Nonprofit · EIN 39-1208203
OZAUKEE FAMILY SERVICES
Tax-exempt · CEDARBURG, WI 53012
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $958,989 | $820,178 | $138,811 | $3,540,592 | $642,397 | $2,898,195 |
| December 31, 2024 | 990 | $884,805 | $788,807 | $95,998 | $3,316,657 | $696,588 | $2,620,069 |
| December 31, 2023 | 990 | $912,186 | $685,553 | $226,633 | $3,149,569 | $749,376 | $2,400,193 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $770,591
- of which government grants
- $31,425
- Program service revenue
- $139,774
- Investment income
- $12,484
- Net income from fundraising events
- $36,140
- Other revenue
- $36,140
Expenses
- Grants and similar amounts paid
- $876
- Compensation of officers, directors and key employees
- $75,338
- Other salaries and wages
- $482,666
- Salaries, compensation and benefits (total)
- $627,175
- Professional fundraising fees
- $0
- Accounting fees
- $2,200
- Occupancy
- $15,193
- Travel
- $9,994
- Depreciation
- $49,247
- Program services (functional)
- $667,495
- Management and general (functional)
- $123,968
- Fundraising (functional)
- $28,715
Balance sheet and other
- Total assets, start of year
- $3,316,657
- Total assets, end of year
- $3,540,592
- Total liabilities, end of year
- $642,397
- Net assets, end of year
- $2,898,195
- Land, buildings and equipment
- $1,530,242
- Net assets without donor restrictions
- $2,277,342
- Net assets with donor restrictions
- $620,853
- Gross receipts
- $998,796
- Employees
- 20
- Volunteers
- 50
- Year formed
- 1974
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA HOLTEBECK | EXECUTIVE DIRECTOR Officer | 40 | $75,338 | $2,260 |
| BEN LEVY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JAN SCHUELLER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DAVE ANTOINE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MARK ZIEBELL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KELLY BAXTER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TINA ENGROFF | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN GASSERT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAN KOTH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRISTY KNOWLES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANN MASSE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| AMY McCONEGHY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFF NELSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAM STARK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SANDY WILLIAMS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA HOLTEBECK | EXECUTIVE DIRECTOR Officer | 40 | $69,925 | $2,098 |
| BEN LEVY | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JAN SCHUELLER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DAVE ANTOINE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MARK ZIEBELL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KELLY BAXTER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| TINA ENGROFF | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LISA FROEMMING | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN GASSERT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| DAN KOTH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| CHRISTY KNOWLES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ANN MASSE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JEFF NELSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAM STARK | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SANDY WILLIAMS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA HOLTEBECK | EXECUTIVE DIRECTOR Officer | 40 | $67,000 |
| BEN LEVY | PRESIDENT Trustee or director, Officer | 2 | $0 |
| JAN SCHUELLER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| DAVE ANTOINE | SECRETARY Trustee or director, Officer | 2 | $0 |
| MARK ZIEBELL | TREASURER Trustee or director, Officer | 2 | $0 |
| KELLY BAXTER | BOARD MEMBER Trustee or director | 2 | $0 |
| APRIL CALVERT | BOARD MEMBER Trustee or director | 2 | $0 |
| TINA ENGROFF | BOARD MEMBER Trustee or director | 2 | $0 |
| LISA FROEMMING | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN GASSERT | BOARD MEMBER Trustee or director | 2 | $0 |
| DAN KOTH | BOARD MEMBER Trustee or director | 2 | $0 |
| CHRISTY KNOWLES | BOARD MEMBER Trustee or director | 2 | $0 |
| JEFF NELSON | BOARD MEMBER Trustee or director | 2 | $0 |
| PAM STARK | BOARD MEMBER Trustee or director | 2 | $0 |
| DANIEL SWITALSKI | BOARD MEMBER Trustee or director | 2 | $0 |
| SANDY WILLIAMS | BOARD MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4922 COLUMBIA RD, CEDARBURG, WI 53012-9188
- Principal officer (990 for 2025)
- AMY McCONEGHY, 4922 COLUMBIA ROAD, CEDARBURG, WI 53012
- Signed the 990
- AMY McCONEGHY, TREASURER
- Phone
- (262) 376-7774
- Return prepared by
- Krause & Associates SC
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.
Program accomplishments
- Senior Programs - Source of information and referral services for the senior community. Provide volunteers to assist community senior citizens.Expenses $23,967
- Behavioral health - Professional counselors provide on-going, short-term and/or crisis counseling for individuals, couples, groups and families.Expenses $408,451 · grants $726 · revenue $83,629
- Parent Education - Programs to help parents develop and foster a nurturing and positive atmosphere in the home and co-parenting programs for divorcing parents.Expenses $217,494 · grants $150 · revenue $56,145
- Prevention - educational programs designed to promote health and wellness.Expenses $17,583
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1208203
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P40Z)
- Assets (IRS master file)
- $3,540,592
- Income (IRS master file)
- $998,796
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $958,989 | $820,178 | $3,540,592 | XML |
| 990 | December 2024 | $884,805 | $788,807 | $3,316,657 | XML |
| 990 | December 2023 | $912,186 | $685,553 | $3,149,569 | XML |
| 990 | December 2022 | $823,520 | $628,846 | $2,748,846 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1208203).
Questions about OZAUKEE FAMILY SERVICES
- What is the EIN of OZAUKEE FAMILY SERVICES?
- The employer identification number (EIN) of OZAUKEE FAMILY SERVICES is 39-1208203.
- Is OZAUKEE FAMILY SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to OZAUKEE FAMILY SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OZAUKEE FAMILY SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OZAUKEE FAMILY SERVICES due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OZAUKEE FAMILY SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OZAUKEE FAMILY SERVICES?
- The 990 for the year ended December 31, 2025 names AMY McCONEGHY.
- Who are the officers and directors of OZAUKEE FAMILY SERVICES?
- The 990 for the year ended December 31, 2025 lists 15 people; 1 received compensation from the organization, the highest $75,338 (LISA HOLTEBECK, EXECUTIVE DIRECTOR).
- How much revenue does OZAUKEE FAMILY SERVICES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $958,989, expenses of $820,178 and total assets of $3,540,592 at year end.
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