UNITED WAY OF NORTHERN OZAUKEE

PORT WASHINGTON, WI, 53074 (248) 613-7855 Est. 1955 EIN 23-7084522
Form 990 501(c)(3)
www.unitedwayno.org

Mission

THE MISSION OF THE UNITED WAY OF NORTHERN OZAUKEE IS TO MAKE A POSITIVE DIFFERENCE FOR OUR COMMUNITIES.

Giving Portfolio

Total Grants
61
Total Giving
$1.5M
Recipients
61
Years Active
2019 - 2024
Avg grant: $25,653 Median: $19,500

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20249$282K $31K09
202310$295K $30K010
202210$259K $26K010
202110$259K $26K010
202012$238K $20K210
201910$216K $22K100

Sectors Funded

Human Services
17
Mental Health & Crisis Intervention
7
Religion-Related
6
Employment
6
Food, Agriculture & Nutrition
6
Education
6
Housing & Shelter
6
Crime & Legal-Related
1

Top States

Wisconsin
61

Grantee Size Profile

$1M - $5M
29
$500K - $1M
12
Under $100K
7
$100K - $500K
6
$5M - $10M
5

Top Grantees

Page 1 of 2
$508K
$218K
WI - 6 grants
$181K
$129K
WI - 5 grants
$78K
WI - 5 grants
$56K

Grants Awarded · 61 grants

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Financials

Total Revenue
$425,288
Total Expenses
$455,437
Net Assets
$253,594
1 employees 18 volunteers
From latest filing (tax period ending 2025-03-31)

Financial Health

Operating Reserve
6.7 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 8.8%
Expenses ↑ 5.2%
Revenue Sources
Contributions 99.6% Investment 0.5%
Expense Breakdown
Program 85.4% Management 8.1% Fundraising 6.6%

Officers & Trustees (16)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 Form 990
Apr 1, 2024 to Mar 31, 2025
$425,288 $455,437$253,594
2023 Form 990
Apr 1, 2023 to Mar 31, 2024
$466,302 $432,740$289,797
2022 Form 990
Apr 1, 2022 to Mar 31, 2023
$409,607 $361,217$268,232
2021 Form 990
Apr 1, 2021 to Mar 31, 2022
$355,770 $377,176$228,795
2020 Form 990
Apr 1, 2020 to Mar 31, 2021
$393,310 $371,813$250,201
2019 Form 990
Apr 1, 2019 to Mar 31, 2020
$405,005 $320,652$228,704

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EIN: 23-7084522 · Source: IRS Form 990 e-file data