Form 990 for tax year 2024
Filed by GREATER OSHKOSH ECONOMIC DEVELOPMENT CORPORATION.
Totals
- Total revenue
- $553,587
- Total expenses
- $694,733
- Contributions and grants received
- $360,481
- Grants paid
- $10,000
- Program service revenue
- $157,566
- Investment income
- $28,640
- Other revenue
- $6,900
- Total assets, end of year
- $913,795
- Total liabilities, end of year
- $11,864
- Net assets or fund balances, end of year
- $901,931
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$201,627
-
1f · All other contributions, gifts and grants
$158,854
-
2a · Program service revenue: FOUNDATION INCOME
total $131,811 · related or exempt $131,811
-
2b · Program service revenue: CAPITAL CATALYST
total $10,350 · related or exempt $10,350
-
2c · Program service revenue: COUNTY RRL PROGRAM FEE
total $10,150 · related or exempt $10,150
-
2d · Program service revenue: CONTRACT SERVICES - AV
total $4,680 · related or exempt $4,680
-
2e · Program service revenue: RLF FEE
total $575 · related or exempt $575
-
3 · Investment income
total $28,640 · excluded $28,640
-
6a · Gross rents
real property $6,900
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $6,900
-
6d · Net rental income or loss
total $6,900 · excluded $6,900
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $10,000
-
5 · Compensation of officers, directors and key employees
total $123,907
-
7 · Other salaries and wages
total $248,319
-
8 · Pension plan contributions
total $18,487
-
10 · Payroll taxes
total $26,607
-
11b · Fees: legal
total $650
-
11c · Fees: accounting
total $28,208
-
11e · Fees: professional fundraising services
total $142,500
-
11g · Fees: other
total $314
-
12 · Advertising and promotion
total $1,651
-
13 · Office expenses
total $10,893
-
14 · Information technology
total $3,247
-
16 · Occupancy
total $38,163
-
17 · Travel
total $20,637
-
22 · Depreciation, depletion and amortization
total $535
-
23 · Insurance
total $5,091
-
24a · Other expenses: LOAN FORGIVENESS
total $8,000
-
24b · Other expenses: DUES & SUBSCRIPTION
total $4,034
-
24c · Other expenses: DEVELOPMENT EFFORTS
total $2,914
-
24d · Other expenses: PROGRAM MARKETING
total $500
-
24e · All other expenses
total $76
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $384,648 · end of year $327,738
-
2 · Savings and temporary cash investments
beginning of year $365,730 · end of year $270,577
-
4 · Accounts receivable
beginning of year $1,752 · end of year $11,566
-
7 · Other notes and loans receivable
beginning of year $297,973 · end of year $293,983
-
9 · Prepaid expenses and deferred charges
end of year $6,993
-
10a · Land, buildings and equipment: cost or other basis
$31,877
-
10b · Land, buildings and equipment: accumulated depreciation
$30,896
-
10c · Land, buildings and equipment, net
beginning of year $1,517 · end of year $981
-
15 · Other assets
beginning of year $2,489 · end of year $1,957
-
17 · Accounts payable and accrued expenses
beginning of year $10,283 · end of year $5,864
-
19 · Deferred revenue
beginning of year $749 · end of year $6,000
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,043,077 · end of year $901,931
Mission and programs · 2024
Mission
TO PROVIDE LEADERSHIP, DIRECTION, COORDINATION, AND SERVICES TO ADVANCE ECONOMIC DEVELOPMENT IN THE GREATER OSHKOSH AREA.
-
ECONOMIC DEVELOPMENT LEADERSHIP AND COLLABORATION - GREATER OSHKOSH EDC WAS ESTABLISHED IN 2015 AND EXISTS TO PRESERVE THE HEALTH OF EXISITING COMPANIES, FOSTER A POSITIVE ENTREPRENEURIAL ENVIRONMENT, CONNECT COMPANIES TO WORKFORCE AND TALENT DEVELOPMENT RESOURCES, ENHANCE THE BUSINESS CLIMATE AND PROMOTE THE QUALITY OF LIFE IN GREATER OSHKOSH AREA.
-
TARGETED 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.
-
WORKFORCE 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.
-
ENTREPRENEURIAL DEVELOPMENT - GREATER OSHKOSH EDC IS FOCUSED ON DEVELOPING A PIPELINE OF EARLY STAGE COMPANIES IN OUR REGION AS WELL AS ENHANCING THE ENTREPRENEURIAL ECOSYSTEM.
-
TOOLS & 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. ADMINISTERED THE EMERGENCY RESPONSE LOAN FUND AND RAPID RECOVERY LOAN FUND AS A RESULT OF THE PANDEMIC TO KEEP BUSINESSES FINANCIALLY SOLVENT WHILE COMPLYING WITH THE ENFORCED RESTRICTIONS.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kevin RalofskyKEVIN RALOFSKY
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Dan RuedingerDAN RUEDINGER
CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Jason TremblyJASON TREMBLY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Jeff LiddicoatJEFF LIDDICOAT
TREASURER
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Amy AlbrightAMY ALBRIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Frank BraunFRANK BRAUN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Joel BurowJOEL BUROW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Shane CarterSHANE CARTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Bryan DavisBRYAN DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Mark DelveauxMARK DELVEAUX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jon DoemelJON DOEMEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kristin FassbinderKRISTIN FASSBINDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Logan FullerLOGAN FULLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Tim HessTIM HESS
DIRECTOR (TERMED 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Steve HoopmanSTEVE HOOPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Rob KellerROB KELLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kari MeixlKARI MEIXL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jenny NikolaiJENNY NIKOLAI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Mike PackMIKE PACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Diane PenzenstadlerDIANE PENZENSTADLER
DIRECTOR (TERMED 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Tony RenningTONY RENNING
DIRECTOR (TERMED 12/24)
- Total calculated
- $0
- Hours/week
- 3
-
Dave RichterDAVE RICHTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Mark RohloffMARK ROHLOFF
DIRECTOR (TERMED 12/24)
- Total calculated
- $0
- Hours/week
- 3 + 3 related
-
Gina SchwankeGINA SCHWANKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Manny VasquezMANNY VASQUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Brent WalkerBRENT WALKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Dale WalkerDALE WALKER
DIRECTOR (TERMED 7/24)
- Total calculated
- $0
- Hours/week
- 3
-
Bill WymanBILL WYMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Tricia RathermelTRICIA RATHERMEL
PRESIDENT & CEO
- Total calculated
- $123,907
- From this org
- $105,594
- From related orgs
- $0
- Other
- $18,313
- Hours/week
- 37 + 3 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
CARRIE RULE LIMITLESS LLC
$10,000
START UP BUSINESS SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · CHARITABLE · WI · controlled entity
Directly controlled by GREATER OSHKOSH ECONOMIC DEVELOPMENT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543189349313559
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