OSHKOSH AREA COMMUNITY FOUNDATION: Form 990, tax year 2009
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- Organization
- OSHKOSH AREA COMMUNITY FOUNDATION (EIN 39-6041638)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-11
- IRS object ID
- 201130429349300738
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-11T15:35:07-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7601 FRANCE AVENUE SOUTH SUITE 400 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396041638 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oshkosh Area Community Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OSHK | NameControl |
| Phone | 9204263993 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 Ohio Street No 100 | AddressLine1 |
| City | Oshkosh | City |
| State | WI | State |
| ZIP Code | 54902 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Eileen Connolly-Keesler | Name |
| Title | CEO | Title |
| Phone | 9204263993 | Phone |
| Date Signed | 2011-02-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard Ruvelson | Name |
| Phone | 9525483400 | Phone |
| Date Prepared | 2011-02-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Eileen Connolly-Keesler | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 Ohio Street No 100 | AddressLine1 |
| City | Oshkosh | City |
| State | WI | State |
| ZIP Code | 54902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41900116 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.oshkoshareacf.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1928 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO ADDRESS and ANTICIPATE COMMUNITY NEEDS BY PROVIDING LEADERSHIP AND COORDINATION THROUGH GRANTMAKING AND FUND DEVELOPMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5520262 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4966862 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -276415 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1942344 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 59066 | OtherRevenuePriorYear |
| Other Revenue Current Year | 65686 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5302913 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6974892 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2333802 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2971308 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 395444 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 410364 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 195173 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2672576 | OtherExpensePriorYear |
| Other Expenses Current Year | 1592035 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5401822 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4973707 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -98909 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2001185 | RevenuesLessExpensesCY |
| Total Assets BOY | 57794070 | TotalAssetsBOY |
| Total Assets EOY | 63886224 | TotalAssetsEOY |
| Total Liabilities BOY | 16124911 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17247026 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41669159 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 46639198 | NetAssetsOrFundBalancesEOY |
| Mission Description | To address and anticipate community needs by providing leadership and coordination through grantmaking and fund development. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4407785 | Expense |
| Grants | 2976308 | Grants |
| Description | The organization distributes grants to residents or institutions within the city of Oshkosh & assists in the development of programs for the benefit of the city of Oshkosh and its residents. There were over 85 grants distributed to various organizations during the year. | Description |
| Total Program Service Expense | 4407785 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 1 | DistributionToDonor |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eileen Connolly-Keesler | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9204263993 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 Ohio Street Suite 100 | AddressLine1 |
| City | Oshkosh | City |
| State | WI | State |
| ZIP Code | 54902 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Marcy Coglianese | ||||||
| Chair | 1.00 | X | X | 0 | 0 | 0 |
| Sam Sundet | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Patrick Seubert | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Nancy Albright | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Tom Harenburg | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Mark Lasky | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Catherine Luther | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Dave Elbing | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jason Hirschberg | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Beth Wyman | ||||||
| Co-chair | 1.00 | X | X | 0 | 0 | 0 |
| Mike Castle | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Peter Lang | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Steven Sorenson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Eileen Connolly-Keesler | ||||||
| Executive Director | 40.00 | X | 97250 | 0 | 33122 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 97250 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 33122 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 733333 | GovernmentGrants |
| All Other Contributions | 4233529 | AllOtherContributions |
| Total Contributions | 4966862 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1154358 | TotalRevenueColumn |
| Exclusion | $1,154,358 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35378441 | Securities |
| Other | 334769 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 34613806 | Securities |
| Other | 311418 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 764635 | Securities |
| Other | 23351 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 787986 | TotalRevenueColumn |
| Exclusion | $787,986 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 65686 | TotalRevenueColumn |
| Exclusion | $65,686 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 65686 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6974892 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,008,030 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2694512 | Total |
| Program Services | 2694512 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276796 | Total |
| Program Services | 276796 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132884 | Total |
| Program Services | 132884 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 225454 | Total |
| Program Services | 75054 | ProgramServices |
| Management And General | 72850 | ManagementAndGeneral |
| Fundraising | 77550 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27610 | Total |
| Program Services | 5105 | ProgramServices |
| Management And General | 10901 | ManagementAndGeneral |
| Fundraising | 11604 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24416 | Total |
| Program Services | 13478 | ProgramServices |
| Management And General | 5298 | ManagementAndGeneral |
| Fundraising | 5640 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24027 | Total |
| Program Services | 684 | ProgramServices |
| Management And General | 11307 | ManagementAndGeneral |
| Fundraising | 12036 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187406 | Total |
| Management And General | 187406 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28077 | Total |
| Program Services | 28077 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58992 | Total |
| Program Services | 32563 | ProgramServices |
| Management And General | 12802 | ManagementAndGeneral |
| Fundraising | 13627 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19932 | Total |
| Program Services | 11002 | ProgramServices |
| Management And General | 4325 | ManagementAndGeneral |
| Fundraising | 4605 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29546 | Total |
| Program Services | 16310 | ProgramServices |
| Management And General | 6411 | ManagementAndGeneral |
| Fundraising | 6825 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33991 | Total |
| Program Services | 18763 | ProgramServices |
| Management And General | 7376 | ManagementAndGeneral |
| Fundraising | 7852 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2927 | Total |
| Program Services | 1616 | ProgramServices |
| Management And General | 635 | ManagementAndGeneral |
| Fundraising | 676 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34646 | Total |
| Program Services | 19125 | ProgramServices |
| Management And General | 7518 | ManagementAndGeneral |
| Fundraising | 8003 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18629 | Total |
| Management And General | 18629 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24858 | Total |
| Program Services | 13722 | ProgramServices |
| Management And General | 5394 | ManagementAndGeneral |
| Fundraising | 5742 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6333 | Total |
| Program Services | 3496 | ProgramServices |
| Management And General | 1374 | ManagementAndGeneral |
| Fundraising | 1463 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Pass-through project ex | 965090 | 965090 | ||
| Miscellaneous | 121224 | 77199 | 11719 | 32306 |
| Publication | 16895 | 9326 | 3666 | 3903 |
| Membership Dues | 14462 | 7983 | 3138 | 3341 |
| wOMENS FUND OPERATIONS | 5000 | 5000 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4973707 | Total |
| Program Services | 4407785 | ProgramServices |
| Management And General | 370749 | ManagementAndGeneral |
| Fundraising | 195173 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578571 | BOY |
| EOY | 283007 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1185753 | BOY |
| EOY | 1282004 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42181 | BOY |
| EOY | 18820 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256745 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980198 | BOY |
| EOY | 959465 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5191 | BOY |
| EOY | 4732 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 859900 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 113383 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 760598 | BOY |
| EOY | 746517 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42846456 | BOY |
| EOY | 49275755 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10362883 | BOY |
| EOY | 10495032 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 775494 | BOY |
| EOY | 820892 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57794070 | BOY |
| EOY | 63886224 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103323 | BOY |
| EOY | 78911 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 846923 | BOY |
| EOY | 803667 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 491065 | BOY |
| EOY | 442698 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14683600 | BOY |
| EOY | 15921750 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16124911 | BOY |
| EOY | 17247026 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41552109 | BOY |
| EOY | 46155445 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117050 | BOY |
| EOY | 483753 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41669159 | BOY |
| EOY | 46639198 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57794070 | BOY |
| EOY | 63886224 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12311900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6479914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6083112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5520262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4966862 | CurrentTaxYear |
| Total | 35362050 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12311900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6479914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6083112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5520262 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4966862 | CurrentTaxYear |
| Total | 35362050 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4151364 | AmountsSubstContributorsTotal |
| Public Support Total170 | 31210686 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1103776 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1255854 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1445884 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1106772 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1154358 | CurrentTaxYear |
| Total | 6066644 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 188761 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 456248 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 366110 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59066 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65686 | CurrentTaxYear |
| Total | 1135871 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 42564565 | TotalSupport |
| Gross Receipts From Admissions Etc | 599173 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.73330 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77210 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 95 | NumberDAFsHeld |
| Donor Advised Contributions | 665075 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 820357 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 7216472 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10805769 | BeginningOfYearBalance |
| Contributions | 1710819 | Contributions |
| Investment Earnings Or Losses | 1232138 | InvestmentEarningsOrLosses |
| Other Expenditures | 254985 | OtherExpenditures |
| Administrative Expenses | 278074 | AdministrativeExpenses |
| End Of Year Balance | 13215667 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11699051 | BeginningOfYearBalance |
| Contributions | 1292613 | Contributions |
| Investment Earnings Or Losses | -1812918 | InvestmentEarningsOrLosses |
| Other Expenditures | 210997 | OtherExpenditures |
| Administrative Expenses | 161980 | AdministrativeExpenses |
| End Of Year Balance | 10805769 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 137000 | OtherCostOrOtherBasis |
| Book Value | 137000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 625393 | OtherCostOrOtherBasis |
| Depreciation | 33225 | Depreciation |
| Book Value | 592168 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 97507 | OtherCostOrOtherBasis |
| Depreciation | 80158 | Depreciation |
| Book Value | 17349 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 746517 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Alternative Investments | 7215536 | F |
| Money Market Funds | 2507738 | F |
| Certificates of Deposit | 771758 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10495032 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to specified Beneficiaries | Description |
| Amount | $15,921,750 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 15921750 | TotalOfAmounts |
| Total Revenue | 6974892 | TotalRevenue |
| Total Expenses | 4973707 | TotalExpenses |
| Excess Or Deficit For Year | 2001185 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2578790 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | 380000 | PriorPeriodAdjustments |
| Other | $10,064 | OtherAmount |
| Total Adjustments | 2968854 | TotalAdjustments |
| Excess Or Deficit Per FS | 4970039 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9563746 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2578790 | NetUnrealizedGainsInvestments |
| Other Revenues | 10064 | OtherRevenues |
| Revenue Not Rptd F990 | 2588854 | RevenueNotRptdF990 |
| Revenue Subtotal | 6974892 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6974892 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4973707 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4973707 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4973707 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | To provide a predictable stream of funding to programs supported by its endowoment 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: | Description of Uncertain Tax Positions Under FIN 48: | The Organization has determined there are no amounts to record as assets or liabilities related to uncertain tax positions. |
| Part XI, Line 8 - Other Adjustments: | Change in beneficial interest in charitable remainder trusts: 10064. | |
| Part XII, Line 2d - Other Adjustments: | Change in beneficial interest in charitable remainder trusts: 10064. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (72 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Advocap Inc | ||||||||
| 19 W First Street PO Box 1108 | Fond du Lac | WI | 549361108 | 391053365 | 501(c)(3) | 25671 | Project Power and Winnebago county nutrition program | |
| American Cancer Society | ||||||||
| 3311 South Packerland Drive | De Pere | WI | 54115 | 131788491 | 501(c)(3) | 5500 | Relay for Life, Daffodil Days | |
| American Red Cross of East Central Wisconsin | ||||||||
| 515 S Washburn Street Ste 201 | Oshkosh | WI | 549047996 | 390813392 | 501(c)(3) | 40775 | Bridges Emergency Assistance Program, Community disaster education for seniors, Disaster program and Armed Forces Emergency Services Program, operational costs, and annual distribution | |
| Autism Society of Wisconsin | ||||||||
| PO Box 165 | Two Rivers | WI | 54241 | 391353925 | 501(c)(3) | 8100 | Self-Advocacy Strand for the 2010 annual conference | |
| Oshkosh Area School District | ||||||||
| 215 South Eagle Street PO Box 3048 | Oshkosh | WI | 549033048 | 391414354 | 115 | 22005 | 2007 Award Recipent Ralph thiel, Oshkosh West boys basketball game day, at-risk needs, partners in literacy program | |
| Best friends of Neenah Menasha | ||||||||
| 181E North Water Street 225 | Neenah | WI | 54956 | 391260017 | 501(c)(3) | 15076 | Guy stuff: a component of community-based mentoring, camp onaway, community based mentoring, my steps program | |
| Birch Creek Music Performance Center Inc | ||||||||
| 3821 County E PO Box 230 | Egg Harbor | WI | 54209 | 363032002 | 501(c)(3) | 10000 | Annual distribution | |
| Boys and Girls Club of Oshkosh Inc | ||||||||
| PO Box 411 | Oshkosh | WI | 549030411 | 396120658 | 501(c)(3) | 192855 | Annual distribution, interest distribution, programs of marion stevenson, adopt a family for christmas program, hmong at heart program, kids safe, support for kids with wet hair program, winter coats, boot, bibs, charles hyde memorial, in honor of phyllis leach at Christmas, One Campaign, teen center, girl power and girls fit right/smart moves program, meals and snacks for club kids, in memory of Francis K Thomson, "beyond all limits" keystone conference, kids to camp scholarships, in memory of dolores pauly, family services coordinator, transportation for club kids, in honor of Mark Lasky's birthday | |
| Catholic relief services | ||||||||
| PO Box 17145 | Baltimore | MD | 21297 | 135563422 | 501(c)(3) | 20000 | Annual distribution, earthquake help to Haiti | |
| Christine ann domestic abuse services Inc | ||||||||
| PO Box 99 | Neenah | WI | 549560099 | 391441770 | 501(c)(3) | 70975 | annual distribution, children and teen programs, crisis advocacy services, safe locks project, dental program, camperships for youth affected by domestic abuse, emergency shelter & advocacy services, green lake county rural outreach program, | |
| Clarity Care Inc | ||||||||
| 424 Washington Ave | Oshkosh | WI | 549015044 | 391569283 | 501(c)(3) | 40000 | Education is the answer, help at home program, care at home program | |
| City of Oshkosh | ||||||||
| 215 Church Avenue PO Box 1130 | Oshkosh | WI | 549031130 | 396005563 | 115 | 230539 | low income program for season passes, annual distribution for maintenance on playground, zoo improvements & new river otter exhibit, red arrow skateboard project, high intensity discharge search flashlights, memorial bench & tree in memory of Robert E. Pung, maintenace work on the Clock at grand opera house square, oshkosh blooms adopt a flower bed project, junior golf program at lakeshore golf course, taking root program | |
| Fox cities performing art center | ||||||||
| 400 W College Ave | Appleton | WI | 54911 | 391977839 | 501(c)(3) | 20000 | Annual distribution | |
| Girl Scouts of the Northwestern Great Lakes Inc | ||||||||
| 4693 N Lynndale Drive | Appleton | WI | 549139614 | 390816897 | 501(c)(3) | 21550 | Annual distribution, program aide training, summer camp adventures, girl scout leadership experience | |
| Green Lake Area Chamber of commerce | ||||||||
| 550 Mill Street PO Box 337 | Green Lake | WI | 549410337 | 391167951 | 501(c)(6) | 10969 | UW Marching Band Program, Annual distribution | |
| Habitat for Humanity of Oshkosh Inc | ||||||||
| 1640 S Koeller Street PO box 2692 | Oshkosh | WI | 549032692 | 391657039 | 501(c)(3) | 125000 | Restore building, restore operational funding | |
| Heart of Wisconsin United Way | ||||||||
| 205 E Main Street | Wautoma | WI | 54982 | 391970883 | 501(c)(3) | 5000 | annual distribution for the Wautoma area | |
| JUNIOR ACHIEVEMENT of Wisconsin Inc - Fox Cities & Oshkosh | ||||||||
| 300 N Appleton St | Appleton | WI | 54911 | 390826295 | 501(c)(3) | 18500 | Oshkosh Junior Achievement program, Jazz night/be entrepreneurial project and event, excellence through ethics, general support for the oshkosh area | |
| Living Healthy Community clinic co UW Oshkosh college of nursing | ||||||||
| 510 Doctors Court | Oshkosh | WI | 549015044 | 391805963 | 501(c)(3) | 15000 | Living Healthy community clinic program | |
| Lutheran Homes of Oshkosh Inc | ||||||||
| 225 N Eagle Street | Oshkosh | WI | 549024125 | 391032234 | 501(c)(3) | 10000 | bus for resident transportation | |
| Mercy Health Foundation | ||||||||
| 500 S Oakwood Road PO Box 3370 | Oshkosh | WI | 549033370 | 237140261 | 501(c)(3) | 86100 | Living Health Clinic, In memory of Dr. Donald H. mcDonald, Phyllis Leach Breast Cancer Center, annual distribution | |
| national alliance mental ill of oshkosh | ||||||||
| PO Box 3303 | Oshkosh | WI | 549033303 | 391319759 | 501(c)(3) | 11500 | annual distribution, computer & projector | |
| New North Inc | ||||||||
| 1716 Lawrence Drive | De Pere | WI | 54115 | 260114487 | 501(c)(3) | 10000 | Annual Distribution | |
| Oshkosh Area Community Pantry | ||||||||
| 2551 jackson street | Oshkosh | WI | 549015044 | 263714702 | 501(c)(3) | 147971 | Operations, annual distribution, in honor of Phyllis Leach at Christmas, kneady paws program, Oshkosh Rotary club kitchen, emergency food assistance, Bare essentials drive, toilet paper and laundry detergent | |
| Oshkosh Area Humane Society Inc | ||||||||
| 1925 Shelter Court | Oshkosh | WI | 549012091 | 391709813 | 501(c)(3) | 43850 | annual distribution, in honor of Dr. Heide Burnett, in memory of Shelby troudt, in memory of Ruth wright, Pets for seniors program, best buddy program, community foster program, in memory of Jello and bruiser | |
| Oshkosh Area United Way | ||||||||
| 36 Broad Street 100 | Oshkosh | WI | 549012091 | 391017908 | 501(c)(3) | 70000 | annual United Way campaign, 2009/2010 annual campaign, annual distribution | |
| Oshkosh Community YMCA | ||||||||
| 324 Washington Avenue | Oshkosh | WI | 549015042 | 390878909 | 501(c)(3) | 16000 | Legacy fund, teen adventure program camp winni-y-co, strong kids campaign, annual distribution | |
| Oshkosh North High School | ||||||||
| 1100 W Smith Avenue | Oshkosh | WI | 549011896 | 391414354 | 501(c)(3) | 12118 | girls tennis program, oshkosh north athletic fund, post prom north ice hawks account, support the golf team | |
| Oshkosh Opera House Foundation | ||||||||
| 222 Pearl Avenue PO Box 1004 | Oshkosh | WI | 549031004 | 391569883 | 501(c)(3) | 33092 | annual distribution, lobby series at the grand, construction repairs, save the grand opera house fund, yakes distribution, general renovation, pizza cook-off event | |
| Oshkosh Public Library | ||||||||
| 106 Washington Avenue | Oshkosh | WI | 549030785 | 396005563 | 115 | 9651 | programs for children, Joyce Fick Project, home delivery service, annual distribution | |
| Oshkosh Seniors Center | ||||||||
| 200 N Campbell Road | Oshkosh | WI | 549023430 | 391460106 | 501(c)(3) | 11500 | annual distribution, new treadmill | |
| Oshkosh West High School | ||||||||
| 375 N Eagle Street | Oshkosh | WI | 54902 | 391414354 | 501(c)(3) | 6668 | Band uniforms, memory project, arts today magazine, not quite bibliotherapy project, resale thrift shop project, music of the south/copper box artist in residency program, rudoy award distribution, garment bags for band uniforms, support golf team | |
| Our Saviour's United church of christ | ||||||||
| 343 Scott Street | Ripon | WI | 54971 | 390818679 | 501(c)(3) | 512403 | radio advertising, distribution to retire fund | |
| Rawhide | ||||||||
| E7475 Rawhide Road | New London | WI | 549619052 | 391052471 | 501(c)(3) | 5000 | annual distribution, adventure camp, fox cities youth and family counseling services initiative | |
| Relevant Radio | ||||||||
| PO Box 10707 | Green Bay | WI | 543070707 | 392003067 | 501(c)(3) | 31917 | Annual distribution, sponsor a day at relevant radio | |
| Rotary Club of ripon charitable foundation | ||||||||
| Hometown Bank 547 E Fond du lac | Ripon | WI | 54971 | 396076989 | 501(c)(3) | 42474 | Strive Program, distribution, father wally project | street |
| The Paine Art Center and Gardens | ||||||||
| 1410 Algoma Boulevard | Oshkosh | WI | 549012719 | 390785483 | 501(c)(3) | 211208 | Art in Bloom program, nutcracker in the castle, annual distribution, nature exploration station, property purchase, in memory of Charles Fritz Hyde, Jr., 2010 Founders Circle, in memory of Joseph H. LeRoy | |
| Unified Catholic Schools of Oshkosh | ||||||||
| 110 N Sawyer Street | Oshkosh | WI | 54902 | 391358583 | 501(c)(3) | 100750 | Rudoy Award distribution, annual distribution, celebrate women in music at lourdes high school program, UCS annual appeal, capital improvement, work credit program, tuition and scholarship assistance, titan stadium project | |
| United Way of Portage County | ||||||||
| 1100 Center Point Dr Ste 302 | Stevens Point | WI | 54481 | 390831152 | 501(c)(3) | 5000 | Annual distribution | |
| UW Oshkosh foundation Inc | ||||||||
| 842 Algoma Boulevard | Oshkosh | WI | 549013551 | 396076856 | 501(c)(3) | 20000 | Spring & Fall 2009 scholarships, 2009-2010 scholarships, In memory of Dr. Donald H. McDonald, capital campaign for academic building, wisconsin Family Business Forum scholarship fund | |
| Waterfest | ||||||||
| PO Box 2406 | Oshkosh | WI | 549032406 | 391763649 | 501(c)(3) | 20100 | 2010 program support, in memory of Bruiser, summer concert series | |
| Winnebago County Literacy Council | ||||||||
| 106 Washington Avenue | Oshkosh | WI | 549014985 | 391679291 | 501(c)(3) | 10485 | annual distribution, one-toone adult tutoring program, adult literacy council, adult and family literacy tutoring program | |
| WINR Inc | ||||||||
| 808 N Main Street PO Box 144 | Oshkosh | WI | 549030144 | 391923713 | 501(c)(3) | 12500 | Oshkosh Community bike program, donated wheels program | |
| America's Second Harvest | ||||||||
| 1700 W Fond du Lac Avenue | Milwaukee | WI | 53205 | 391384593 | 501(c)(3) | 10000 | Fresh Rescue Program | |
| Arts Wisconsin | ||||||||
| 111 King Street | Madison | WI | 53703 | 391763871 | 501(c)(3) | 7068 | Public enemies premiere proceeds | |
| Aurora Health Foundation | ||||||||
| 855 N WEsthaven Drive | Oshkosh | WI | 549047996 | 930828294 | 501(c)(3) | 10000 | Girl Talk Program, Power of 10 grant | |
| Boys & Girls Club of the Tri County Area | ||||||||
| 344 Broadway Street | Berlin | WI | 54923 | 396120658 | 501(c)(3) | 5000 | Healthy meals and snacks for club kids | |
| Central Wisconsin Community Action Council | ||||||||
| 1000 Hwy 13 PO Box 430 | Wisconsin Dells | WI | 53965 | 391051779 | 501(c)(3) | 10000 | Waushara Food Pantry | |
| Cerebral Palsy of Mideast Wisconsin Inc | ||||||||
| 36 Broad Street Suite 120 PO Box | Oshkosh | WI | 549031241 | 396026845 | 501(c)(3) | 7500 | Residential Camp Sandy Wheels, Out of Home Respite, Oshkosh and Wautoma Houses | 1241 |
| Children's Hospital of the Fox Valley Foundation | ||||||||
| Po Box 476 | Neenah | WI | 54957 | 390812532 | 501(c)(3) | 5000 | Child Life Fund | |
| Comitas Institute for Anthropological study | ||||||||
| 1107 Fifth Avenue | New York | NY | 10128 | 320078139 | 501(c)(3) | 7200 | Annual distribution | |
| Community Foundation for the Fox Valley Region Inc | ||||||||
| 4455 W Lawrence Street PO Box 563 | Appleton | WI | 549120563 | 391548450 | 501(c)(3) | 7009 | Back Pack for kids program | |
| David B Tyriver Memorial Scholarship Foundation | ||||||||
| 1485 Candlelight Court | Oshkosh | WI | 549047996 | 391649868 | 501(c)(3) | 32717 | distribution to retire funds | |
| Evergreen Foundation Inc | ||||||||
| 1130 N Westfield Street | Oshkosh | WI | 54902 | 391388991 | 501(c)(3) | 5080 | Hospice Program, Education Scholarships, Broda Tilt Chair, distribution | |
| Family Services of Northeast Wisconsin | ||||||||
| PO Box 22308 | Green Bay | WI | 543052308 | 390827320 | 501(c)(3) | 5000 | Power of 10 dads as everyday heroes | |
| Fox valley workforce development board | ||||||||
| 1401 McMahon Drive | Neenah | WI | 54956 | 391571085 | 501(c)(3) | 10000 | Resources for job search assistance and employment sustainability | |
| Habitat for Humanity of Green Lake County | ||||||||
| PO Box 64 | Green Lake | WI | 549410064 | 450509538 | 501(c)(3) | 26888 | Princeton Home project, distribution and materials for lot in Berlin | |
| Jasper Pickett Foundation Inc | ||||||||
| PO Box 336 | Pickett | WI | 549640336 | 391248134 | 501(c)(3) | 5000 | Lighting project | |
| Mount Morris Holden Lutheran Church | ||||||||
| N2288 State Road 152 | Wautoma | WI | 54982 | 391453509 | 501(c)(3) | 5000 | annual distribution | |
| Naomi House | ||||||||
| N3828 11th Avenue | Hancock | WI | 54943 | 263723988 | 501(c)(3) | 5000 | Curriculum for self sufficiency program | |
| Oshkosh Chamber of Commerce | ||||||||
| 120 Jackson Street | Oshkosh | WI | 549014714 | 930765817 | 501(c)(6) | 6550 | 2009 Holiday Parade Sponsorship, Youth Leadership, Business education summit | |
| Park view health center | ||||||||
| 725 Butler Avenue | Oshkosh | WI | 549018149 | 396005760 | 115 | 6400 | temporal thermometers project volara standing aid | |
| Reach Counseling Services | ||||||||
| 1370 S Commercial street | Neenah | WI | 54956 | 391292277 | 501(c)(3) | 6200 | Sexual abuse treatment, annual distribution | |
| Samaritan Counseling Center of the Fox Valley Inc | ||||||||
| 110 Church Aveneu | Oshkosh | WI | 54901 | 391214216 | 501(c)(3) | 5000 | Project Open Door | |
| ShelterBox USA | ||||||||
| 8374 Market Street 2-3 | Lakewood Ranch | FL | 34202 | 200471604 | 501(c)(3) | 26255 | Haiti Earthquake relief, distribution | |
| Siena Transitional Living Center | ||||||||
| 435 High Avenue | Oshkosh | WI | 54901 | 391842986 | 501(c)(3) | 5000 | Siena Transitional Living Project | |
| Tri-County Community Dental Clinic Inc | ||||||||
| 9 Tri-Park Way | Appleton | WI | 549141661 | 470862462 | 501(c)(3) | 7500 | Focus on the Children program | |
| United Way Fox Cities Inc | ||||||||
| 1455 Midway Road | Menasha | WI | 54952 | 390912895 | 501(c)(3) | 5000 | Power of 10 ages 19-21 years old 2-1-1 project | |
| UW-Oshkosh Head Start | ||||||||
| 515 E Parkway Avenue | Oshkosh | WI | 54901 | 396006492 | 115 | 5000 | Meals, Movement & More Program | |
| Water City Chamber Orchestra | ||||||||
| 290 Park Plaza PO Box 522 | Oshkosh | WI | 549030522 | 396059075 | 501(c)(3) | 5870 | Yakes distribution, jogger and the dinosaur music for OYSO, distribution for operations | |
| Wave Robotics Oshkosh Area Recreation Department | ||||||||
| 425 Division Street | Oshkosh | WI | 54901 | 396005563 | 115 | 16375 | Making a "wave" of difference in Oshkosh with robotics, refinish koala play area | |
| Winnebago County Historical & Archaeological Society | ||||||||
| 234 Church Avenue | Oshkosh | WI | 54901 | 237389090 | 501(c)(3) | 8865 | annual distribution | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 70 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| EDUCATION Grants | 8 | 3950 |
| Health Grants | 1 | 1000 |
| Scholarships | 82 | 271846 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 258665 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Our organization has brokers to sell stock when we receive the actual stock certificates. We use a realtor to sell land that we receive. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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. |
| 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 do not vote. |
| 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 maintains copies in the office for inspection. The organization will send a copy to an individual upon request. The organization also provides some documents available on the organization's website. |
| Form 990, Part XI, Line 2c | The Board of Directors assumes responsibility for the audited financial statements and selection of an independent accountant. This process has not changed from prior year. |
| In January 2006 the Oshkosh area community foundation - FEIN 39-6041638 and the oshkosh area community foundation corporation- FEIN 39-2034571 requested, from the internal revenue service to reclassification, under treasury regulations 1.170A-9(E)(11). The entities satisfied the requirements to be treated as a single entity and the funds within either of such organization which otherwise met the requirements of treasury regulations section 1.170-(9)(E)(II) would have been treated as component parts of a single community trust if permission was received. One of the results of the ruling would have been to eliminate the form 990 filing requirement for the oshkosh area community foundation corporation. The organizations were subsequently instructed in a letter dated November 30, 2006, in error, to file a group form 990 under treasury regulations sections 1.6033-2 with the oshkosh area community foundation including the oshkosh area community foundation corporation as its local organization. The Taxpayers are each filing a separate return indicated the activities of both entities and the intent that oshkosh area community foundation corporation qualifies for treatment as a component part of the oshkosh area community foundation. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oshkosh Area Community Foundation Corporation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 Ohio Street Suite 100 | AddressLine1 |
| City | Oshkosh | City |
| State | WI | State |
| ZIP Code | 54902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392034571 | EIN |
| Primary Activities | Serve the needs of the city of Oshkosh and its residents | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 170(b)(1)(a)(vi) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Oshkosh Area Community Foundation Corporation | |
| L | 460966 |
| Oshkosh Area Community Foundation Corporation | |
| Q | 764635 |
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