Opportunity of North Central Wisconsin Inc

Nonprofit profile at a glance

EIN
390975675
IRS 990 coverage
2018–2025
Forms available
Form 990 2025
Location
Wausau, WI, USA
Phone
7158428700
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$10,205,454
Expenses
$9,231,177
Assets
$9,744,784
Liabilities
$731,670

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • CHRISTIAN ALWIN (PRESIDENT)

Highest reported compensation

  • SARA SATTERFIELD (EXECUTIVE DI): $101,805 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide various services to people with disabilities, such as: day services, community living, and family services.

What it reported doing in 2025

Adult services: adult day services are provided to individuals with any disability, 18 years and older. These services promote independence, inclusion, individualization, and productivity. Special interest groups include: computer technology, pre-vocational skills, sensory stimulation, cooking, music, art, community volunteering, self- advocacy and more. Adult day services are at locations in marathon and wood counties. Adult community living in wood and marathon county affords the opportunity for adults with disabilities to live in the community in a way that best suits their needs and desires, close to their geographic preference. The agency operates 13 licensed adult family homes and 2 licensed community-based residential facilities and provides daily personal care in multiple individual residences. Supportive home care (shc) is in-home care provided to meet the needs of individuals with disabilities in their own homes. Community supported living (csl) is in-home care that includes a community inclusion goal that requires that we work with participants to increase their involvement in the community and the building of increased natural support. Support is provided in whatever concentration, duration and frequency required.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 75
  • Transparency & Controls: 92
  • Accountability: 84
  • Sustainability: 54
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.7%; rating input score 81
  • Program expense ratio: 90.3%; rating input score 90
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • 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; 64th percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 9.5%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 1.06; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 71; 71st percentile among comparable filings
  • Officer compensation ratio: 1.1%; rating input score 86; 86th percentile among comparable filings

Growth

  • Program expense growth: 4.4% per year; rating input score 100; 35th percentile among comparable filings
  • Revenue growth: 4.7% per year; rating input score 100; 38th percentile among comparable filings
  • Asset growth: 10.5% per year; rating input score 100; 69th percentile among comparable filings

Details

  • Where the money goes: 80.7% of revenue deployed · 90.3% of spending went to programs
  • Governance: 5 of 5 board members independent · 5 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $8.3M in reported program spending
  • Leadership: top reported pay $102K · 6 people listed
  • Consistency: 32 of 32 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 8 filing years from 2018 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • Review — Sustainability: Operating margin scored 57/100.