Wisconsin Rural Opportunities Inc
Nonprofit profile at a glance
- EIN
- 863160742
- IRS 990 coverage
- 2020–2020
- Forms available
- Form 990 2020
- Location
- Madison, WI, USA
- Phone
- 6086285736
- Rating
- 43
- Verdict
- MIXED
- Rating confidence
- Limited
Reported finances
- Revenue
- $16,000
- Expenses
- $0
- Assets
- $1,006,036
- Liabilities
- $989,061
Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- JAMES CALDWELL (PRESIDENT)
- MARCY HEIM (EXECUTIVE DIRECTOR)
People named in this filing
- JAMES CALDWELL (PRESIDENT)
- MARK CLARKE (TREASURER)
- CURTIS HANSEN (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To foster the vitality of rural Wisconsin, primarily through the promotion of education, improvement of health care services, cultural experiences, and support of the rural economic base.
Operating model
- Revenue model
- Affiliate-supported. 100% of the money available for current operations came from contributions from related organizations.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 92
- Accountability: 76
- Sustainability: 1
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd 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; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: Limited
- Total-asset coverage ratio: Limited
- Liabilities to assets ratio: 0.98; rating input score 6; 6th percentile among comparable filings
- Officer compensation ratio: Limited
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 0% of revenue deployed
- Governance: 3 of 3 board members independent · 3 of 7 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 12 of 12 current checks pass
- Schedules: 4 filed schedules · includes major donors
- Contacts: How to reach this organization
- Related organizations: 1 filed related-organization link
- 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: Mission deployment rate scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 6/100.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.