2016-11-10T13:29:00-06:00 2016-06-30 390758449 Wipfli LLP PO Box 8700 Madison WI 537088700 990 2015-07-01 392034571 The Oshkosh Area Community Foundation Corporation OSHK 9204263993 230 Ohio Street No 100 Oshkosh WI 54902 William Wyman President & CEO 9204263993 2016-11-08 1 John Hemming P00856805 6082741980 2016-11-08 2015 2017-02-10 21:41:12Z William Wyman 230 Ohio Street No 100 Oshkosh WI 54902 25649379 0 X www.oshkoshareacf.org X 2001 WI Receive & accept property to be administered for the benefit of the people & institutions serving our service area which includes the City of Oshkosh, Winnebago County, Waushara County, Green Lake County, and fond du lac county, Wisconsin. 16 16 11 187 0 0 5294421 7020088 3404 2944 3396636 1466704 182316 227684 8876777 8717420 5766355 4091746 0 0 720701 815556 0 0 220746 686200 707456 7173256 5614758 1703521 3102662 102966108 100179681 41525076 39000077 61441032 61179604 X The mission of The Oshkosh Area Community Foundation Corporation is to strengthen our communities. The organization accomplishes this through: leadership and funding to address current and emerging needs; collaboration and partnerships with donors or others to ensure lasting impact; and outstanding stewardship and inspired philanthropy. 0 0 4753579 4091746 2944 The Oshkosh Area Community Foundation Corporation is organized to receive and accept property to be administered exclusively for charitable purposes for the benefit of the people and the institutions serving our service area which includes The City of Oshkosh, Winnebago County, Waushara County, Green Lake County and Fond du lac County, Wisconsin. Grantmaking and fund development is conducted: For assisting charitable and educational institutions; for promoting education and scientific research; for furnishing educational opportunities to individuals; for care of the sick, aged or helpless; to improve living conditions and to provide recreation for all classes; to enhance and promote economic development; to enhance and promote philanthropy; for other charitable purposes as will best make for the mental, moral and physical improvement of the inhabitants of the service area regardless of race, color or creed; to distribute property in accordance with the terms of gifts; to distribute property to qualified charitable organizations. 4753579 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 27 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X Jennifer Sheahan 9204263993 230 Ohio Street Suite 100 Oshkosh WI 54902 Victoria Beltran board Member 1.00 1.00 X 0 0 0 Tom Castle board Member 1.00 1.00 X 0 0 0 Dave Elbing Board Member 1.00 1.00 X 0 0 0 Peter Lang Board Member 1.00 1.00 X 0 0 0 Jim Malczewski Board Member 1.00 1.00 X 0 0 0 Brian McClone Board Member 1.00 1.00 X 0 0 0 Sylvia McDonald Board Member 1.00 1.00 X 0 0 0 Nathan Olson Board Member 1.00 1.00 X 0 0 0 Kathryn Pfaendtner Board Member 1.00 1.00 X 0 0 0 Bruce Rounds Board Member 1.00 1.00 X 0 0 0 David Schecklman Board Member 1.00 1.00 X 0 0 0 Steve Sorenson Board Member 1.00 1.00 X 0 0 0 Carol Sullivan Board Member (Thru September) 1.00 1.00 X 0 0 0 Beth Wyman Board Member (Thru August) 1.00 1.00 X 0 0 0 Mark Lasky Board President 1.00 1.00 X X 0 0 0 Jason Hirschberg Board Vice President 1.00 1.00 X X 0 0 0 Jeff Trembly Board Secretary 1.00 1.00 X X 0 0 0 Catherine Luther Board Treasurer 1.00 1.00 X X 0 0 0 Diane Abraham President & CEO (Thru September) 40.00 1.00 X 142015 0 24917 William Wyman President & CEO (Beg April) 40.00 1.00 X 0 0 0 Jennifer Sheahan Director of Finance 40.00 1.00 X 91535 0 2221 233550 0 27138 1 0 1 0 0 21427 409812 206386 6382463 813302 7020088 Loan Interest 531390 2944 2944 2944 790705 790705 17607958 16931959 675999 675999 675999 Administrative Fees 561000 177629 177629 50055 50055 227684 8717420 2944 0 1694388 3431730 3431730 660016 660016 261447 144319 69806 47322 444274 245240 118621 80413 58594 32344 15644 10606 51241 28285 13681 9275 25801 14242 6889 4670 314801 314801 41275 22784 11020 7471 61179 33771 16335 11073 27700 15291 7396 5013 59886 33057 15990 10839 24251 13386 6475 4390 10573 5836 2823 1914 3094 1708 826 560 14367 7931 3836 2600 31297 17276 8356 5665 10554 5826 2818 1910 Membership Dues 20763 11461 5544 3758 Publication 12258 6766 3273 2219 49657 22310 16299 11048 5614758 4753579 640433 220746 566433 812672 2608690 2649213 219787 24500 18155 46 878067 235966 673398 642101 54682126 49263957 41972504 44680026 1996636 1845825 228379 261341 102966108 100179681 64423 57717 3004500 2207419 370725 354032 38085428 36380909 41525076 39000077 X 61299042 61024067 141990 155537 61441032 61179604 102966108 100179681 X 3102662 -3360137 -3953 X 0 1 X 1 0 X 4309879 5358462 5056629 5294421 7020088 27039479 4309879 5358462 5056629 5294421 7020088 27039479 2066157 24973322 1168025 1141791 854731 934785 790705 4890037 31929516 752472 0.78210 0.77230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135 4202161 2058663 12436314 1 1 20060816 478050 -554664 567729 394136 19022337 20537060 1210880 -152062 1129534 405528 20060816 17301858 419595 3845372 634344 395421 20537060 16700704 723711 1813152 1107951 457740 370018 17301858 15883845 1548116 -24789 371783 334685 16700704 1.00000 0.00000 0.00000 0 0 137000 137000 639188 152140 487048 101879 83826 18053 642101 Alternative Investments 17146127 F Money Market Funds 9014346 F Certificates of Deposit 446213 F Equity & Fixed Income Funds 18073340 F 44680026 Due to specified beneficiaries 36369158 Obligation under split-interest agreements 11751 36380909 X 5353330 -3360137 -3953 -3364090 8717420 0 8717420 5614758 0 5614758 0 5614758 Part V, Line 4: To provide a predictable stream of funding to programs supported by its endowment, while seeking to maintain the purchasing power of the endowment assets. A donor agreement is maintained for each individual endowment fund that specifies the purpose of the fund and the duration of the restriction. Part X, Line 2: THE ORGANIZATIONS ARE REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS HAVE DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. Part XI, Line 2d - Other Adjustments: Change in beneficial interest in charitable remainder trust -3,953. 1 Advocap Inc 19 W First Street Fond du Lac WI 54936 391053365 501(c)(3) 26885 Program Support Birch Creek Music Performance Center Inc PO Box 230 Egg Harbor WI 54209 363032002 501(c)(3) 10000 Program Support Boys' & Girls' Brigade Association Inc PO Box 665 Neenah WI 54957 390813396 501(c)(3) 5250 Program Support Boys and Girls Club of Oshkosh Inc PO Box 411 Oshkosh WI 54903 396120658 501(c)(3) 334684 Program Support Catalpa Health Inc 444 N Westhill Boulevard appleton WI 54914 454681563 501(c)(3) 53480 Program Support Catholic Foundation of the Diocese of Green Bay Inc PO Box 23825 Green Bay WI 54305 391924921 501(c)(3) 7000 Program Support Cerebral Palsy of Mideast Wisconsin Inc PO Box 1241 Oshkosh WI 54903 396026845 501(c)(3) 10850 Program Support Christine ann domestic abuse services Inc 1416 S Commercial Street Neenah WI 54956 391441770 501(c)(3) 43221 Program Support City of Oshkosh 215 Church Avenue Oshkosh WI 54903 396005563 City of Oshkosh 298742 Public Library, Public Museum, Police Department & Senior Center program support Clarity Care Inc 424 Washington Avenue Oshkosh WI 54901 391569283 501(c)(3) 10900 Program Support Community for Hope of Greater Oshkosh Inc 2700 W 9th Avenue Suite 100 oshkosh WI 54904 421532927 501(c)(3) 20450 Program Support community Foundation for the Fox Valley Region Inc 4455 W Lawrence Street appleton WI 54914 391548450 501(c)(3) 10095 Program Support Community Hospice Foundation Inc PO Box 1534 Appleton WI 54912 391511977 501(c)(3) 7812 Program Support Day by Day Warming Shelter Inc 449 High Avenue oshkosh WI 54901 275557420 501(c)(3) 15000 Program Support Father Carr's Place 2b Ltd 1062 N Koeller Road Oshkosh WI 54902 391334342 501(c)(3) 5992 Program Support First Congregational Church 137 Algoma Boulevard oshkosh WI 54901 390824861 501(c)(3) 23264 Program Support Friends of Camp Anokijig Inc W5639 Anokijig Lane Plymouth WI 53073 203211411 501(c)(3) 8400 Program Support Girl Scouts of the Northwestern Great Lakes Inc 4693 N Lynndale Drive Appleton WI 54913 391016314 501(c)(3) 17000 Program Support Green Lake County Department of Health & Human Services 500 Lake Steel STreet Green Lake WI 54941 396005700 Green Lake County 9556 Program Support Green Lake School District 612 Mill Street Green Lake WI 54941 396002336 State of WI 7574 Program Support Hysterical Productions Inc 1239 Ceape Avenue Oshkosh WI 54901 461404807 501(c)(3) 5750 Program Support Jazz Corner Society Inc 3415 Commerce Court Appleton WI 54915 391909647 501(c)(3) 5000 Program Support JUNIOR ACHIEVEMENT of Wisconsin Inc - Fox Cities & Oshkosh 300 N Appleton Street Appleton WI 54911 390826295 501(c)(3) 20765 Program Support Lourdes Academy of Oshkosh Wisconsin Inc 250 N Sawyer Street Oshkosh WI 54902 391911111 501(c)(3) 209448 Program Support Mercy Health Foundation 500 S Oakwood Road Oshkosh WI 54903 237140261 501(c)(3) 28500 Program Support NAMI 3803 Fairfax Drive 100 Arlington VA 22203 431201653 501(c)(3) 10000 Program Support Nova Counseling Services Inc 3240 Jackson Street Oshkosh WI 54901 391172266 501(c)(3) 25000 Program Support Oshkosh Area Community Pantry Inc 2551 Jackson Street Oshkosh WI 54901 263714702 501(c)(3) 105503 Program Support Oshkosh Area Humane Society Inc 1925 Shelter Court Oshkosh WI 54901 391709813 501(c)(3) 41581 Program Support Oshkosh Area School District 215 S Eagle street Oshkosh WI 54902 391414354 State of WI 51640 Program Support Oshkosh Area United Way Inc 36 Broad Street 100 Oshkosh WI 54901 391017908 501(c)(3) 65200 Program Support Oshkosh Chamber of Commerce Foundation Inc 120 Jackson Street Oshkosh WI 54901 260015746 501(c)(3) 40750 Program Support Oshkosh Community YMCA 324 Washington Avenue Oshkosh WI 54901 390878909 501(c)(3) 222800 Program Support Oshkosh Family Inc 36 Broad Street 300 Oshkosh WI 54901 390806160 501(c)(3) 5512 Program Support Oshkosh Opera House Foundation Inc 222 Pearl Avenue Oshkosh WI 54903 391569883 501(c)(3) 39090 Program Support Oshkosh Symphony Orchestra Inc PO Box 522 Oshkosh WI 54901 396059075 501(c)(3) 33036 Program Support Ripon Area School District 1120 Metomen Street Ripon WI 54971 396004200 state of WI 82069 Program Support Solutions Recovery Inc 621 Evans Street Oshkosh WI 54901 392039973 501(c)(3) 5995 Program Support STEP Industries Inc 1010 Strohmeyer Drive Neenah WI 54956 391417716 501(c)(3) 7300 Program Support The Paine Art Center and Gardens Inc 1410 Algoma Boulevard Oshkosh WI 54901 390785483 501(c)(3) 181116 Program Support The Salvation Army 417 Algoma Boulevard Oshkosh WI 54901 362167910 501(c)(3) 31038 Program Support The Samaritan Counseling Center of the Fox Valley Inc 1478 Kenwood Drive Ste 1 Menasha WI 54952 391214216 501(c)(3) 15100 Program Support Thrasher Opera House Corporation 510 Mill Street Green Lake WI 54941 391915602 501(c)(3) 7412 Program Support Tri-County Community Dental Clinic Inc 9 Tri-Park Way appleton WI 54914 470862462 501(c)(3) 28100 Program Support University of Wisconsin Oshkosh Foundation Inc 842 Algoma Boulevard Oshkosh WI 54901 396076856 501(c)(3) 11100 Program Support Winnebago County Literacy Council Inc 106 Washington Avenue Oshkosh WI 54901 391679291 501(c)(3) 20767 Program Support Winnebago County Public Health Department 112 Otter Avenue Oshkosh WI 54903 396005760 winnebago County 5000 Program Support Neenah Joint School District 410 S Commercial Street Neenah WI 54956 396003606 State of WI 14942 Program Support Lutheran Homes of Oshkosh Inc 225 North Eagle Street Oshkosh WI 54902 391032234 501(c)(3) 9311 Program Support Lutheran Social Services of Wisconsin and Upper Michigan Inc 647 W Virginia Street Suite 200 Milwaukee WI 53204 390816846 501(c)(3) 5000 Program Support Friends of the Oshkosh Seniors Center Inc 200 N Campbell Road Oshkosh WI 54902 391574919 501(c)(3) 10719 Program Support Alzheimer's Disease & Related Disorders Association Inc 225 N Michigan Avenue 17th Floor Chicago IL 60601 133039601 501(c)(3) 23750 Program Support Goodwill Industries of North Central Wisconsin Inc 1800 Appleton Road Menasha WI 54952 391144913 501(c)(3) 66667 Program Support Fox Cities Performing Arts Center Inc 400 W College Avenue Appleton WI 54911 391977839 501(c)(3) 40500 Program Support Green Lake Area Chamber of Commerce Inc PO Box 337 Green Lake WI 54941 391167951 501(c)(6) 19083 Program Support Wisconsin Independent Christian School Inc 3450 Vinland Street Oshkosh WI 54901 311706955 501(c)(3) 6518 Program Support Rotary International PO Box 455 Ripon WI 54971 396076989 501(c)(4) 21715 Program Support Financial Information & Service Center Inc 1800 Appleton Road Menasha WI 54952 391496649 501(c)(3) 96390 Program Support Willis-Chapel Post No 306 of the American Legion PO Box 448 Green Lake WI 54941 396108423 501(c)(3) 50000 Program Support Military Veterans Museum Inc PO Box 2194 Oshkosh WI 54903 391706672 501(c)(3) 25000 Program Support Berlin Senior Center 142 Water Street Berlin WI 54923 020810954 City of Berlin 5000 Program Support NAMI Fox Valley Inc 211 E Franklin Street Appleton WI 54911 391545497 501(c)(3) 7500 Program Support Salvation Army 615 Slaters Lane Alexandria VA 22314 133485289 501(c)(3) 7812 Program Support New North Inc 600 N Adams Street Green Bay WI 54301 260114487 501(c)(3) 10000 Program Support British Schools & Universities Foundation Inc 575 Madison Avenue 1006 New York NY 10022 136161189 501(c)(3) 25000 Program Support Green Lake Association Inc PO Box 364 Green Lake WI 54941 391047600 501(c)(3) 38729 Program Support The Mooring Foundation Inc 607 W 7th Street Appleton WI 54911 391354486 501(c)(3) 5000 Program Support Fox-Wisconsin Heritage Parkway Inc PO Box 204 Kimberly WI 54136 270909700 501(c)(3) 36600 Program Support Growing Oshkosh Inc 530 Bay Shore Drive Oshkosh WI 54901 455566780 501(c)(3) 20600 Program Support Friends of Talent Education Inc 250 N Sawyer Street Oshkosh WI 54902 391671941 501(c)(3) 6000 Program Support Hillsdale College 33 E College Street Hillsdale MI 49242 381374230 501(c)(3) 7000 Program Support Party0 Inc PO Box 1661 Oshkosh WI 54903 472582763 501(c)(3) 26650 Program Support James Madison University Foundation Inc 1320 South Main Street MSC 8501 Harrisonburg VA 22807 237156305 501(c)(3) 25018 Program Support Patrick Henry Community College Foundation Inc 645 Patriot Avenue Martinsville VA 24112 541185803 501(c)(3) 25018 Program Support Madison Country Day School Inc 5606 River Road Waunakee WI 53597 391832986 501(c)(3) 50000 Program Support Angel on my shoulder Ltd 1611 Pine Tree Lane St Germain WI 54558 391858288 501(c)(3) 15000 Program Support Jews and Christians United for Israel Inc 12655 N Central Expressway 1030 Dallas TX 75243 454250287 501(c)(3) 5000 Program Support Gift of Life Bone Marrow Foundation Inc 800 Yamato Road Suite 101 Boca Raton FL 33431 223131232 501(c)(3) 5000 Program Support All Saints Catholic Congregation PO Box 269 Berlin WI 54923 390829540 501(c)(3) 25000 Program Support Boys & Girls Clubs of America 1275 Peachtree Street NE Atlanta GA 30309 135562976 501(c)(3) 6500 Program Support Fox Valley Veterans Council Inc 410 W Franklin Street 1275 Appleton WI 54911 271009699 501(c)(3) 5000 Program Support 79 2 Scholarships 464 660016 Part I, Line 2: In monitoring grants, the program officer requests a final report for all unrestricted and field of interest grants at the end of their grant period. X X 1 0 0 0 0 0 0 0 0 Diane Abraham President & CEO (Thru September) 142015 0 0 0 0 0 5907 0 19010 0 166932 0 0 0 Part I, Line 4a Diane Abraham was paid $74,313 as a severance payment during fiscal year 2016. The Oshkosh Area Community Foundation Corporation as part of a severance package paid the former President & CEO six month's severance following the effective date of resignation. X 24 813302 Selling price of donated 0 0 1 1 Part I, Column (b): The number of contributions received are reported based on actual contributions received. Part I, Line 32b: Oshkosh Area Community Foundation Corporation has brokers to sell stock when the actual stock certificates are received. The Corporation uses a realtor to sell land received. Form 990, Part VI, Section B, line 11 The audit committee reviews form 990 and then the form 990 goes before the full board to be reviewed and approved prior to filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The conflict of interest form is completed annually and kept on file. During board meetings, board members who have a relationship with an issue being reviewed abstain from voting. Form 990, Part VI, Section B, line 15 The Organization uses national data from the national council on foundations as well as local data from the oshkosh chamber of commerce surveys to determine compensation for top management officials and other officers. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are available upon request in the organization's office. Financial statements can also be found on the organization's website. Form 990, Part XI, line 9: Change in Beneficial Interest in Charitable Remainder Trusts -3,953. Oshkosh Area Community Property Corporation 230 Ohio Street Suite 100 oshkosh WI 54902 272441813 To support the Oshkosh Area Community Foundation Corporation WI 501(c)(3) Line 11a, I The Oshkosh Area Community Foundation Corporation 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 Oshkosh Area Community Property Corporation C 409812 FMV