSE TRAINING PROGRAMS.

990 for the year ended December 31, 2024

Program accomplishments

  • SCHOLARSHIPS AND SPONSORSHIPS FOR THOSE ENROLLED IN EDUCATIONAL PROGRAMS IN THE WELDING, FABRICATING, AND MACHINING TRADES. THIS YEAR SCHOLARSHIPS TOTALING 11,900 WERE GIVEN TO STUDENTS AND SPONSORSHIPS TOTALING 18,292 WERE GIVEN TO BUSINESSES SPONSORING STUDENTS LEARNING THESE TYPES OF TRADES.
    Expenses $107,325 · grants $30,192
  • HEAVY METAL TOUR - PROGRAM HOSTED BY THE ORGANIZATION WHERE MANUFACTURING COMPANIES AND TECH SCHOOLS WORK TOGETHER TO EDUCATE APPROXIMATELY 2000 STUDENTS ON MANUFACTURING AND SKILLED TRADES EDUCATIONAL OPPORTUNITIES IN THIS AREA.
    Expenses $59,968

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-3396368
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J99)
Assets (IRS master file)
$31,796
Income (IRS master file)
$433,297

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$306,370$294,666$31,796XML
990December 2023$292,880$403,567$23,162XML
990December 2022$533,943$528,191$133,479IRS
990December 2021–––IRS
990-EZDecember 2020–––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 82-3396368).

Questions about CWIMA OPPORTUNITY FUND INC

What is the EIN of CWIMA OPPORTUNITY FUND INC?
The employer identification number (EIN) of CWIMA OPPORTUNITY FUND INC is 82-3396368.
Is CWIMA OPPORTUNITY FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to CWIMA OPPORTUNITY FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CWIMA OPPORTUNITY FUND INC 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 CWIMA OPPORTUNITY FUND INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CWIMA OPPORTUNITY FUND INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CWIMA OPPORTUNITY FUND INC?
The 990 for the year ended December 31, 2024 names JIM WALDRON.
Who are the officers and directors of CWIMA OPPORTUNITY FUND INC?
The 990 for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization, the highest $72,333 (CONNEY EDMONDSON, EXECUTIVE DI).
How much revenue does CWIMA OPPORTUNITY FUND INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $306,370, expenses of $294,666 and total assets of $31,796 at year end.

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