United Way Of Northern Ozaukee Inc
- Assets
- $523.6k
- Revenue
- $355.8k
- Investments
- $0.0
- Employees
- 17
- Location
- Port Washington, WI
- Founding
- 06/1972
- Data as of
- 03/2022
- EIN
- 23-7084522
Organization Overview
United Way Of Northern Ozaukee Inc is located in Port Washington, WI. The organization was established in 1972. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 03/2022, United Way Of Northern Ozaukee Inc employed 17 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Way Of Northern Ozaukee Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, United Way Of Northern Ozaukee Inc generated $355.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.3% each year. All expenses for the organization totaled $377.2k during the year ending 03/2022. While expenses have increased by 2.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Way Of Northern Ozaukee Inc has awarded 129 individual grants totaling $2,521,485. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
OUR MISSION IS TO MAKE A POSITIVE DIFFERENCE FOR OUR COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
UNITED WAY OF NORTHERN OZAUKEE IS PROUD TO SUPPORT 12 OZAUKEE COUNTY PARTNER AGENCIES THAT PROVIDE CRITICAL PROGRAMMING IN OUR THREE IMPACT AREAS: HEALTH, EDUCATION AND FINANCIAL STABILITY. THIS YEAR OVER 7,000 OZAUKEE COUNTY RESIDENTS BENEFITTED FROM UNITED WAY FUNDED PROGRAMS. OVER 600 CHILDREN RECEIVED TELETHERAPY COUNSELING TO DECREASE NEGATIVE REACTIONS TO STRESS. 122 INDIVIDUALS WERE ABLE TO REMAIN IN THEIR HOMES AFTER RECEIVING RENT ASSISTANCE. OVER 400 GIFT CARDS WERE GIVEN TO 7 AGENCIES TOTALING $10,000 TO HELP AT RISK FAMILIES DURING THE HOLIDAY SEASON.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Barbara Bates-Nelson Executive Director | Officer | 10 | $27,238 |
Tom Carson VP Of Marketing | OfficerTrustee | 1 | $0 |
Gerald Antoine VP Of Governance | OfficerTrustee | 1 | $0 |
Jonathan Neulreich Secretary | OfficerTrustee | 1 | $0 |
Cindy Nierode VP Of Finance | OfficerTrustee | 1 | $0 |
Bryn Theisen VP Of Events | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $3,400 |
| Related organizations | $32,101 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $280,829 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $316,330 |
| Total Program Service Revenue | $0 |
| Investment income | $603 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,547 |
| Net Income from Fundraising Events | $37,290 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $355,770 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $303,226 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $27,238 |
| Compensation of current officers, directors, key employees. | $10,895 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $2,085 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,183 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $17,382 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $377,176 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $83,176 |
| Savings and temporary cash investments | $301,503 |
| Pledges and grants receivable | $124,713 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $14,179 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $523,571 |
| Accounts payable and accrued expenses | $1,116 |
| Grants payable | $293,660 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $294,776 |
| Net assets without donor restrictions | $228,795 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $523,571 |
Grants Awarded
Over the last fiscal year, United Way Of Northern Ozaukee Inc has awarded $258,500 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
Saukville, WI PURPOSE: HUMAN NEEDS | $75,000 |
Cedarburg, WI PURPOSE: HUMAN NEEDS | $32,000 |
Grafton, WI PURPOSE: HUMAN NEEDS | $30,000 |
Grafton, WI PURPOSE: HUMAN NEEDS | $24,000 |
Grafton, WI PURPOSE: HUMAN NEEDS | $19,000 |
Grafton, WI PURPOSE: HUMAN NEEDS | $19,000 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that United Way Of Northern Ozaukee Inc has recieved totaling $44,955.
| Awarding Organization | Amount |
|---|---|
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI PURPOSE: DONOR DESIGNATIONS | $21,122 |
Arno Gunther Charitable Foundation Neenah, WI PURPOSE: GENERAL USE | $15,200 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $6,575 |
Herbert H Kohl Charities Inc Milwaukee, WI PURPOSE: TO FUND APPROVED PUBLIC CHARITIES | $2,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $58 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Jewish Foundation Bloomfield Hills, MI | $617,807,734 | $98,304,951 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $57,056,595 | $64,052,238 |
Heart Of West Michigan United Way Grand Rapids, MI | $33,929,267 | $56,856,308 |
United Way Of Metropolitan Chicago Inc Chicago, IL | $58,068,035 | $46,184,540 |
Greater Twin Cities United Way Minneapolis, MN | $131,397,199 | $56,166,906 |
Jewish Federation Of Metropolitan Detroit Bloomfield Hills, MI | $47,934,420 | $53,063,745 |
Aurora Health Care Foundation Inc Milwaukee, WI | $332,167,553 | $7,899,285 |
United Way Of Central Iowa Des Moines, IA | $37,480,917 | $26,442,012 |
Minneapolis Jewish Federation Minneapolis, MN | $195,630,681 | $22,381,825 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Dane County Inc Madison, WI | $25,467,311 | $22,528,941 |
Crown Family Foundation Chicago, IL | $468,729,562 | $19,005,366 |