Nonprofit · EIN 23-7084522
UNITED WAY OF NORTHERN OZAUKEE INC
Tax-exempt · PRT WASHINGTN, WI 53074
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $425,288 | $455,437 | -$30,149 | $552,724 | $299,130 | $253,594 |
| March 31, 2024 | 990 | $466,302 | $432,740 | $33,562 | $634,040 | $344,243 | $289,797 |
| March 31, 2023 | 990 | $409,607 | $361,217 | $48,390 | $544,393 | $276,161 | $268,232 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $423,622
- of which government grants
- $49,953
- Program service revenue
- $0
- Investment income
- $2,154
- Net income from fundraising events
- -$3,734
- Net income from gaming
- $3,015
- Net income from sales of inventory
- $28
- Other revenue
- -$488
Expenses
- Grants and similar amounts paid
- $305,559
- Compensation of officers, directors and key employees
- $31,172
- Salaries, compensation and benefits (total)
- $33,419
- Professional fundraising fees
- $0
- Accounting fees
- $11,255
- Program services (functional)
- $388,717
- Management and general (functional)
- $36,693
- Fundraising (functional)
- $30,027
Balance sheet and other
- Total assets, start of year
- $634,040
- Total assets, end of year
- $552,724
- Total liabilities, end of year
- $299,130
- Net assets, end of year
- $253,594
- Net assets without donor restrictions
- $253,594
- Gross receipts
- $444,862
- Employees
- 1
- Volunteers
- 18
- Year formed
- 1955
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA BATES-NELSON | EXECUTIVE DIRECTOR Officer | 10 | $30,773 |
| CRAIG MODAHL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CINDY NIERODE | TREASURER Trustee or director, Officer | 1 | $0 |
| BRYN THEISEN | VP OF CAMPAIGN Trustee or director, Officer | 1 | $0 |
| GERALD ANTOINE | VP OF GOVERNANCE Trustee or director, Officer | 1 | $0 |
| ROBERT HAUPT | VP OF ALLOCATION Trustee or director, Officer | 1 | $0 |
| TOM CARSON | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN NEULREICH | DIRECTOR Trustee or director | 1 | $0 |
| JACK LINEHAN | DIRECTOR Trustee or director | 1 | $0 |
| DR MICHAEL WEBER | DIRECTOR Trustee or director | 1 | $0 |
| DON BYSTRICKY | DIRECTOR Trustee or director | 1 | $0 |
| ERIC RATHGEBER | DIRECTOR Trustee or director | 1 | $0 |
| DR DOUG MCMANUS | DIRECTOR Trustee or director | 1 | $0 |
| JERRY FAUST | DIRECTOR Trustee or director | 1 | $0 |
| KAREN COHEN | DIRECTOR Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIM BOETTCHER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA BATES-NELSON | EXECUTIVE DIRECTOR Officer | 10 | $28,833 |
| CRAIG MODAHL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CINDY NIERODE | TREASURER Trustee or director, Officer | 1 | $0 |
| BRYN THEISEN | VP OF CAMPAIGN Trustee or director, Officer | 1 | $0 |
| GERALD ANTOINE | VP OF GOVERNANCE Trustee or director, Officer | 1 | $0 |
| ROBERT HAUPT | VP OF ALLOCATION Trustee or director, Officer | 1 | $0 |
| TONY MATERA | DIRECTOR Trustee or director | 1 | $0 |
| TOM CARSON | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN NEULREICH | DIRECTOR Trustee or director | 1 | $0 |
| JACK LINEHAN | DIRECTOR Trustee or director | 1 | $0 |
| DR MICHAEL WEBER | DIRECTOR Trustee or director | 1 | $0 |
| DON BYSTRICKY | DIRECTOR Trustee or director | 1 | $0 |
| ERIC RATHGEBER | DIRECTOR Trustee or director | 1 | $0 |
| DR DOUG MCMANUS | DIRECTOR Trustee or director | 1 | $0 |
| JERRY FAUST | DIRECTOR Trustee or director | 1 | $0 |
| KAREN COHEN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA BATES-NELSON | EXECUTIVE DIRECTOR Officer | 10 | $25,194 |
| CRAIG MODAHL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CINDY NIERODE | TREASURER Trustee or director, Officer | 1 | $0 |
| BRYN THEISEN | VP OF CAMPAIGN Trustee or director, Officer | 1 | $0 |
| GERALD ANTOINE | VP OF GOVERNANCE Trustee or director, Officer | 1 | $0 |
| ROBERT HAUPT | VP OF ALLOCATION Trustee or director, Officer | 1 | $0 |
| ANNIE STADLER | VP OF CAMPAIGN Trustee or director, Officer | 1 | $0 |
| DR WILMA BONAPARTE | DIRECTOR Trustee or director | 1 | $0 |
| TONY MATERA | DIRECTOR Trustee or director | 1 | $0 |
| TOM CARSON | DIRECTOR Trustee or director | 1 | $0 |
| SRIDHAR VASUDEVAN | DIRECTOR Trustee or director | 1 | $0 |
| KAREN WEBER | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN NEULREICH | DIRECTOR Trustee or director | 1 | $0 |
| JACK LINEHAN | DIRECTOR Trustee or director | 1 | $0 |
| GRACE EERNISSE | DIRECTOR Trustee or director | 1 | $0 |
| DR MICHAEL WEBER | DIRECTOR Trustee or director | 1 | $0 |
| DON BYSTRICKY | DIRECTOR Trustee or director | 1 | $0 |
| MEGAN JOECKS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 39, PRT WASHINGTN, WI 53074-0039
- Principal officer (990 for 2024)
- CRAIG MODAHL, PO BOX 39, PORT WASHINGTON, WI 53074
- Signed the 990
- CRAIG MODAHL, PRESIDENT
- Phone
- (248) 613-7855
- Website
- WWW.UNITEDWAYNO.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE MISSION OF THE UNITED WAY OF NORTHERN OZAUKEE IS TO MAKE A POSITIVE DIFFERENCE FOR OUR COMMUNITIES.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7084522
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $552,724
- Income (IRS master file)
- $444,862
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $425,288 | $455,437 | $552,724 | XML |
| 990 | March 2024 | $466,302 | $432,740 | $634,040 | XML |
| 990 | March 2023 | $409,607 | $361,217 | $544,393 | XML |
| 990 | March 2022 | $355,770 | $377,176 | $523,571 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7084522).
Questions about UNITED WAY OF NORTHERN OZAUKEE INC
- What is the EIN of UNITED WAY OF NORTHERN OZAUKEE INC?
- The employer identification number (EIN) of UNITED WAY OF NORTHERN OZAUKEE INC is 23-7084522.
- Is UNITED WAY OF NORTHERN OZAUKEE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to UNITED WAY OF NORTHERN OZAUKEE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF NORTHERN OZAUKEE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF NORTHERN OZAUKEE INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF NORTHERN OZAUKEE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of UNITED WAY OF NORTHERN OZAUKEE INC?
- The 990 for the year ended March 31, 2025 names CRAIG MODAHL.
- Who are the officers and directors of UNITED WAY OF NORTHERN OZAUKEE INC?
- The 990 for the year ended March 31, 2025 lists 16 people; 1 received compensation from the organization, the highest $30,773 (BARBARA BATES-NELSON, EXECUTIVE DIRECTOR).
- How much revenue does UNITED WAY OF NORTHERN OZAUKEE INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $425,288, expenses of $455,437 and total assets of $552,724 at year end.
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