ADVOCATES OF OZAUKEE INC

EIN: 391378449 501(c)(3) Housing & Shelter

SAUKVILLE, WI

Total Revenue
$2,088,050
Total Expenses
$1,562,312
Total Assets
$435,052
Net Assets
$356,916
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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
WI
Principal Officer
Lucia Francis
Phone
2622843577
Tax Period
2024-01-01 to 2024-12-31

ADVOCATES OF OZAUKEE INC, founded in 1980, is a community nonprofit in the Housing & Shelter sector that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $526K, a strong 25% operating margin.

Mission

The mission is to end domestic and sexual violence through education, prevention and intervention activities.

Program Service Accomplishments

Program 1
Expenses: $761,567 Revenue: $71,353

The shelter is staffed 24-hours a day, seven days a week, and provides emergency shelter, food and transportation, crisis hotline counseling, mental health services including individual...

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The shelter is staffed 24-hours a day, seven days a week, and provides emergency shelter, food and transportation, crisis hotline counseling, mental health services including individual counseling/therapy, case management including legal advocacy, transitional living, support group counseling, accompaniment to hospitals for medical examinations, and other services to those domestic violence and sexual assault victims in need. Advocates operates the only shelter and program for domestic violence and sexual assault victims in Ozaukee County, a mixed rural and urban area; however, our clients come from Ozaukee County as well as the Greater Milwaukee area.

Program 2
Expenses: $186,955 Revenue: $0

Advocates has always believed that children are the silent victims of domestic violence in their homes. For that reason, Advocates created a trauma informed comprehensive program to support children...

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Advocates has always believed that children are the silent victims of domestic violence in their homes. For that reason, Advocates created a trauma informed comprehensive program to support children whether they are in shelter or in the community. Children have their own advocate who works with them and the family to discuss their fears and what they need to start feeling safe again. The program includes one on one counseling, if desired, two childrens groups a year, and a strong program in all Ozaukee County schools to provide information and prevention strategies to children. Advocates also works with children who have experienced sexual assault and provides all the above services to them and their family.

Program 3
Expenses: $477,516 Revenue: $0

The Wisconsin Department of Justice awarded a grant to Advocates to begin a Sexual Assault Victim Services program in 2002. Advocates became the Sexual Assault service provider for Ozaukee County...

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The Wisconsin Department of Justice awarded a grant to Advocates to begin a Sexual Assault Victim Services program in 2002. Advocates became the Sexual Assault service provider for Ozaukee County. Since that time the sexual assault program has grown significantly through additional funding from local foundations and corporations. The program includes prevention programs to children and teens, intervention services, medical and legal accompaniment, protective parent advocacy for child victims and counseling.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,010,624
Program Service Revenue $71,353
Investment Income $5,301
Other Revenue $772
TOTAL REVENUE $2,088,050

Expense Breakdown

Grants Paid $0
Salaries & Benefits $883,300
Fundraising Expenses $18,412
Program Expenses $1,426,038
Other Expenses $679,012
TOTAL EXPENSES $1,562,312

Year-over-Year Comparison

2024 2023 Change
Revenue $2,088,050 $1,772,191 +0.2%
Expenses $1,562,312 $1,259,813 +0.2%
Net Income $525,738 $512,378 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
26
Volunteers
117

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$97,423
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Barbara Fischer Executive director 40.00
Officer
$92,882 $4,541 $97,423
Kate Bechen President 1.00
Officer Director
$0 $0 $0
Lynn Hawkins Vice President 1.00
Officer Director
$0 $0 $0
David Krause Treasurer 1.00
Officer Director
$0 $0 $0
Thomas Czaja Secretary 1.00
Officer Director
$0 $0 $0
Errol Barnett Director 1.00
Director
$0 $0 $0
Jim Bohn Director 1.00
Director
$0 $0 $0
Patty Eubanks Director 1.00
Director
$0 $0 $0
Dawn Faucett Director 1.00
Director
$0 $0 $0
Lucia Francis Director 1.00
Director
$0 $0 $0
Shelly Gillen Director 1.00
Director
$0 $0 $0
Christy Knowles Director 1.00
Director
$0 $0 $0
Amanda Mack Director 1.00
Director
$0 $0 $0
Peter Pierce Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $2,088,050 $1,562,312 $435,052 $525,738
2023 $1,772,191 $1,259,813 $1,528,979 $512,378
2022 $1,105,434 $1,143,798 $499,684 $-38,364
2021 $1,047,317 $1,024,798 $495,537 $22,519
2020 $1,104,108 $1,014,590 $480,719 $89,518
2019 $835,088 $962,999 $439,136 $-127,911
2018 $915,917 $920,793 $590,835 $-4,876
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