Civic Intelligence

Ozaukee Family Services

990 • Fiscal year 2016 • EIN 39-1208203

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization Profilewww.ozaukeefamilyservices.org
885 Badger CircleGrafton, WI 53024

(262) 376-7774

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

84th percentile

27%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

0.3%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,065,290

Up $161,826 (+18%) from 2015

Net Assets

Up

$1,063,365

Up $159,901 (+18%) from 2015

Liabilities

Up

$1,925

Up $1,925 from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Up

$568,881

Up $1,669 (+0.3%) from 2015

Expenses

Down

$416,716

Down $23,992 (-5.4%) from 2015

Net Income

Up

$152,165

Up $25,661 (+20%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$1,065,290
Liabilities$1,925
Net Assets$1,063,365
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$568,881
Expenses$416,716
Net Income$152,165
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$568,881
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
Savings and Temporary Cash Investments$527,808$534,218▲ $6,410
Pledges and Grants Receivable$124,207$106,200▼ $18,007
Cash and Non-Interest-Bearing Accounts$46,095$70,255▲ $24,160
Accounts Receivable$13,216$16,901▲ $3,685
Total Assets$903,464$1,065,290▲ $161,826
Other Assets Total$192,138$337,716▲ $145,578
Liabilities
Accounts Payable and Accrued Expenses-$1,925-
Total Liabilities$0$1,925▲ $1,925
Net Assets / Fund Balance
Unrestricted Net Assets$582,905$725,649▲ $142,744
Permanently Rstr Net Assets$312,257$312,880▲ $623
Temporarily Rstr Net Assets$8,302$24,836▲ $16,534
Total Net Assets Fund Balance$903,464$1,063,365▲ $159,901
Total Liabilities and Net Assets / Fund Balance$903,464$1,065,290▲ $161,826

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$34,464$34,464
Leasehold Improvements-$15,160$15,160
Other Assets Org$328,754--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$312,257$623▲ $15,874-$328,754
2015$274,712$37,545--$312,257
2014-$274,712--$274,712
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Dan KothPresident
Kate DunningVice President
Ben LevyBoard Member
Daniel SwitalskiBoard Member
Dave AntoineBoard Member
Demond MeansBoard Member
Michelle JacobsBoard Member
Pam StarkBoard Member
Patti BrantBoard Member
Sandy WilliamsBoard Member
TEDMOND O'REILLYBoard Member
Tina EngroffBoard Member
Tom HayesBoard Member
Mary KranitzSecretary
Mark ZiebellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$409,738
Program Service Revenue
$149,895
Investment Income
$9,248
Other Revenue
$0
All Other Contributions
$285,525
Change in Net Assets
$152,165

Audited Revenue Reconciliation

Revenue per Audited Statements
$568,881
Revenue Not Reported on Form 990
$7,736
Total Revenue per Audited Statements
$576,617
Total Revenue per Form 990
$568,881
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$322,042
Other Expenses$94,674
Total Fundraising Expense$8,814
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$245,977$38,685$5,218$289,880
Occupancy$32,985$5,033$697$38,715
Payroll Taxes$19,996$3,170$360$23,526
All Other Expenses$12,118$1,195$1,716$15,029
Travel$10,488$978$187$11,653
Pension Plan Contributions$7,320$1,152$164$8,636
Insurance$4,431$675$92$5,198
Fees for Services Accounting$3,275$515$69$3,859
Office Expenses$3,209$410$56$3,675
Fees for Services Other$2,842$418$59$3,319
Other Expenses$2,398$375$113$2,886
Conferences and Meetings$1,363$274$0$1,637
Total Functional Expenses$354,064$53,838$8,814$416,716

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$416,716
Total Expenses per Audited Statements$416,716
Total Expenses per Form 990$416,716
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
Yes
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
885 BADGER CIRCLE, GRAFTON, WI 53024

Signing Officer

Name
Mark Ziebell
Title
Treasurer
Phone
2623767774
Signed
2017-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Ziebell
Formed
1974
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
20
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 21657. 0. 0.”

Form 990, Part IX, Line 24E

“Printing and publications 10242. 7715. 975. 1552.”

Form 990, Part IX, Line 24E

“Small equipment 2653. 2653. 0. 0.”

Form 990, Part IX, Line 24E

“Other 2134. 1750. 220. 164.”

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IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
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IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/FundraisingAmt0360
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IRS990/PayrollTaxesGrp/ProgramServicesAmt019996
IRS990/PayrollTaxesGrp/TotalAmt023526
IRS990/PensionPlanContributionsGrp/FundraisingAmt0164
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01152
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07320
IRS990/PensionPlanContributionsGrp/TotalAmt08636
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0312257
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0312880
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0124207
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0106200
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARK ZIEBELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0OZAUKEE COUNTY FEE FOR SERVICE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0137500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112395
IRS990/ProgSrvcAccomActy2Grp/Desc0COUNSELING - PROFESSIONAL COUNSELORS PROVIDE ON-GOING, SHORT-TERM AND/OR CRISIS COUNSELING FOR INDIVIDUALS, COUPLES, GROUPS AND FAMILIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt064239
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt012395
IRS990/ProgSrvcAccomActy3Grp/Desc0PARENT EDUCATION - PROGRAMS TO HELP PARENTS DEVELOP AND FOSTER A NURTURING AND POSITIVE ATMOSPHERE IN THE HOME AND CO-PARENTING PROGRAMS FOR DIVORCING PARENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0245045
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0137500
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Prevention - educational programs designed to promote health and wellness.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt021657
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0392145
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08602
IRS990/PYOtherExpensesAmt097808
IRS990/PYProgramServiceRevenueAmt0166465
IRS990/PYRevenuesLessExpensesAmt0126504
IRS990/PYSalariesCompEmpBnftPaidAmt0342900
IRS990/PYTotalExpensesAmt0440708
IRS990/PYTotalRevenueAmt0567212
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0152165
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0527808
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0534218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0409738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0392145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0603725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0435845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0398444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02239897
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt08602
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0493
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0996
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0754
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020093
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0149895
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0166465
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0139660
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt079713
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt069170
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0604903
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09248
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08602
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0493
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0996
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0754
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt020093
IRS990ScheduleA/InvestmentIncomeCYPct00.00700
IRS990ScheduleA/InvestmentIncomePYPct00.00440
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/PublicSupportPY509Pct00.81420
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt02172564
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0203388
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0144280
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0105740
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt024875
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0672236
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0203388
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0193953
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0105740
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt024875
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0672236
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0515558
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0467614
IRS990ScheduleA/Total509Grp/TotalAmt02844800
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02864893
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0328754
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt015874
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt037545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0312257
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0274712
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0274712

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,065,290
Liabilities
$1,925
Net assets
$1,063,365
Revenue
$568,881
Expenses
$416,716
Net income
$152,165
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
2016Detailed filing. Detailed filing data is available for this year.$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