Opportunities Inc Of Jefferson County
- Assets
- $87.6m
- Revenue
- $18.8m
- Investments
- $0.0
- Employees
- 3,318
- Location
- Fort Atkinson, WI
- Founding
- 11/1967
- Data as of
- 12/2023
- EIN
- 39-1078133
Organization Overview
Opportunities Inc Of Jefferson County is located in Fort Atkinson, WI. The organization was established in 1967. According to its NTEE Classification (J30) the organization is classified as: Vocational Rehabilitation, under the broad grouping of Employment and related organizations. As of 12/2023, Opportunities Inc Of Jefferson County employed 3,318 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Opportunities Inc Of Jefferson County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Opportunities Inc Of Jefferson County generated $18.8m in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (2.6%) each year. All expenses for the organization totaled $14.1m during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (2.7%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE SERVICES FOR INDIVIDUALS TO ENHANCE THEIR ABILITIES TO BE INDEPENDENT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SOCIAL ENTERPRISES OPERATIONS CONSIST OF PRODUCTION, DIVERSIFIED PERSONNEL SERVICES AND PRINT SERVICES. THE PROGRAMS PROVIDE TRAINING AND EMPLOYMENT SERVICES FOR INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS INCLUDING POVERTY, DISLOCATED WORKERS, TRADITIONALLY UNDERSERVED, ENGLISH AS A SECOND LANGUAGE, REENTRY FROM THE CRIMINAL JUSTICE SYSTEM, AND VETERANS. TRAINING AND EMPLOYMENT IS SECURED THROUGH LOCAL AND NATIONAL INDUSTRY RELATIONSHIPS TO ADVANCE A VARIETY OF SKILL LEVELS. THE GOAL OF INFORMED CHOICE, IN AN INTEGRATED ENVIRONMENT, IS KEY TO SUCCESSFUL OUTCOMES. RETENTION SPECIALISTS PROVIDE SUPPORTIVE WORK AND LIFE-COPING COACHING TO ENHANCE SKILL DEVELOPMENT, PRODUCTIVITY, WORK HISTORY AND WRAP AROUND SERVICES WITH OTHER COMMUNITY SOCIAL SERVICE PARTNERSHIPS. TRANSPORTATION SERVICES ARE PROVIDED TO ASSIST TRAINEES GET TO AND FROM EMPLOYMENT DUE TO LIMITED PUBLIC TRANSPORTATION OPTIONS IN RURAL COMMUNITIES. DIVERSIFIED PERSONNEL SERVICES PROVIDES COMMUNITY-BASED EMPLOYMENT TO SECURE WORK EXPERIENCES WITH THE GOAL OF REACHING INDEPENDENT GAINFUL EMPLOYMENT. PRINT SERVICES AND GRAPHIC DESIGN PROVIDES MATERIALS USED TO ADVANCE OUTREACH TO COMPLETE SOCIAL ENTERPRISE AND MISSION SERVICES REQUIREMENTS AND ENHANCE COMMUNITY INTEGRATION.
EMPLOYMENT AND TRAINING CONSISTS OF PREVOCATIONAL, COMMUNITY EMPLOYMENT, SCHOOL TO WORK TRANSITION & WIOA. PREVOCATIONAL PROVIDES EXTENSIVE CASE MANAGEMENT SUPPORT AND TRAINING TO INDIVIDUALS WITH SIGNIFICANT DISABILITIES TO ADVANCE INDEPENDENCE. COMMUNITY EMPLOYMENT, THRU DIVISION OF VOCATIONAL REHABILITATION INCLUDES VOCATIONAL SUPPORT, CAREER INTEREST ASSESSMENT, INTENSIVE JOB SEEKING SKILLS TO INCREASE VOCATIONAL DEVELOPMENT, WORK EXPERIENCE TO ENHANCE KNOWLEDGE, RESUME DEVELOPMENT AND JOB PLACEMENT, WITH JOB COACHING/CASE MANAGEMENT TO TRAIN AND MAINTAIN EMPLOYMENT. SCHOOL TO WORK TRANSITION PARTNERS WITH AREA SCHOOLS TO PROVIDE YOUTH WITH DISABILITIES A COMMUNITY-BASED APPROACH TO EXPERIENCE WORK AND PREPARE A CAREER PATH TO FUTURE TRAINING AND EMPLOYMENT. WORK APPRENTICESHIPS IS A HANDS-ON APPROACH TO SKILL DEVELOPMENT AND CAREER ENRICHMENT. WIOA/WIA SERVES ADULTS AND YOUTH DISLOCATED FROM EMPLOYMENT OR IN POVERTY WITH CASE MANAGEMENT, TRAINING, AND EMPLOYMENT THROUGH WORKFORCE DEVELOPMENT BOARD TO ENHANCE A CAREER PATH TO EMPLOYMENT AND FINANCIAL ADVANCEMENT.
ADULT DAY SERVICES OFFERS A UNIQUE BALANCE OF EXPOSURE TO LIFE ENGAGING SERVICES, ON-SITE AND IN THE COMMUNITY TO INDIVIDUALS WITH SEVERE DISABILITIES. CUSTOMIZED SERVICES PROMOTE INDEPENDENCE AND PERSONAL ACHIEVEMENT TO MEET THE UNIQUE NEEDS AND INTERESTS OF PARTICIPANTS IN A NURTURING ENVIRONMENT. PARTICIPANTS DEVELOPED THE OI CLOSET, A SERVICE THAT PROVIDES FREE CLOTHING TO IN-NEED COMMUNITY MEMBERS. PARTICIPANTS ARE SERVED BY STAFF, MENTORS AND TRAINEES TO LEARN VALUABLE SKILLS. MEMORY CARE PROGRAM EMPHASIZE STIMULATING ACTIVITIES IN A SAFE AND FAMILIAR ENVIRONMENT USING TECHNIQUES AND APPROACHES DESIGNED FOR THOSE WITH DEMENTIA AND ALZHEIMER'S. REGULAR ACTIVITIES INCLUDE MEMORY CARE, SOCIAL SKILLS ENHANCEMENT, PERSONAL CARE AND SAFETY, COMMUNITY INVOLVEMENT AND VOCATIONAL TRAINING. CORPORATE GUARDIANSHIP PROGRAM IS AVAILABLE TO COURT ORDERED INDIVIDUALS WHO REQUIRE PROFESSIONAL MANAGEMENT IN THE AREAS OF MEDICAL, LEGAL, AND FINANCIAL DECISIONS. SERVICES OFFERED INCLUDE GUARDIANSHIP OF THE PERSON AND/OR ESTATE, REPRESENTATIVE PAYEE SERVICES. PERSONAL CONTACT WITH WARDS AND FAMILY MEMBERS ON A REGULAR BASIS ENSURE THE WARD'S LIFE IS SAFE AND SECURE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeff Mcfarlane Chair | OfficerTrustee | 1 | $0 |
Bruce Loeb Vice-Chair | OfficerTrustee | 1 | $0 |
Jay Vanden Boogart Director | Trustee | 1 | $0 |
Barb Callahan Director | Trustee | 1 | $0 |
J Bernard Fiedler Director | Trustee | 1 | $0 |
Brett Healy Director | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Wipfli Llp Auditing/benchmarking/tax Prep | 12/30/23 | $118,275 |
Ground Affects Landscaping Inc Lawn Mowing/fertilizer - Snow Removal/sa | 12/30/23 | $103,225 |
Jf Ahern Co Hvac/sprinkler/fire Services | 12/30/23 | $218,985 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $3,750 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $569,218 |
| All other contributions, gifts, grants, and similar amounts not included above | $223,111 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $796,079 |
| Total Program Service Revenue | $12,086,898 |
| Investment income | $1,402,408 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $125,130 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $4,054,494 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $18,800,540 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $965,403 |
| Compensation of current officers, directors, key employees. | $965,403 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $8,337,042 |
| Pension plan accruals and contributions | $208,892 |
| Other employee benefits | $660,586 |
| Payroll taxes | $1,004,596 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $181,202 |
| Fees for services: Other | $142,366 |
| Advertising and promotion | $14,066 |
| Office expenses | $86,758 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $143,324 |
| Travel | $72,070 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $72,271 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,121,013 |
| Insurance | $177,576 |
| All other expenses | $106,533 |
| Total functional expenses | $14,117,425 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $434,707 |
| Savings and temporary cash investments | $4,325,790 |
| Pledges and grants receivable | $543,927 |
| Accounts receivable, net | $4,554,228 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $352,868 |
| Prepaid expenses and deferred charges | $407,209 |
| Net Land, buildings, and equipment | $23,436,257 |
| Investments—publicly traded securities | $53,074,858 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $451,921 |
| Total assets | $87,581,765 |
| Accounts payable and accrued expenses | $2,680,615 |
| Grants payable | $0 |
| Deferred revenue | $15,093 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $431,324 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $548,174 |
| Total liabilities | $3,675,206 |
| Net assets without donor restrictions | $83,903,685 |
| Net assets with donor restrictions | $2,874 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $87,581,765 |