United Way Of Northern Ozaukee Inc
EIN: 237084522 · Prt Washingtn, WI
Source Check Matrix
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Identity resolved verified
United Way Of Northern Ozaukee Inc is mapped to EIN 237084522.
IRS BMF exempt record needs review
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12 stored filing years available.
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12 stored filing years available.
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| Metric | Value |
|---|---|
| Total Revenue | $445K |
| Total Expenses | $361K |
| Net Assets | $268K |
Search Intent Cockpit
United Way Of Northern Ozaukee Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals
United Way Of Northern Ozaukee Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around United Way Of Northern Ozaukee Inc in one place.
Form 990 Filing Summary
12 filing years are available, with latest revenue of $410K and expenses of $361K.
Revenue and Expenses
United Way Of Northern Ozaukee Inc reported $410K in revenue and $361K in expenses, a surplus of $48K.
Executive Compensation
Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.
Charity Score and Red Flags
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Is United Way Of Northern Ozaukee Inc Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
IRS 990 Data Cockpit
Where the Money Comes From and Where It Goes
Revenue Source Mix
Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.
Expense Deployment
Functional expense detail is not available on the stored filing yet. Existing program percentage and future extracted expense fields will populate this panel.
Across stored filings, United Way Of Northern Ozaukee Inc shows contribution history pending. Next enrichment targets: revenue-source fields, functional expense detail, IRS BMF classification, AI synthesis.
Decision Cockpit
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| Decision Lens | Signal | What to Inspect Next |
|---|---|---|
| Legitimacy | Insufficient Data | Good filing record; no red flags identified |
| Mission spend | Pending | Unknown |
| Financial durability | Grade A | 12 stored filing years |
| Peer context | Compare with National Tribal Childs Support Association | Wisconsin and category context |
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Request a concise report for United Way Of Northern Ozaukee Inc with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.
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About United Way Of Northern Ozaukee Inc
United Way Of Northern Ozaukee Inc (EIN: 237084522) is a nonprofit organization based in Prt Washingtn, WI. The organization reported total revenue of $445K and total assets of $553K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of United Way Of Northern Ozaukee Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
United Way Of Northern Ozaukee Inc is a small nonprofit that has been operating for 54 years, with 12 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 5.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $410K |
| Total Expenses | $361K |
| Surplus / Deficit | +$48K |
| Total Assets | $544K |
| Total Liabilities | $276K |
| Net Assets | $268K |
| Operating Margin | 11.8% |
| Debt-to-Asset Ratio | 50.7% |
| Months of Reserves | 18.1 months |
Financial Health Grade: A
In 2023, United Way Of Northern Ozaukee Inc reported a surplus of $48K with revenue exceeding expenses, holds 18.1 months of operating reserves (strong position), has a debt-to-asset ratio of 50.7% (high leverage).
Financial Trends
Over 12 years of filings (2012–2023), United Way Of Northern Ozaukee Inc's revenue has grown at a compound annual growth rate (CAGR) of 5.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +15.1% | -4.2% | +4.0% |
| 2022 | -9.5% | +1.4% | +21.8% |
| 2021 | -2.9% | +16.0% | +7.7% |
| 2020 | +23.0% | +6.9% | +7.0% |
| 2019 | +11.9% | -21.8% | +13.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1972 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for United Way Of Northern Ozaukee Inc has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates United Way Of Northern Ozaukee Inc with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $48K, with revenue exceeding expenses.
- Debt-to-asset ratio: 50.7%.
Frequently Asked Questions about United Way Of Northern Ozaukee Inc
Is United Way Of Northern Ozaukee Inc a legitimate charity?
United Way Of Northern Ozaukee Inc (EIN: 237084522) is a registered tax-exempt nonprofit based in Wisconsin. It has 12 years of IRS 990 filings on record. Total revenue: $445K. No red flags identified. Financial health grade: A.
How does United Way Of Northern Ozaukee Inc spend its money?
United Way Of Northern Ozaukee Inc reported $445K in total revenue in IRS 990 filings. 12 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to United Way Of Northern Ozaukee Inc tax-deductible?
United Way Of Northern Ozaukee Inc is registered as a tax-exempt nonprofit (EIN: 237084522). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is United Way Of Northern Ozaukee Inc located?
United Way Of Northern Ozaukee Inc is headquartered in Prt Washingtn, Wisconsin and files with the IRS under EIN 237084522.
How many years of IRS 990 filings does United Way Of Northern Ozaukee Inc have?
United Way Of Northern Ozaukee Inc has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $445K in total revenue.
Filing History
IRS 990 filing history for United Way Of Northern Ozaukee Inc showing financial trends over 12 years of public records:
Over 12 years of IRS 990 filings (2012–2023), United Way Of Northern Ozaukee Inc's revenue has grown by 70.9%, moving from $240K to $410K. Total assets increased by 50.3% over the same period, from $362K to $544K. Total functional expenses rose by 79.2%, from $202K to $361K. In its most recent filing year (2023), United Way Of Northern Ozaukee Inc reported a surplus of $48K, with revenue exceeding expenses. The organization holds $276K in liabilities against $544K in assets (debt-to-asset ratio: 50.7%), resulting in net assets of $268K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $410K | $361K | $544K | $276K | — | View 990 |
| 2022 | $356K | $377K | $524K | $295K | — | View 990 |
| 2021 | $393K | $372K | $430K | $180K | — | View 990 |
| 2020 | $405K | $321K | $399K | $171K | — | View 990 |
| 2019 | $329K | $300K | $373K | $229K | — | View 990 |
| 2018 | $294K | $384K | $328K | $213K | — | — |
| 2017 | $302K | $341K | $357K | $153K | — | View 990 |
| 2016 | $349K | $329K | $402K | $158K | — | View 990 |
| 2015 | $272K | $293K | $367K | $143K | — | View 990 |
| 2014 | $267K | $271K | $380K | $135K | — | View 990 |
| 2013 | $263K | $261K | $383K | $134K | — | View 990 |
| 2012 | $240K | $202K | $362K | $115K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $410K, expenses of $361K, and assets of $544K (revenue +15.1% year-over-year).
- 2022: Revenue of $356K, expenses of $377K, and assets of $524K (revenue -9.5% year-over-year).
- 2021: Revenue of $393K, expenses of $372K, and assets of $430K (revenue -2.9% year-over-year).
- 2020: Revenue of $405K, expenses of $321K, and assets of $399K (revenue +23.0% year-over-year).
- 2019: Revenue of $329K, expenses of $300K, and assets of $373K (revenue +11.9% year-over-year).
- 2018: Revenue of $294K, expenses of $384K, and assets of $328K (revenue -2.4% year-over-year).
- 2017: Revenue of $302K, expenses of $341K, and assets of $357K (revenue -13.5% year-over-year).
- 2016: Revenue of $349K, expenses of $329K, and assets of $402K (revenue +28.2% year-over-year).
- 2015: Revenue of $272K, expenses of $293K, and assets of $367K (revenue +1.8% year-over-year).
- 2014: Revenue of $267K, expenses of $271K, and assets of $380K (revenue +1.4% year-over-year).
- 2013: Revenue of $263K, expenses of $261K, and assets of $383K (revenue +9.9% year-over-year).
- 2012: Revenue of $240K, expenses of $202K, and assets of $362K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for United Way Of Northern Ozaukee Inc:
Data Sources and Methodology
This transparency report for United Way Of Northern Ozaukee Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.