Nonprofit · EIN 39-1659962
OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION
Tax-exempt · PRT WASHINGTN, WI 53074
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $264,874 | $250,181 | $14,693 | $333,514 | $35,664 | $297,850 |
| December 31, 2024 | 990 | $273,374 | $259,646 | $13,728 | $318,373 | $37,183 | $281,190 |
| December 31, 2023 | 990 | $254,892 | $226,138 | $28,754 | $301,784 | $35,047 | $266,737 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $211,850
- of which government grants
- $158,250
- Program service revenue
- $39,962
- Investment income
- $13,062
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,000
- Compensation of officers, directors and key employees
- $39,000
- Salaries, compensation and benefits (total)
- $39,000
- Professional fundraising fees
- $0
- Accounting fees
- $1,725
- Occupancy
- $6,000
- Travel
- $2,608
Balance sheet and other
- Total assets, start of year
- $318,373
- Total assets, end of year
- $333,514
- Total liabilities, end of year
- $35,664
- Net assets, end of year
- $297,850
- Publicly traded securities
- $65,357
- Net assets without donor restrictions
- $297,850
- Gross receipts
- $264,874
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1989
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Cady Schilling | Executive Director Officer | 40 | $39,000 |
| James Marshall | President Trustee or director, Officer | 2 | $0 |
| Jessica Wolff | VP Public Sector Trustee or director, Officer | 2 | $0 |
| Carla LaFever | VP Private Sector Trustee or director, Officer | 2 | $0 |
| Justin Schneider | Treasurer Trustee or director, Officer | 2 | $0 |
| James Schowalter | Secretary Trustee or director, Officer | 2 | $0 |
| Ben Levy | Past President Trustee or director, Officer | 2 | $0 |
| Kate Ansay | Board Member Trustee or director | 2 | $0 |
| Stacy Buening | Board Member Trustee or director | 2 | $0 |
| Jason Dzwinel | Board Member Trustee or director | 2 | $0 |
| Pat Foy | Board Member Trustee or director | 2 | $0 |
| Todd Halsey | Board Member Trustee or director | 2 | $0 |
| Eric Hurd | Board Member Trustee or director | 2 | $0 |
| Will Jones | Board Member Trustee or director | 2 | $0 |
| Dawn Wagner | Board Member Trustee or director | 2 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Trish McEnerny | Board Member Trustee or director | 2 | $0 |
| Todd Luft | Board Member Trustee or director | 2 | $0 |
| John Repenshek | Board Member Trustee or director | 2 | $0 |
| Maureen O'Leary-Guth | Board Member Trustee or director | 2 | $0 |
| Kurt Theune | Board Member Trustee or director | 2 | $0 |
| Jim Winistorfer | Board Member Trustee or director | 2 | $0 |
| Dean Rennicke | Board Member Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 25 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN CADY SCHILLING | EXECUTIVE DIRECTOR Officer | 40 | $36,000 |
| JAMES MARSHALL | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CARLA LAFEVER | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 |
| MAUREEN O'LEARRY GUTH | VP PRIVATE SECTOR Trustee or director, Officer | 2 | $0 |
| JESSICA WOLF | VP PUBLIC SECTOR Trustee or director, Officer | 2 | $0 |
| JUSTIN SCHNEIDER | TREASURER Trustee or director, Officer | 2 | $0 |
| JAMES SCHOWALTER | SECRETARY Trustee or director, Officer | 2 | $0 |
| BEN LEVY | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| KATE ANSAY | BOARD MEMBER Trustee or director | 2 | $0 |
| STACY BUENING | BOARD MEMBER Trustee or director | 2 | $0 |
| JOEL BURROW | BOARD MEMBER Trustee or director | 2 | $0 |
| JASON DZWINEL | BOARD MEMBER Trustee or director | 2 | $0 |
| TODD ENDRES | BOARD MEMBER Trustee or director | 2 | $0 |
| PATRICK FOY | BOARD MEMBER Trustee or director | 2 | $0 |
| TODD HALSEY | BOARD MEMBER Trustee or director | 2 | $0 |
| ERIC HURD | BOARD MEMBER Trustee or director | 2 | $0 |
| WILL JONES | BOARD MEMBER Trustee or director | 2 | $0 |
| TODD LUFT | BOARD MEMBER Trustee or director | 2 | $0 |
| TRISH MCNERNEY | BOARD MEMBER Trustee or director | 2 | $0 |
| DEAN RENNICKE | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN REPENSHEK | BOARD MEMBER Trustee or director | 2 | $0 |
| KURT THEUNE | BOARD MEMBER Trustee or director | 2 | $0 |
| DAWN WAGNER | BOARD MEMBER Trustee or director | 2 | $0 |
| JIM WINISTORFER | BOARD MEMBER Trustee or director | 2 | $0 |
| DANIEL SEM | ROTATED OFF BOARD IN 2024 Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN CADY SCHILLING | EXECUTIVE DIRECTOR Officer | 40 | $33,000 |
| BEN LEVY | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JIM TARASOVITCH | PRESIDENT ELECT Trustee or director, Officer | 2 | $0 |
| THOMAS MYERS | VP PRIVATE SECTOR Trustee or director, Officer | 2 | $0 |
| JUSTIN SCHNEIDER | TREASURER Trustee or director, Officer | 2 | $0 |
| DEAN RENNICKE | PAST PRESIDENT Trustee or director | 2 | $0 |
| KATE ANSAY | BOARD MEMBER Trustee or director | 2 | $0 |
| JOEL BURROW | BOARD MEMBER Trustee or director | 2 | $0 |
| JASON DZEINEL | BOARD MEMBER Trustee or director | 2 | $0 |
| TODD ENDRES | BOARD MEMBER Trustee or director | 2 | $0 |
| PATRICK FOY | BOARD MEMBER Trustee or director | 2 | $0 |
| ERIC HURD | BOARD MEMBER Trustee or director | 2 | $0 |
| WILL JONES | BOARD MEMBER Trustee or director | 2 | $0 |
| CARLA LAFEVER | BOARD MEMBER Trustee or director | 2 | $0 |
| TODD LUFT | BOARD MEMBER Trustee or director | 2 | $0 |
| JAMES MARSHALL | BOARD MEMBER Trustee or director | 2 | $0 |
| TRISH MCNERNEY | BOARD MEMBER Trustee or director | 2 | $0 |
| JAMES SCHOWALTER | BOARD MEMBER Trustee or director | 2 | $0 |
| DANIEL SEM | BOARD MEMBER Trustee or director | 2 | $0 |
| DAWN WAGNER | BOARD MEMBER Trustee or director | 2 | $0 |
| JIM WINISTORFER | BOARD MEMBER Trustee or director | 2 | $0 |
| JESSICA WOLF | BOARD MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 121 W MAIN ST, PRT WASHINGTN, WI 53074-1813
- In care of
- % KATHLEEN CADY SCHILLING
- Principal officer (990 for 2025)
- Kathleen Cady Schilling, 121 W Main St, Port Washington, WI 53074
- Signed the 990
- Kathleen Cady Schilling, Executive Director
- Phone
- (262) 238-7730
- Website
- ozaukeebusiness.org
- Return prepared by
- O'Leary & Anick
Mission
Regional economic development
Program accomplishments
- Focus on economic expansion in Ozaukee County Wisconsin through training, coordinated buiness incentives and information clearing house.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1659962
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S30)
- Assets (IRS master file)
- $333,514
- Income (IRS master file)
- $264,874
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $264,874 | $250,181 | $333,514 | XML |
| 990 | December 2024 | $273,374 | $259,646 | $318,373 | XML |
| 990 | December 2023 | $254,892 | $226,138 | $301,784 | XML |
| 990 | December 2022 | $232,422 | $221,992 | $260,350 | IRS |
| 990 | December 2021 | – | – | – | 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 39-1659962).
Questions about OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION
- What is the EIN of OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION?
- The employer identification number (EIN) of OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION is 39-1659962.
- Is OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2022.
- Are donations to OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION 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 OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION?
- The 990 for the year ended December 31, 2025 names Kathleen Cady Schilling.
- Who are the officers and directors of OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION?
- The 990 for the year ended December 31, 2025 lists 22 people; 1 received compensation from the organization, the highest $39,000 (Kathleen Cady Schilling, Executive Director).
- How much revenue does OZAUKEE COUNTY ECONOMIC DEVELOPMENT CORPORATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $264,874, expenses of $250,181 and total assets of $333,514 at year end.
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All nonprofits in PRT WASHINGTN · Wisconsin · Community improvement and capacity building