OKTOBERFEST INC (EIN 936041059) - 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

1966

Legal Domicile

Principal Officer

KYLE BEYER

Phone

5038452828

Tax Period

2025-01-01 to 2025-12-31

OKTOBERFEST INC, founded in 1966, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2025. Expenses of $1.7M left a modest 13% surplus.

Mission

PROMOTION OF COMMUNITY WELFARE

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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 $0

Program Service Revenue $1,997,158

Investment Income $6,516

Other Revenue $0

TOTAL REVENUE $2,003,674

Expense Breakdown

Grants Paid $119,435

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,748,031

Other Expenses $1,628,596

TOTAL EXPENSES $1,748,031

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,003,674	$1,890,176	+0.1%
Expenses	$1,748,031	$1,773,958	0.0%
Net Income	$255,643	$116,218	+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

N/A

Volunteers

1200

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
CHRIS BISCHOFF	DIRECTOR	1.00	Director	$0	$0	$0
BILL BISCHOFF	PRESIDENT	3.00	Officer Director	$0	$0	$0
BRIAN HALVORSON	DIRECTOR	1.00	Director	$0	$0	$0
ERIC SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SCHMIDT	DIRECTOR	1.00	Director	$0	$0	$0
PAT SPRAUER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GOOLEY	DIRECTOR	1.00	Director	$0	$0	$0
KYLE BEYER	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF CUFF	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS HOY	DIRECTOR	1.00	Director	$0	$0	$0
GARY GRASSMAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKE ULVEN	DIRECTOR	1.00	Director	$0	$0	$0
GREG NELSON	DIRECTOR	1.00	Director	$0	$0	$0
PETER SCHMIDT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRIAN BOLDUC	DIRECTOR	1.00	Director	$0	$0	$0
NICK SPLONSKI	DIRECTOR	1.00	Director	$0	$0	$0
MONICA BOCHSLER	SECRETARY	1.00	Officer Director	$0	$0	$0
JUSTIN KUENZI	DIRECTOR	1.00	Director	$0	$0	$0
RYAN WERTZ	DIRECTOR	1.00	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
2025	$2,003,674	$1,748,031	$1,522,693	$255,643
2024	No data	No data	No data	No data
2023	$1,815,713	$1,645,565	$1,165,161	$170,148
2022	$1,656,162	$1,259,392	$1,001,919	$396,770
2021	$1,048,381	$950,733	$428,340	$97,648
2019	$1,214,161	$1,161,910	$498,714	$52,251
2018	$1,314,568	$1,145,900	$486,463	$168,668

OKTOBERFEST INC