United Way of Northern Ozaukee Inc
The mission of the United Way of Northern Ozaukee is to make a positive difference for our communities.
United Way of Northern Ozaukee Inc at a glance
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.
- Annual giving (2025)
- $281,961
- -4.4% vs 2024
- Grants made (2025)
- 9
- -10.0% vs 2024
- Average grant
- $31,329
- +6.2% vs 2024
- Median grant
- $23,000
- Total assets
- $552,724
- -12.8% vs 2024
- Primary geography
- Wisconsin (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who United Way of Northern Ozaukee Inc funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Advocates of Ozaukee ($100K). Together the top 9 received $282K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 46 grants of 51 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $216K (2020) to $295K (2024). In 2025 it made 9 grants totaling $282K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Advocates of Ozaukee Saukville, WI | Human Needs | $100,000 |
| Ozaukee Family Services Grafton, WI | Human Needs | $39,000 |
| Portal Inc Grafton, WI | Human Needs | $36,000 |
| Interfaith Caregivers Grafton, WI | Human Needs | $26,000 |
| Big Brothers Big Sisters of Ozaukee County Grafton, WI | Human Needs | $23,000 |
| Family Sharing of Ozaukee County Grafton, WI | Human Needs | $20,000 |
| Lakeshore Regional Child Advocacy Center Port Washington, WI | Human Needs | $20,000 |
| Adult Literacy Center of Ozaukee County Grafton, WI | Human Needs | $11,000 |
| Sirona Recovery (Starting Point) Grafton, WI | Human Needs | $6,961 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $552,724 | $425,288 | $455,437 | $281,961 | 9 | $2,154 |
| 2024 | $634,040 | $466,302 | $432,740 | $295,000 | 10 | $2,704 |
| 2023 | $544,393 | $409,607 | $361,217 | $258,500 | 10 | $1,068 |
| 2022 | $523,571 | $355,770 | $377,176 | $258,500 | 10 | $2,150 |
| 2021 | $429,885 | $393,310 | $371,813 | $237,500 | 12 | $723 |
| 2020 | $399,255 | $405,005 | $320,652 | $216,000 | 10 | $1,391 |
| 2019 | $373,066 | $329,321 | $299,986 | $235,600 | 13 | $539 |
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
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
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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS January 15, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS February 10, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 15, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS February 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS February 13, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS February 12, 2026)
- IRS filings on file for fiscal years 2019–2025
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