OSHKOSH CONVENTION & VISITORS BUREAU INC (EIN 391845587) - 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

1996

Legal Domicile

Principal Officer

ELIZABETH HARTMAN

Phone

9203039200

Tax Period

2024-01-01 to 2024-12-31

OSHKOSH CONVENTION & VISITORS BUREAU INC, founded in 1996, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. The organization ran a surplus of $451K, a strong 26% operating margin.

Mission

TO PROMOTE OSHKOSH AND WINNEBAGO COUNTY A PREMIER DESTINATION FOR CORPORATE, SPORTS, AND LEISURE GROUPS AND INDIVIDUAL VISITORS.

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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 $24,182

Program Service Revenue $1,571,203

Investment Income $57,663

Other Revenue $107,310

TOTAL REVENUE $1,760,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $520,534

Fundraising Expenses $0

Other Expenses $789,313

TOTAL EXPENSES $1,309,847

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,760,358	$1,700,833	+0.0%
Expenses	$1,309,847	$1,497,838	-0.1%
Net Income	$450,511	$202,995	+1.2%

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

$146,578

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY ALBRIGHT	EXECUTIVE DI	40.00	Officer	$142,309	$4,269	$146,578
DAVE ALBRECHT	DIRECTOR	2.00	Director	$0	$0	$0
STEVE DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
JOE FERLO	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL FORD	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH HARTMAN	CHAIR	2.00	Officer Director	$0	$0	$0
KATIE HOXTELL KAUZLARIC	SECRETARY	2.00	Officer Director	$0	$0	$0
MEGAN LANG	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RICK LARSEN	DIRECTOR	2.00	Director	$0	$0	$0
KRIS LARSON	DIRECTOR	2.00	Director	$0	$0	$0
RAY MAURER	DIRECTOR	2.00	Director	$0	$0	$0
JULIE POLLNOW	PAST CHAIR	2.00	Officer Director	$0	$0	$0
DARRYL SIMS	DIRECTOR	2.00	Director	$0	$0	$0
CAROL SULLIVAN	TREASURER	2.00	Officer Director	$0	$0	$0
CAROL VELASCO	DIRECTOR	2.00	Director	$0	$0	$0
BILL WYMAN	DIRECTOR	2.00	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	$1,760,358	$1,309,847	$3,025,031	$450,511
2023	$1,700,833	$1,497,838	$2,626,070	$202,995
2022	$1,807,682	$1,644,571	$2,366,828	$163,111
2021	$1,574,841	$814,817	$1,964,161	$760,024
2020	$845,081	$657,817	$1,205,755	$187,264
2019	$1,160,969	$881,779	$940,669	$279,190
2018	$1,279,664	$860,307	$788,434	$419,357

OSHKOSH CONVENTION & VISITORS BUREAU INC