Civic Intelligence

Greater Oshkosh Economic Development Corporation

990 • Fiscal year 2017 • EIN 47-1058496

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization ProfileWWW.GREATEROSHKOSH.COM
100 North Main Street No 104Oshkosh, WI 54901

(920) 230-3321

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.15x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.16x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

31%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$130,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Asset Growth

92nd percentile

44%

Faster asset growth than 92% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

45%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$824,123

Up $252,809 (+44%) from 2016

Net Assets

Up

$696,661

Up $256,949 (+58%) from 2016

Liabilities

Down

$127,462

Down $4,140 (-3.1%) from 2016

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin94th percentile

Revenue

Up

$819,442

Up $253,062 (+45%) from 2016

Expenses

Up

$562,493

Up $220,278 (+64%) from 2016

Net Income

Up

$256,949

Up $32,784 (+15%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$824,123
Liabilities$127,462
Net Assets$696,661
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$819,442
Expenses$562,493
Net Income$256,949
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$819,442
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$439,712$696,661▲ $256,949
Cash and Non-Interest-Bearing Accounts$448,365$486,794▲ $38,429
Savings and Temporary Cash Investments$100,073$250,783▲ $150,710
Other Notes and Loans Receivable, Net-$73,740-
Land, Buildings, and Equipment, Net$22,627$12,301▼ $10,326
Accounts Receivable$249$0▼ $249
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$571,314$824,123▲ $252,809
Other Assets Total$0$505▲ $505
Liabilities
Unsecured Notes Loans Payable$125,000$125,000→ $0
Accounts Payable and Accrued Expenses$6,602$2,462▼ $4,140
Total Liabilities$131,602$127,462▼ $4,140
Net Assets / Fund Balance
Total Net Assets Fund Balance$439,712$696,661▲ $256,949
Total Liabilities and Net Assets / Fund Balance$571,314$824,123▲ $252,809

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,301$21,047$33,348
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jason WhiteCEOFT$130,000$130,000

Board Members and Trustees

NameTitle
Tom CastleChair
Bill WymanImmediate Past Chair
Brad BaumannVice Chair/treasurer
Andy LeavittDirector
Burk TowerDirector
Carol KarlsDirector
Diane PenzenstadlerDirector
Erik LampeDirector
Greg PierceDirector
John DoemelDirector
Ken ArnesonDirector
Kristin FassbinderDirector
Mark HarrisDirector
Mark RohloffDirector
Matt JamesonDirector
Melissa KohnDirector
Pat WestonDirector
Rob KellerDirector
Stan LeedleDirector
Stan Mack IiDirector
Steve HoopmanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$581,797
Program Service Revenue
$234,286
Investment Income
$2,839
Other Revenue
$520
All Other Contributions
$398,822
Change in Net Assets
$256,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$372,173
Other Expenses$140,320
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$198,682
Current Officers, Directors, Trustees, and Key Employees---$130,000
Advertising---$53,628
Grants to Domestic Orgs---$50,000
Payroll Taxes---$26,136
Occupancy---$16,979
Office Expenses---$13,278
Other Employee Benefits---$12,008
Fees for Services Other---$11,693
Depreciation Depletion---$10,326
Conferences and Meetings---$5,474
Pension Plan Contributions---$5,347
Travel---$4,681
Insurance---$2,548
Other Expenses---$1,033
All Other Expenses---$363
Total Functional Expenses$0$0$0$562,493
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ActiveeduOshkosh, WI-Finish the Video Platform Development and Secure a National Licensing Deal That Will Get Them in Front of Millions of Students in 2017.$10,000
Bee BellaOshkosh, WI-Purchase Additional Inventory Due to Long Lead Times.$10,000
Icarus DevicesMadison, WI-Development of Electronics and an App, as Well as Beta Testers for Purdue and Ohio State.$10,000
Roberts DefenseOshkosh, WI-Develop the Website to Establish a National Presence as Well as Introduce an Ecommerce Platform.$10,000
Upright KidsOak Creek, WI-Develop a Prototype, Patent and Trademark Legal Fees, and Inventory Production.$10,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Part VI, Section A, Line 1

“Executive committee members: ken arneson, tom castle, matt jameson, mark rohloff, erik lampe, brad baumann & bill wyman all are on the governing body. The executive committee shall serve as the primary working group of the board.”

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 jason white, ceo, as well as brad baumann, officer, and the executive committee.”

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

“Board members abstain from votes which are in conflict with their personal/professional interests as stated in the policy that each board member signed.”

Form 990, Part VI, Section B, Line 15

“The executive committee serves as the the compensation committee for the ceo. A three percent cost of living increase is built into the budget and compensation has not been awarded beyond what is in the budget for staff. The budget is approved by the whole board. Minutes are kept for all meetings of the board of directors and the executive committee. The ceo is entrusted with managing, reviewing, and hiring staff. Compensation is based on an analysis of ceo positions in similar communities of size.”

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
100 NORTH MAIN STREET NO 104, OSHKOSH, WI 54901

Signing Officer

Name
Jason White
Title
Chief Executive Officer
Phone
9202303321
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason White
Formed
2014
Legal Domicile
Wi
Voting Board Members
21
Independent Board Members
21
Employees
7
Volunteers
21

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 2886, OSHKOSH, WI 54903-2886
Preparer
Courtney Ader CPA
Phone
9202315890
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 fnb 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 536 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06602
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02462
IRS990/AccountsReceivableGrp/BOYAmt0249
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LEADERSHIP, DIRECTION, COORDINATION, AND SERVICES TO ADVANCE ECONOMIC DEVELOPMENT IN THE GREATER OSHKOSH AREA.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt053628
IRS990/AllOtherContributionsAmt0398822
IRS990/AllOtherExpensesGrp/TotalAmt0363
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JASON WHITE
IRS990/BooksInCareOfDetail/PhoneNum09202303321
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 NORTH MAIN STREET SUITE 104
IRS990/BooksInCareOfDetail/USAddress/CityNm0OSHKOSH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054901
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0448365
IRS990/CashNonInterestBearingGrp/EOYAmt0486794
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0130000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt05474
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0581797
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt02839
IRS990/CYOtherExpensesAmt0140320
IRS990/CYOtherRevenueAmt0520
IRS990/CYProgramServiceRevenueAmt0234286
IRS990/CYRevenuesLessExpensesAmt0256949
IRS990/CYSalariesCompEmpBnftPaidAmt0372173
IRS990/CYTotalExpensesAmt0562493
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0819442
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt010326
IRS990/Desc0ECONOMIC DEVELOPMENT LEADERSHIP AND COLLABORATION - IN 2017, THE ORGANIZATION CONTINUED PROGRESS ON MEETING THE GOALS SET FOR THE FIRST CAMPAIGN. SINCE THE ORGANIZATION'S INCEPTION, THE ORGANIZATION ASSISTED COMPANIES IN CREATING 661 NEW JOBS AND THE RETENTION OF 1,773 JOBS. THE ORGANIZATION ALSO SURPASSED THE GOAL OF 183 BUSINESS TOUCHPOINTS, MEETING WITH CEOS AND TOP LEVEL LEADERS TO DISCUSS THEIR PLANS/OPTIONS FOR FUTURE GROWTH IN OUR COMMUNITY. THE CAPITAL INVESTMENT ATTAINED BY PROJECTS ASSISTED BY THE ORGANIZATION WAS $136,453,000.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt011693
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt113.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt133.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt143.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt153.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt163.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt173.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt183.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt193.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt203.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0BRAD BAUMANN
IRS990/Form990PartVIISectionAGrp/PersonNm1KEN ARNESON
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM CASTLE
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN DOEMEL
IRS990/Form990PartVIISectionAGrp/PersonNm4PAT WESTON
IRS990/Form990PartVIISectionAGrp/PersonNm5KRISTIN FASSBINDER
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE HOOPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8GREG PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm9MATT JAMESON
IRS990/Form990PartVIISectionAGrp/PersonNm10MELISSA KOHN
IRS990/Form990PartVIISectionAGrp/PersonNm11ERIK LAMPE
IRS990/Form990PartVIISectionAGrp/PersonNm12STAN MACK II
IRS990/Form990PartVIISectionAGrp/PersonNm13STAN LEEDLE
IRS990/Form990PartVIISectionAGrp/PersonNm14DIANE PENZENSTADLER
IRS990/Form990PartVIISectionAGrp/PersonNm15MARK ROHLOFF
IRS990/Form990PartVIISectionAGrp/PersonNm16ANDY LEAVITT
IRS990/Form990PartVIISectionAGrp/PersonNm17BURK TOWER
IRS990/Form990PartVIISectionAGrp/PersonNm18CAROL KARLS
IRS990/Form990PartVIISectionAGrp/PersonNm19BILL WYMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20ROB KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm21JASON WHITE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21130000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIR/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GovernmentGrantsAmt0182975
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0819442
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02548
IRS990/InvestmentIncomeGrp/ExclusionAmt02839
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02839
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021047
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022627
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012301
IRS990/LandBldgEquipCostOrOtherBssAmt033348
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE LEADERSHIP, DIRECTION, COORDINATION, AND SERVICES TO ADVANCE ECONOMIC DEVELOPMENT IN THE GREATER OSHKOSH AREA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0439712
IRS990/NetAssetsOrFundBalancesEOYAmt0696661
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt016979
IRS990/OfficeExpensesGrp/TotalAmt013278
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0505
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012008
IRS990/OtherExpensesGrp/Desc0BUSINESS ATTRACTION PRO
IRS990/OtherExpensesGrp/Desc1ENTREPRENEURS & STARTUP
IRS990/OtherExpensesGrp/Desc2WORKFORCE DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt07723
IRS990/OtherExpensesGrp/TotalAmt16344
IRS990/OtherExpensesGrp/TotalAmt26250
IRS990/OtherExpensesGrp/TotalAmt31033
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0RLF INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0520
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0520
IRS990/OtherRevenueTotalAmt0520
IRS990/OtherSalariesAndWagesGrp/TotalAmt0198682
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt073740
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt026136
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt05347
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JASON WHITE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT SERVICES REVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0234286
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0234286
IRS990/ProgSrvcAccomActy2Grp/Desc0TARGETED INDUSTRY DEVELOPMENT - IN 2017, THE ORGANIZATION ADMINISTERED AN AVIATION GRANT THROUGH THE DEPARTMENT OF DEFENSE TO BUILD AN AVIATION BUSINESS CLUSTER FOR NORTHEAST WISCONSIN. THE ORGANIZATION ALSO ASSISTED AT HELPING OSHKOSH CORPORATION CHOOSE A LOCATION FOR A NEW FORTUNE 500 HEADQUARTERS AND ATTRACT A NEW $25M SPORTS ARENA TO THE DOWNTOWN AREA.
IRS990/ProgSrvcAccomActy3Grp/Desc0WORKFORCE DEVELOPMENT - GREATER OSHKOSH EDC CONTINUED TO WORK ON EFFORTS TO CONNECT EMPLOYERS TO WORKFORCE DEVELOPMENT RESOURCES IN OUR REGION, NAMELY UWO, FOX VALLEY TECHNICAL COLLEGE, DEPARTMENT OF WORKFORCE DEVELOPMENT, AND THE FOX VALLEY WORKFORCE DEVELOPMENT BOARD. GREATER OSHKOSH EDC ALSO SERVES ON THE POINT REGIONAL COUNCIL FOCUSED ON EFFORTS TO REDUCE POVERTY IN OUR REGION.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ENTREPRENEURIAL DEVELOPMENT - IN 2017, GREATER OSHKOSH MADE SEVERAL LOANS THROUGH THE REVOLVING LOAN FUND AND FULLY LOANED OUT ALL MONEY FROM THE $250,000 CAPITAL CATALYST FUND TO EARLY STAGE BUSINESS. THIS FUNDING IS SPECIFICALLY ON HIGH TECH GROWTH SECTORS SUCH AS AEROSPACE, ADVANCE MANUFACTURING, IT, AND MEDICAL.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1TOOLS & RESOURCES - PROVIDE THE TOOLS AND RESOURCES TO ENSURE THAT THE GREATER OSHKOSH AREA IS PREPARED TO ADDRESS ECONOMIC DEVELOPMENT OPPORTUNITIES: ADMINISTERED COVENANTS FOR THE AREA INDUSTRIAL PARKS. PROVIDED SUPPORT TO THE UW OSHKOSH SBDC FOR EXPORT ASSISTANCE.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0534517
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0194
IRS990/PYOtherExpensesAmt0123027
IRS990/PYOtherRevenueAmt01240
IRS990/PYProgramServiceRevenueAmt030429
IRS990/PYRevenuesLessExpensesAmt0224165
IRS990/PYSalariesCompEmpBnftPaidAmt0219188
IRS990/PYTotalExpensesAmt0342215
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0566380
IRS990/ReconcilationRevenueExpnssAmt0256949
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0439712
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0696661
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100073
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0250783
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt037472
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt018368
IRS990ScheduleD/EndingBalanceAmt055840
IRS990ScheduleD/EquipmentGrp/BookValueAmt012301
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021047
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033348
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GO-EDC IS THE ADMINISTRATOR OF THE REVOLVING LOAN FUND PROGRAM ON BEHALF OF THE CITY. THE FNB 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012301
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINISH THE VIDEO PLATFORM DEVELOPMENT AND SECURE A NATIONAL LICENSING DEAL THAT WILL GET THEM IN FRONT OF MILLIONS OF STUDENTS IN 2017.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PURCHASE ADDITIONAL INVENTORY DUE TO LONG LEAD TIMES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DEVELOP THE WEBSITE TO ESTABLISH A NATIONAL PRESENCE AS WELL AS INTRODUCE AN ECOMMERCE PLATFORM.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3DEVELOP A PROTOTYPE, PATENT AND TRADEMARK LEGAL FEES, AND INVENTORY PRODUCTION.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DEVELOPMENT OF ELECTRONICS AND AN APP, AS WELL AS BETA TESTERS FOR PURDUE AND OHIO STATE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ACTIVEEDU
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BEE BELLA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROBERTS DEFENSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UPRIGHT KIDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4ICARUS DEVICES
IRS990ScheduleI/RecipientTable/RecipientEIN0810906790
IRS990ScheduleI/RecipientTable/RecipientEIN1475638977
IRS990ScheduleI/RecipientTable/RecipientEIN2812487216
IRS990ScheduleI/RecipientTable/RecipientEIN3999999999
IRS990ScheduleI/RecipientTable/RecipientEIN4814751387
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0431 MARION ROAD APT 103
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 721
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2700 W MURDOCK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32131 E BIRCH DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt414 W MIFFLIN STREET 206
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OSHKOSH
IRS990ScheduleI/RecipientTable/USAddress/CityNm1OSHKOSH
IRS990ScheduleI/RecipientTable/USAddress/CityNm2OSHKOSH
IRS990ScheduleI/RecipientTable/USAddress/CityNm3OAK CREEK
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MADISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd154903
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd254901
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd353154
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd453703
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ECONOMIC IMPACT FROM GRANT RECIPIENTS IS MONITORED QUARTERLY AND REPORTED TO WISCONSIN ECONOMIC DEVELOPMENT CORPORATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt05
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$824,123
Liabilities
$127,462
Net assets
$696,661
Revenue
$819,442
Expenses
$562,493
Net income
$256,949
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