Oshkosh Family Incorporated
- Assets
- $4.2m
- Revenue
- $1.0m
- Investments
- $0.0
- Employees
- 14
- Location
- Oshkosh, WI
- Founding
- 11/1960
- Data as of
- 12/2023
- EIN
- 39-0806160
Organization Overview
Oshkosh Family Incorporated is located in Oshkosh, WI. The organization was established in 1960. According to its NTEE Classification (P28) the organization is classified as: Neighborhood Centers, under the broad grouping of Human Services and related organizations. As of 12/2023, Oshkosh Family Incorporated employed 14 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oshkosh Family Incorporated is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Oshkosh Family Incorporated generated $1.0m in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $977.8k during the year ending 12/2023. While expenses have increased by 1.7% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO ADMINISTER SEVERAL PROGRAMS TO HELP GUIDE FAMILIES TOWARD SELF-SUFFICIENCY AND A MORE SATISFYING LIFE. THESE PROGRAMS INCLUDE REPRESENTATIVE PAYEE SERVICES AND GUARDIANSHIP SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OSHKOSH FAMILY INCORPORATED OFFERS 5 DIFFERENT SERVICES: 1)GUARDIANSHIP-PROVIDE PROFESSIONAL AND CONFIDENTIAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS OR THE INFIRMITIES OF AGING AND THE LIKE. 2)SS/SSI PAYEE SERVICES-A REPRESENTATIVE PAYEE RECEIVES SOCIAL SECURITY (SS) AND / OR SUPPLEMENTAL SOCIAL SECURITY INCOME (SSI) ON BEHALF OF INDIVIDUALS AND USE THE FUNDS TO PAY THE CURRENT AND FORESEEABLE NEEDS OF THE BENEFICIARY AND TO PREVENT WASTE AND FRAUD FROM OCCURRING WITH THEIR MONEY. 3)POWERS OF ATTORNEY (FINANCE & MEDICAL)-A REPRESENTATIVE ACTS ON THEIR BEHALF AND MANAGES THEIR FINANCIAL, MEDICAL, TAX FILING, PARENTAL/GUARDIANSHIP, AND VEHICLE-RELATED AFFAIRS. 4)CONSERVATORSHIP- MANAGE THE ASSETS/INCOME OF ANY PERSON WHO VOLUNTARILY AGREES TO HAVE THE COURT APPOINT OUR ORGANIZATION AS CONSERVATOR. 5)PERSONAL REPRESENTATIVE/ESTATE WORK-ADMINISTRATION OF AN ESTATE THAT PAYS A DECEASED PERSON'S DEBTS AND DISTRIBUTES THE REMAINING ASSETS OF THE ESTATE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Pete Weidner Executive Di | Officer | 35 | $108,147 |
Norm Bock Director | Trustee | 0.5 | $0 |
Sue Boettcher Director | Trustee | 0.5 | $0 |
Scott Chicoine President | OfficerTrustee | 0.5 | $0 |
Brian Hamill Vice Preside | OfficerTrustee | 0.5 | $0 |
Susan Mcinnis Director | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,041 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,041 |
| Total Program Service Revenue | $1,036,146 |
| Investment income | $1,511 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,039,327 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $46,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $122,296 |
| Compensation of current officers, directors, key employees. | $12,890 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $453,621 |
| Pension plan accruals and contributions | $39,550 |
| Other employee benefits | $128,733 |
| Payroll taxes | $40,998 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $19,713 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $7,005 |
| Advertising and promotion | $0 |
| Office expenses | $18,923 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $26,955 |
| Travel | $18,510 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $525 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $6,156 |
| Insurance | $17,176 |
| All other expenses | $598 |
| Total functional expenses | $977,778 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,791,474 |
| Savings and temporary cash investments | $298,330 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $23,204 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $4,398 |
| Net Land, buildings, and equipment | $41,724 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,036,598 |
| Total assets | $4,195,728 |
| Accounts payable and accrued expenses | $27,505 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $2,487,987 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,515,492 |
| Net assets without donor restrictions | $1,680,236 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,195,728 |
Grants Awarded
Over the last fiscal year, Oshkosh Family Incorporated has awarded $45,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
OSHKOSH AREA COMMUNITY PANTRY PURPOSE: SUPPORT MISSION | $7,500 |
SALVATION ARMY PURPOSE: SUPPORT MISSION | $7,500 |
LAKESIDE PACKAGING PURPOSE: SUPPORT MISSION | $7,500 |
WINNEBAGO AREA LITERACY COUNCIL PURPOSE: SUPPORT MISSION | $7,500 |
NAMI OSHKOSH PURPOSE: SUPPORT MISSION | $7,500 |
HOOPER COMMUNITY CENTER PURPOSE: SUPPORT MISSION | $7,500 |