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Wisconsin · Nonprofit

UNITED WAY OF NORTHERN OZAUKEE INC

UNITED WAY OF NORTHERN OZAUKEE INC (Wisconsin) receives grants from 19 organizations whose IRS filings report $678,185 to it, the largest being UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC ($171,269). 10 of them have funded it in more than one year.

Revenue FY2025
$425k
Funders on record
19
Grants received
$678k
Net assets
$254k
10/19 repeat funderspeak grant-dependency 32%
01What it does

What United Way of Northern Ozaukee Inc does

Mission

The mission of the united way of northern ozaukee is to make a positive difference for our communities.

As stated on its FY2025 Form 990.

Program

  1. United way of northern ozaukee is proud to support 12 ozaukee county partner agencies that provide critical programming in our three impact areas: health, education and financial stability. This year over 15,000 ozaukee county residents benefitted from united way funded programs. 196 inviduals received help with rent assistance to avoid eviction. Over 12,900 individuals received meals from who were receiving food insecurities. This was an increase 41%. 73 children who were impacted by violence, abuse or neglect received advocacy and support from our partner agency.

    $388,717 spentof which $305,559 as grants
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $388,717.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($302k) Expenses 100 ($341k) Net assets 100 ($205k)2018 Revenue 98 ($294k) Expenses 112 ($384k) Net assets 56 ($115k)2019 Revenue 109 ($329k) Expenses 88 ($300k) Net assets 71 ($144k)2020 Revenue 134 ($405k) Expenses 94 ($321k) Net assets 112 ($229k)2021 Revenue 130 ($393k) Expenses 109 ($372k) Net assets 122 ($250k)2022 Revenue 118 ($356k) Expenses 110 ($377k) Net assets 112 ($229k)2023 Revenue 136 ($410k) Expenses 106 ($361k) Net assets 131 ($268k)2024 Revenue 155 ($466k) Expenses 127 ($433k) Net assets 142 ($290k)2025 Revenue 141 ($425k) Expenses 133 ($455k) Net assets 124 ($254k)
'17'18'19'20'21'22'23'24'25
Revenue (141)Expenses (133)Net assets (124)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $430k to $524k (+22%).

$357k
$328k
$373k
$399k
$430k
$524k
$544k
$634k
$553k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 1% · 2023 3% · 2024 12% · 2025 12%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

−$40k
’17
−$89k
’18
$29k
’19
$84k
’20
$21k
’21
−$21k
’22
$48k
’23
$34k
’24
−$30k
’25
11
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Barbara Bates-Nelson

Executive director

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed171822232318181616
Joined·+3+6+2+0+1+1+4+1
No longer listed·22106161
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 3 funders to 10 funders, grant income rose $36k → $100k.

8 of 19 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 43% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of UNITED WAY OF NORTHERN OZAUKEE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

UNITED WAY OF NORTHERN OZAUKEE INC has a broad base — no single funder exceeds 25% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

77% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY OF NORTHERN OZAUKEE INC.

25%
largest funder
65%
top three
~6
effective funders

Largest funder’s share by year: 2017 36% · 2018 39% · 2019 60% · 2020 21% · 2021 39% · 2022 44% · 2023 32% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

50% of UNITED WAY OF NORTHERN OZAUKEE INC's funders are still giving 3 years after their first grant; 53% give in more than one year at all.

first grant+1y+2y+3y+4y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

100% of UNITED WAY OF NORTHERN OZAUKEE INC's grant income comes from Wisconsin funders.

WI
NY

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Wisconsin out of state home

Funder states come from each funder’s own filing. $293k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like UNITED WAY OF NORTHERN OZAUKEE INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Wisconsin

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

85% of spending goes to programs.

Program 85%Management 8%Fundraising 7%

Governance

16
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

73%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

WI

Screen this organization

A dated, signed PDF of the compliance screen for UNITED WAY OF NORTHERN OZAUKEE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds UNITED WAY OF NORTHERN OZAUKEE INC?
UNITED WAY OF NORTHERN OZAUKEE INC (Wisconsin) receives grants from 19 organizations whose IRS filings report $678,185 to it, the largest being UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC ($171,269). 10 of them have funded it in more than one year.
How many funders does UNITED WAY OF NORTHERN OZAUKEE INC have?
IRS filings report 19 organizations giving $678,185 in grants to UNITED WAY OF NORTHERN OZAUKEE INC, 10 of which have funded it in more than one year.
Who is the largest funder of UNITED WAY OF NORTHERN OZAUKEE INC?
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC is the largest funder on record, with $171,269 in grants. The full list of funders is on this page.
How can an organization like UNITED WAY OF NORTHERN OZAUKEE INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 19 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing