Civic Intelligence

Oshkosh Family Incorporated

EIN 39-0806160 • 501(c)3 • Oshkosh, WI

View Organization Page

Profile

To administer several programs to help guide families toward self-sufficiency and a more satisfying life. These programs include representative payee services, guardianship services and home delivered meal programs.

36 Broad St Rm/Ste 120Oshkosh, WI 54901

www.oshkoshfamily.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.57x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

2.18x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-6.7%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$130,782

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

23rd percentile

-5.3%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

0.5%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$3,974,471

Down $221,257 (-5.3%) from 2023

Liabilities

Down

$2,279,059

Down $236,433 (-9.4%) from 2023

Net Assets

Up

$1,695,412

Up $15,176 (+0.9%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin26th percentile

Revenue

Up

$1,044,069

Up $4,742 (+0.5%) from 2023

Expenses

Up

$1,114,519

Up $136,741 (+14%) from 2023

Net Income

Down

-$70,450

Down $131,999 (-214%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2010: $1,841,914Liabilities 2010: $1,008,811Net Assets 2010: $833,1032010Assets 2011: $1,842,311Liabilities 2011: $997,105Net Assets 2011: $845,2062011Assets 2012: $2,238,416Liabilities 2012: $1,324,227Net Assets 2012: $914,1892012Assets 2013: $2,091,717Liabilities 2013: $1,012,759Net Assets 2013: $1,078,9582013Assets 2014: $2,066,200Liabilities 2014: $1,041,289Net Assets 2014: $1,024,9112014Assets 2015: $2,605,602Liabilities 2015: $1,712,067Net Assets 2015: $893,5352015Assets 2016: $2,501,026Liabilities 2016: $1,518,378Net Assets 2016: $982,6482016Assets 2017: $2,615,910Liabilities 2017: $1,460,566Net Assets 2017: $1,155,3442017Assets 2018: $2,909,624Liabilities 2018: $1,785,672Net Assets 2018: $1,123,9522018Assets 2019: $2,804,969Liabilities 2019: $1,510,558Net Assets 2019: $1,294,4112019Assets 2020: $2,953,820Liabilities 2020: $1,571,692Net Assets 2020: $1,382,1282020Assets 2021: $3,496,930Liabilities 2021: $1,941,059Net Assets 2021: $1,555,8712021Assets 2022: $4,018,959Liabilities 2022: $2,522,351Net Assets 2022: $1,496,6082022Assets 2023: $4,195,728Liabilities 2023: $2,515,492Net Assets 2023: $1,680,2362023Assets 2024: $3,974,471Liabilities 2024: $2,279,059Net Assets 2024: $1,695,4122024

Highlighted filing

2024

Assets$3,974,471
Liabilities$2,279,059
Net Assets$1,695,412
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $647,3532010Expenses 2011: $680,2692011Expenses 2012: $739,3112012Revenue 2013: $941,839Expenses 2013: $777,070Net Income 2013: $164,7692013Revenue 2014: $781,076Expenses 2014: $800,635Net Income 2014: -$19,5592014Revenue 2015: $762,140Expenses 2015: $838,351Net Income 2015: -$76,2112015Revenue 2016: $824,811Expenses 2016: $761,182Net Income 2016: $63,6292016Revenue 2017: $828,267Expenses 2017: $665,318Net Income 2017: $162,9492017Revenue 2018: $763,619Expenses 2018: $728,825Net Income 2018: $34,7942018Revenue 2019: $778,927Expenses 2019: $742,892Net Income 2019: $36,0352019Revenue 2020: $805,064Expenses 2020: $802,330Net Income 2020: $2,7342020Revenue 2021: $863,546Expenses 2021: $844,186Net Income 2021: $19,3602021Revenue 2022: $948,323Expenses 2022: $864,102Net Income 2022: $84,2212022Revenue 2023: $1,039,327Expenses 2023: $977,778Net Income 2023: $61,5492023Revenue 2024: $1,044,069Expenses 2024: $1,114,519Net Income 2024: -$70,4502024

Highlighted filing

2024

Revenue$1,044,069
Expenses$1,114,519
Net Income-$70,450
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,974,471
Liabilities
$2,279,059
Net assets
$1,695,412
Revenue
$1,044,069
Expenses
$1,114,519
Net income
-$70,450
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$2.28$1.70$1.04$1.11$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$2.52$1.68$1.04$0.98$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$2.52$1.50$0.95$0.86$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$1.94$1.56$0.86$0.84$0.02
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.95$1.57$1.38$0.81$0.80$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$1.51$1.29$0.78$0.74$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$1.79$1.12$0.76$0.73$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$1.46$1.16$0.83$0.67$0.16
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$1.52$0.98$0.82$0.76$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$1.71$0.89$0.76$0.84$0.08
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$1.04$1.02$0.78$0.80$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.09$1.01$1.08$0.94$0.78$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$1.32$0.91$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$1.00$0.85$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$1.01$0.83$0.65
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 12, 2017
Return Version
2016v3.0
Gross Receipts
$825,304
Mission and Program Overview

Mission

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.

To administer several programs to help guide families toward self-sufficiency and a more satisfying life. These programs include representative payee services, guardianship services and home delivered meal programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,815,219$1,675,407▼ $139,812
Savings and Temporary Cash Investments$126,822$128,649▲ $1,827
Accounts Receivable$22,566$23,376▲ $810
Land, Buildings, and Equipment, Net$14,409$16,594▲ $2,185
Prepaid Expenses and Deferred Charges-$1,468-
Total Assets$2,605,602$2,501,026▼ $104,576
Other Assets Total$626,586$655,532▲ $28,946
Liabilities
Escrow Account Liability$1,656,658$1,492,067▼ $164,591
Accounts Payable and Accrued Expenses$55,409$26,311▼ $29,098
Total Liabilities$1,712,067$1,518,378▼ $193,689
Net Assets / Fund Balance
Unrestricted Net Assets$893,535$982,648▲ $89,113
Total Net Assets Fund Balance$893,535$982,648▲ $89,113
Total Liabilities and Net Assets / Fund Balance$2,605,602$2,501,026▼ $104,576

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,694$35,852$51,546
Leasehold Improvements$900$724$1,624
Other Assets Org$655,532--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pete WeidnerExecutive DiFT$70,000$6,963$76,963

Board Members and Trustees

NameTitle
Matt BakalarsPresident
Christa WillisDirector
Connie BartelDirector
Jessica BeneshDirector
Leif RichardsDirector
Lynn KlemanDirector
Norm BockDirector
Scott ChicoineDirector
Steve HoopmanDirector
Susan BoettcherDirector
Susan McinnisDirector
Todd SlagterDirector
Tom KloecknerDirector
Todd CemanTreasurer
Heath MynsbergeVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$28,400
Program Service Revenue
$763,119
Investment Income
$108
Other Revenue
$33,184
All Other Contributions
$1,251
Change in Net Assets
$63,629

Audited Revenue Reconciliation

Revenue per Audited Statements
$824,811
Total Revenue per Audited Statements
$824,811
Total Revenue per Form 990
$824,811
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$548,866
Other Expenses$212,316
Total Fundraising Expense$1,722
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$347,264$16,888$386$364,538
Current Officers, Directors, Trustees, and Key Employees$45,408$30,785$770$76,963
Other Employee Benefits$36,359$2,985$70$39,414
Pension Plan Contributions$31,817$2,580$62$34,459
Payroll Taxes$29,948$3,460$84$33,492
Occupancy$20,584$2,378$58$23,020
Travel$16,152$1,866$45$18,063
Fees for Service Investment Mgmnt Fees$13,520$4,444$36$18,000
Fees for Services Other$11,975$3,936$31$15,942
Office Expenses$13,832$1,598$39$15,469
Insurance$11,596$1,340$32$12,968
Fees for Services Accounting$5,059$1,663$13$6,735
Other Expenses$4,116$2,182$12$6,310
Depreciation Depletion$4,319$499$12$4,830
All Other Expenses$2,896$321$8$3,225
Conferences and Meetings$612--$612
Total Functional Expenses$679,893$79,567$1,722$761,182

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$761,182
Total Expenses per Audited Statements$761,182
Total Expenses per Form 990$761,182
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Each person, firm, association and corporation who makes a pledge or contribution to or for the benefit of the organization, becomes a member of the organization and remains a member during the course of the calendar year for which the contribution was made. The board may grant honorary or life memberships to individuals who have rendered outstanding or distinguished service in forwarding the corporate ideals and objectives. Each member shall have one vote to be cast in person at the annual or special meeting of the membership. A special meeting of the members may be convened at the request of the board, the president, the executive director or by giving at least three days notice thereof.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 was prepared by independent auditors, huberty & associates, s.c. Which in turn presented it to the executive director of the organization, who reviewed the form.”

Form 990, Page 6, Part VI, Line 12C

“Staff shall disclose any possible conflicts of interests to the executive director; the board of directors and executive director shall disclose any possible conflicts of interests to the president of the board of directors (or if he or she is the one with the conflict then to the board vice president), who shall determine whether a conflict exists.”

Form 990, Page 6, Part VI, Line 15A

“Oshkosh family's by-laws stipulate that the board of directors shall be responsible for the performance review and oversight of the executive director and such other personnel matters relating to the executive director as require immediate action. The executive director is reviewed annually by the board, and executive director's compensation is adjusted accordingly through this process.”

Form 990, Page 6, Part VI, Line 15B

“The executive director is responsible for reviewing and adjusting the compensation of key employees. The performance and compensation of key employees is reviewed annually by the executive director.”

Form 990, Page 6, Part VI, Line 19

“The governing documents can be requested from the executive director at 36 broad street, oshkosh, wi 54901.”

Filing and Contact Details

Filer

Filer Name
Oshkosh Family Incorporated
EIN
39-0806160
Phone
9206513313
Address
36 BROAD ST RM/STE 120, OSHKOSH, WI 54901

Signing Officer

Name
Pete Weidner
Title
Executive Dir/sec.
Phone
9206513313
Signed
2017-10-12

Organization Details

Principal Officer
Pete Weidner
Formed
1907
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
15
Employees
17
Volunteers
100

Preparer

Firm
Huberty & Associates Sc
Address
145 S MARR ST, FOND DU LAC, WI 54935-4434
Preparer
Robin Lutz CPA Mt
Phone
9209238400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To administer several programs to help guide families toward self-sufficiency and a more satisfying life. These programs include representative payee services, guardianship services and home delivered meal programs.”

Form 990, Part XI, Line 9

“Estimated contract settlements 40,141”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Representative payees receive social security and/or supplemental social security income for individuals who have demonstrated that they can not manage their own benefits. The main responsibility of a payee is to use funds to pay the current and foreseeable needs of the beneficiary. Counseling is provided to keep the beneficiary involved in the financial decision process. The income from the individuals is deposited into a client account and any disbursements are made from this account. Monthly statements showing disbursements and current balances are provided upon request. The organization provides guardianship services. Income for the individuals is deposited into a trust account. The organization works with the individuals to make sure bills are paid and to budget the spending of the income.”

Schedule D, Page 3, Part X

“The organization has been classified as an other-than private foundation and is tax-exempt under section 501(c)(3) of the internal revenue code. The organization is subject to a tax on income from any unrelated business. The organization has evaluated tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the organization's financial condition, results of operations or cash flows. Accordingly, the organization has not recorded any reserves or related accruals for interest and penalties (recognized as part of tax expense) for uncertain income tax positions at december 31, 2016 and 2015. All years not closed by statute of limitations in jurisdictions remain open for examinations.”

Raw XML AppendixShowing 400 of 563 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt023376
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IRS990/ActivityOrMissionDesc0TO ADMINISTER SEVERAL PROGRAMS TO HELP GUIDE FAMILIES TOWARD SELF-SUFFICIENCY AND A MORE SATISFYING LIFE. THESE PROGRAMS INCLUDE REPRESENTATIVE PAYEE SERVICES, GUARDIANSHIP SERVICES AND HOME DELIVERED MEAL PROGRAMS.
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IRS990/Desc09,139 CLIENTS SERVED: 426 MEALS ON WHEELS, 4,822 REPRESENTATIVE PAYEE, 12 DEBT MANAGEMENT, 3,288 GUARDIANSHIP, 18 PERSONAL REPRESENTATIVE/ESTATE SERVICES, AND 178 POWER OF ATTORNEY.
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