OSHKOSH CHAMBER OF COMMERCE FOUNDATION INC (EIN 260015746) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

ROBERT KLEMAN

Phone

9203032265

Tax Period

2024-10-01 to 2025-09-30

OSHKOSH CHAMBER OF COMMERCE FOUNDATION INC, founded in 2001, is a small nonprofit in the Education sector that reported $247K in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $218K left a modest 12% surplus.

Mission

TO PROMOTE AND ADVANCE EDUCATIONAL, ECONOMIC AND WORKFORCE DEVELOPMENT THROUGH A PARTNERSHIP OF BUSINESS AND EDUCATIONAL REPRESENTATIVES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $104,600

Program Service Revenue $124,807

Investment Income $9,356

Other Revenue $8,079

TOTAL REVENUE $246,842

Expense Breakdown

Grants Paid $37,756

Salaries & Benefits $127,461

Fundraising Expenses $1,631

Program Expenses $189,244

Other Expenses $53,175

TOTAL EXPENSES $218,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$246,842	$159,582	+0.5%
Expenses	$218,392	$154,912	+0.4%
Net Income	$28,450	$4,670	+5.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$204,504

Total Directors

$204,504

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT KLEMAN	CEO / SECRETARY	0.25	Officer Director	$0	$12,254	$204,504
MICHAEL PACK	CHAIRMAN	0.25	Officer Director	$0	$0	$0
PHIL JANES	PAST CHAIRMAN	0.25	Officer Director	$0	$0	$0
CHRIS NIMIS	CHAIRMAN-ELECT	0.25	Director	$0	$0	$0
WAYNE YOUNGWIRTH	VICE CHAIRMAN	0.25	Officer Director	$0	$0	$0
JASON MONNETT	TREASURER	0.25	Officer Director	$0	$0	$0
RACHEL HANSEN	PROPEL, CHAIRMAN	0.25	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$246,842	$218,392	$350,604	$28,450
2024	$159,582	$154,912	$338,308	$4,670
2023	$130,960	$132,696	$308,911	$-1,736
2022	$98,936	$87,561	$300,457	$11,375
2021	$76,832	$110,713	$254,547	$-33,881
2020	$113,624	$91,899	$299,797	$21,725
2019	$245,893	$264,211	$291,407	$-18,318

OSHKOSH CHAMBER OF COMMERCE FOUNDATION INC