Oshkosh Area Community Foundation Corporation
- Assets
- $140.5m
- Revenue
- $17.5m
- Investments
- $6.5m
- Employees
- 8
- Location
- Oshkosh, WI
- Founding
- 12/2001
- Data as of
- 06/2022
- EIN
- 39-2034571
Organization Overview
Oshkosh Area Community Foundation Corporation is located in Oshkosh, WI. The organization was established in 2001. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, Oshkosh Area Community Foundation Corporation employed 8 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Oshkosh Area Community Foundation Corporation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Oshkosh Area Community Foundation Corporation generated $17.5m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.5% each year . All expenses for the organization totaled $9.9m during the year ending 06/2022. While expenses have increased by 8.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Oshkosh Area Community Foundation Corporation has awarded 859 individual grants totaling $39,725,048. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
RECEIVE & ACCEPT PROPERTY TO BE ADMINISTERED FOR THE BENEFIT OF THE PEOPLE & INSTITUTIONS SERVING OUR SERVICE AREA WHICH INCLUDES WINNEBAGO COUNTY, WAUSHARA COUNTY, GREEN LAKE COUNTY, AND RIPON, WISCONSIN.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION IS ORGANIZED TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES FOR THE BENEFIT OF THE PEOPLE AND THE INSTITUTIONS SERVING OUR SERVICE AREA WHICH INCLUDES WINNEBAGO COUNTY, WAUSHARA COUNTY, GREEN LAKE COUNTY AND RIPON, WISCONSIN. GRANTMAKING AND FUND DEVELOPMENT IS CONDUCTED: FOR ASSISTING CHARITABLE AND EDUCATIONAL INSTITUTIONS; FOR PROMOTING EDUCATION AND SCIENTIFIC RESEARCH; FOR FURNISHING EDUCATIONAL OPPORTUNITIES TO INDIVIDUALS; FOR CARE OF THE SICK, AGED OR HELPLESS; TO IMPROVE LIVING CONDITIONS AND TO PROVIDE RECREATION FOR ALL CLASSES; TO ENHANCE AND PROMOTE ECONOMIC DEVELOPMENT; TO ENHANCE AND PROMOTE PHILANTHROPY; FOR OTHER CHARITABLE PURPOSES AS WILL BEST MAKE FOR THE MENTAL, MORAL AND PHYSICAL IMPROVEMENT OF THE INHABITANTS OF THE SERVICE AREA REGARDLESS OF RACE, COLOR OR CREED; TO DISTRIBUTE PROPERTY IN ACCORDANCE WITH THE TERMS OF GIFTS; TO DISTRIBUTE PROPERTY TO QUALIFIED CHARITABLE ORGANIZATIONS.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William Wyman President & CEO | Officer | 40 | $165,594 |
Jennifer Sheahan Director Of Finance & Admin | Officer | 40 | $130,957 |
Brian Mcclone Board Vice-President | OfficerTrustee | 1 | $0 |
Jason Feltz Board Treasurer | OfficerTrustee | 1 | $0 |
Jodie Larsen Board Secretary | OfficerTrustee | 1 | $0 |
Jeff Trembly Board President (thru June '22) | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $13,264,511 |
| Noncash contributions included in lines 1a–1f | $3,194,598 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $13,264,511 |
| Total Program Service Revenue | $0 |
| Investment income | $2,175,568 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,838,881 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $17,534,681 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $7,537,092 |
| Grants and other assistance to domestic individuals. | $818,469 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $323,159 |
| Compensation of current officers, directors, key employees. | $231,268 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $367,400 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $94,543 |
| Payroll taxes | $49,999 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $18,870 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $285,263 |
| Fees for services: Other | $2,687 |
| Advertising and promotion | $122,614 |
| Office expenses | $26,943 |
| Information technology | $84,307 |
| Royalties | $0 |
| Occupancy | $33,653 |
| Travel | $4,466 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $4,297 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $23,969 |
| Insurance | $11,925 |
| All other expenses | $22,234 |
| Total functional expenses | $9,875,386 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $530,505 |
| Savings and temporary cash investments | $3,260,594 |
| Pledges and grants receivable | $163,593 |
| Accounts receivable, net | $143,709 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $99,613 |
| Net Land, buildings, and equipment | $535,883 |
| Investments—publicly traded securities | $128,822,488 |
| Investments—other securities | $6,464,540 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $488,890 |
| Total assets | $140,509,815 |
| Accounts payable and accrued expenses | $111,311 |
| Grants payable | $2,809,724 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $239,807 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $43,428,898 |
| Total liabilities | $46,589,740 |
| Net assets without donor restrictions | $93,920,075 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $140,509,815 |
Grants Awarded
Over the last fiscal year, Oshkosh Area Community Foundation Corporation has awarded $5,364,030 in support to 96 organizations.
| Grant Recipient | Amount |
|---|---|
Oshkosh, WI PURPOSE: PROGRAM SUPPORT | $687,900 |
Oshkosh, WI PURPOSE: PROGRAM SUPPORT | $674,472 |
Oshkosh, WI PURPOSE: PURCHASE OF BUILDING | $454,766 |
Appleton, WI PURPOSE: PROGRAM SUPPORT | $395,621 |
CITY OF OSHKOSH PURPOSE: FIRE DEPARTMENT, PUBLIC LIBRARY, PUBLIC MUSEUM, POLICE DEPARTMENT, PARKS DEPARTMENT & SENIOR CENTER PROGRAM | $279,333 |
Oshkosh, WI PURPOSE: PROGRAM SUPPORT | $260,777 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Oshkosh Area Community Foundation Corporation has recieved totaling $63,100.
| Awarding Organization | Amount |
|---|---|
Alexandra Charitable Trust Oakland, CA PURPOSE: TO IMPROVE THE QUALITY OF LIFE IN THE OSHKOSH AREA AND SURROUNDING COMMUNITY. | $60,000 |
James J And Rosanne C Keller Family Foundation Inc Butte Des Morts, WI PURPOSE: 3 $1000 SCHOLARSHIPS | $3,000 |
Gannett Foundations Inc Mclean, VA PURPOSE: CHARITABLE PURPOSE | $100 |
Endowment Analysis
| Beg. Balance | $27,006,978 |
| Earnings | -$3,092,311 |
| Admin Expense | $500,147 |
| Net Contributions | $2,124,848 |
| Other Expense | $812,420 |
| Ending Balance | $24,726,948 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Communitygiving St Cloud, MN | $193,103,222 | $46,523,540 |
Quad Cities Community Foundation Bettendorf, IA | $165,771,747 | $15,098,956 |
Muskegon County Community Foundation Muskegon, MI | $247,862,579 | $28,555,582 |
Greater Cedar Rapids Community Foundation Cedar Rapids, IA | $223,368,352 | $26,493,454 |
Community Foundation Of Greater Flint Flint, MI | $212,857,243 | $17,865,297 |
Ann Arbor Area Community Foundation Ann Arbor, MI | $219,428,649 | $31,760,954 |
3m Open Fund Blaine, MN | $2,792,523 | $13,492,516 |
Fremont Area Community Foundation Fremont, MI | $291,559,908 | $22,142,594 |
Dupage Community Foundation Downers Grove, IL | $125,703,251 | $14,295,087 |
Grand Haven Area Community Foundation Inc Grand Haven, MI | $189,481,921 | $23,464,810 |
Oshkosh Area Community Foundation Corporation Oshkosh, WI | $140,509,815 | $17,534,681 |
Community Foundation Of Greater Dubuque Dubuque, IA | $145,486,240 | $37,640,315 |