OTZEN FAMILY FOUNDATION INC
LAKE GENEVA,
Wisconsin,
53147
EIN: 39-1919852
Philanthropy, Voluntarism and Grantmaking Foundations
DEMOGRAPHIC
ADDRESS
PO BOX 190
53147
COUNTY
walworth county, WI
IN CARE OF NAME
CIRCLE L CAPITAL MANAGEMENT CO
ORGANIZATIONAL OVERVIEW & RANKINGS
OTZEN FAMILY FOUNDATION INC is a based in LAKE GENEVA, WI, focused on Philanthropy, Voluntarism and Grantmaking Foundations causes , specifically Public Foundations. Established in December 1998, it operates as an independent corporation and contributions to this organization are tax-deductible .
With total assets of $2,942,019.00, this ranks 122,564 among 2,656,690 nonprofits nationally (Top 5%), demonstrating exceptional financial capacity relative to its peers. At the state level, it stands at 2,640 out of 53,071 organizations in WI (Top 5%).
In walworth county, WI, the organization ranks 34 out of 886 nonprofits by assets (Top 4%), while locally in lake geneva, it stands at 11 among 173 organizations (Top 6%).
The organization reported no revenue in the most recent filing period, placing it at 1,913,230 nationally and 38,979 in WI.
Within its specific NTEE classification (T30 - T: Philanthropy, Voluntarism and Grantmaking Foundations), which includes 17,619 similar organizations, OTZEN FAMILY FOUNDATION INC ranks 814 in assets (Top 5%) and 17,145 in revenue (Top 98%).
The organization files a 990 - Not required to file(all other) and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
T: Philanthropy, Voluntarism and Grantmaking Foundations
NTEE CODE
T30: Public Foundations
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
5: $500,000 to $999,999
INCOME AMOUNT
$697,110.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
12/1998
ASSET CODE
6: $1,000,000 to $4,999,999
ASSET AMOUNT
$2,942,019.00
FILING REQUIREMENT CODE
990 - Not required to file(all other)
PF FILING REQUIREMENT CODE
990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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