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Nonprofiteer
← OSHKOSH FAMILY INCORPORATED

Form 990 for tax year 2023

Filed by OSHKOSH FAMILY INCORPORATED.

Totals

Total revenue
$1,039,327
Total expenses
$977,778
Contributions and grants received
$1,041
Grants paid
$46,000
Program service revenue
$1,036,146
Investment income
$1,511
Other revenue
$629
Total assets, end of year
$4,195,728
Total liabilities, end of year
$2,515,492
Net assets or fund balances, end of year
$1,680,236
Program services expenses (Part IX)
$859,440
Management and general expenses
$115,786
Fundraising expenses
$2,552
Program service expenses (Part III)
$859,440

Program services were 87.9% 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.

  • 1f · All other contributions, gifts and grants

    $1,041

  • 2a · Program service revenue: REPRESENTATIVE PAYEE SERVICES

    total $798,657 · related or exempt $798,657

  • 2b · Program service revenue: GUARDIANSHIP SERVICES

    total $223,524 · related or exempt $223,524

  • 2c · Program service revenue: SPECIAL ADMINSTRATOR

    total $13,965 · related or exempt $13,965

  • 3 · Investment income

    total $1,511 · excluded $1,511

  • 11a · Other revenue: MISCELLANOUS

    total $629 · excluded $629

  • 11e · Other revenue, total

    $629

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $46,000 · program services $46,000

  • 5 · Compensation of officers, directors and key employees

    total $122,296 · program services $109,064 · management and general $12,890 · fundraising $342

  • 7 · Other salaries and wages

    total $453,621 · program services $404,539 · management and general $47,812 · fundraising $1,270

  • 8 · Pension plan contributions

    total $39,550 · program services $35,271 · management and general $4,168 · fundraising $111

  • 9 · Other employee benefits

    total $128,733 · program services $114,804 · management and general $13,568 · fundraising $361

  • 10 · Payroll taxes

    total $40,998 · program services $36,562 · management and general $4,321 · fundraising $115

  • 11c · Fees: accounting

    total $19,713 · program services $4,609 · management and general $15,089 · fundraising $15

  • 11g · Fees: other

    total $7,005 · program services $1,638 · management and general $5,362 · fundraising $5

  • 13 · Office expenses

    total $18,923 · program services $16,876 · management and general $1,994 · fundraising $53

  • 16 · Occupancy

    total $26,955 · program services $24,039 · management and general $2,841 · fundraising $75

  • 17 · Travel

    total $18,510 · program services $16,507 · management and general $1,951 · fundraising $52

  • 19 · Conferences, conventions and meetings

    total $525 · program services $525

  • 22 · Depreciation, depletion and amortization

    total $6,156 · program services $5,490 · management and general $649 · fundraising $17

  • 23 · Insurance

    total $17,176 · program services $15,318 · management and general $1,810 · fundraising $48

  • 24a · Other expenses: SUPPLIES

    total $16,123 · program services $14,379 · management and general $1,699 · fundraising $45

  • 24b · Other expenses: TELEPHONE

    total $11,560 · program services $10,310 · management and general $1,218 · fundraising $32

  • 24c · Other expenses: EQUIPMENT MAINTENANCE

    total $2,193 · program services $1,956 · management and general $231 · fundraising $6

  • 24d · Other expenses: MISCELLANOUS

    total $1,143 · program services $1,020 · management and general $120 · fundraising $3

  • 24e · All other expenses

    total $598 · program services $533 · management and general $63 · fundraising $2

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,914,423 · end of year $2,791,474

  • 2 · Savings and temporary cash investments

    beginning of year $145,131 · end of year $298,330

  • 4 · Accounts receivable

    beginning of year $23,657 · end of year $23,204

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,398 · end of year $4,398

  • 10a · Land, buildings and equipment: cost or other basis

    $96,542

  • 10b · Land, buildings and equipment: accumulated depreciation

    $54,818

  • 10c · Land, buildings and equipment, net

    beginning of year $15,138 · end of year $41,724

  • 15 · Other assets

    beginning of year $916,212 · end of year $1,036,598

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,112 · end of year $27,505

  • 21 · Escrow or custodial account liability

    beginning of year $2,497,239 · end of year $2,487,987

  • 27 · Net assets without donor restrictions

    beginning of year $1,496,608 · end of year $1,680,236

Mission and programs · 2023

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 $859,440 · Grants $46,000 · Revenue $1,036,146

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Pete Weidner

    EXECUTIVE DI

    Total calculated
    $122,296
    From this org
    $108,147
    From related orgs
    $0
    Other
    $14,149
    Hours/week
    35

  • Norm Bock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sue Boettcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Scott Chicoine

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Brian Hamill

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    0.5

  • Susan McInnis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • John Rank

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Dennis Rego

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Tony Renning

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Annette Resop

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Christa 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

Provenance

Return type
form_990
Tax year
2023
Filed
29 August 2024
IRS schema version
2023v5.0
Source object
202402569349300020

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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