Civic Intelligence

Ozaukee Family Services

EIN 39-1208203 • 501(c)3 • Cedarburg, WI

Profile

Ozaukee Family Services meets the

4922 Columbia RoadCedarburg, WI 53012

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.21x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.79x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$72,023

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-3.0%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$3,316,657

Up $167,088 (+5.3%) from 2023

Liabilities

Down

$696,588

Down $52,788 (-7.0%) from 2023

Net Assets

Up

$2,620,069

Up $219,876 (+9.2%) from 2023

Operations
Liabilities / Revenue86th percentileNet Margin62nd percentile

Revenue

Down

$884,805

Down $27,381 (-3.0%) from 2023

Expenses

Up

$788,807

Up $103,254 (+15%) from 2023

Net Income

Down

$95,998

Down $130,635 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $283,690Liabilities 2010: $22,936Net Assets 2010: $260,7542010Assets 2011: $324,089Liabilities 2011: $0Net Assets 2011: $324,0892011Assets 2012: $405,108Liabilities 2012: $0Net Assets 2012: $405,1082012Assets 2013: $496,719Liabilities 2013: $1,703Net Assets 2013: $495,0162013Assets 2014: $798,929Liabilities 2014: $9,916Net Assets 2014: $789,0132014Assets 2015: $903,464Liabilities 2015: $0Net Assets 2015: $903,4642015Assets 2016: $1,065,290Liabilities 2016: $1,925Net Assets 2016: $1,063,3652016Assets 2017: $1,195,383Liabilities 2017: $297Net Assets 2017: $1,195,0862017Assets 2018: $1,324,803Liabilities 2018: $1,427Net Assets 2018: $1,323,3762018Assets 2019: $1,473,967Liabilities 2019: $1,411Net Assets 2019: $1,472,5562019Assets 2020: $1,713,317Liabilities 2020: $97,445Net Assets 2020: $1,615,8722020Assets 2021: $2,746,249Liabilities 2021: $680,826Net Assets 2021: $2,065,4232021Assets 2022: $2,748,846Liabilities 2022: $663,631Net Assets 2022: $2,085,2152022Assets 2023: $3,149,569Liabilities 2023: $749,376Net Assets 2023: $2,400,1932023Assets 2024: $3,316,657Liabilities 2024: $696,588Net Assets 2024: $2,620,0692024

Highlighted filing

2024

Assets$3,316,657
Liabilities$696,588
Net Assets$2,620,069
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Expenses 2010: $329,8532010Expenses 2011: $363,0352011Expenses 2012: $387,3492012Revenue 2013: $516,554Expenses 2013: $426,646Net Income 2013: $89,9082013Revenue 2014: $743,878Expenses 2014: $449,881Net Income 2014: $293,9972014Revenue 2015: $567,212Expenses 2015: $440,708Net Income 2015: $126,5042015Revenue 2016: $568,881Expenses 2016: $416,716Net Income 2016: $152,1652016Revenue 2017: $570,288Expenses 2017: $488,485Net Income 2017: $81,8032017Revenue 2018: $662,248Expenses 2018: $503,898Net Income 2018: $158,3502018Revenue 2019: $643,686Expenses 2019: $562,677Net Income 2019: $81,0092019Revenue 2020: $668,886Expenses 2020: $586,752Net Income 2020: $82,1342020Revenue 2021: $915,891Expenses 2021: $554,433Net Income 2021: $361,4582021Revenue 2022: $823,520Expenses 2022: $628,846Net Income 2022: $194,6742022Revenue 2023: $912,186Expenses 2023: $685,553Net Income 2023: $226,6332023Revenue 2024: $884,805Expenses 2024: $788,807Net Income 2024: $95,9982024

Highlighted filing

2024

Revenue$884,805
Expenses$788,807
Net Income$95,998
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,316,657
Liabilities
$696,588
Net assets
$2,620,069
Revenue
$884,805
Expenses
$788,807
Net income
$95,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$0.70$2.62$0.88$0.79$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.75$2.40$0.91$0.69$0.23
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.66$2.09$0.82$0.63$0.19
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.75$0.68$2.07$0.92$0.55$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.10$1.62$0.67$0.59$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.64$0.56$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.66$0.50$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.57$0.49$0.08
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.06$0.57$0.42$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.57$0.44$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.74$0.45$0.29
2013Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.52$0.43$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.02$0.26$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Gross Receipts
$915,583
Mission and Program Overview

Mission

Ozaukee Family Services meets the needs of children, families and seniors through dedicated, compassionate, and caring staff and volunteers. We serve those in need by offering programs in family education and prevention, as well as counseling and senior services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,562,011$1,552,639▼ $9,372
Savings and Temporary Cash Investments$356,170$465,609▲ $109,439
Pledges and Grants Receivable$55,031$50,919▼ $4,112
Cash and Non-Interest-Bearing Accounts$97,674$38,803▼ $58,871
Accounts Receivable$10,778$10,220▼ $558
Prepaid Expenses and Deferred Charges$2,462$2,645▲ $183
Total Assets$3,149,569$3,316,657▲ $167,088
Other Assets Total$1,065,443$1,195,822▲ $130,379
Liabilities
Mortgage Notes Payable Secured by Investment Property$629,187$612,145▼ $17,042
Deferred Revenue$97,083$64,670▼ $32,413
Accounts Payable and Accrued Expenses$23,106$19,773▼ $3,333
Total Liabilities$749,376$696,588▼ $52,788
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,896,008$2,072,503▲ $176,495
Net Assets With Donor Restrictions$504,185$547,566▲ $43,381
Total Net Assets Fund Balance$2,400,193$2,620,069▲ $219,876
Total Liabilities and Net Assets / Fund Balance$3,149,569$3,316,657▲ $167,088

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,279,688$97,431$1,377,119
Land$218,000-$218,000
Equipment$31,876$54,111$85,987
Other Land Buildings$23,075-$23,075
Other Assets Org$2,681--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$809,982---$809,982
2023$809,982---$809,982
2022$1,127,164$7,700▼ $174,882$150,000$809,982
2021$957,961$12,200▲ $157,003-$1,127,164
2020$853,393$3,150▲ $101,418-$957,961
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa HoltebeckExecutive DirectorFT$69,925$2,098$72,023

Board Members and Trustees

NameTitle
Ben LevyPresident
Jan SchuellerVice President
Ann MasseBoard Member
Christy KnowlesBoard Member
Dan KothBoard Member
Jeff NelsonBoard Member
John GassertBoard Member
Kelly BaxterBoard Member
Lisa FroemmingBoard Member
Pam StarkBoard Member
Sandy WilliamsBoard Member
Tina EngroffBoard Member
Dave AntoineSecretary
Mark ZiebellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$696,398
Program Service Revenue
$142,616
Investment Income
$13,569
Other Revenue
$32,222
All Other Contributions
$422,089
Change in Net Assets
$95,998

Audited Revenue Reconciliation

Revenue per Audited Statements
$884,805
Revenue Not Reported on Form 990
$123,878
Total Revenue per Audited Statements
$1,008,683
Total Revenue per Form 990
$884,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$599,410
Other Expenses$189,397
Total Fundraising Expense$29,497
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$386,269$67,853$15,199$469,321
Current Officers, Directors, Trustees, and Key Employees$59,041$10,110$774$69,925
Depreciation Depletion$35,749$6,963$3,648$46,360
Payroll Taxes$31,825$5,572$1,142$38,539
Office Expenses$25,435$7,328$1,644$34,407
Interest$20,978$3,538$758$25,274
Occupancy$19,967$3,445$918$24,330
Pension Plan Contributions$15,058$358$749$16,165
Fees for Services Other$13,901$1,688$361$15,950
Insurance$10,984$1,849$388$13,221
Other Expenses$8,411$392$3,674$12,477
Travel$9,194$367$197$9,758
Other Employee Benefits$5,460$0$0$5,460
Fees for Services Accounting$1,699$206$45$1,950
Conferences and Meetings$1,051$25$0$1,076
Total Functional Expenses$648,077$111,233$29,497$788,807

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$788,807
Total Expenses per Audited Statements$788,807
Total Expenses per Form 990$788,807
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$63,000
Fundraising Direct Expenses$30,778
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Families First$228,072$63,000$7,617$55,383
Total Events$228,072$63,000$30,778$32,222
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ozaukee Family Services Inc
EIN
39-1208203
Phone
2623767774
Address
4922 COLUMBIA ROAD, CEDARBURG, WI 53012

Signing Officer

Name
Mark Ziebell
Title
Treasurer
Phone
2623767774
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Ziebell
Formed
1974
Legal Domicile
Wi
Voting Board Members
14
Independent Board Members
14
Employees
24
Volunteers
50

Preparer

Firm
Krause & Associates SC
Address
1214 Bridge Street, Grafton, WI 53024
Preparer
David Krause
Phone
2623779988
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A copy of the 990 is available for the board to review. The 990 is presented to the board at a regularly scheduled. meeting. The 990 is approved by the board prior to filing.”

Pt VI, Line 12C

“Board members and key employees are required to review and document any conflicts on an annual basis.”

Pt VI, Line 15A

“Executive Director salary is set by the personel committee and approved by the board annually. Board members are volunteers and receive no compensation.”

Pt VI, Line 15B

“Salaries and wages are set by the personel committee and approved by the board annually. Board members are volunteers and receive no compensation.”

Pt VI, Line 19

“The 990 is available online at Guidestar and upon request during normal business hours.”

Form 990, Part III, Line 4D

“Prevention - educational programs designed to promote 16400. 0. 0.”

Financial Statement Notes

Pt V, Line 4

“The endowment funds consist of donor-restricted endowments and funds designated by the board as endowments. Income from donor-restricted endowments is restricted for specific purposes, with the exception of the amounts available for general use. Donor-restricted endowment funds are not available for general expenditure.”

Pt XI, Line 2D

“Fundraising event expenses are netted with revenues on the 990.”

Pt XII, Line 2D

“Fundraising event expenses are netted with revenues on the 990.”

Raw XML AppendixShowing 400 of 599 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm1BEN LEVY
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IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE ANTOINE
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK ZIEBELL
IRS990/Form990PartVIISectionAGrp/PersonNm5KELLY BAXTER
IRS990/Form990PartVIISectionAGrp/PersonNm6TINA ENGROFF
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