Totals
- Total revenue
- $1,044,069
- Total expenses
- $1,114,519
- Contributions and grants received
- $0
- Grants paid
- $2,000
- Program service revenue
- $1,033,072
- Investment income
- $10,979
- Other revenue
- $18
- Total assets, end of year
- $3,974,471
- Total liabilities, end of year
- $2,279,059
- Net assets or fund balances, end of year
- $1,695,412
- Program services expenses (Part IX)
- $958,533
- Management and general expenses
- $153,048
- Fundraising expenses
- $2,938
- Program service expenses (Part III)
- $958,533
Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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.
-
2a · Program service revenue: REPRESENTATIVE PAYEE SERVICES
total $779,645 · related or exempt $779,645
-
2b · Program service revenue: GUARDIANSHIP SERVICES
total $248,400 · related or exempt $248,400
-
2c · Program service revenue: SPECIAL ADMINSTRATOR
total $5,027 · related or exempt $5,027
-
3 · Investment income
total $10,979 · excluded $10,979
-
11a · Other revenue: MISCELLANOUS
total $18 · excluded $18
-
11e · Other revenue, total
$18
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,000 · program services $2,000
-
5 · Compensation of officers, directors and key employees
total $130,782 · program services $116,632 · management and general $13,784 · fundraising $366
-
7 · Other salaries and wages
total $542,236 · program services $483,565 · management and general $57,152 · fundraising $1,519
-
8 · Pension plan contributions
total $49,888 · program services $44,490 · management and general $5,258 · fundraising $140
-
9 · Other employee benefits
total $146,863 · program services $130,972 · management and general $15,480 · fundraising $411
-
10 · Payroll taxes
total $47,171 · program services $42,067 · management and general $4,972 · fundraising $132
-
11b · Fees: legal
total $2,184 · program services $1,948 · management and general $230 · fundraising $6
-
11c · Fees: accounting
total $42,436 · management and general $42,436
-
11g · Fees: other
total $4,719 · program services $4,208 · management and general $498 · fundraising $13
-
13 · Office expenses
total $17,779 · program services $15,855 · management and general $1,874 · fundraising $50
-
16 · Occupancy
total $33,017 · program services $29,445 · management and general $3,480 · fundraising $92
-
17 · Travel
total $19,922 · program services $19,922
-
19 · Conferences, conventions and meetings
total $720 · program services $720
-
22 · Depreciation, depletion and amortization
total $11,884 · program services $10,598 · management and general $1,253 · fundraising $33
-
23 · Insurance
total $9,736 · program services $8,683 · management and general $1,026 · fundraising $27
-
24a · Other expenses: SUPPLIES
total $20,827 · program services $18,574 · management and general $2,195 · fundraising $58
-
24b · Other expenses: EQUIPMENT MAINTENANCE
total $17,699 · program services $15,784 · management and general $1,865 · fundraising $50
-
24c · Other expenses: TELEPHONE
total $12,208 · program services $10,887 · management and general $1,287 · fundraising $34
-
24d · Other expenses: MISCELLANOUS
total $1,812 · program services $1,616 · management and general $191 · fundraising $5
-
24e · All other expenses
total $636 · program services $567 · management and general $67 · fundraising $2
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,791,474 · end of year $2,477,178
-
2 · Savings and temporary cash investments
beginning of year $298,330 · end of year $309,414
-
4 · Accounts receivable
beginning of year $23,204 · end of year $25,101
-
9 · Prepaid expenses and deferred charges
beginning of year $4,398 · end of year $10,714
-
10a · Land, buildings and equipment: cost or other basis
$96,542
-
10b · Land, buildings and equipment: accumulated depreciation
$66,702
-
10c · Land, buildings and equipment, net
beginning of year $41,724 · end of year $29,840
-
15 · Other assets
beginning of year $1,036,598 · end of year $1,122,224
-
17 · Accounts payable and accrued expenses
beginning of year $27,505 · end of year $58,015
-
21 · Escrow or custodial account liability
beginning of year $2,487,987 · end of year $2,221,044
-
27 · Net assets without donor restrictions
beginning of year $1,680,236 · end of year $1,695,412
Mission and programs · 2024
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.
-
OSHKOSH FAMILY INCORPORATED OFFERS 5 DIFFERENT SERVICES: 1)GUARDIANSHIP-PROVIDE PROFESSIONAL AND CONFIDENTIAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS OR THE INFIRMITIES OF AGING AND THE LIKE. 2)SS/SSI PAYEE SERVICES-A REPRESENTATIVE PAYEE RECEIVES SOCIAL SECURITY (SS) AND / OR SUPPLEMENTAL SOCIAL SECURITY INCOME (SSI) ON BEHALF OF INDIVIDUALS AND USE THE FUNDS TO PAY THE CURRENT AND FORESEEABLE NEEDS OF THE BENEFICIARY AND TO PREVENT WASTE AND FRAUD FROM OCCURRING WITH THEIR MONEY. 3)POWERS OF ATTORNEY (FINANCE & MEDICAL)-A REPRESENTATIVE ACTS ON THEIR BEHALF AND MANAGES THEIR FINANCIAL, MEDICAL, TAX FILING, PARENTAL/GUARDIANSHIP, AND VEHICLE-RELATED AFFAIRS. 4)CONSERVATORSHIP- MANAGE THE ASSETS/INCOME OF ANY PERSON WHO VOLUNTARILY AGREES TO HAVE THE COURT APPOINT OUR ORGANIZATION AS CONSERVATOR. 5)PERSONAL REPRESENTATIVE/ESTATE WORK-ADMINISTRATION OF AN ESTATE THAT PAYS A DECEASED PERSON'S DEBTS AND DISTRIBUTES THE REMAINING ASSETS OF THE ESTATE.
Expenses $958,533 · Grants $2,000 · Revenue $1,033,072
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Pete WeidnerPETE WEIDNER
EXECUTIVE DI
- Total calculated
- $130,782
- From this org
- $115,829
- From related orgs
- $0
- Other
- $14,953
- Hours/week
- 35
-
Norm BockNORM BOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Sue BoettcherSUE BOETTCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott ChicoineSCOTT CHICOINE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian HamillBRIAN HAMILL
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 0.5
-
Susan McInnisSUSAN MCINNIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
John RankJOHN RANK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dennis RegoDENNIS REGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Tony RenningTONY RENNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Annette ResopANNETTE RESOP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Christa WillisCHRISTA WILLIS
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202533189349306183
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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