United Way of Northern Ozaukee Inc logo

United Way of Northern Ozaukee Inc

Public charity · Grantmaker Port Washington, WI EIN: 23-7084522 Website
PhilanthropyFoundations

The mission of the United Way of Northern Ozaukee is to make a positive difference for our communities.

Key facts about United Way of Northern Ozaukee Inc

In short: United Way of Northern Ozaukee Inc gave $282K across 9 grants in 2025 (avg $31K), mostly in Wisconsin. Source: 2025 IRS Form 990.

EIN
23-7084522
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$281,961
Grants made (2025)
9
Average grant
$31,329
Median grant
$23,000
Total assets
$552,724
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$553K

-12.8% YoY

Annual Giving

$282K

-4.4% YoY

Grant Count

9

-10.0% YoY

Avg Grant Size

$31K

+6.2% YoY

How United Way of Northern Ozaukee Inc gives

  • Giving held roughly steady from 2022 to 2025 (+9%). Method

From the foundation's IRS Form 990 filings. Methodology.

About United Way of Northern Ozaukee Inc

Based on IRS filings

United Way of Northern Ozaukee Inc is a public charity focused on Philanthropy, based in Port Washington, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $553K in total assets. In 2025, it awarded 9 grants totaling $282K. Net investment income was $2K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 9 itemized grants.

States

Cities

GraftonSaukvillePort WashingtonMequonAppletonSheboygan

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K13 grants2019 10 grants2020 12 grants2021 10 grants2022 10 grants2023 10 grants2024 9 grants2025

From 2019 to 2025, annual grant giving ranged from $216K (2020) to $295K (2024). In 2025 it made 9 grants totaling $282K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Advocates of Ozaukee: $100KAdvocates of Ozaukee$100KOzaukee Family Services: $39KOzaukee Family Services$39KPortal Inc: $36KPortal Inc$36KInterfaith Caregivers: $26KInterfaith Caregivers$26KBig Brothers Big Sisters of Ozaukee County: $23KBig Brothers Big Sisters ofOzaukee County$23KFamily Sharing of Ozaukee County: $20KFamily Sharing of OzaukeeCounty$20KLakeshore Regional Child Advocacy Center: $20KLakeshore Regional ChildAdvocacy Center$20KAdult Literacy Center of Ozaukee County: $11KAdult Literacy Center ofOzaukee County$11KSirona Recovery (Starting Point): $7KSirona Recovery (StartingPoint)$7K

The largest 2025 recipient was Advocates of Ozaukee ($100K). Together the top 9 received $282K.

Grant Size Distribution

51 grants across all recorded years

46<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 46 grants of 51 (90%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Advocates of Ozaukee Saukville, WIHuman Needs$100,000
Ozaukee Family Services Grafton, WIHuman Needs$39,000
Portal Inc Grafton, WIHuman Needs$36,000
Interfaith Caregivers Grafton, WIHuman Needs$26,000
Big Brothers Big Sisters of Ozaukee County Grafton, WIHuman Needs$23,000
Family Sharing of Ozaukee County Grafton, WIHuman Needs$20,000
Lakeshore Regional Child Advocacy Center Port Washington, WIHuman Needs$20,000
Adult Literacy Center of Ozaukee County Grafton, WIHuman Needs$11,000
Sirona Recovery (Starting Point) Grafton, WIHuman Needs$6,961

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$552,724$634,040$544,393
Revenue$425,288$466,302$409,607
Expenses$455,437$432,740$361,217
Net Investment Income$2,154$2,704$1,068

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS January 15, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS February 10, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS February 15, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS February 15, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS February 15, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS February 13, 2025)
  7. Updated Form 990 for fiscal year 2025 (received by the IRS February 12, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

United Way of Northern Ozaukee Inc is led by Barbara Bates-Nelson, Executive Director on every filing since 2019; 1 of 16 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Barbara Bates-Nelson

    Executive Director

    On filings since 2019

    10 hrs/week

    $22K (2019) → $31K (2025)

  • Craig Modahl

    President

    Director → Vice President - Community Impact, 2021

    Vice President - Community Impact → President, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jack Linehan

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jonathan Neulreich

    Director

    Director → Secretary, 2022

    Secretary → Director, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

  • Michael Weber

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Tom Carson

    Director

    Vice President - Marketing → Vice President of Marketing, 2022

    Vice President of Marketing → Director, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

  • Don Bystricky

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Doug McManus

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Eric Rathgeber

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Jerry Faust

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Karen Cohen

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Kim Boettcher

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Bryn Theisen

    Vice President of Campaign

    Director → Vice President of Events, 2022

    Vice President of Events → Vice President of Campaign, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

  • Cindy Nierode

    Treasurer

    Treasurer → Vice President of Finance, 2022

    Vice President of Finance → Treasurer, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

  • Gerald Antoine

    Vice President of Governance

    Vice President - Governance → Vice President of Governance, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

  • Robert Haupt

    Vice President of Allocation

    Vice President - Allocation → Vice President of Allocation, 2022

    On filings since 2019

    1 hr/week

    No compensation reported

Former officers (16)
  • Former: Tony Matera (2019–2024) — Director
  • Former: Annie Stadler (2019–2023) — Vice President of Campaign
  • Former: Grace Eernisse (2019–2023) — Director
  • Former: Karen Weber (2019–2023) — Director
  • Former: Sridhar Vasudevan (2019–2023) — Director
  • Former: Wilma Bonaparte (2019–2023) — Director
  • Former: Megan Joecks (2022–2023) — Director
  • Former: Donald Bystricky (2019–2022) — Director
  • Former: Joyce Nwatuobi (2019–2021) — Director
  • Former: Ron Voigt (2019–2021) — Director
  • Former: Tom Johnson (2019–2021) — Vice President - Strategic
  • Former: Bailey Murph (2020–2021) — Director
  • Former: Chris King (2020–2021) — Director
  • Former: Jenna Robinson (2020–2021) — Director
  • Former: Christine King (2019) — Treasurer
  • Former: Rick Bate (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Barbara Bates-Nelson — Executive Director: $31KBarbara Bates-NelsonExecutive Director$31K

The highest reported compensation on the 2025 filing was $31K, to Barbara Bates-Nelson (Executive Director).

Frequently asked questions about United Way of Northern Ozaukee Inc

How much does United Way of Northern Ozaukee Inc give each year?

United Way of Northern Ozaukee Inc gave $282K across 9 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $295K across 10 grants.

What is United Way of Northern Ozaukee Inc's typical grant size?

United Way of Northern Ozaukee Inc's median grant in 2025 was $23,000, and its average grant was $31,329, across 9 grants on its 2025 IRS Form 990.

Where does United Way of Northern Ozaukee Inc give grants?

United Way of Northern Ozaukee Inc gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Grafton, WI (7 grants).

Does United Way of Northern Ozaukee Inc give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on United Way of Northern Ozaukee Inc's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Human Needs" (9 grants).

Who are United Way of Northern Ozaukee Inc's largest grantees?

United Way of Northern Ozaukee Inc's largest 2025 grantees include Advocates of Ozaukee ($100,000), Ozaukee Family Services ($39,000) and Portal Inc ($36,000), according to its 2025 IRS Form 990. Together they received 62% of its itemized 2025 grant dollars.

How large is United Way of Northern Ozaukee Inc?

United Way of Northern Ozaukee Inc reported $553K in total assets on its 2025 IRS Form 990. Its revenue that year was $425K.

What is United Way of Northern Ozaukee Inc?

United Way of Northern Ozaukee Inc is a public charity focused on Philanthropy, based in Port Washington, WI. It holds $553K in total assets as of 2025.

What is United Way of Northern Ozaukee Inc's EIN?

United Way of Northern Ozaukee Inc's EIN (Employer Identification Number) is 23-7084522. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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