2015-08-13T16:47:00-05:00 2014-12-31 391392227 HUBERTY & ASSOCIATES SC 145 S MARR ST FOND DU LAC WI 549354434 990 2014-01-01 390806160 OSHKOSH FAMILY INCORPORATED OSHK 9206513313 36 BROAD STREET ROOM/SUITE 300 OSHKOSH WI 54901 MARK STOCKLI EXEC DIRECTOR/SECRETARY 9206513313 2015-08-13 ANN B FREUND CPA P00008943 9209238400 2015-08-13 2014 2016-02-25 16:41:14Z MARK STOCKLI 36 BROAD STREET SUITE 300 OSHKOSH WI 54901 782284 false X WWW.OSHKOSHFAMILY.ORG X 1907 WI TO ADMINISTER SEVERAL PROGRAMS TO HELP GUIDE FAMILES TOWARD SELF-SUFFICIENCY AND A MORE SATISFYING LIFE. THESE PROGRAMS INCLUDE REPRESENTATIVE PAYEE SERVICES, GUARDIANSHIP SERVICES AND HOME DELIVERED MEAL PROGRAMS. 15 15 15 150 0 137756 39388 725092 729183 275 -649 78716 13154 941839 781076 0 0 529053 548553 0 1425 248017 252082 777070 800635 164769 -19559 2091717 2066200 1012759 1041289 1078958 1024911 X TO ADMINISTER SEVERAL PROGRAMS TO HELP GUIDE FAMILES TOWARD SELF-SUFFICIENCY AND A MORE SATISFYING LIFE. THESE PROGRAMS INCLUDE REPRESENTATIVE PAYEE SERVICES, GUARDIANSHIP SERVICES AND HOME DELIVERED MEAL PROGRAMS. false false 761457 9,957 CLIENTS SERVED: 918 MEALS ON WHEELS, 5,333 REPRESENTATIVE PAYEE, 58 DEBT MANAGEMENT, 3,422 GUARDIANSHIP, 23 SPECIAL SERVICES, AND 203 POWER OF ATTORNEY. 761457 true false false false false false false false true false true false false true false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 15 true false false false false false false false false false false false false X 15 15 false false false false true false false true true false false false true false true false false true true false WI X X MARK STOCKLI 9202319520 36 BROAD STREET OSHKOSH WI 54901 CONNIE BARTEL DIRECTOR 1.00 X 0 0 0 AL ZULEGER DIRECTOR 1.00 X 0 0 0 CORKY ABRAHAM DIRECTOR 1.00 X 0 0 0 HEATH MYNSBERG DIRECTOR 1.00 X 0 0 0 DAVID CORSO DIRECTOR 1.00 X 0 0 0 SUSAN BOETCHER DIRECTOR 1.00 X 0 0 0 TODD SLAGTER DIRECTOR 1.00 X 0 0 0 TODD CEMAN DIRECTOR 1.00 X 0 0 0 LYNN KLEMAN DIRECTOR 1.00 X 0 0 0 LEIF RICHARDS DIRECTOR 1.00 X 0 0 0 TOM KLOECKNER DIRECTOR 1.00 X 0 0 0 KERRY ROCOLE DIRECTOR 1.00 X 0 0 0 MARK STOCKLI EXEC DIR./SE 45.00 X 88580 0 0 SEAN FITZGERALD VICE PRESIDE 1.00 X 0 0 0 STEVE HOOPMAN PRESIDENT 1.00 X 0 0 0 MATT BAKALARS TREASURER 1.00 X 0 0 0 88580 false false false 22343 17045 39388 GUARDIANSHIP SERVICES 427261 427261 COUNSELING FEES 194881 194881 MEALS ON WHEELS 107041 107041 729183 559 559 1208 -1208 -1208 -1208 RETURN ON BENEFICIAL INTEREST 9501 9501 MISCELLANOUS 3653 3653 13154 781076 727975 13713 88580 74407 13287 886 343118 336008 7089 21 85147 80949 4019 179 31708 30144 1497 67 7562 6010 1539 13 18000 14307 3665 28 9017 7166 1835 16 18612 17695 878 39 22015 20930 1039 46 20474 19465 966 43 4065 4065 3371 3205 159 7 10114 9616 477 21 MEAL COST 110885 110885 SUPPLIES 12703 12076 600 27 TELEPHONE 10345 9835 488 22 EQUIPMENT MAINTENANCE 2818 2679 133 6 2101 2015 82 4 800635 761457 37753 1425 1176788 1134227 179540 180279 21290 48048 31344 5021 16704 730368 713700 2091717 2066200 56497 1012759 984792 1012759 1041289 X 1077706 1024911 1252 1078958 1024911 2091717 2066200 -19559 -34488 X false true X true false X 37071 44019 44861 137756 39388 303095 614093 658509 705095 725092 729183 3431972 13145 -11334 54496 78061 9501 143869 664309 691194 804452 940909 778072 3878936 475 225 425 160 205 1490 475 225 425 160 205 1490 3877446 12243 394 302 275 559 13773 12243 394 302 275 559 13773 30 484 3538 655 3653 8360 676582 692072 808292 941839 782284 3901069 0.99390 0.99020 0.00000 0.01000 X PART III, LINE 12 OTHER 8,360 false true X 1624 640 984 46424 30704 15720 16704 BENEFICIAL INT ASSETS HELD BY OTHERS 713700 713700 781076 781076 781076 800635 800635 800635 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. PART IV, LINE 1B: SEE EXPLANATION FOR PART IV, LINE 2B. FORM 990 - ORGANIZATION'S MISSION TO ADMINISTER SEVERAL PROGRAMS TO HELP GUIDE FAMILES TOWARD SELF-SUFFICIENCY AND A MORE SATISFYING LIFE. THESE PROGRAMS INCLUDE REPRESENTATIVE PAYEE SERVICES, GUARDIANSHIP SERVICES AND HOME DELIVERED MEAL PROGRAMS. FORM 990, PAGE 6, PART VI, LINE 6 ORGANIZATION HAS MEMBERS 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, MARK STOCKLI, 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 ESTIMATED CONTRACT SETTLEMENTS 5,574 CASH TO ACCRUAL ADJUSTMENT 28,914