Nonprofit · EIN 39-1017908
OSHKOSH AREA UNITED WAY INC
Tax-exempt · OSHKOSH, WI 54901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,432,211 | $1,788,264 | -$356,053 | $3,978,206 | $465,681 | $3,512,525 |
| December 31, 2023 | 990 | $1,641,910 | $1,613,341 | $28,569 | $4,091,954 | $404,765 | $3,687,189 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,335,028
- of which government grants
- $15,000
- Program service revenue
- $29,995
- Investment income
- $60,482
- Net gain from sales of assets
- $4,590
- Net income from fundraising events
- -$4,244
- Net income from gaming
- $3,903
- Other revenue
- $6,706
Expenses
- Grants and similar amounts paid
- $999,568
- Compensation of officers, directors and key employees
- $164,608
- Other salaries and wages
- $185,557
- Salaries, compensation and benefits (total)
- $419,079
- Professional fundraising fees
- $0
- Legal fees
- $1,150
- Accounting fees
- $31,590
- Occupancy
- $30,381
- Travel
- $382
- Depreciation
- $1,957
- Program services (functional)
- $1,585,836
- Management and general (functional)
- $129,815
- Fundraising (functional)
- $72,613
Balance sheet and other
- Total assets, start of year
- $4,091,954
- Total assets, end of year
- $3,978,206
- Total liabilities, end of year
- $465,681
- Net assets, end of year
- $3,512,525
- Land, buildings and equipment
- $7,313
- Publicly traded securities
- $2,099,583
- Net assets without donor restrictions
- $2,272,672
- Net assets with donor restrictions
- $1,239,853
- Gross receipts
- $1,705,054
- Employees
- 4
- Volunteers
- 300
- Year formed
- 1962
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BETH OSWALD | EXECUTIVE DI Officer | 40 | $141,357 | $23,251 |
| BRYAN BRANDT | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MATT BRAY | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| SHANE CARTER | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| KELLY CHARTRE | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| MARK CYRULIK | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| PAULETTE FELD | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| E ALAN HARTMAN | PAST CHAIR Trustee or director | 5 | $0 | $0 |
| CLINT HERRICK | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| NATHAN KASTEIN | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| DAVE KERSZTYN | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JOHN KRIZ | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JUSTINE MURPHY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| TRISHA RATHERMEL | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| DAVE RICHTER | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KALEB SCHINSCHKI | BOARD MEMBER Trustee or director | 5 | $0 |
| JEFF WRIGHT | BOARD MEMBER Trustee or director | 5 | $0 |
| HOUA XIONG | BOARD MEMBER Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BETH OSWALD | EXECUTIVE DI Officer | 40 | $124,858 | $12,653 |
| BRYAN BRANDT | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SHANE CARTER | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| MARK CYRULIK | CHAIR BOARD Trustee or director, Officer | 5 | $0 | $0 |
| PAULETTE FELD | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| ETHAN HAAS | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| E ALAN HARTMAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| CLINT HERRICK | BOARD MEMEBE Trustee or director | 5 | $0 | $0 |
| NATHAN KASTEIN | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| DAVE KERSZTYN | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JOHN KRIZ | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JUSTINE MURPHY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| TRISHA RATHERMEL | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| DAVE RICHTER | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| JEFF WRIGHT | BOARD MEMBER Trustee or director | 5 | $0 | $0 |
| HOUA XIONG | VC ALLOCATIO Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 16 WASHINGTON AVE, OSHKOSH, WI 54901-4931
- Principal officer (990 for 2024)
- BETH OSWALD, 16 WASHINGTON AVENUE, OSHKOSH, WI 54901
- Signed the 990
- BETH OSWALD, EXECUTIVE DIRECTOR
- Phone
- (920) 235-8560
- Website
- WWW.OSHKOSHUNITEDWAY.ORG
- Return prepared by
- HUBERTY & ASSOCIATES SC
Mission
RAISING AND ALLOCATING FUNDS TO ASSIST MEMBER AGENCIES IN MEETING HUMAN SERVICES NEEDS IN ORDER TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY.
Program accomplishments
- AGENCY ALLOCATIONS - ALLOCATE FUNDS TO ASSIST MEMBER AGENCIES AND OTHER UNITED WAYS IN MEETING HUMAN SERVICE NEEDSExpenses $1,193 · grants $1,000
- COMMUNITY IMPACT - ASSIST IN HUMAN SERVICE PLANNING TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITYExpenses $1,584,643 · grants $998,568 · revenue $37,042
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1017908
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,978,206
- Income (IRS master file)
- $1,705,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,432,211 | $1,788,264 | $3,978,206 | XML |
| 990 | December 2023 | $1,641,910 | $1,613,341 | $4,091,954 | XML |
| 990 | December 2022 | $1,522,910 | $1,518,012 | $3,815,329 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1017908).
Questions about OSHKOSH AREA UNITED WAY INC
- What is the EIN of OSHKOSH AREA UNITED WAY INC?
- The employer identification number (EIN) of OSHKOSH AREA UNITED WAY INC is 39-1017908.
- Is OSHKOSH AREA UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to OSHKOSH AREA UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OSHKOSH AREA UNITED WAY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OSHKOSH AREA UNITED WAY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OSHKOSH AREA UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OSHKOSH AREA UNITED WAY INC?
- The 990 for the year ended December 31, 2024 names BETH OSWALD.
- Who are the officers and directors of OSHKOSH AREA UNITED WAY INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 1 received compensation from the organization, the highest $141,357 (BETH OSWALD, EXECUTIVE DI).
- How much revenue does OSHKOSH AREA UNITED WAY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,432,211, expenses of $1,788,264 and total assets of $3,978,206 at year end.
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