Ozaukee Family Services

Analysis

Ozaukee Family Services is a registered charity in United States, based in Cedarburg, WI. It received its IRS tax-exemption ruling in December 1976, 50 years ago. Its declared purposes cover human services, which this site groups under poverty relief. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, Ozaukee Family Services reported income of $912k and spending of $686k, leaving 25% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $644k to $912k (+42%), an average of +9.1% a year. The sharpest change came in the year to December 2021, when income rose by 37%. Over the whole period it spent 76% of the income it received.

Among 62,758 United States charities whose main cause is poverty relief and that reported income, Ozaukee Family Services sits at the 74th percentile: it is larger than about 74% of them. Against every charity in United States with reported income it ranks in the 78th percentile, and in the 79th percentile within WI. Charities of a similar size with the same main cause include Santa Barbara Hospice Foundation ($912k), Regional Family YMCA of Laurel Highlands ($912k) and White County Childrens Safetycenter ($912k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 79% and program service revenue 15% of the total. Compensation of current officers, directors and key employees was $67k (9.8% of expenses). Other salaries and wages came to $416k. At year end it held assets of $3.1m against liabilities of $749k, net assets of $2.4m. It reported 20 employees.