OPPORTUNITIES INC OF JEFFERSON COUNTY

EIN: 391078133 501(c)(3)

FORT ATKINSON, WI

Total Revenue
$20,906,101
Total Expenses
$15,425,607
Total Assets
$96,811,717
Net Assets
$92,624,335
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1966
Legal Domicile
WI
Principal Officer
BARBARA LEDUC
Phone
9205632437
Tax Period
2024-01-01 to 2024-12-31

OPPORTUNITIES INC OF JEFFERSON COUNTY, founded in 1966, is a mid-sized nonprofit that reported $20.9M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.5M, a strong 26% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $6,879,771 Revenue: $6,978,791

SOCIAL ENTERPRISES OPERATIONS CONSIST OF PRODUCTION, DIVERSIFIED PERSONNEL SERVICES AND PRINT SERVICES. THE PROGRAMS PROVIDE TRAINING AND EMPLOYMENT SERVICES FOR INDIVIDUALS WITH DISABILITIES AND...

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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.

Program 2
Expenses: $2,051,637 Revenue: $7,129,489

EMPLOYMENT AND TRAINING CONSISTS OF PREVOCATIONAL, COMMUNITY EMPLOYMENT, SCHOOL TO WORK TRANSITION & WIOA. PREVOCATIONAL PROVIDES EXTENSIVE CASE MANAGEMENT SUPPORT AND TRAINING TO INDIVIDUALS WITH...

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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.

Program 3
Expenses: $1,446,860 Revenue: $1,553,454

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...

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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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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $909,692
Program Service Revenue $12,969,702
Investment Income $2,682,858
Other Revenue $4,343,849
TOTAL REVENUE $20,906,101

Expense Breakdown

Grants Paid $0
Salaries & Benefits $12,068,038
Fundraising Expenses $311,898
Program Expenses $10,813,456
Other Expenses $3,357,569
TOTAL EXPENSES $15,425,607

Year-over-Year Comparison

2024 2023 Change
Revenue $20,906,101 $18,800,540 +0.1%
Expenses $15,425,607 $14,117,425 +0.1%
Net Income $5,480,494 $4,683,115 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
3668
Volunteers
20

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,080,957
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFFRY THEDER CHAIR 1.00
Officer Director
$0 $0 $0
BRUCE LOEB VICE-CHAIR 1.00
Officer Director
$0 $0 $0
KRISTINE BENEDICT DIRECTOR 1.00
Director
$0 $0 $0
JAY VANDEN BOOGART DIRECTOR 1.00
Director
$0 $0 $0
BARB CALLAHAN DIRECTOR 1.00
Director
$0 $0 $0
BRETT HEALY DIRECTOR 1.00
Director
$0 $0 $0
LARRY LANGE DIRECTOR 1.00
Director
$0 $0 $0
PATRICK MILLER DIRECTOR 1.00
Director
$0 $0 $0
DR DONALD WILLIAMS MD DIRECTOR 1.00
Director
$0 $0 $0
BARBARA LEDUC PRESIDENT/CEO 40.00
Officer
$465,421 $20,925 $486,346
DIANE CANTWELL VICE PRESIDENT OF FINANCE 40.00
Officer
$262,289 $29,220 $291,509
JASON FREY VICE PRESIDENT/COO 40.00
Officer
$262,964 $40,138 $303,102
PEGGY MOLDENHAUER-FOTH VICE PRESIDENT OF OPERATIONS 40.00
Highest
$212,668 $19,037 $231,705
ANN JANQUART VICE PRESIDENT OF STAFFING 40.00
Highest
$171,943 $25,592 $197,535
ROBIN KENNEDY VICE PRESIDENT OF MISSION 40.00
Highest
$155,403 $37,897 $193,300
DOUGLASS SANTELLA DIRECTOR OF OPERATIONS 40.00
Highest
$133,091 $11,393 $144,484
AHCHUNG HO VICE PRESIDENT OF IT 40.00
Highest
$229,745 $10,291 $240,036
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $20,906,101 $15,425,607 $96,811,717 $5,480,494
2023 $18,800,540 $14,117,425 $87,581,765 $4,683,115
2022 $17,884,633 $11,416,654 $77,488,371 $6,467,979
2021 $15,358,946 $11,127,175 $79,445,205 $4,231,771
2020 $14,293,582 $11,605,930 $72,186,503 $2,687,652
2019 $18,183,281 $14,251,146 $64,952,997 $3,932,135
2018 $19,561,396 $15,195,560 $55,681,969 $4,365,836
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