FRIENDS OF THE OSHKOSH SENIORS CENTER INC (EIN 391574919) - 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

1986

Legal Domicile

Principal Officer

COLLEEN HARVOT

Phone

9202325310

Tax Period

2025-01-01 to 2025-12-31

FRIENDS OF THE OSHKOSH SENIORS CENTER INC, founded in 1986, is a small nonprofit that reported $116K in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. Expenses of $108K left a modest 6% surplus.

Mission

GRANTS TO THE CITY OF OSHKOSH FOR THE PURCHASE OF EQUIPMENT AND SERVICES FOR THE OSHKOSH SENIOR CENTER.

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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 (2025)

Revenue Breakdown

Contributions & Grants $61,149

Program Service Revenue $0

Investment Income $2,026

Other Revenue $52,483

TOTAL REVENUE $115,658

Expense Breakdown

Grants Paid $96,885

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $102,038

Other Expenses $11,519

TOTAL EXPENSES $108,404

Year-over-Year Comparison

	2025	2024	Change
Revenue	$115,658	$134,687	-0.1%
Expenses	$108,404	$107,298	+0.0%
Net Income	$7,254	$27,389	-0.7%

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

300

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF SCHETTL	DIRECTOR	3.50	Director	$0	$0	$0
JEAN WOLLERMAN	DIRECTOR	3.50	Director	$0	$0	$0
JUDY HEBERT	DIRECTOR	3.50	Director	$0	$0	$0
COLLEEN HARVOT	VICE PRESIDENT	5.00	Officer	$0	$0	$0
JULIE HOYT	SECRETARY	10.00	Officer	$0	$0	$0
CHRIS KNIEP	TREASURER	10.00	Officer	$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	$115,658	$108,404	$284,709	$7,254
2024	$134,687	$107,298	$280,747	$27,389
2023	$99,868	$97,093	$204,457	$2,775
2022	$85,559	$81,322	$192,563	$4,237
2021	$73,309	$80,542	$185,741	$-7,233
2020	$50,839	$77,929	$190,158	$-27,090
2019	$94,863	$83,581	$275,476	$11,282
2018	$72,361	$123,391	$217,017	$-51,030

FRIENDS OF THE OSHKOSH SENIORS CENTER INC