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Organization Services INC FY2021 filing

Not tax-deductible

Fitchburg, WI501(c)(6)EIN 39-1034026

To perform duties and functions for non-stock, non-profit organizations on a non-profit basis.

$79K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $23K a year · 7% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$79K
to officers and key staff · 27% of spending
Worth a look: pay to officers and key staff is 27% of spending; over 20%.
Pt VII · Sec A
Cash reserves
14 mo
of spending, in cash
Looks good: 14.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$25K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$339K
+5% vs prior year
Spent
$295K
Net assets
$337K
By yearFY2020–FY2025
Revenue
$339K
FY2021▲ +5%
Revenue by fiscal year
FY2020$322K
FY2021$339K
FY2022$322K
FY2023$322K
FY2024$326K
FY2025$356K
Expenses
$295K
FY2021▲ +4%
Expenses by fiscal year
FY2020$284K
FY2021$295K
FY2022$289K
FY2023$316K
FY2024$324K
FY2025$341K
Net assets
$337K
FY2021▲ +15%
Net assets by fiscal year
FY2020$293K
FY2021$337K
FY2022$366K
FY2023$372K
FY2024$380K
FY2025$400K

From the FY2021 Form 990 (year ending July 2021) · see the original

Form 990 (PDF) Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
No
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2025 (typical filing lag)
Legal name (IRS)Hdr · item COrganization Services INC
EINHdr · item D39-1034026
Exempt statusHdr · item I501(c)(6) · active
Ruling yearIRS BMFDec 1965
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CFitchburg, WI
NTEE classificationIRS BMFNonprofit

Finances

Money in and out, what it owns and owes

Operating surplus
+13%
revenue over expenses
Earned revenue
100%
of revenue from program services & dues
Payroll share
66%
of spending is salaries & benefits

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Total assets
$362K
FY2021▲ +13%
Total assets by fiscal year
FY2020$320K
FY2021$362K
FY2022$393K
FY2023$458K
FY2024$435K
FY2025$443K
Total liabilities
$25K
FY2021▼ -6%
Total liabilities by fiscal year
FY2020$26K
FY2021$25K
FY2022$28K
FY2023$86K
FY2024$55K
FY2025$43K
Revenue less expensesPt I · Ln 19$44K
Total assetsPt X · Ln 16$362K
Spent on programsPt IX · col B—
Voting members of governing bodyPt I · Ln 36
Independent voting membersPt I · Ln 46

Balance Sheet

Part X · end of year
CashLn 1$349K
Total assetsLn 16$362K
Total liabilitiesLn 26$25K
Total net assetsLn 32$337K
Months of cash on handcomputed14.2

Statement of Revenue

Part VIII
Program service revenue100%$339K
Total revenueLn 12$339K

Money in detail

Form 990 · FY2021 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $349K · Operating expenses/yr $295K
14.2 months
Where the money goes
Program services
Program services — · Total expenses $295K
—
Management & General
Management & general — · Total expenses $295K
—
Fundraising
Fundraising — · Total expenses $295K
—
Cost to raise $1
Fundraising expense — · Solicited contributions —
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $339K
0%
Government reliance
Government grants — · Total revenue $339K
—
Earned-income share
Program service revenue $339K · Total revenue $339K
100%
Investment reliance
Investment income $0 · Total revenue $339K
0%
Program self-sufficiency
Program service revenue $339K · Total expenses $295K
115%
Growth & trend
Revenue change from last year
This year $339K · Prior year $322K
+5%
Net assets change over the year
End of year $337K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $339K · Expenses $295K
+13%
Debts compared to what it owns
Total liabilities — · Total assets $362K
—
Net assets compared to what it owns
Net assets $337K · Total assets $362K
93%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $362K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Julie Walsh · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $79K · Total expenses $295K
27%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $194K · Total expenses $295K
66%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth 5%——
Legal fees, % of spending 0.2%——
Accounting fees, % of spending 2%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Julie Walsh
Executive Director
$78,909Pt VII · Sec A
Paul Christensen
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Brad Werlein
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Dave Orr
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Julie Walsh$93,650$90,298$86,961$81,126$78,909$74,477

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Governance & Policies

Part VI
  • 6Voting board membersPt VI · Ln 1a
  • 6Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Provides operational support and services to other nonprofit organizations.

Provided by the organization

This section is blank until Organization Services INC claims this page.

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Mission & Programs · Part III

Where the work happens

1 program service, described in the organization's own filed words · FY2020.
01

Member Advocacy

Provide valuable services for the mechanical, sheet metal and plumbing industries as geographically outlined in each collective bargaining agreement. Goals are achieved by attending industry-related meetings, advocating for the industries, providing timely communication, scheduling appropriate training and partnering with local, state…

Pt IX · col B

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Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2025 Latest $356K$341K+9% 990 PDF
FY2024 $326K$324K+1% 990 PDF
FY2023 $322K$316K0% 990 PDF
FY2022 $322K$289K-5% 990 PDF
FY2021 Viewing $339K$295K+5% 990 PDF
FY2020 $322K$284K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2021

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $339,280 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $339,280$339,280
VIII-12 Total revenueRelated to mission $339,280 · Unrelated business $0 · Excluded from tax $0$339,280
Part IX · Statement of functional expenses $295,371 across 15 lines filed
IX-5 Pay of current officers, directors and key staff$100,132
IX-7 Other salaries and wages$64,722
IX-8 Pension plan contributions$1,217
IX-9 Other employee benefits$17,679
IX-10 Payroll taxes$10,072
IX-11b Legal fees$533
IX-11c Accounting fees$6,207
IX-11g Other fees for services$29,900
IX-13 Office expenses$11,632
IX-14 Information technology$2,494
IX-16 Occupancy$43,994
IX-17 Travel$1,322
IX-19 Conferences, conventions and meetings$253
IX-23 Insurance$4,555
IX-24e All other expenses$659
IX-25 Total functional expenses$295,371
Part X · Balance sheet $361,958 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $303,351$348,916
X-4 Accounts receivableStart of year $12,925$3,141
X-9 Prepaid expenses and deferred chargesStart of year $3,263$9,901
X-16 Total assetsStart of year $319,539$361,958
X-17 Accounts payable and accrued expensesStart of year $2,696$6,438
X-19 Deferred revenueStart of year $23,683$18,451
X-26 Total liabilitiesStart of year $26,379$24,889
X-27 Net assets without donor restrictionsStart of year $293,160$337,069
X-32 Total net assets or fund balancesStart of year $293,160$337,069
X-33 Total liabilities and net assetsStart of year $319,539$361,958
Part XI · Reconciliation of net assets $337,069 net assets at year end
XI-1 Total revenue$339,280
XI-2 Total expenses$295,371
XI-3 Revenue less expenses$43,909
XI-4 Net assets at start of year$293,160
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$337,069

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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