Oshkosh Area United Way Inc
- Assets
- $4.1m
- Revenue
- $1.9m
- Investments
- $1.8m
- Employees
- 6
- Location
- Oshkosh, WI
- Founding
- 02/1963
- Data as of
- 12/2021
- EIN
- 39-1017908
Organization Overview
Oshkosh Area United Way Inc is located in Oshkosh, WI. The organization was established in 1963. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Oshkosh Area United Way Inc employed 6 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oshkosh Area United Way Inc 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 12/2021, Oshkosh Area United Way Inc generated $1.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.3% each year. All expenses for the organization totaled $1.6m during the year ending 12/2021. While expenses have increased by 1.9% per year over the past 7 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.
Since 2015, Oshkosh Area United Way Inc has awarded 141 individual grants totaling $5,738,971. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO IMPROVE LIVES BY LEVERAGING PEOPLE AND RESOURCES TO CREATE INNOVATIVE SOLUTIONS TO COMMUNITY NEEDS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
AGENCY ALLOCATIONS - ALLOCATE FUNDS TO ASSIST MEMBER AGENCIES AND OTHER UNITED WAYS IN MEETING HUMAN SERVICE NEEDS
COMMUNITY IMPACT - ASSIST IN HUMAN SERVICE PLANNING TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mary Ann Dilling Executive Director | Officer | 50 | $128,764 |
Jennifer Skolaski Vice Chair Allocations & C | OfficerTrustee | 5 | $0 |
Michael Rust Until December 2021 Board Chair | OfficerTrustee | 5 | $0 |
Nathan Kastein Treasurer | OfficerTrustee | 5 | $0 |
Amy Sitter Chair Elect | OfficerTrustee | 5 | $0 |
Tina Schmiedel Secretary/vice Chair Board | OfficerTrustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $26,746 |
| Related organizations | $6,465 |
| Government grants | $44,682 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,687,390 |
| Noncash contributions included in lines 1a–1f | $41,376 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,765,283 |
| Total Program Service Revenue | $8,686 |
| Investment income | $34,545 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $105,384 |
| Net Income from Fundraising Events | -$5,588 |
| Net Income from Gaming Activities | $1,841 |
| Net Income from Sales of Inventory | -$2,390 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,918,826 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $932,787 |
| 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. | $146,986 |
| Compensation of current officers, directors, key employees. | $18,373 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $128,794 |
| Pension plan accruals and contributions | $14,038 |
| Other employee benefits | $37,430 |
| Payroll taxes | $51,689 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $17,357 |
| Fees for services: Other | $47,775 |
| Advertising and promotion | $0 |
| Office expenses | $27,002 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $18,803 |
| Travel | $2,895 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $386 |
| Interest | $0 |
| Payments to affiliates | $25,145 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,439 |
| All other expenses | $0 |
| Total functional expenses | $1,600,602 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,250,193 |
| Savings and temporary cash investments | $54,794 |
| Pledges and grants receivable | $747,734 |
| Accounts receivable, net | $6,342 |
| 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 | $6,527 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $1,799,359 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $257,839 |
| Total assets | $4,122,788 |
| Accounts payable and accrued expenses | $13,535 |
| Grants payable | $341,349 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $2,785 |
| 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 | $357,669 |
| Net assets without donor restrictions | $2,359,847 |
| Net assets with donor restrictions | $1,405,272 |
| 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 | $4,122,788 |
Grants Awarded
Over the last fiscal year, Oshkosh Area United Way Inc has awarded $922,537 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
Fond Du Lac, WI PURPOSE: BRIDGES, SKILLS ENHANCEMENT PROGRAM, HOMELESS JOB PLACEMENT, AND HOME DELIVERED MEALS PROGRAMS | $139,500 |
OSHKOSH AREA SCHOOL DISTRICT PURPOSE: KINDERGARTEN PLUS, RISE UP, AND ESOL | $122,757 |
Oshkosh, WI PURPOSE: BACK TO SCHOOL FAIR, GREAT FUTURES START HERE MENTORING, RADFORD KIDS, AND TREES FROM SEEDS MENTAL HEALTH | $105,000 |
Oshkosh, WI PURPOSE: EMERGENCY SHELTER AND EMPOWERMENT AGENCY | $70,000 |
Green Bay, WI PURPOSE: HOME VISITS | $58,000 |
Neenah, WI PURPOSE: ADVOCACY, COUNSELING, EDUCATION, AND SEXUAL ABUSE TREATMENT PROGRAM | $57,000 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Oshkosh Area United Way Inc has recieved totaling $7,000.
| Awarding Organization | Amount |
|---|---|
Harenburg Family Foundation Inc Oshkosh, WI PURPOSE: SUPPORT HEALTH, EDUCATION AND FINANCIAL STABILITY OF COMMUNITY MEMBERS | $5,000 |
Schoen Family Charitable Trust Neenah, WI PURPOSE: THE DOLLY PARTON IMAGINATION LIBRARY | $2,000 |
Endowment Analysis
| Beg. Balance | $1,177,273 |
| Earnings | $54,054 |
| Net Contributions | $150,000 |
| Other Expense | $1,177,273 |
| Ending Balance | $204,054 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Crown Family Foundation Chicago, IL | $468,729,562 | $19,005,366 |
Christian Community Health Center Chicago, IL | $24,875,996 | $21,223,346 |
Pritzker Family Philanthropic Fund Chicago, IL | $175,241,348 | $15,696,254 |
Memorial Foundation Inc Belleville, IL | $139,919,506 | $17,553,919 |
United Way Of Saginaw County Saginaw, MI | $5,861,014 | $15,211,110 |
United Way Of South Central Michigan Kalamazoo, MI | $21,915,676 | $10,619,393 |
Marquardt Home And Community Based Services Inc Watertown, WI | $9,140,172 | $14,598,397 |
Best Buy Foundation Richfield, MN | $56,998,788 | $22,106,255 |
Winning Wheels Inc Prophetstown, IL | $11,909,541 | $13,671,140 |
United Way Fox Cities Inc Menasha, WI | $16,186,120 | $10,302,524 |
Heart Of Illinois United Way Inc Peoria, IL | $14,132,248 | $9,955,140 |
United Way Of Midland County Midland, MI | $18,815,763 | $12,494,265 |