2024-11-12T12:00:29-06:00 2023-12-31 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2023-01-01 471058496 GREATER OSHKOSH ECONOMIC DEVELOPMENT CORPORATION GREA 9202303321 100 NORTH MAIN STREET 104 OSHKOSH WI 54901 TRICIA RATHERMEL PRESIDENT/CEO 9202303321 2024-11-04 1 1 QUINN DUGAN P02267768 6082741980 2024-10-28 2023 2024-10-15 13:58:12Z TRICIA RATHERMEL 111 N MAIN STREET SUITE 204 OSHKOSH WI 54901 598976 0 X WWW.GREATEROSHKOSH.COM X 2014 WI TO PROVIDE LEADERSHIP, DIRECTION, COORDINATION, AND SERVICES TO ADVANCE ECONOMIC DEVELOPMENT IN THE GREATER OSHKOSH AREA. 24 24 7 24 0 0 417591 385929 3164 187001 10743 17846 7575 8200 439073 598976 36250 0 0 0 315755 464891 0 0 0 92696 176007 444701 640898 -5628 -41922 1065743 1054109 4678 11032 1061065 1043077 X TO PROVIDE LEADERSHIP, DIRECTION, COORDINATION, AND SERVICES TO ADVANCE ECONOMIC DEVELOPMENT IN THE GREATER OSHKOSH AREA. 0 0 ECONOMIC DEVELOPMENT LEADERSHIP AND COLLABORATION - GREATER OSHKOSH EDC WAS ESTABLISHED IN 2015 AND EXISTS TO PRESERVE THE HEALTH OF EXISITING COMPANIES, FOSTER A POSITIVE ENTREPRENEURIAL ENVIRONMENT, CONNECT COMPANIES TO WORKFORCE AND TALENT DEVELOPMENT RESOURCES, ENHANCE THE BUSINESS CLIMATE AND PROMOTE THE QUALITY OF LIFE IN GREATER OSHKOSH AREA. TARGETED INDUSTRY DEVELOPMENT - THE DOMINANT INDUSTRY IN THE GREATER OSHKOSH REGION IS MANUFACTURING, WITH NEARLY 1 OUT OF EVERY 4 PERSONS EMPLOYED IN A MANUFACTURING-RELATED OCCUPATION. GREATER OSHKOSH WILL CONCENTRATE ON FACILITATING OPPORTUNITIES IN THIS SECTOR, AS WELL AS AVIATION AND INFORMATION TECHNOLOGY, TWO OTHER TARGETED SECTORS IDENTIFIED BY OUR COMMUNITY AND ORGANIZATION. WORKFORCE DEVELOPMENT - GREATER OSHKOSH EDC CONTINUES TO WORK ON EFFORTS TO CONNECT EMPLOYEES TO WORKFORCE DEVELOPMENT RESOURCES IN THE REGION AND COLLABORATE ON TRAINING THE SKILLS NEEDED BY LOCAL BUSINESSES. WE PARTNER WITH UW OSHKOSH, FOX VALLEY TECHNICAL COLLEGE, DEPARTMENT OF WORKFORCE DEVELOPMENT, AND THE FOX VALLEY WORKFORCE DEVELOPMENT BOARD. GREATER OSHKOSH EDC HAS A SEAT ON THE FVTC OSHKOSH ADVISORY COMMITTEE AND THE OSHKOSH AREA SCHOOL DISTRICT ADVISORY COMMITTEE. ENTREPRENEURIAL DEVELOPMENT - GREATER OSHKOSH EDC IS FOCUSED ON DEVELOPING A PIPELINE OF EARLY STAGE COMPANIES IN OUR REGION AS WELL AS ENHANCING THE ENTREPRENEURIAL ECOSYSTEM. TOOLS & RESOURCES - PROVIDE THE TOOLS AND RESOURCES TO ENSURE THAT THE GREATER OSHKOSH AREA IS PREPARED TO ADDRESS ECONOMIC DEVELOPMENT OPPORTUNITIES: ADMINISTERED COVENANTS FOR THE AREA INDUSTRIAL PARKS. ADMINISTERED THE EMERGENCY RESPONSE LOAN FUND AND RAPID RECOVERY LOAN FUND AS A RESULT OF THE PANDEMIC TO KEEP BUSINESSES FINANCIALLY SOLVENT WHILE COMPLYING WITH THE ENFORCED RESTRICTIONS. 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 5 0 7 1 0 0 0 0 1 1 0 0 0 0 0 X 24 24 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 0 0 1 1 0 X TRICIA RATHERMEL 9202303321 111 N MAIN STREET SUITE 204 OSHKOSH WI 54901 TRICIA RATHERMEL PRESIDENT & CEO 37.00 3.00 X 105262 0 14304 KEVIN RALOFSKY CHAIR 3.00 3.00 X X 0 0 0 DAN RUEDINGER VICE CHAIR 3.00 3.00 X X 0 0 0 KEN ARNESON IMMEDIATE PAST CHAIR 3.00 3.00 X X 0 0 0 JEFF LIDDICOAT TREASURER 3.00 3.00 X X 0 0 0 AMY ALBRIGHT DIRECTOR 3.00 X 0 0 0 FRANK BRAUN DIRECTOR 3.00 X 0 0 0 JOEL BUROW DIRECTOR 3.00 X 0 0 0 BRYAN DAVIS DIRECTOR 3.00 X 0 0 0 JON DOEMEL DIRECTOR 3.00 X 0 0 0 KRISTIN FASSBINDER DIRECTOR 3.00 3.00 X 0 0 0 LOGAN FULLER DIRECTOR 3.00 X 0 0 0 TIM HESS DIRECTOR 3.00 3.00 X 0 0 0 STEVE HOOPMAN DIRECTOR 3.00 X 0 0 0 PHIL JANES DIRECTOR 3.00 X 0 0 0 ROB KELLER DIRECTOR 3.00 X 0 0 0 DARREN LETT DIRECTOR 3.00 X 0 0 0 DIANE PENZENSTADLER DIRECTOR 3.00 X 0 0 0 MARK ROHLOFF DIRECTOR 3.00 3.00 X 0 0 0 GINA SCHWANKE DIRECTOR 3.00 3.00 X 0 0 0 COURTNEY SHEARS DIRECTOR 3.00 X 0 0 0 WAYNE TREMBLY DIRECTOR 3.00 X 0 0 0 MANNY VASQUEZ DIRECTOR 3.00 X 0 0 0 DALE WALKER DIRECTOR 3.00 X 0 0 0 BILL WYMAN DIRECTOR 3.00 X 0 0 0 105262 0 14304 1 0 0 0 0 203907 182022 420 385929 FOUNDATION INCOME 522200 174152 174152 RLF FEE 522200 8060 8060 COUNTY RRL PROGRAM FEE 522200 4789 4789 187001 17846 17846 7800 0 7800 7800 7800 CREDIT CARD REWARD CAS 522200 400 400 400 598976 187401 0 25646 119566 290993 22830 1761 29741 1776 35984 218 10715 10646 2407 44234 3816 1654 LOAN FORGIVENESS 42500 DEVELOPMENT EFFORTS 10433 PROGRAM MARKETING 5550 DUES & SUBSCRIPTION 3983 2091 640898 449874 384648 300975 365730 0 1752 310353 297973 31877 30360 2052 1517 2489 2489 1065743 1054109 4678 10283 0 749 4678 11032 X 0 0 0 0 1061065 1043077 1061065 1043077 1065743 1054109 X -41922 23934 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 475574 455979 188000 743553 0 31877 30360 1517 1517 PART IV, LINE 1B: GO-EDC IS THE ADMINISTRATOR OF THE REVOLVING LOAN FUND PROGRAM ON BEHALF OF THE CITY. THE NICOLET NATIONAL BANK ACCOUNT IS USED TO FACILITATE FUNDS BETWEEN THE CITY AND RLF RECIPIENTS. AS THE FUNDS GO TO THE CITY AND GO-EDC HAS NO LIABILITY TO REPAY THE FUNDS TO THE CITY, THEY HAVE NOT BEEN INCLUDED ON THE BOOKS OF GO-EDC OTHER THAN SOME INCOME GO-EDC GETS FOR THE ADMINISTRATION OF THE LOANS AND TO COVER RELATED EXPENSES. FORM 990, PART VI, SECTION A, LINE 7A CITY OF OSHKOSH, WINNEBAGO COUNTY, OSHKOSH CHAMBER OF COMMERCE, UW OSHKOSH, FOX VALLEY TECHNICAL COLLEGE, OSHKOSH AREA SCHOOL DISTRICT, OSHKOSH CONVENTION & VISITOR'S BUREAU & OSHKOSH AREA COMMUNITY FOUNDATION. ALSO, A REPRESENTATIVE FROM ONE OF THE SURROUNDING MUNICIPALITIES SHALL SERVE A THREE YEAR TERM. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY TRICIA RATHERMEL - PRESIDENT & CEO, FINANCE COMMITTEE, AS WELL AS KEVIN ROLAFSKY, BOARD CHAIR, AND THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C 1.) STAFF AND BOARD OF DIRECTORS AND RLF COMMITTEE 2.) BOARD DEVELOPMENT COMMITTEE AND EXECUTIVE COMMITTEE 3.) BOARD DEVELOPMENT COMMITTEE 4.) PROHIBITED IN DESCISIONS IN TRANSACTION FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE OF THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL OR KEY EMPLOYEES THAT INCLUDES AN INDEPENDENT REVIEW, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE CEO IS ENTRUSTED WITH MANAGING, REVIEWING, AND HIRING STAFF. COMPENSATION IS BASED ON AN ANALYSIS OF POSITIONS IN SIMILAR COMMUNITIES OF SIZE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET DIFFERENCE FROM PY 23,934. GO-EDC FOUNDATION INC 100 NORTH MAIN STREET SUITE 104 OSHKOSH WI 54901 473947981 CHARITABLE WI 501(C)(3) LINE 7 GREATER OSHKOSH ECONOMIC DEVELOPMENT 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 GO-EDC FOUNDATION INC Q 18173 CASH GO-EDC FOUNDATION INC O 118086 CASH GO-EDC FOUNDATION INC N 28538 CASH