2024-09-12T09:26:12-04:00 2023-12-31 391392227 HUBERTY & ASSOCIATES SC 37 N PIONEER RD FOND DU LAC WI 54935 990 2023-01-01 390806160 OSHKOSH FAMILY INCORPORATED OSHK 9206513321 36 BROAD ST RM/STE 120 OSHKOSH WI 54901 PETE WEIDNER EXECUTIVE DIR/SEC. 9206513321 2024-08-29 false CYNTHIA HINTZ CPA P00576742 9209238400 2024-08-29 2023 2024-08-08 14:25:15Z PETE WEIDNER 36 BROAD STREET RM/STE 120 OSHKOSH WI 54901 1039327 false X WWW.OSHKOSHFAMILY.ORG X 1907 WI TO ADMINISTER SEVERAL PROGRAMS TO HELP GUIDE FAMILIES TOWARD SELF-SUFFICIENCY AND A MORE SATISFYING LIFE. THESE PROGRAMS INCLUDE REPRESENTATIVE PAYEE SERVICES AND GUARDIANSHIP SERVICES. 10 10 14 11 0 1605 1041 944490 1036146 238 1511 1990 629 948323 1039327 1500 46000 0 710313 785198 0 2552 152289 146580 864102 977778 84221 61549 4018959 4195728 2522351 2515492 1496608 1680236 X TO ADMINISTER SEVERAL PROGRAMS TO HELP GUIDE FAMILIES TOWARD SELF-SUFFICIENCY AND A MORE SATISFYING LIFE. THESE PROGRAMS INCLUDE REPRESENTATIVE PAYEE SERVICES AND GUARDIANSHIP SERVICES. false false 859440 46000 1036146 OSHKOSH FAMILY INCORPORATED OFFERS 5 DIFFERENT SERVICES: 1)GUARDIANSHIP-PROVIDE PROFESSIONAL AND CONFIDENTIAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS OR THE INFIRMITIES OF AGING AND THE LIKE. 2)SS/SSI PAYEE SERVICES-A REPRESENTATIVE PAYEE RECEIVES SOCIAL SECURITY (SS) AND / OR SUPPLEMENTAL SOCIAL SECURITY INCOME (SSI) ON BEHALF OF INDIVIDUALS AND USE THE FUNDS TO PAY THE CURRENT AND FORESEEABLE NEEDS OF THE BENEFICIARY AND TO PREVENT WASTE AND FRAUD FROM OCCURRING WITH THEIR MONEY. 3)POWERS OF ATTORNEY (FINANCE & MEDICAL)-A REPRESENTATIVE ACTS ON THEIR BEHALF AND MANAGES THEIR FINANCIAL, MEDICAL, TAX FILING, PARENTAL/GUARDIANSHIP, AND VEHICLE-RELATED AFFAIRS. 4)CONSERVATORSHIP- MANAGE THE ASSETS/INCOME OF ANY PERSON WHO VOLUNTARILY AGREES TO HAVE THE COURT APPOINT OUR ORGANIZATION AS CONSERVATOR. 5)PERSONAL REPRESENTATIVE/ESTATE WORK-ADMINISTRATION OF AN ESTATE THAT PAYS A DECEASED PERSON'S DEBTS AND DISTRIBUTES THE REMAINING ASSETS OF THE ESTATE. 859440 true false false false false false false false true false true false false true false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 4 0 true 14 true false false false false false false false false false false false false X 10 10 false false false false true false false true true false false false true false true true false true true false WI X PETE WEIDNER 9206513321 36 BROAD STREET SUITE 120 OSHKOSH WI 54901 PETE WEIDNER EXECUTIVE DI 35.00 X 108147 0 14149 NORM BOCK DIRECTOR 0.50 X 0 0 0 SUE BOETTCHER DIRECTOR 0.50 X 0 0 0 SCOTT CHICOINE PRESIDENT 0.50 X X 0 0 0 BRIAN HAMILL VICE PRESIDE 0.50 X X 0 0 0 SUSAN MCINNIS DIRECTOR 0.50 X 0 0 0 JOHN RANK DIRECTOR 0.50 X 0 0 0 DENNIS REGO DIRECTOR 0.50 X 0 0 0 TONY RENNING DIRECTOR 0.50 X 0 0 0 ANNETTE RESOP DIRECTOR 0.50 X 0 0 0 CHRISTA WILLIS TREASURER 0.50 X X 0 0 0 108147 14149 1 false false false 1041 1041 REPRESENTATIVE PAYEE SERVICES 624100 798657 798657 GUARDIANSHIP SERVICES 624310 223524 223524 SPECIAL ADMINSTRATOR 624210 13965 13965 1036146 1511 1511 MISCELLANOUS 999999 629 629 629 1039327 1036146 2140 46000 46000 122296 109064 12890 342 453621 404539 47812 1270 39550 35271 4168 111 128733 114804 13568 361 40998 36562 4321 115 19713 4609 15089 15 7005 1638 5362 5 18923 16876 1994 53 26955 24039 2841 75 18510 16507 1951 52 525 525 6156 5490 649 17 17176 15318 1810 48 SUPPLIES 16123 14379 1699 45 TELEPHONE 11560 10310 1218 32 EQUIPMENT MAINTENANCE 2193 1956 231 6 MISCELLANOUS 1143 1020 120 3 598 533 63 2 977778 859440 115786 2552 2914423 2791474 145131 298330 23657 23204 4398 4398 96542 54818 15138 41724 916212 1036598 4018959 4195728 25112 27505 2497239 2487987 2522351 2515492 X 1496608 1680236 1496608 1680236 4018959 4195728 X 61549 122079 X false true X true false X 8196 105 70 5 1041 9417 768914 803733 862624 946090 1036146 4417507 777110 803838 862694 946095 1037187 4426924 254519 280854 251145 198327 194807 1179652 254519 280854 251145 198327 194807 1179652 3247272 1204 698 89 238 1511 3740 1204 698 89 238 1511 3740 613 528 763 1990 629 4523 778927 805064 863546 948323 1039327 4435187 0.73220 0.70010 0.00000 0.00000 X PART III, LINE 12 OTHER 4,523 false true X 1624 1015 609 94918 53803 41115 41724 BENEFICIAL INT ASSETS HELD BY OTHERS 1036598 1036598 X 1161406 122079 122079 1039327 1039327 977778 977778 977778 SCHEDULE D, PAGE 2, PART IV, LINE 2B REPRESENTATIVE PAYEES RECEIVE SOCIAL SECURITY AND/OR SUPPLEMENTAL SOCIAL SECURITY INCOME FOR INDIVIDUALS WHO HAVE DEMONSTRATED THAT THEY CAN NOT MANAGE THEIR OWN BENEFITS. THE MAIN RESPONSIBILITY OF A PAYEE IS TO USE FUNDS TO PAY THE CURRENT AND FORESEEABLE NEEDS OF THE BENEFICIARY. COUNSELING IS PROVIDED TO KEEP THE BENEFICIARY INVOLVED IN THE FINANCIAL DECISION PROCESS. THE INCOME FROM THE INDIVIDUALS IS DEPOSITED INTO A CLIENT ACCOUNT AND ANY DISBURSEMENTS ARE MADE FROM THIS ACCOUNT. MONTHLY STATEMENTS SHOWING DISBURSEMENTS AND CURRENT BALANCES ARE PROVIDED UPON REQUEST. THE ORGANIZATION PROVIDES GUARDIANSHIP SERVICES. INCOME FOR THE INDIVIDUALS IS DEPOSITED INTO A TRUST ACCOUNT. THE ORGANIZATION WORKS WITH THE INDIVIDUALS TO MAKE SURE BILLS ARE PAID AND TO BUDGET THE SPENDING OF THE INCOME. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION HAS BEEN CLASSIFIED AS AN OTHER-THAN PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE ORGANIZATION HAS EVALUATED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATIONS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES (RECOGNIZED AS PART OF TAX EXPENSE) FOR UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2023 AND 2022. ALL YEARS NOT CLOSED BY STATUTE OF LIMITATIONS IN JURISDICTIONS REMAIN OPEN FOR EXAMINATIONS. SCHEDULE D, PAGE 4, PART XI, LINE 2D RETURN ON BENEFICIAL INTEREST IN ASSETS 122,079 false OSHKOSH AREA COMMUNITY PANTRY 2551 JACKSON ST OSHKOSH WI 54901 263714702 501C 3 7500 SUPPORT MISSION SALVATION ARMY 417 ALGOMA BLVD OSHKOSH WI 54901 132923701 501C 3 7500 SUPPORT MISSION LAKESIDE PACKAGING 100 W FERNAU AVE OSHKOSH WI 54901 390991818 501C 3 7500 SUPPORT MISSION WINNEBAGO AREA LITERACY COUNCIL 106 WASHINGTON AVE OSHKOSH WI 54901 391679291 501C3 7500 SUPPORT MISSION NAMI OSHKOSH 525 N MAIN ST OSHKOSH WI 54901 391319759 501C3 7500 SUPPORT MISSION HOOPER COMMUNITY CENTER 36 BROAD ST STE 30 OSHKOSH WI 54901 396102766 501C3 7500 SUPPORT MISSION 6 FORM 990, PAGE 2, PART III, LINE 4A OSHKOSH FAMILY INCORPORATED OFFERS 5 DIFFERENT SERVICES: 1)GUARDIANSHIP-PROVIDE PROFESSIONAL AND CONFIDENTIAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS OR THE INFIRMITIES OF AGING AND THE LIKE. 2)SS/SSI PAYEE SERVICES-A REPRESENTATIVE PAYEE RECEIVES SOCIAL SECURITY (SS) AND / OR SUPPLEMENTAL SOCIAL SECURITY INCOME (SSI) ON BEHALF OF INDIVIDUALS AND USE THE FUNDS TO PAY THE CURRENT AND FORESEEABLE NEEDS OF THE BENEFICIARY AND TO PREVENT WASTE AND FRAUD FROM OCCURRING WITH THEIR MONEY. 3)POWERS OF ATTORNEY (FINANCE & MEDICAL)-A REPRESENTATIVE ACTS ON THEIR BEHALF AND MANAGES THEIR FINANCIAL, MEDICAL, TAX FILING, PARENTAL/GUARDIANSHIP, AND VEHICLE-RELATED AFFAIRS. 4)CONSERVATORSHIP- MANAGE THE ASSETS/INCOME OF ANY PERSON WHO VOLUNTARILY AGREES TO HAVE THE COURT APPOINT OUR ORGANIZATION AS CONSERVATOR. 5)PERSONAL REPRESENTATIVE/ESTATE WORK-ADMINISTRATION OF AN ESTATE THAT PAYS A DECEASED PERSON'S DEBTS AND DISTRIBUTES THE REMAINING ASSETS OF THE ESTATE. FORM 990, PAGE 6, PART VI, LINE 6 EACH PERSON, FIRM, ASSOCIATION AND CORPORATION WHO MAKES A PLEDGE OR CONTRIBUTION TO OR FOR THE BENEFIT OF THE ORGANIZATION, BECOMES A MEMBER OF THE ORGANIZATION AND REMAINS A MEMBER DURING THE COURSE OF THE CALENDAR YEAR FOR WHICH THE CONTRIBUTION WAS MADE. THE BOARD MAY GRANT HONORARY OR LIFE MEMBERSHIPS TO INDIVIDUALS WHO HAVE RENDERED OUTSTANDING OR DISTINGUISHED SERVICE IN FORWARDING THE CORPORATE IDEALS AND OBJECTIVES. EACH MEMBER SHALL HAVE ONE VOTE TO BE CAST IN PERSON AT THE ANNUAL OR SPECIAL MEETING OF THE MEMBERSHIP. A SPECIAL MEETING OF THE MEMBERS MAY BE CONVENED AT THE REQUEST OF THE BOARD, THE PRESIDENT, THE EXECUTIVE DIRECTOR OR BY GIVING AT LEAST THREE DAYS NOTICE THEREOF. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WAS PREPARED BY INDEPENDENT AUDITORS, HUBERTY & ASSOCIATES, S.C. WHICH IN TURN PRESENTED IT TO THE EXECUTIVE DIRECTOR OF THE ORGANIZATION, WHO REVIEWED THE FORM. FORM 990, PAGE 6, PART VI, LINE 12C STAFF SHALL DISCLOSE ANY POSSIBLE CONFLICTS OF INTERESTS TO THE EXECUTIVE DIRECTOR; THE BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR SHALL DISCLOSE ANY POSSIBLE CONFLICTS OF INTERESTS TO THE PRESIDENT OF THE BOARD OF DIRECTORS (OR IF HE OR SHE IS THE ONE WITH THE CONFLICT THEN TO THE BOARD VICE PRESIDENT), WHO SHALL DETERMINE WHETHER A CONFLICT EXISTS. FORM 990, PAGE 6, PART VI, LINE 15A OSHKOSH FAMILY'S BY-LAWS STIPULATE THAT THE BOARD OF DIRECTORS SHALL BE RESPONSIBLE FOR THE PERFORMANCE REVIEW AND OVERSIGHT OF THE EXECUTIVE DIRECTOR AND SUCH OTHER PERSONNEL MATTERS RELATING TO THE EXECUTIVE DIRECTOR AS REQUIRE IMMEDIATE ACTION. THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE BOARD, AND EXECUTIVE DIRECTOR'S COMPENSATION IS ADJUSTED ACCORDINGLY THROUGH THIS PROCESS. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR REVIEWING AND ADJUSTING THE COMPENSATION OF KEY EMPLOYEES. THE PERFORMANCE AND COMPENSATION OF KEY EMPLOYEES IS REVIEWED ANNUALLY BY THE EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS CAN BE REQUESTED FROM THE EXECUTIVE DIRECTOR AT 36 BROAD STREET, OSHKOSH, WI 54901. FORM 990, PART XI, LINE 9 RETURN ON BENEFICIAL INTEREST INS ASSETS HELD 122,079