OZAUKEE FAMILY SERVICES

EIN 39-1208203 CEDARBURG, WI

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Revenue 2025: $958,989
Expenses 2025: $820,178

Program services were 81.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection: 03
NTEE code: P40Z
Classification: 1200
Street: 4922 COLUMBIA RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2025

Mission

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.

Senior Programs - Source of information and referral services for the senior community. Provide volunteers to assist community senior citizens.

Expenses $23,967
Behavioral health - Professional counselors provide on-going, short-term and/or crisis counseling for individuals, couples, groups and families.

Expenses $408,451 · Grants $726 · Revenue $83,629
Parent Education - Programs to help parents develop and foster a nurturing and positive atmosphere in the home and co-parenting programs for divorcing parents.

Expenses $217,494 · Grants $150 · Revenue $56,145
Prevention - educational programs designed to promote health and wellness.

Expenses $17,583

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Lisa HoltebeckLISA HOLTEBECK

EXECUTIVE DIRECTOR

Total calculated

$77,598

From this org

$75,338

From related orgs

$0

Other

$2,260

Hours/week

40
Ben LevyBEN LEVY

PRESIDENT

Total calculated

$0

Hours/week

2
Jan SchuellerJAN SCHUELLER

VICE PRESIDENT

Total calculated

$0

Hours/week

2
Dave AntoineDAVE ANTOINE

SECRETARY

Total calculated

$0

Hours/week

2
Mark ZiebellMARK ZIEBELL

TREASURER

Total calculated

$0

Hours/week

2
Kelly BaxterKELLY BAXTER

BOARD MEMBER

Total calculated

$0

Hours/week

2
Tina EngroffTINA ENGROFF

BOARD MEMBER

Total calculated

$0

Hours/week

2
John GassertJOHN GASSERT

BOARD MEMBER

Total calculated

$0

Hours/week

2
Dan KothDAN KOTH

BOARD MEMBER

Total calculated

$0

Hours/week

2
Christy KnowlesCHRISTY KNOWLES

BOARD MEMBER

Total calculated

$0

Hours/week

2
Ann MasseANN MASSE

BOARD MEMBER

Total calculated

$0

Hours/week

2
AMY McCONEGHY

BOARD MEMBER

Total calculated

$0

Hours/week

2
Jeff NelsonJEFF NELSON

BOARD MEMBER

Total calculated

$0

Hours/week

2
Pam StarkPAM STARK

BOARD MEMBER

Total calculated

$0

Hours/week

2
Sandy WilliamsSANDY WILLIAMS

BOARD MEMBER

Total calculated

$0

Hours/week

2

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. Earlier years are each on their own filing page.

Filings

2025

Revenue

$958,989

Expenses

$820,178

Contributions

$770,591

Grants paid

$876
2024

Revenue

$884,805

Expenses

$788,807

Contributions

$696,398

Grants paid

$0
2023

Revenue

$912,186

Expenses

$685,553

Contributions

$721,876

Grants paid

$0
2022

Revenue

$823,520

Expenses

$628,846

Contributions

$679,892

Grants paid

$0

Tax year	Revenue	Expenses	Contributions	Grants paid
2025	$958,989	$820,178	$770,591	$876
2024	$884,805	$788,807	$696,398	$0
2023	$912,186	$685,553	$721,876	$0
2022	$823,520	$628,846	$679,892	$0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

2021 · 990

Revenue

$915,891

Expenses

$554,433

Assets (EOY)

$2,746,249
2020 · 990

Revenue

$668,886

Expenses

$586,752

Assets (EOY)

$1,713,317
2019 · 990

Revenue

$643,686

Expenses

$562,677

Assets (EOY)

$1,473,967
2018 · 990

Revenue

$662,248

Expenses

$503,898

Assets (EOY)

$1,324,803
2017 · 990

Revenue

$570,288

Expenses

$488,485

Assets (EOY)

$1,195,383
2016 · 990

Revenue

$568,881

Expenses

$416,716

Assets (EOY)

$1,065,290
2015 · 990

Revenue

$567,212

Expenses

$440,708

Assets (EOY)

$903,464
2014 · 990

Revenue

$743,878

Expenses

$449,881

Assets (EOY)

$798,929
2013 · 990

Revenue

$516,554

Expenses

$426,646

Assets (EOY)

$496,719
2012 · 990

Revenue

not reported

Expenses

$387,349

Assets (EOY)

$405,108

Tax year	Form	Revenue	Expenses	Assets (EOY)
2021	990	$915,891	$554,433	$2,746,249
2020	990	$668,886	$586,752	$1,713,317
2019	990	$643,686	$562,677	$1,473,967
2018	990	$662,248	$503,898	$1,324,803
2017	990	$570,288	$488,485	$1,195,383
2016	990	$568,881	$416,716	$1,065,290
2015	990	$567,212	$440,708	$903,464
2014	990	$743,878	$449,881	$798,929
2013	990	$516,554	$426,646	$496,719
2012	990	not reported	$387,349	$405,108

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

GREATER MILWAUKEE FOUNDATION INC

$169,938

2022 SUSTAINING SUPPORT
GREATER CEDARBURG FOUNDATION INC

$82,500

2022 BUILDING THE FUTURE
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC

$57,493

2023 DONOR DESIGNATIONS,COUNSELING SERVICES
UNITED WAY OF NORTHERN OZAUKEE INC

$39,000

2024 HUMAN NEEDS
UNITED WAY OF NORTHERN OZAUKEE INC

$39,000

2023 HUMAN NEEDS
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC

$29,685

2022 DONOR DESIGNATIONS
GREATER MILWAUKEE FOUNDATION INC

$27,556

2024 SUSTAINING SUPPORT
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC

$24,861

2022 COUNSELING SERVICES
FIDELITY INVESTMENTS CHARITABLE GIFT FUND

$23,350

2023 For grant recipient's exempt purposes
GREATER MILWAUKEE FOUNDATION INC

$22,169

2023 UNRESTRICTED USE

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.