OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION

EIN: 392034571 501(c)(3) Philanthropy & Grantmaking

OSHKOSH, WI

Total Revenue
$28,814,672
Total Expenses
$11,878,403
Total Assets
$182,519,717
Net Assets
$124,871,064
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
WI
Principal Officer
WILLIAM WYMAN
Phone
9204263993
Tax Period
2023-07-01 to 2024-06-30

OSHKOSH AREA COMMUNITY FOUNDATION CORPORATION, founded in 2001, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $28.8M in total revenue in fiscal year 2023. Revenue surged 137% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16.9M, a strong 59% operating margin.

Mission

RECEIVE & ACCEPT PROPERTY TO BE ADMINISTERED FOR THE BENEFIT OF THE PEOPLE & INSTITUTIONS SERVING OUR SERVICE AREA WHICH INCLUDES WINNEBAGO COUNTY, WAUSHARA COUNTY, GREEN LAKE COUNTY, AND RIPON, WISCONSIN.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $21,395,972
Program Service Revenue $0
Investment Income $7,149,859
Other Revenue $268,841
TOTAL REVENUE $28,814,672

Expense Breakdown

Grants Paid $10,139,744
Salaries & Benefits $1,040,383
Fundraising Expenses $372,814
Program Expenses $10,405,156
Other Expenses $698,276
TOTAL EXPENSES $11,878,403

Year-over-Year Comparison

2023 2022 Change
Revenue $28,814,672 $12,150,025 +1.4%
Expenses $11,878,403 $10,043,591 +0.2%
Net Income $16,936,269 $2,106,434 +7.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
10
Volunteers
262

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
6
$365,326
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JODIE LARSEN BOARD PRESIDENT 1.00
Officer Director
$0 $0 $0
AMANDA HINRICHS BOARD VICE-PRESIDENT 1.00
Officer Director
$0 $0 $0
JASON FELTZ BOARD TREASURER 1.00
Officer Director
$0 $0 $0
TONY RENNING BOARD SECRETARY 1.00
Officer Director
$0 $0 $0
VICTOR ALATORRE BOARD MEMBER 1.00
Director
$0 $0 $0
VICTORIA BELTRAN BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN BRODERICK BOARD MEMBER 1.00
Director
$0 $0 $0
TOM CASTLE BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE DEMPSEY BOARD MEMBER 1.00
Director
$0 $0 $0
TIM GALLOWAY BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN MCCLONE BOARD MEMBER 1.00
Director
$0 $0 $0
KOMAL MEHTA BOARD MEMBER 1.00
Director
$0 $0 $0
NATHAN OLSON BOARD MEMBER 1.00
Director
$0 $0 $0
RUSSELL REFF BOARD MEMBER 1.00
Director
$0 $0 $0
DAN RUEDINGER BOARD MEMBER 1.00
Director
$0 $0 $0
CAREY SHARPE BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE VAUGHAN BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM WYMAN PRESIDENT & CEO 40.00
Officer
$200,343 $8,852 $209,195
JENNIFER SHEAHAN DIRECTOR OF FINANCE & ADMI 40.00
Officer
$146,684 $9,447 $156,131
KARLENE M GRABNER DIRECTOR OF DONOR SERVICES 40.00
Highest
$102,927 $12,482 $115,409
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 No data No data No data No data
2024 $28,814,672 $11,878,403 $182,519,717 $16,936,269
2023 $12,150,025 $10,043,591 $152,582,685 $2,106,434
2022 $17,534,681 $9,875,386 $140,509,815 $7,659,295
2021 $9,861,054 $7,811,382 $154,206,274 $2,049,672
2020 $10,624,958 $7,782,251 $116,974,630 $2,842,707
2019 $9,395,590 $5,931,311 $118,580,454 $3,464,279
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