Civic Intelligence

Greater Oshkosh Economic Development

EIN 47-1058496 • 501(c)6 • Oshkosh, WI

Profile

To provide leadership, direction, coordination, and services to advance economic development in the greater oshkosh area.

Refreshing map…

111 North Main Street 204Oshkosh, WI 54901

www.greateroshkosh.com

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

7th percentile

-25%

Higher net margin than 7% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

15th percentile

-13%

Faster asset growth than 15% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-7.6%

Faster revenue growth than 18% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$913,795

Down $140,314 (-13%) from 2023

Liabilities

Up

$11,864

Up $832 (+7.5%) from 2023

Net Assets

Down

$901,931

Down $141,146 (-14%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin7th percentile

Revenue

Down

$553,587

Down $45,389 (-7.6%) from 2023

Expenses

Up

$694,733

Up $53,835 (+8.4%) from 2023

Net Income

Down

-$141,146

Down $99,224 (-237%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $230,204Liabilities 2015: $12,933Net Assets 2015: $217,2712015Assets 2016: $571,314Liabilities 2016: $131,602Net Assets 2016: $439,7122016Assets 2017: $824,123Liabilities 2017: $127,462Net Assets 2017: $696,6612017Assets 2018: $1,317,728Liabilities 2018: $199,219Net Assets 2018: $1,118,5092018Assets 2019: $1,191,385Liabilities 2019: $198,082Net Assets 2019: $993,3032019Assets 2020: $1,192,931Liabilities 2020: $201,321Net Assets 2020: $991,6102020Assets 2021: $1,068,856Liabilities 2021: $2,163Net Assets 2021: $1,066,6932021Assets 2022: $1,065,743Liabilities 2022: $4,678Net Assets 2022: $1,061,0652022Assets 2023: $1,054,109Liabilities 2023: $11,032Net Assets 2023: $1,043,0772023Assets 2024: $913,795Liabilities 2024: $11,864Net Assets 2024: $901,9312024

Highlighted filing

2024

Assets$913,795
Liabilities$11,864
Net Assets$901,931
Open 2024 Filing

Operations Trend

Revenue Growth18th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $552,383Expenses 2015: $349,248Net Income 2015: $203,1352015Revenue 2016: $566,380Expenses 2016: $342,215Net Income 2016: $224,1652016Revenue 2017: $819,442Expenses 2017: $562,493Net Income 2017: $256,9492017Revenue 2018: $936,868Expenses 2018: $515,020Net Income 2018: $421,8482018Revenue 2019: $387,769Expenses 2019: $512,975Net Income 2019: -$125,2062019Revenue 2020: $445,542Expenses 2020: $447,235Net Income 2020: -$1,6932020Revenue 2021: $580,252Expenses 2021: $495,480Net Income 2021: $84,7722021Revenue 2022: $439,073Expenses 2022: $444,701Net Income 2022: -$5,6282022Revenue 2023: $598,976Expenses 2023: $640,898Net Income 2023: -$41,9222023Revenue 2024: $553,587Expenses 2024: $694,733Net Income 2024: -$141,1462024

Highlighted filing

2024

Revenue$553,587
Expenses$694,733
Net Income-$141,146
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$913,795
Liabilities
$11,864
Net assets
$901,931
Revenue
$553,587
Expenses
$694,733
Net income
-$141,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.01$0.90$0.55$0.69$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.60$0.64$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.06$0.44$0.44$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.58$0.50$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.20$0.99$0.45$0.45$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.20$0.99$0.39$0.51$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.20$1.12$0.94$0.52$0.42
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.13$0.70$0.82$0.56$0.26
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.13$0.44$0.57$0.34$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.22$0.55$0.35$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$553,587
Mission and Program Overview

Mission

To provide leadership, direction, coordination, and services to advance economic development in the greater oshkosh area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,043,077$901,931▼ $141,146
Cash and Non-Interest-Bearing Accounts$384,648$327,738▼ $56,910
Other Notes and Loans Receivable, Net$297,973$293,983▼ $3,990
Savings and Temporary Cash Investments$365,730$270,577▼ $95,153
Accounts Receivable$1,752$11,566▲ $9,814
Prepaid Expenses and Deferred Charges-$6,993-
Land, Buildings, and Equipment, Net$1,517$981▼ $536
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,054,109$913,795▼ $140,314
Other Assets Total$2,489$1,957▼ $532
Liabilities
Deferred Revenue$749$6,000▲ $5,251
Accounts Payable and Accrued Expenses$10,283$5,864▼ $4,419
Total Liabilities$11,032$11,864▲ $832
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,043,077$901,931▼ $141,146
Total Liabilities and Net Assets / Fund Balance$1,054,109$913,795▼ $140,314

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$981$30,896$31,877
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tricia RathermelPresident & CEOFT$105,594$18,313$123,907

Board Members and Trustees

NameTitle
Dan RuedingerChair
Kevin RalofskyImmediate Past Chair
Jason TremblyVice Chair
Amy AlbrightDirector
Bill WymanDirector
Brent WalkerDirector
Bryan DavisDirector
Dave RichterDirector
Frank BraunDirector
Gina SchwankeDirector
Jenny NikolaiDirector
Joel BurowDirector
Jon DoemelDirector
Kari MeixlDirector
Kristin FassbinderDirector
Logan FullerDirector
Manny VasquezDirector
Mark DelveauxDirector
Mike PackDirector
Rob KellerDirector
Shane CarterDirector
Steve HoopmanDirector
Diane PenzenstadlerDirector (termed 12/24)
Mark RohloffDirector (termed 12/24)
Tim HessDirector (termed 12/24)
Tony RenningDirector (termed 12/24)
Dale WalkerDirector (termed 7/24)
Jeff LiddicoatTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Convergent Non Profit SolutionsCapital Campaign Consulting520 SHERITAN WAY, Smyrna, GA 30082$142,500
Revenue and Support

Revenue Composition

Contributions and Grants
$360,481
Program Service Revenue
$157,566
Investment Income
$28,640
Other Revenue
$6,900
All Other Contributions
$158,854
Change in Net Assets
$-141,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$417,320
Professional Fundraising Fees$142,500
Other Expenses$124,913
Grants and Similar Amounts Paid$10,000
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$248,319
Fees for Services Professional Fundraising---$142,500
Current Officers, Directors, Trustees, and Key Employees---$123,907
Occupancy---$38,163
Fees for Services Accounting---$28,208
Payroll Taxes---$26,607
Travel---$20,637
Pension Plan Contributions---$18,487
Office Expenses---$10,893
Grants to Domestic Orgs---$10,000
Insurance---$5,091
Information Technology---$3,247
Advertising---$1,651
Fees for Services Legal---$650
Depreciation Depletion---$535
Other Expenses---$500
Fees for Services Other---$314
All Other Expenses---$76
Total Functional Expenses$0$0$0$694,733
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carrie Rule Limitless LLCOshkosh, WI-Start Up Business Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$142,500
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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, Part VI, Section A, Line 7A

“City of oshkosh, winnebago county, oshkosh chamber of commerce, uw oshkosh, fox valley technical college, oshkosh area school district, oshkosh convention & visitor's bureau & oshkosh area community foundation. Also, a representative from one of the surrounding municipalities shall serve a three year term.”

Form 990, Part VI, Section B, Line 11B

“Form 990 will be reviewed by tricia rathermel - president & ceo, finance committee, as well as dan ruedinger, board chair, and the executive committee.”

Form 990, Part VI, Section B, Line 12C

“1.) staff and board of directors and rlf committee 2.) board development committee and executive committee 3.) board development committee 4.) prohibited in descisions in transaction”

Form 990, Part VI, Section B, Line 15

“The executive committee serves as the compensation committee of the ceo, executive director, or top management official or key employees that includes an independent review, comparability data, and contemporaneous substantiation of the deliberation and decision. The ceo is entrusted with managing, reviewing, and hiring staff. Compensation is based on an analysis of positions in similar communities of size. The process described here was last completed in 2022.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and conflict of interest policy available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Greater Oshkosh Economic Development
EIN
47-1058496
Phone
9202303321
Address
111 NORTH MAIN STREET 204, OSHKOSH, WI 54901

Signing Officer

Name
Tricia Rathermel
Title
President/CEO
Phone
9202303321
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tricia Rathermel
Formed
2014
Legal Domicile
Wi
Voting Board Members
23
Independent Board Members
23
Employees
7
Volunteers
22

Preparer

Firm
Wipfli Advisory LLC
Address
2501 W BELTLINE HWY STE 501, MADISON, WI 53713
Preparer
Quinn Dugan
Phone
6082741980
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 1B:

“Go-edc is the administrator of the revolving loan fund program on behalf of the city. The nicolet national bank account is used to facilitate funds between the city and rlf recipients. As the funds go to the city and go-edc has no liability to repay the funds to the city, they have not been included on the books of go-edc other than some income go-edc gets for the administration of the loans and to cover related expenses.”

Raw XML AppendixShowing 400 of 613 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm9MARK DELVEAUX
IRS990/Form990PartVIISectionAGrp/PersonNm10JON DOEMEL
IRS990/Form990PartVIISectionAGrp/PersonNm11KRISTIN FASSBINDER
IRS990/Form990PartVIISectionAGrp/PersonNm12LOGAN FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm13TIM HESS
IRS990/Form990PartVIISectionAGrp/PersonNm14STEVE HOOPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15ROB KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm16KARI MEIXL
IRS990/Form990PartVIISectionAGrp/PersonNm17JENNY NIKOLAI
IRS990/Form990PartVIISectionAGrp/PersonNm18MIKE PACK
IRS990/Form990PartVIISectionAGrp/PersonNm19DIANE PENZENSTADLER
IRS990/Form990PartVIISectionAGrp/PersonNm20TONY RENNING
IRS990/Form990PartVIISectionAGrp/PersonNm21DAVE RICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm22MARK ROHLOFF
IRS990/Form990PartVIISectionAGrp/PersonNm23GINA SCHWANKE
IRS990/Form990PartVIISectionAGrp/PersonNm24MANNY VASQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm25BRENT WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm26DALE WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm27BILL WYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm28TRICIA RATHERMEL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
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IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR (TERMED 12/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR (TERMED 12/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR (TERMED 12/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR (TERMED 12/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR (TERMED 7/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28PRESIDENT & CEO
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IRS990/FormationYr02014
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IRS990/MissionDesc0TO PROVIDE LEADERSHIP, DIRECTION, COORDINATION, AND SERVICES TO ADVANCE ECONOMIC DEVELOPMENT IN THE GREATER OSHKOSH AREA.
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IRS990/OtherExpensesGrp/Desc0LOAN FORGIVENESS
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTION
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT EFFORTS
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IRS990/ProgSrvcAccomActy2Grp/Desc0TARGETED INDUSTRY DEVELOPMENT - THE DOMINANT INDUSTRY IN THE GREATER OSHKOSH REGION IS MANUFACTURING, WITH NEARLY 1 OUT OF EVERY 4 PERSONS EMPLOYED IN A MANUFACTURING-RELATED OCCUPATION. GREATER OSHKOSH WILL CONCENTRATE ON FACILITATING OPPORTUNITIES IN THIS SECTOR, AS WELL AS AVIATION AND INFORMATION TECHNOLOGY, TWO OTHER TARGETED SECTORS IDENTIFIED BY OUR COMMUNITY AND ORGANIZATION.
IRS990/ProgSrvcAccomActy3Grp/Desc0WORKFORCE DEVELOPMENT - GREATER OSHKOSH EDC CONTINUES TO WORK ON EFFORTS TO CONNECT EMPLOYEES TO WORKFORCE DEVELOPMENT RESOURCES IN THE REGION AND COLLABORATE ON TRAINING THE SKILLS NEEDED BY LOCAL BUSINESSES. WE PARTNER WITH UW OSHKOSH, FOX VALLEY TECHNICAL COLLEGE, DEPARTMENT OF WORKFORCE DEVELOPMENT, AND THE FOX VALLEY WORKFORCE DEVELOPMENT BOARD. GREATER OSHKOSH EDC HAS A SEAT ON THE FVTC OSHKOSH ADVISORY COMMITTEE AND THE OSHKOSH AREA SCHOOL DISTRICT ADVISORY COMMITTEE.

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