Nonprofit · EIN 39-1569883
THE GRAND OSHKOSH INC
Tax-exempt · OSHKOSH, WI 54903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,468,593 | $1,413,223 | $1,055,370 | $1,884,634 | $723,014 | $1,161,620 |
| June 30, 2024 | 990 | $1,171,405 | $1,459,667 | -$288,262 | $722,597 | $641,457 | $81,140 |
| June 30, 2023 | 990 | $1,054,609 | $1,361,230 | -$306,621 | $951,165 | $604,536 | $346,629 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,847,234
- of which government grants
- $231,315
- Program service revenue
- $481,617
- Investment income
- $15,999
- Net income from fundraising events
- -$5,437
- Net income from sales of inventory
- $16,136
- Other revenue
- $123,743
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $120,112
- Other salaries and wages
- $384,955
- Salaries, compensation and benefits (total)
- $590,165
- Professional fundraising fees
- $0
- Accounting fees
- $39,701
- Occupancy
- $138,482
- Travel
- $11,012
- Depreciation
- $698
- Program services (functional)
- $798,229
- Management and general (functional)
- $330,052
- Fundraising (functional)
- $284,942
Balance sheet and other
- Total assets, start of year
- $722,597
- Total assets, end of year
- $1,884,634
- Total liabilities, end of year
- $723,014
- Net assets, end of year
- $1,161,620
- Land, buildings and equipment
- $4,060
- Net assets without donor restrictions
- -$329,578
- Net assets with donor restrictions
- $1,491,198
- Gross receipts
- $2,536,192
- Employees
- 40
- Volunteers
- 70
- Year formed
- 1986
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH FERLO | PRESIDENT & CEO Officer | 45 | $111,299 | $44,565 |
| AARON DEIMUND | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ELIZABETH HARTMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CRAIG BURNETT | SECRETARY, TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ELIZABETH NEUMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DREW NIEHANS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| FRANK TOWER | BOARD MGMT CMTE CHAIR Trustee or director | 1 | $0 | $0 |
| HERB BERENDSEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JASON TREMBLY | FACILITIES COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| KATE DURKEE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KELLY SCHWAB | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHELLE HAMMETT | SPEC EVENTS CMTE CHAIR Trustee or director | 1 | $0 | $0 |
| ALLISON KNAUTZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| RICK HEARDEN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ROB PREHN | DEVELOP CMTE CHAIR Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE PANEK | BOARD MEMBER Trustee or director | 0.5 | $0 |
| TANYA LOE | VOLUNTEER LIASON Trustee or director | 0.5 | $0 |
| ALEX HUMMEL | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JOE STEPHENSON | CITY COUNCIL LIASON Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH FERLO | PRESIDENT & CEO Officer | 45 | $102,764 | $29,785 |
| AARON DEIMUND | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| AMY ALBRIGHT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CRAIG BURNETT | SECRETARY, TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DAVE VIGNALI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DREW NIEHANS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| FRANK TOWER | BOARD MGMT CMTE CHAIR Trustee or director | 1 | $0 | $0 |
| HERB BERENDSEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JASON TREMBLY | FACILITIES COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 |
| JOE STEPHENSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KATE DURKEE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KELLY SCHWAB | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHELLE HAMMETT | SPEC EVENTS CMTE CHAIR Trustee or director | 1 | $0 | $0 |
| PETER KUENZI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| RICK HEARDEN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ROB PREHN | DEVELOP CMTE CHAIR Trustee or director | 1 | $0 | $0 |
| SUE PANEK | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TANYA LOE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TREVOR LORD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH FERLO | PRESIDENT & CEO Officer | 45 | $105,429 | $3,150 |
| JASON TREMBLY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RICK HEARDEN | TREASURER, VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DREW NIEHANS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ANDREW LEAVITT | DEVPMT CMTE CHAIR Trustee or director | 1 | $0 | $0 |
| BELYNDA PINKSTON | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| CHERYL BROOKS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CRAIG BURNETT | FINANCE CMTE CHAIR Trustee or director | 1 | $0 | $0 |
| HERB BERENDSEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KATE WYMAN DURKEE | SPEC EVENTS CMTE CHAIR Trustee or director | 1 | $0 | $0 |
| KELLY SCHWAB | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KEVIN RALOFSKY | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
| LORI RENNING | BOARD MGMT CMTE CHAIR Trustee or director | 1 | $0 | $0 |
| PETER KUENZI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ROBERT PREHN MD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSAN PANEK | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| FRANK TOWER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| WILL YATES | BOARD MEMBER Trustee or director | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1004, OSHKOSH, WI 54903-1004
- Principal officer (990 for 2024)
- JOSEPH A FERLO, PO BOX 1004, OSHKOSH, WI 54903
- Signed the 990
- JOSEPH A FERLO, PRESIDENT/CEO
- Phone
- (920) 424-2355
- Website
- WWW.THEGRANDOSHKOSH.ORG
- Return prepared by
- HAWKINS ASH CPAS LLP
Mission
THE GRAND OSHKOSH PROMOTES, ENHANCES, AND FOSTERS APPRECIATION FOR THE PERFORMING ARTS BY ENTERTAINING AND EDUCATING AUDIENCES IN THE FOX VALLEY REGION AND BY PRESERVING ITS HISTORIC, JEWEL BOX THREATRE IN DOWNTOWN OSHKOSH.
Program accomplishments
- GRAND PRESENTED EVENTS - ORGANIZE AND PRESENT PERFORMANCES BY NATIONAL AND INTERNATIONAL TOURING ARTISTS AT THE HISTORIC GRAND OPERA HOUSE. THE GRAND HOSTED PERFORMANCES INCLUDING EDUCATIONAL PROGRAMMING AND COMMUNITY ARTIST OUTREACH ACTIVITIES. PROMOTE, OPERATE, AND MAINTAIN THE HISTORIC GRAND OPERA HOUSE IN OSHKOSH, WI. OPERA HOUSE MANAGEMENT - PROMOTE, OPERATE, AND MAINTAIN THE HISTORIC GRAND OPERA HOUSE IN OSHKOSH, WI.Expenses $798,229 · revenue $610,797
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1569883
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A610)
- Assets (IRS master file)
- $1,884,634
- Income (IRS master file)
- $2,536,192
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,468,593 | $1,413,223 | $1,884,634 | XML |
| 990 | June 2024 | $1,171,405 | $1,459,667 | $722,597 | XML |
| 990 | June 2023 | $1,054,609 | $1,361,230 | $951,165 | XML |
| 990 | June 2022 | $1,168,691 | $1,071,825 | $1,223,749 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 39-1569883).
Questions about THE GRAND OSHKOSH INC
- What is the EIN of THE GRAND OSHKOSH INC?
- The employer identification number (EIN) of THE GRAND OSHKOSH INC is 39-1569883.
- Is THE GRAND OSHKOSH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to THE GRAND OSHKOSH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE GRAND OSHKOSH 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 THE GRAND OSHKOSH INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE GRAND OSHKOSH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE GRAND OSHKOSH INC?
- The 990 for the year ended June 30, 2025 names JOSEPH A FERLO.
- Who are the officers and directors of THE GRAND OSHKOSH INC?
- The 990 for the year ended June 30, 2025 lists 19 people; 1 received compensation from the organization, the highest $111,299 (JOSEPH FERLO, PRESIDENT & CEO).
- How much revenue does THE GRAND OSHKOSH INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,468,593, expenses of $1,413,223 and total assets of $1,884,634 at year end.
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