United Way of Northern Ozaukee logo

United Way of Northern Ozaukee

PORT WASHINGTON, WI EIN: 23-7084522 Website

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$634K

+16.5% YoY

Annual Giving

$295K

Grant Count

10

Avg Grant Size

$30K

About United Way of Northern Ozaukee

Based on IRS filings

United Way of Northern Ozaukee is a nonprofit organization focused on Philanthropy, based in PORT WASHINGTON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $634K in total assets. In 2024, it awarded 10 grants totaling $295K. Net investment income was $3K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

GraftonMequonPort WashingtonSaukville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$128K$256K$385K$513K20202021202220232024
Metric202420232022
Total Assets$634,040$544,393$523,571
Revenue$466,302$409,607$355,770
Expenses$432,740$361,217$377,176
Qualifying Distributions
Net Investment Income$2,704$1,068$2,150
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$74K$148K$221K$295K0 grants202012 grants202110 grants20220 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ADVOCATES OF OZAUKEE$100KOZAUKEE FAMILY SERVICES$39KPORTAL INC$34KINTERFAITH CAREGIVERS$26KBIG BROTHERS BIG SISTERS…$22KFAMILY SHARING OF OZAUKE…$20KLAKESHORE REGIONAL CHILD…$20KBALANCE INC$15KADULT LITERACY CENTER OF…$11KSIRONA RECOVERY (STARTIN…$8K

Grant Size Distribution

32 grants across all recorded years

29<$50K2$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Advocates of Ozaukee ($100,000), Ozaukee Family Services ($39,000), Portal Inc ($34,000).

RecipientPurposeAmount
ADULT LITERACY CENTER OF OZAUKEE COUNTY GRAFTON, WIHUMAN NEEDS$11,000
ADVOCATES OF OZAUKEE SAUKVILLE, WIHUMAN NEEDS$100,000
BALANCE INC SAUKVILLE, WIHUMAN NEEDS$15,000
BIG BROTHERS BIG SISTERS OF OZAUKEE COUNTY GRAFTON, WIHUMAN NEEDS$22,000
FAMILY SHARING OF OZAUKEE COUNTY GRAFTON, WIHUMAN NEEDS$20,000
INTERFAITH CAREGIVERS GRAFTON, WIHUMAN NEEDS$26,000
LAKESHORE REGIONAL CHILD ADVOCACY CENTER PORT WASHINGTON, WIHUMAN NEEDS$20,000
OZAUKEE FAMILY SERVICES GRAFTON, WIHUMAN NEEDS$39,000
PORTAL INC GRAFTON, WIHUMAN NEEDS$34,000
SIRONA RECOVERY (STARTING POINT) GRAFTON, WIHUMAN NEEDS$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BARBARA BATES-NELSONEXECUTIVE DIRECTOR$29K

From 2024 filing

NameTitleHoursCompensation
CRAIG MODAHLPRESIDENT1
CINDY NIERODETREASURER1
BRYN THEISENVP OF CAMPAIGN1
GERALD ANTOINEVP OF GOVERNANCE1
ROBERT HAUPTVP OF ALLOCATION1
TONY MATERADIRECTOR1
TOM CARSONDIRECTOR1
JONATHAN NEULREICHDIRECTOR1
JACK LINEHANDIRECTOR1
DR MICHAEL WEBERDIRECTOR1
DON BYSTRICKYDIRECTOR1
ERIC RATHGEBERDIRECTOR1
DR DOUG MCMANUSDIRECTOR1
JERRY FAUSTDIRECTOR1
KAREN COHENDIRECTOR1
BARBARA BATES-NELSONEXECUTIVE DIRECTOR10$28,833

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is United Way of Northern Ozaukee?

United Way of Northern Ozaukee is a nonprofit organization focused on Philanthropy, based in PORT WASHINGTON, WI. It holds $634K in total assets as of 2024.

How large is United Way of Northern Ozaukee?

As of 2024, United Way of Northern Ozaukee holds $634K in total assets with $466K in annual revenue. It awarded 10 grants totaling $295K in 2024.

Where does United Way of Northern Ozaukee operate?

United Way of Northern Ozaukee has awarded grants in Wisconsin.

What size grants does United Way of Northern Ozaukee award?

In 2024, United Way of Northern Ozaukee awarded 10 grants totaling $295K — an average of about $30K per grant, based on its IRS Form 990 filings.

What is United Way of Northern Ozaukee's EIN?

United Way of Northern Ozaukee's EIN (Employer Identification Number) is 23-7084522. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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