Northern Ozaukee Schools Scholarship Foundation Inc

EIN: 391608462 501(c)(3)

Fredonia, WI

Total Revenue
$291,336
Total Expenses
$173,687
Total Assets
$2,413,374
Net Assets
$1,544,108
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
WI
Principal Officer
BreAnna Porth
Phone
2624472500
Tax Period
2024-01-01 to 2024-12-31

Northern Ozaukee Schools Scholarship Foundation Inc, founded in 1987, is a small nonprofit that reported $291K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 40% operating margin.

Mission

To create a perpetual trust fund of assets which would generate income that would be awarded annually to deserving Ozaukee High School graduates.

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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 $121,625
Program Service Revenue $0
Investment Income $168,032
Other Revenue $1,679
TOTAL REVENUE $291,336

Expense Breakdown

Grants Paid $171,220
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $171,220
Other Expenses $2,467
TOTAL EXPENSES $173,687

Year-over-Year Comparison

2024 2023 Change
Revenue $291,336 $219,239 +0.3%
Expenses $173,687 $155,281 +0.1%
Net Income $117,649 $63,958 +0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
25

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
1
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Brent Neis President 1.00
Officer Director
$0 $0 $0
Annie Stadler Board Member 1.00
Director
$0 $0 $0
Michele Steffen Board Member 1.00
Director
$0 $0 $0
Ashley Prom Board Member 1.00
Director
$0 $0 $0
Christine Clark Board Member 1.00
Director
$0 $0 $0
Matt Clarke VP/Secretary 1.00
Director
$0 $0 $0
Parveen Hughes Board Member 1.00
Director
$0 $0 $0
Matt Zavada OHS Principal 1.00
Director
$0 $0 $0
Dave Karrels Superintendent 1.00
Director
$0 $0 $0
Al Krier Board Member 1.00
Director
$0 $0 $0
BreAnna Porth Treasurer 1.00
Director
$0 $0 $0
Ron Theisen Board Member 1.00
Director
$0 $0 $0
Monica Gahan Board Member 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
2025 No data No data No data No data
2024 $291,336 $173,687 $2,413,374 $117,649
2023 $219,239 $155,281 $2,047,614 $63,958
2022 $157,178 $166,860 $1,684,099 $-9,682
2021 $243,836 $126,193 $2,180,366 $117,643
2020 $122,518 $138,153 $1,891,933 $-15,635
2019 $233,718 $113,293 $1,641,261 $120,425
2018 $151,605 $172,199 $1,324,820 $-20,594
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