Ozaukee Country Club

Nonprofit profile at a glance

EIN
390501108
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Mequon, WI, USA
Phone
2622422450
Rating confidence
Limited
Sector
Recreational l Clubs

Official website

Reported finances

Revenue
$5,591,400
Expenses
$4,781,832
Assets
$11,622,801
Liabilities
$8,052,268

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • RICK KRESS (PRESIDENT)
  • TAMMY FRICKER BABNIK (VICE PRESIDENT)

Highest reported compensation

  • WILLIAM NOREM (GENERAL MANAGER): $255,455 total reported compensation
  • BRETT HOSLER (SUPERINTENDENT): $181,175 total reported compensation
  • MARY OLDSON (CFO): $177,948 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Ozaukee country club will consistently provide high quality golf, dining, social, and family activities in a friendly atmosphere using sound financial management. Ozaukee country club is committed to: a premium golf experience, including an interesting, challenging, and at all times well maintained golf course; strong family programs and a committed family orientation; an upscale social and recreational experience; a consistent, high quality dining experience; a quality membership and a friendly, welcoming environment; a competent and dedicated staff, with an emphasis on providing extraordinary member service; integrity, honesty and a focus on quality in all that we do; effective member communications; financial responsibility; an appropriate balance of short and long term interests, and a plan for the future.

What it reported doing in 2025

Pool - ozaukee country club has a competition sized pool that offers the members a relaxing atmosphere to enjoy the summer. Private and group swim lessons are available from certified life guards.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Accountability: 74
  • Sustainability: 52
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 14.5%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 2.43; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0.69; rating input score 10; 10th percentile among comparable filings
  • Officer compensation ratio: 22.2%; rating input score 13; 13th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 2.4% per year; rating input score 100; 19th percentile among comparable filings
  • Asset growth: 3.9% per year; rating input score 100; 27th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: 7 of 7 board members independent · 3 of 8 filing controls reported
  • Programs: 3 filed program accomplishments
  • Leadership: top reported pay $255K · 13 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $790K reported
  • Consistency: 11 of 11 current checks pass
  • Schedules: 3 filed schedules · includes executive pay
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • High — Sustainability: Liabilities to assets ratio scored 10/100.
  • High — Sustainability: Officer compensation ratio scored 13/100.