Otzen Family Foundation Inc

Lake Geneva, WI
Tax-exempt since Dec. 1998
EIN: 39-1919852

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$609k (2023)

Expenses

$135k (2023)

Total Assets

$2.94M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$608,503

Expenses

$135,413

Net Income

$473,090

Net Assets

$2,942,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	82.2%
Interest Revenue	$0
Dividends	$33,380	5.5%
Sales of Assets	$75,123	12.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,400	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,942,019
Total Liabilities	$0
Net Assets	$2,942,019

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$254,809

Expenses

$145,238

Net Income

$109,571

Net Assets

$2,125,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,549	9.6%
Sales of Assets	$230,260	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,400	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,125,710
Total Liabilities	$0
Net Assets	$2,125,710

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on Sept. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$321,937

Expenses

$123,448

Net Income

$198,489

Net Assets

$3,212,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,262	7.5%
Sales of Assets	$297,675	92.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,033	88.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,212,255
Total Liabilities	$0
Net Assets	$3,212,255

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$189,498

Expenses

$88,877

Net Income

$100,621

Net Assets

$2,487,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,523	15.1%
Sales of Assets	$160,975	84.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,000	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,487,157
Total Liabilities	$1
Net Assets	$2,487,156

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on Aug. 17, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$91,795

Expenses

$90,777

Net Income

$1,018

Net Assets

$1,945,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,767	32.4%
Sales of Assets	$62,028	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,050	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,945,845
Total Liabilities	$1
Net Assets	$1,945,844

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on Oct. 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$36,518

Expenses

$77,874

Net Income

-$41,356

Net Assets

$1,455,331

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,404	77.8%
Sales of Assets	$8,114	22.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,250	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,455,331
Total Liabilities	$0
Net Assets	$1,455,331

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on Oct. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$25,005

Expenses

$66,742

Net Income

-$41,737

Net Assets

$1,445,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,005	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,700	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,445,395
Total Liabilities	$0
Net Assets	$1,445,395

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on Aug. 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$60,030

Expenses

$68,535

Net Income

-$8,505

Net Assets

$1,268,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,838	36.4%
Sales of Assets	$38,192	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,200	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,268,370
Total Liabilities	$0
Net Assets	$1,268,370

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on Aug. 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$19,083

Expenses

$64,179

Net Income

-$45,096

Net Assets

$1,196,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,083	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,500	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,196,729
Total Liabilities	$0
Net Assets	$1,196,729

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on Aug. 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$21,239

Expenses

$57,496

Net Income

-$36,257

Net Assets

$1,239,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,239	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,300	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,239,125
Total Liabilities	$0
Net Assets	$1,239,125

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on May 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$12,015

Expenses

$49,324

Net Income

-$37,309

Net Assets

$1,161,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,015	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,950	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,161,245
Total Liabilities	$0
Net Assets	$1,161,245

Compensation

Key Employees and Officers	Compensation	Other
Karl G Otzen (President/Director)	$0	$0
Lucy T Otzen (Vice President/Director)	$0	$0
Liza E Gianares (Director)	$0	$0
Leigh W Otzen (Director)	$0	$0
Donald J Parker Jr (Treasurer/Manager)	$0	$0
Judy Steininger (Secretary)	$0	$0

+ View more people

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$17,669

Expenses

$53,567

Net Income

-$35,898

Net Assets

$1,001,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,852	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,450	88.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,001,701
Total Liabilities	$1
Net Assets	$1,001,700

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$35,209

Expenses

$51,847

Net Income

-$16,638

Net Assets

$950,942

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,493	32.6%
Sales of Assets	$23,716	67.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,350	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$950,943
Total Liabilities	$1
Net Assets	$950,942

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated June 30, 2025

Otzen Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $609k (2023)

Expenses $135k (2023)

Total Assets $2.94M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$609k (2023)

Expenses

$135k (2023)

Total Assets

$2.94M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001