Form 990 for tax year 2024
Filed by UNITED WAY OF NORTHERN OZAUKEE INC.
Totals
- Total revenue
- $425,288
- Total expenses
- $455,437
- Contributions and grants received
- $423,622
- Grants paid
- $305,559
- Program service revenue
- $0
- Investment income
- $2,154
- Other revenue
- -$488
- Total assets, end of year
- $552,724
- Total liabilities, end of year
- $299,130
- Net assets or fund balances, end of year
- $253,594
- Program services expenses (Part IX)
- $388,717
- Management and general expenses
- $36,693
- Fundraising expenses
- $30,027
- Program service expenses (Part III)
- $388,717
Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$45,612
-
1d · Related organizations
$18,976
-
1e · Government grants (contributions)
$49,953
-
1f · All other contributions, gifts and grants
$309,081
-
1g · Noncash contributions included above
$350
-
3 · Investment income
total $2,154 · excluded $2,154
-
8a · Fundraising events: gross income
$15,293
-
8a · Fundraising events: contributions included on line 1c
$45,612
-
8b · Fundraising events: direct expenses
$19,027
-
8c · Net income from fundraising events
total -$3,734 · excluded -$3,734
-
9a · Gaming: gross income
$3,540
-
9b · Gaming: direct expenses
$525
-
9c · Net income from gaming
total $3,015 · excluded $3,015
-
10a · Gross sales of inventory
$50
-
10b · Cost of goods sold
$22
-
10c · Net income from sales of inventory
total $28 · excluded $28
-
11a · Other revenue: OTHER INCOME
total $203 · excluded $203
-
11e · Other revenue, total
$203
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $293,962 · program services $293,962
-
2 · Grants to domestic individuals
total $11,597 · program services $11,597
-
5 · Compensation of officers, directors and key employees
total $31,172 · program services $6,234 · management and general $12,469 · fundraising $12,469
-
10 · Payroll taxes
total $2,247 · program services $449 · management and general $899 · fundraising $899
-
11c · Fees: accounting
total $11,255 · management and general $11,255
-
11g · Fees: other
total $73,038 · program services $73,038
-
13 · Office expenses
total $26,949 · program services $3,437 · management and general $6,853 · fundraising $16,659
-
21 · Payments to affiliates
total $5,217 · management and general $5,217
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $476,487 · end of year $434,255
-
3 · Pledges and grants receivable
beginning of year $143,726 · end of year $104,664
-
8 · Inventories for sale or use
beginning of year $13,827 · end of year $13,805
-
17 · Accounts payable and accrued expenses
beginning of year $1,266 · end of year $1,230
-
18 · Grants payable
beginning of year $298,023 · end of year $297,900
-
19 · Deferred revenue
beginning of year $44,954 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $289,797 · end of year $253,594
Mission and programs · 2024
Mission
THE MISSION OF THE UNITED WAY OF NORTHERN OZAUKEE IS TO MAKE A POSITIVE DIFFERENCE FOR OUR COMMUNITIES.
Activities or mission (Part I)
OUR MISSION IS TO MAKE A POSITIVE DIFFERENCE FOR OUR COMMUNITIES.
-
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 15,000 OZAUKEE COUNTY RESIDENTS BENEFITTED FROM UNITED WAY FUNDED PROGRAMS. 196 INVIDUALS RECEIVED HELP WITH RENT ASSISTANCE TO AVOID EVICTION. OVER 12,900 INDIVIDUALS RECEIVED MEALS FROM WHO WERE RECEIVING FOOD INSECURITIES. THIS WAS AN INCREASE 41%. 73 CHILDREN WHO WERE IMPACTED BY VIOLENCE, ABUSE OR NEGLECT RECEIVED ADVOCACY AND SUPPORT FROM OUR PARTNER AGENCY.
Expenses $388,717 · Grants $305,559
As filed on the 2024 return.
Listed in Part VII
-
Craig ModahlCRAIG MODAHL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Cindy NierodeCINDY NIERODE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Bryn TheisenBRYN THEISEN
VP OF CAMPAIGN
- Total calculated
- $0
- Hours/week
- 1
-
Gerald AntoineGERALD ANTOINE
VP OF GOVERNANCE
- Total calculated
- $0
- Hours/week
- 1
-
Robert HauptROBERT HAUPT
VP OF ALLOCATION
- Total calculated
- $0
- Hours/week
- 1
-
Tom CarsonTOM CARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan NeulreichJONATHAN NEULREICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jack LinehanJACK LINEHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Michael WeberDR MICHAEL WEBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don BystrickyDON BYSTRICKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eric RathgeberERIC RATHGEBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Doug McManusDR DOUG MCMANUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jerry FaustJERRY FAUST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen CohenKAREN COHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim BoettcherKIM BOETTCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara Bates-NelsonBARBARA BATES-NELSON
EXECUTIVE DIRECTOR
- Total calculated
- $30,773
- From this org
- $30,773
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$100,000
HUMAN NEEDS
-
$39,000
HUMAN NEEDS
-
$36,000
HUMAN NEEDS
-
$26,000
HUMAN NEEDS
-
HUMAN NEEDS
-
HUMAN NEEDS
-
FAMILY SHARING OF OZAUKEE COUNTY
$20,000
HUMAN NEEDS
-
HUMAN NEEDS
-
HUMAN NEEDS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202620439349300027
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