Covey Inc
- Assets
- $4.8m
- Revenue
- $1.7m
- Investments
- $0.0
- Employees
- 87
- Location
- Oshkosh, WI
- Founding
- 12/1957
- Data as of
- 12/2023
- EIN
- 39-6026845
Organization Overview
Covey Inc is located in Oshkosh, WI. The organization was established in 1957. As of 12/2023, Covey Inc employed 87 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Covey Inc 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, Covey Inc generated $1.7m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 1.3% each year. All expenses for the organization totaled $1.9m during the year ending 12/2023. While expenses have increased by 3.3% per year over the past 8 years. They've been increasing with an increasing level of total revenue. 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
CREATING OPPORTUNITIES THAT FOSTER PERSONAL GROWTH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
RESPITE: THIS PROGRAM OFFERS CAREGIVER RELIEF TO INDIVIDUALS CARING FOR A PERSON WITH A DISABILITY. RELIEF FROM CAREGIVING DUTIES PROVIDES AN OPPORTUNITY FOR THE CAREGIVER TO FOCUS ON THEIR OWN WELL-BEING AND SELF- CARE, PURSUE EMPLOYMENT, AND NURTURE OTHER RELATIONSHIPS THAT ARE IMPORTANT TO THEM. IN 2023 WE PROVIDED OVER 44,400 HOURS OF RESPITE TO ADULTS WITH DISABILITIES WITH EXPENSES TOTALING 1,222,393.
COMMUNITY PROGRAMS: OUR COMMUNITY BASED PROGRAMS CONSIST OF COMMUNITY- BASED ADULT DAY SERVICE, COVEY CONNECTS, AND ICAN SHINE BIKE CAMP. THESE PROGRAMS PROVIDE OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES TO GAIN NEW SKILLS AND DEVELOP A SOCIAL NETWORK THAT FOSTERS A SENSE OF CONNECTEDNESS. OUR COMMUNITY-BASED PROGRAMS ARE ALL DESIGNED TO SUPPORT INDIVIDUALS AS THEY BUILD SKILLS AND GAIN CONFIDENCE WHILE NAVIGATING THE BROADER COMMUNITY. THE EXPENSES FOR THIS PROGRAM IN 2023 WERE 253,886.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Pam Schutz CEO | Officer | 40 | $104,422 |
Barbara Austad CFO | Officer | 40 | $61,051 |
Allison Bucciferro Director | Trustee | 2 | $0 |
Taylor Reetz Director | Trustee | 2 | $0 |
Mary Gietman Schellinger President | OfficerTrustee | 2 | $0 |
Cheryl Sina Secretary | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $87,958 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $236,788 |
| All other contributions, gifts, grants, and similar amounts not included above | $125,084 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $449,830 |
| Total Program Service Revenue | $1,147,880 |
| Investment income | $59,975 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $52,510 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,713,513 |
| 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. | $195,538 |
| Compensation of current officers, directors, key employees. | $170,474 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $910,881 |
| Pension plan accruals and contributions | $2,936 |
| Other employee benefits | $59,257 |
| Payroll taxes | $79,633 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $19,225 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $19,075 |
| Fees for services: Other | $22,589 |
| Advertising and promotion | $2,889 |
| Office expenses | $8,486 |
| Information technology | $56,765 |
| Royalties | $0 |
| Occupancy | $140,341 |
| Travel | $10,817 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $36,646 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $64,919 |
| Insurance | $58,987 |
| All other expenses | $24,417 |
| Total functional expenses | $1,891,755 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $91,786 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $99,264 |
| Accounts receivable, net | $89,029 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $10,715 |
| Net Land, buildings, and equipment | $1,410,458 |
| Investments—publicly traded securities | $1,561,215 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,539,559 |
| Total assets | $4,802,026 |
| Accounts payable and accrued expenses | $113,258 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $419,327 |
| Unsecured mortgages and notes payable | $87,989 |
| Other liabilities | $491,968 |
| Total liabilities | $1,112,542 |
| Net assets without donor restrictions | $2,318,108 |
| Net assets with donor restrictions | $1,371,376 |
| 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 | $4,802,026 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Cerebral Palsy Of Greater Dane County Inc Madison, WI | $3,666,616 | $5,449,060 |
Covey Inc Oshkosh, WI | $4,802,026 | $1,713,513 |
Becker County Developmental Achievement Center Inc Detroit Lakes, MN | $1,434,996 | $1,242,787 |
Shady Oaks Camp For People With Disabilities Homer Glen, IL | $1,000,724 | $284,498 |
Eisenhower Memorial Cerebral Palsy Foundation Inc Milwaukee, WI | $1,557,140 | $480,222 |
Wisconsin Elks Major Project Inc Delavan, WI | $385,204 | $186,420 |