OSHKOSH FAMILY INCORPORATED

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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

1907

Legal Domicile

Principal Officer

PETE WEIDNER

Phone

9206513321

Tax Period

2023-01-01 to 2023-12-31

OSHKOSH FAMILY INCORPORATED, founded in 1907, is a community nonprofit in the Human Services sector that reported $1.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $978K left a modest 6% surplus.

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.

Program Service Accomplishments

Program 1

Expenses: $859,440 Revenue: $1,036,146

OSHKOSH FAMILY INCORPORATED OFFERS 5 DIFFERENT SERVICES: 1)GUARDIANSHIP-PROVIDE PROFESSIONAL AND CONFIDENTIAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS OR THE...

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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,041

Program Service Revenue $1,036,146

Investment Income $1,511

Other Revenue $629

TOTAL REVENUE $1,039,327

Expense Breakdown

Grants Paid $46,000

Salaries & Benefits $785,198

Fundraising Expenses $2,552

Program Expenses $859,440

Other Expenses $146,580

TOTAL EXPENSES $977,778

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,039,327	$948,323	+0.1%
Expenses	$977,778	$864,102	+0.1%
Net Income	$61,549	$84,221	-0.3%

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

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

$122,296

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETE WEIDNER	EXECUTIVE DI	35.00	Officer	$108,147	$14,149	$122,296
NORM BOCK	DIRECTOR	0.50	Director	$0	$0	$0
SUE BOETTCHER	DIRECTOR	0.50	Director	$0	$0	$0
SCOTT CHICOINE	PRESIDENT	0.50	Officer Director	$0	$0	$0
BRIAN HAMILL	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
SUSAN MCINNIS	DIRECTOR	0.50	Director	$0	$0	$0
JOHN RANK	DIRECTOR	0.50	Director	$0	$0	$0
DENNIS REGO	DIRECTOR	0.50	Director	$0	$0	$0
TONY RENNING	DIRECTOR	0.50	Director	$0	$0	$0
ANNETTE RESOP	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTA WILLIS	TREASURER	0.50	Officer 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
2024	No data	No data	No data	No data
2023	$1,039,327	$977,778	$4,195,728	$61,549
2022	$948,323	$864,102	$4,018,959	$84,221
2021	$863,546	$844,186	$3,496,930	$19,360
2020	$805,064	$802,330	$2,953,820	$2,734
2019	$778,927	$742,892	$2,804,969	$36,035
2018	$763,619	$728,825	$2,909,624	$34,794