Ozaukee Family Services
- Assets
- $2.7m
- Revenue
- $915.9k
- Investments
- $0.0
- Employees
- 24
- Location
- Cedarburg, WI
- Founding
- 12/1976
- Data as of
- 12/2021
- EIN
- 39-1208203
Organization Overview
Ozaukee Family Services is located in Cedarburg, WI. The organization was established in 1976. According to its NTEE Classification (P40) the organization is classified as: Family Services, under the broad grouping of Human Services and related organizations. As of 12/2021, Ozaukee Family Services employed 24 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ozaukee Family Services 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 12/2021, Ozaukee Family Services generated $915.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.1% each year. All expenses for the organization totaled $554.4k during the year ending 12/2021. While expenses have increased by 3.3% 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
OZAUKEE FAMILY SERVICES MEETS THE NEEDS OF CHILDREN, FAMILIES AND SENIORS THROUGH DEDICATED, COMPASSIONATE, AND CARING STAFF AND VOLUNTEERS. WE SERVE THOSE IN NEED BY OFFERING PROGRAMS IN FAMILY EDUCATION AND PREVENTION, AS WELL AS COUNSELING AND SENIOR SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SENIOR PROGRAMS - SOURCE OF INFORMATION AND REFERRAL SERVICES FOR THE SENIOR COMMUNITY. PROVIDE VOLUNTEERS TO ASSIST COMMUNITY SENIOR CITIZENS.
COUNSELING - PROFESSIONAL COUNSELORS PROVIDE ON-GOING, SHORT-TERM AND/OR CRISIS COUNSELING FOR INDIVIDUALS, COUPLES, GROUPS AND FAMILIES.
PARENT EDUCATION - PROGRAMS TO HELP PARENTS DEVELOP AND FOSTER A NURTURING AND POSITIVE ATMOSPHERE IN THE HOME AND CO-PARENTING PROGRAMS FOR DIVORCING PARENTS.
PREVENTION - EDUCATIONAL PROGRAMS DESIGNED TO PROMOTE HEALTH AND WELLNESS.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lisa Holtebeck Executive Director | Trustee | 40 | $50,516 |
Ben Levy President | OfficerTrustee | 2 | $0 |
Dave Antoine Secretary | OfficerTrustee | 2 | $0 |
Jan Schueller Vice President | OfficerTrustee | 2 | $0 |
Mark Ziebell Treasurer | OfficerTrustee | 2 | $0 |
April Calvert Board Member | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $84,240 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $82,750 |
| All other contributions, gifts, grants, and similar amounts not included above | $507,996 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $674,986 |
| Total Program Service Revenue | $158,718 |
| Investment income | $82,187 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $915,891 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| 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. | $50,516 |
| Compensation of current officers, directors, key employees. | $7,577 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $327,605 |
| Pension plan accruals and contributions | $11,128 |
| Other employee benefits | $1,800 |
| Payroll taxes | $28,427 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $1,500 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $12,421 |
| Fees for services: Other | $4,603 |
| Advertising and promotion | $0 |
| Office expenses | $6,590 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $52,029 |
| Travel | $4,586 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,219 |
| Interest | $4,496 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,269 |
| Insurance | $3,017 |
| All other expenses | $23,461 |
| Total functional expenses | $554,433 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $83,324 |
| Savings and temporary cash investments | $618,077 |
| Pledges and grants receivable | $61,015 |
| Accounts receivable, net | $10,778 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $8,018 |
| Net Land, buildings, and equipment | $826,731 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,138,306 |
| Total assets | $2,746,249 |
| Accounts payable and accrued expenses | $19,382 |
| Grants payable | $0 |
| 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 | $661,444 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $680,826 |
| Net assets without donor restrictions | $1,295,392 |
| Net assets with donor restrictions | $770,031 |
| 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 | $2,746,249 |
Grants Recieved
Over the last fiscal year, we have identified 18 grants that Ozaukee Family Services has recieved totaling $396,043.
| Awarding Organization | Amount |
|---|---|
Greater Cedarburg Foundation Inc Milwaukee, WI PURPOSE: THE CAPITAL CAMPAIGN | $75,000 |
Greater Milwaukee Foundation Inc Milwaukee, WI PURPOSE: THE CAPITAL CAMPAIGN | $71,014 |
Greater Milwaukee Foundation Inc Milwaukee, WI PURPOSE: THE CAPITAL CAMPAIGN | $71,014 |
United Way Of Northern Ozaukee Inc Port Washington, WI PURPOSE: HUMAN NEEDS | $32,000 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI PURPOSE: DONOR DESIGNATIONS | $27,758 |
Organization Name not Listed PURPOSE: GENERAL | | $25,000 |
Endowment Analysis
| Beg. Balance | $962,564 |
| Earnings | $157,003 |
| Net Contributions | $12,200 |
| Ending Balance | $1,131,767 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Metropolitan Family Services Merrionette Park, IL | $119,356,740 | $95,446,879 |
One Hope United Chicago, IL | $59,643,982 | $63,832,738 |
Four Oaks Family And Childrens Services Cedar Rapids, IA | $51,493,738 | $61,152,053 |
Amherst H Wilder Foundation St Paul, MN | $176,845,592 | $51,919,222 |
Starfish Family Services Inc Inkster, MI | $15,933,160 | $46,429,457 |
Lutheran Child And Family Services Of Illinois Oakbrook Terrace, IL | $17,176,506 | $37,749,748 |
Bethany Christian Services Inc Grand Rapids, MI | $68,418,371 | $21,710,387 |
Jewish Family Service West Bloomfield, MI | $22,562,152 | $20,219,121 |
Hillcrest Family Services Dubuque, IA | $25,783,146 | $22,464,986 |
Cap Services Inc Stevens Point, WI | $51,415,788 | $20,477,463 |
Family Focus Legacy Chicago, IL | $2,525,153 | $18,438,437 |
Mhnu Corporation Chicago, IL | $31,730,440 | $21,174,627 |