Opportunities Inc of Jefferson County

Nonprofit profile at a glance

EIN
391078133
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Fort Atkinson, WI, USA
Phone
9205632437
Rating
78
Verdict
SUPPORTED
Rating confidence
Standard

Official website

Reported finances

Revenue
$20,906,101
Expenses
$15,425,607
Assets
$96,811,717
Liabilities
$4,187,382

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • BARBARA LEDUC (PRESIDENT/CEO)
  • DIANE CANTWELL (VICE PRESIDENT OF FINANCE)
  • JASON FREY (VICE PRESIDENT/COO)
  • PEGGY MOLDENHAUER-FOTH (VICE PRESIDENT OF OPERATIONS)
  • ANN JANQUART (VICE PRESIDENT OF STAFFING)
  • ROBIN KENNEDY (VICE PRESIDENT OF MISSION)

Highest reported compensation

  • BARBARA LEDUC (PRESIDENT/CEO): $486,346 total reported compensation
  • JASON FREY (VICE PRESIDENT/COO): $303,102 total reported compensation
  • DIANE CANTWELL (VICE PRESIDENT OF FINANCE): $291,509 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Opportunities, inc. Of jefferson county provides services for individuals for the purpose of maximizing their success and enhancing their abilities to be independent, contributing members of the community.

What it reported doing in 2024

Life academy (la) grows employment, enrichment and independent living skills by building student confidence and independence. The la transition is a developmentally based continuing education program for special need students ages 18-21 years incorporating systematic integration of 21st century life and career skills across k-12 curriculum and in career and technical education programs. Summer la offers soft skill programs in community job shadowing and volunteerism to introduce and educate potential future careers. La after-school provides youth age 12-21 a safe environment that supports healthy growth and development in areas that influence success and lifelong learning. Tutoring and homework assistance focus on leadership, life skills development, healthy lifestyle, and atm (anger, time, and money management).birth to 3 program empowers parents to help young children with early developmental needs. The b-3 program is designed for parents to take an active role in their child's developmental and emotional growth. The program assists with determining eligibility for funding, a global evaluation of the child and developmental concerns and case management to assist parents in coordinating services, such as early intervention services (occupational, physical, speech therapies and other special education), for child development in the program. The team facilitates transitioning the child into early childhood program after the age of three. Outreach and referrals are made thru partnerships with day cares, pediatricians, county human services departments, etc. Eligibility is open to any child, birth to three years of age experiencing delays.

Operating model

Revenue model
Other-operating. 77% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 86
  • Accountability: 100
  • Sustainability: 77
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 71.4%; rating input score 71
  • Program expense ratio: 70.1%; rating input score 70
  • Fundraising efficiency: $2.92 raised per $1 spent on fundraising; rating input score 11; 11th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 10th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 26.2%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 6.28; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: 0.04; rating input score 84; 84th percentile among comparable filings
  • Officer compensation ratio: 13.5%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: -4.4% per year; rating input score 0; 4th percentile among comparable filings
  • Revenue growth: 0.3% per year; rating input score 100; 9th percentile among comparable filings
  • Asset growth: 10% per year; rating input score 100; 65th percentile among comparable filings

Details

  • Where the money goes: 71.4% of revenue deployed · 70.1% of spending went to programs
  • Governance: 9 of 9 board members independent · 8 of 8 filing controls reported
  • Programs: 5 filed program accomplishments · $10.8M in reported program spending
  • Leadership: top reported pay $486K · 17 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $273K reported
  • Consistency: 30 of 31 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 11/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 11/100.