OSHKOSH AREA UNITED WAY INC (EIN 391017908) - 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

1962

Legal Domicile

Principal Officer

BETH OSWALD

Phone

9202358560

Tax Period

2023-01-01 to 2023-12-31

OSHKOSH AREA UNITED WAY INC, founded in 1962, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Net assets of $3.7M represent 27 months of operating reserves.

Mission

TO IMPROVE LIVES BY LEVERAGING PEOPLE AND RESOURCES TO CREATE INNOVATIVE SOLUTIONS TO COMMUNITY NEEDS.

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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 $1,468,234

Program Service Revenue $77,546

Investment Income $70,411

Other Revenue $25,719

TOTAL REVENUE $1,641,910

Expense Breakdown

Grants Paid $882,050

Salaries & Benefits $344,719

Fundraising Expenses $67,054

Program Expenses $1,429,793

Other Expenses $386,572

TOTAL EXPENSES $1,613,341

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,641,910	$1,522,910	+0.1%
Expenses	$1,613,341	$1,518,012	+0.1%
Net Income	$28,569	$4,898	+4.8%

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

279

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

$137,511

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH OSWALD	EXECUTIVE DI	40.00	Officer	$124,858	$12,653	$137,511
BRYAN BRANDT	VICE CHAIR	5.00	Officer Director	$0	$0	$0
SHANE CARTER	BOARD MEMBER	5.00	Director	$0	$0	$0
MARK CYRULIK	CHAIR BOARD	5.00	Officer Director	$0	$0	$0
PAULETTE FELD	BOARD MEMBER	5.00	Director	$0	$0	$0
ETHAN HAAS	BOARD MEMBER	5.00	Director	$0	$0	$0
E ALAN HARTMAN	BOARD MEMBER	5.00	Director	$0	$0	$0
CLINT HERRICK	BOARD MEMEBE	5.00	Director	$0	$0	$0
NATHAN KASTEIN	TREASURER	5.00	Officer Director	$0	$0	$0
DAVE KERSZTYN	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
JOHN KRIZ	BOARD MEMBER	5.00	Director	$0	$0	$0
JUSTINE MURPHY	SECRETARY	5.00	Officer Director	$0	$0	$0
TRISHA RATHERMEL	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVE RICHTER	BOARD MEMBER	5.00	Director	$0	$0	$0
JEFF WRIGHT	BOARD MEMBER	5.00	Director	$0	$0	$0
HOUA XIONG	VC ALLOCATIO	5.00	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	$1,641,910	$1,613,341	$4,091,954	$28,569
2022	$1,522,910	$1,518,012	$3,815,329	$4,898
2021	$1,918,826	$1,600,602	$4,122,788	$318,224
2020	$1,803,309	$1,441,856	$3,542,763	$361,453
2019	$1,629,900	$1,396,988	$2,974,911	$232,912
2018	$1,427,233	$1,457,542	$2,515,890	$-30,309

OSHKOSH AREA UNITED WAY INC