WOODSIDE OAKS INC

EIN: 421552326 501(c)(3)

GREEN BAY, WI

Total Revenue
$1,482,500
Total Expenses
$878,922
Total Assets
$10,219,016
Net Assets
$9,964,073
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
WI
Principal Officer
POLLY GRETZINGER
Phone
9204991481
Tax Period
2024-07-01 to 2025-06-30

WOODSIDE OAKS INC, founded in 1968, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $604K, a strong 41% operating margin.

Mission

WOODSIDE OAKS IS GEARED TOWARD COMFORTABLE INDEPENDENT HOUSING FOR INDIVIDUALS 55 AND OLDER. TENANTS ENJOY THE AMENITIES OF A COMFORTABLE APARTMENT, ALONG WITH THE FEELING OF SECURITY AND THE BENEFITS OF A CLOSE-KNIT COMMUNITY.TASTEFULLY FURNISHED APARTMENTS INCLUDE CARPETING, DRAPES, STOVE, REFRIGERATOR, AND GARBAGE DISPOSAL. CHOICES OF APARTMENT TYPES INCLUDE STUDIO, 1 BEDROOM, 1 BEDROOM DELUXE, 2 BEDROOM, AND 2 BEDROOM DELUXE. EACH APARTMENT HAS INDIVIDUAL CONTROLS FOR HEATING. RESIDENTS MAY BRING THEIR OWN AIR CONDITIONING UNITS. THERE IS ALSO AN EXERCISE ROOM, LARGE FORMAL DINING ROOM, FULL-SERVICE BEAUTY/BARBER SHOP, AIR-CONDITIONED DINING ROOM, LOUNGE AREAS AND CORRIDORS AND STORAGE BINS ARE LOCATED ON THE GROUND FLOOR.

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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 (2024)

Revenue Breakdown

Contributions & Grants $500
Program Service Revenue $1,309,618
Investment Income $172,382
Other Revenue $0
TOTAL REVENUE $1,482,500

Expense Breakdown

Grants Paid $0
Salaries & Benefits $154,892
Fundraising Expenses $0
Program Expenses $691,057
Other Expenses $724,030
TOTAL EXPENSES $878,922

Year-over-Year Comparison

2024 2023 Change
Revenue $1,482,500 $1,345,220 +0.1%
Expenses $878,922 $925,671 -0.1%
Net Income $603,578 $419,549 +0.4%
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

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Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
4
Employees
4
Volunteers
10

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
5
$440,630
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NORMAN SCHROEDER PRESIDENT 0.50
Officer Director
$0 $0 $0
PAUL SEYMOUR VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
PAM ANDERSON SECRETARY/TREASURER 0.50
Officer Director
$0 $0 $0
AMY HARDTKE BOARD MEMBER 0.50
Director
$0 $0 $0
POLLY GRETZINGER EXECUTIVE DIRECTOR OF CAMPUS OPS. 2.00
Officer
$0 $10,187 $220,269
JESSICA ATKINSON EXECUTIVE DIRECTOR OF CAMP LIVING 2.00
Officer
$0 $15,044 $220,361
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 $1,482,500 $878,922 $10,219,016 $603,578
2024 $1,345,220 $925,671 $9,360,760 $419,549
2023 $1,258,295 $931,666 $8,760,540 $326,629
2022 $1,277,237 $872,829 $8,246,800 $404,408
2021 $1,363,171 $834,875 $8,219,113 $528,296
2020 $1,247,868 $722,064 $7,545,170 $525,804
2019 $1,251,756 $640,743 $6,976,399 $611,013
2018 $1,144,129 $617,398 $6,306,204 $526,731
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