Health & Human Services Meeting — Agenda Packet

1 Health & Human Services Committee Human Services Board Regular Meeting Tuesday, July 7, 2026, 8:00 AM Administration Center — Room A-200 121 W. Main Street, Port Washington, WI The public can access the meeting by viewing the live stream on the County website, Agendas & Minutes page and select the meeting agenda date. The public can submit comments here: Public Comment Form Public Comment Policy & Instructions For Submitting Public Comments Online AGENDA 1. Call to Order 2. Proper Notice 3. Public Comments, Correspondence, Communications 4. Approval of Minutes June 2. 2026 5. Lasata Senior Living Campus a. Discussion Items 1. CBRF Update b. Management/Financial/Informational Reports 6. Veterans Service Office a. Management/Financial/Informational Reports 7. Public Health a. Management/Financial/Informational Reports 8. Human Services a. Discussion Items 1. Step Up Program Presentation-Ashley Buckmaster 2. Partial Hospitalization Program Update b. Management/Financial/Informational Reports 9. Next Meeting Date August 4, 2026 10. Adjournment A quorum of members of committees or the full County Board of Ozaukee County may be in attendance at this meeting for the purposes related to committee or board duties, however, no formal action will be taken by these committees or the board at this meeting. Persons with disabilities requiring accommodations for attendance at this meeting should contact the County Clerk’s Office at 262-284-8110, 24 hours in advance of the meeting. Page 1 of 27 Item: Agenda Item Information Sheet To: Health & Human Services Committee Human Services Board From: Brenda Reedy, Deputy County Clerk Meeting Date: July 7, 2026 Department/Office: County Clerk Item Name: June 2. 2026 Summary: Minutes from June 2, 2026 meeting Recommended Action: Approve June 2, 2026 minutes as submitted Attachments: 1. HHS June22026DraftMinutes Page 2 of 27 HEALTH & HUMAN SERVICES COMMITTEE HUMAN SERVICES BOARD MEETING MINUTES REGULAR MEETING JUNE 2, 2026 Draft Minutes Pending Committee Approval 1. Call to Order A regular meeting of the Health & Human Services Committee and Human Services Board was held in room A- 200 at the Administration Center. Present Supervisor Patrick Foy, Supervisor Jennifer Mackinnon, Supervisor Bruce Paape, Supervisor Melissa Custer, Supervisor Monis Khan, Board Member Chuck Sigurdson, Board Member Steven Kulick Absent None Excused Board Member Kristen Berns Staff present: County Administrator Dzwinel, Public Health Director Buechler, Human Services Director Falkner, Lasata Senior Living Campus Administrator Smith, County Clerk Kretlow and Deputy County Clerk Reedy. Others present: Dan Benson - Ozaukee Press 2. Proper Notice Chairperson Foy called the meeting to order at 8:00 AM. The clerk noticed the meeting as required. 3. Staff and Committee Introductions Committee members and staff introduced themselves and gave a brief overview of their duties and backgrounds. 4. Public Comments, Correspondence, Communications There were none. 5. Approval of Minutes March 3, 2026 Motion: Motion to approve the March 3, 2026 minutes as submitted. Result: Passed Moved by: Melissa Custer Seconded by: Bruce Paape Ayes: Patrick Foy, Jennifer Mackinnon, Bruce Paape, Melissa Custer, Monis Khan, Chuck Sigurdson, Steven Kulick Page 3 of 27 Nays: None Abstain: None 6. Human Services a. Discussion Item 1. Partial Hospitalization Program Update and discussions on the Partial Hospitalization Program, licensing and staffing. b. Management/Financial/Informational Reports Update on financial reports. 7. Lasata Senior Living Campus a. Action Item 1. Approve Change Order - Lasata Crossings Kitchen Remodeling Dining Room Floor Replacement Motion: Motion to approve a change order, for a not to exceed amount of $38,000, for the replacement of the dining room floor at Lasata Crossings RCAC. Result: Passed Moved by: Bruce Paape Seconded by: Melissa Custer Ayes: Patrick Foy, Jennifer Mackinnon, Bruce Paape, Melissa Custer, Monis Khan, Chuck Sigurdson, Steven Kulick Nays: None Abstain: None b. Discussion Items 1. Lasata CBRF Project Update Update on the progress of the construction of CBRF. c. Management/Financial/Informational Reports Update on financials, census, and staffing. It was also noted that Lasata currently holds a 5-star rating. 8. Veterans Service Office a. Management/Financial/Informational Reports There were no questions. 9. Public Health a. Action Items 1. Increase of Revenue Budget Amendment 2026 WI DNR Beach Monitoring Grant Ms. Buechler explained the purpose of the Wisconsin Beach Monitoring Program and the reasons it was established. Motion: Motion to approve the increase of revenue budget amendment recognizing $11,000 from the Wisconsin Department of Natural Resources to implement the 2026 Wisconsin Beach Monitoring Program Grant. This budget amendment will move forward to the Finance Committee for further action. Result: Passed Page 4 of 27 Moved by: Patrick Foy Seconded by: Bruce Paape Ayes: Patrick Foy, Jennifer Mackinnon, Bruce Paape, Melissa Custer, Monis Khan, Chuck Sigurdson, Steven Kulick Nays: None Abstain: None 2. Budget Amendment - Use of Opiate Funds for the Purchase of a Harm Reduction Vending Machine Motion: Motion to approve the supplemental appropriation budget amendment in the amount of $7,635 for the use of Opioid Funding to purchase a Naloxone Vending Machine. This will move forward to the Finance Committee for further action. Result: Passed Moved by: Patrick Foy Seconded by: Jennifer Mackinnon Ayes: Patrick Foy, Jennifer Mackinnon, Bruce Paape, Melissa Custer, Monis Khan, Chuck Sigurdson, Steven Kulick Nays: None Abstain: None 3. Resolution - Purchase of a Harm Reduction Vending Machine with Opiate Funds Motion: Motion to approve the resolution authorizing the use of $7,635 from the Ozaukee County Opioid Settlement Special Revenue Fund for the purchase and installation of a harm reduction vending machine. This resolution will move forward to the County Board for final action. Result: Passed Moved by: Patrick Foy Seconded by: Jennifer Mackinnon Ayes: Patrick Foy, Jennifer Mackinnon, Bruce Paape, Melissa Custer, Monis Khan, Chuck Sigurdson, Steven Kulick Nays: None Abstain: None b. Management/Financial/Informational Reports Ms. Buechler provided an update on the financials along with a brief overview of how the financial reports are prepared and used. 10. Next Meeting Date Set Meeting Day & Time Tuesday, July 7, 2026 - 8:00 AM The Health & Human Services Committee/Human Services Board meeting will remain on the first Tuesday of the month at 8:00 AM. 11. Adjournment Motion made by Supervisor Paape, seconded by Supervisor Custer to adjourn. Motion carried. Meeting adjourned at 9:12 AM. Brenda Reedy, Deputy County Clerk. Page 5 of 27 Item: 5.b. Agenda Item Information Sheet To: Health & Human Services Committee Human Services Board From: Chris Kuemmerlein, Campus Business Manager Meeting Date: July 7, 2026 Department/Office: Lasata Item Name: Management/Financial/Informational Reports Summary: Campus Reports Recommended Action: None. Attachments: 1. June Campus Reports Page 6 of 27 Lasata Care Center June 2026 Monthly Report Barton Smith JUNE Census Payor Mix Days Current Month Actual AVG YTD actual AVG Budget Medicare/MC 17 18 20 Private 24 23 40 Medicaid 34 32 25 Total 75 73 85 Organization and Operations Focus Have slowly been building up LTC base, with a focus on filling rooms on 2 West. Rehab Unit still remains very busy/high occupancy. Staffing/employee Open Positions- MDS position open, will be covered/filled by our Therapy consulting company (Engage). Will start posting soon for CBRF positions. Agency usage Regulatory Updates Licensing process for CBRF- all documents completed and uploaded in early May. No DHS activity in May. Campus Projects and initiatives: CBRF updates/changes. RCAC/Crossings kitchen renovation- - doing well in temporary kitchen. Preparing for summer activities on patios, grounds. Many things planned in coming months. Successful NH Week activities in May, Memorial Day cookout…. Campus Financials: See attached. Payor Mix Current Month Actual YTD actual Budget Medicare/MC 23% 25% 23% Private 32% 32% 47% Medicaid 45% 43% 29% Page 7 of 27 LASATA HEIGHTS MONTHLY REPORT JUNE 2026 Kristen Sonnenberg, Director of Senior Apartments Census: • Census – As of the end of JUNE 57 units will be occupied o Move ins:  6/26 #201  7/1 #108and #317  8/1 #209 o Move outs:  There were three move outs for 6/1- #201, #209 and #317  There are no scheduled move outs for 7/1 Available apartments: All vacant apartments have signed lease agreements Tours: • There were 5 tours thus far in June. Waiting List: Waiting List- 23 applicants on the waiting lists (some of which are on more than one floorplan waiting list): o A- 3 applicants o B- 7 applicants o C- 14 applicants o D- 14 applicants Miscellaneous • Ozaukee County’s Annual Senior Conference will take place 6/16 at Grafton High School, one of our main marketing events of the year Page 8 of 27 Lasata Crossings Monthly Report - As of June 24, 2026 Census • As of today, the census is 61 o 53 tenants are paying privately o 8 tenants are utilizing Family Care Admissions/Discharges • There are three (3) open apartments, excluding Apartments #115 and #116, which will remain empty as they are both scheduled to be remodeled when the pass-through is created for the CBRF being built. • Both of the two (2) one-bedroom apartments will be filled by July 8th, 2026. Leaving only the 2- bedroom unit available • There were two admissions in June. Both tenants came to us from Lasata Heights. • One of the apartments was vacated by a tenant who moved to the Care Center. One of the apartments was vacated by a tenant that moved to CBRF memory care. The 2-bedroom became available by a tenant who chose to move into an available 1-bedroom apartment on the first floor. Tours Conducted • There were seven (7) tours conducted so far in June. Open Staff Positions o There is only one open position for a Cook, 32 hours per week on first shift. Waiting List • 15 individuals are on the Family Care Studio Apartment waiting list. • 27 individuals are on the waiting list for one- and two-bedroom apartments. • 4 individuals are on the inactive list. The demolition and remodeling of the Crossings Kitchen is continuing. A temporary wall has been built, which has reduced our dining room space by approximately one quarter. It has created tighter quarters for the tenants, but overall, everyone has been handling the changes well. Page 9 of 27 Current Month Actual 2026 YTD Actual 2026 Amended Budget Budget Balance % Budget YTD Revenues Public Charges for Services $1,224,190 $6,008,113 $15, 575,784 $9,567,671 38.57% Interest Revenue $41 $105 - ($105) 0.00% Other Revenue $16,754 $53,211 $158,850 $105,639 33.50% Total Revenues $1,240,985 $6,061,429 $15,734,634 $9,673 ,205 38.52% Expenditures Salaries $573,551 $2,845,763 $8,351,411 $5,505,648 34.08 % Fringe Benefits $183,553 $1,053,339 $2,691,774 $1,638,4 35 39.13% Travel/Training $100 $950 $2,500 $1,550 38.00% Supplies $54,653 $266,612 $560,715 $294,103 47.55% Purchased Services $214,550 $1,077,995 $1,690,702 $612, 707 63.76% Interdepartment Charges $81,527 $408,749 $984,077 $575, 328 41.54% Depreciation $26,001 $130,004 $762,739 $632,735 17.04% Debt Service - $51,800 $98,300 $46,500 52.70% Other Expenses $67,319 $299,998 $592,411 $292,413 50.64% Total Operating Expenditures $1,201,254 $6,135,210 $15 ,734,629 $9,599,419 38.99% Capital Outlay Equipment & Furniture - $6,302 $95,000 $88,698 6.63% Buildings & Land $10,673 $10,673 - ($10,673) 0.00% Contra - - ($95,000) ($95,000) 0.00% Total Capital Outlay $10,673 $16,975 - ($16,975) 0.00% Total Expenditures $1,211,927 $6,152,185 $15,734,629 $9 ,582,444 39.10% Net Increase (Decrease) $29,058 ($90,756) $5 $90,761 - 1815120 .00% E q u i t y: Ozaukee County Committee Report Enterprise Fund Lasata Care Center For the Five Months Ending Sunday, May 31, 2026 Profit and Loss Statement ACTUAL TO AMENDED BUDGET CommRpt2026 2026 Oversight Comm Recommended PnL Amen ded Bdgt 6/15/2026 Page 10 of 27 Current Month Actual 2026 YTD Actual 2026 Amended Budget Budget Balance % Budget YTD Revenues Public Charges for Services $112,724 $560,452 $1,320,0 20 $759,568 42.46% Other Revenue $90 $340 $2,000 $1,660 17.00% Total Revenues $112,814 $560,792 $1,322,020 $761,228 42. 42% Expenditures Salaries $19,516 $96,001 $263,557 $167,556 36.43% Fringe Benefits $10,270 $58,461 $135,205 $76,744 43.24% Travel/Training - - $1,000 $1,000 0.00% Supplies $377 $25,483 $107,375 $81,892 23.73% Purchased Services $11,424 $74,051 $176,269 $102,218 42. 01% Interdepartment Charges $4,392 $22,581 $54,608 $32,027 4 1.35% Depreciation $28,900 $144,500 $346,800 $202,300 41.67% Other Expenses $2,417 $22,099 $61,287 $39,188 36.06% Total Operating Expenditures $77,296 $443,176 $1,146,1 01 $702,925 38.67% Capital Outlay Buildings & Land - - $20,000 $20,000 0.00% Contra - - ($20,000) ($20,000) 0.00% Total Expenditures $77,296 $443,176 $1,146,101 $702,925 38.67% Net Increase (Decrease) $35,518 $117,616 $175,919 $58,3 03 66.86% E q u i t y: Ozaukee County Committee Report Enterprise Fund Lasata Heights For the Five Months Ending Sunday, May 31, 2026 Profit and Loss Statement ACTUAL TO AMENDED BUDGET CommRpt2026 2026 Oversight Comm Recommended PnL Amen ded Bdgt 6/15/2026 Page 11 of 27 Current Month Actual 2026 YTD Actual 2026 Amended Budget Budget Balance % Budget YTD Revenues Public Charges for Services $303,748 $1,502,635 $3,927 ,535 $2,424,900 38.26% Other Revenue - $1,492 $50,615 $49,123 2.95% Total Revenues $303,748 $1,504,127 $3,978,150 $2,474,02 3 37.81% Expenditures Salaries $104,978 $503,670 $1,310,305 $806,635 38.44% Fringe Benefits $33,237 $181,355 $421,240 $239,885 43.05 % Travel/Training - - $1,000 $1,000 0.00% Supplies $15,189 $69,479 $216,800 $147,321 32.05% Purchased Services $24,913 $160,907 $430,900 $269,993 37 .34% Interdepartment Charges $15,215 $76,692 $185,774 $109,0 82 41.28% Depreciation $32,354 $161,769 $388,246 $226,477 41.67% Debt Service - $41,038 $70,909 $29,871 57.87% Other Expenses $7,677 $37,939 $119,553 $81,614 31.73% Total Operating Expenditures $233,563 $1,232,849 $3,14 4,727 $1,911,878 39.20% Capital Outlay Equipment & Furniture - $39,212 $25,000 ($14,212) 156.85 % Buildings & Land - - $25,000 $25,000 0.00% Contra - - ($50,000) ($50,000) 0.00% Total Capital Outlay - $39,212 - ($39,212) 0.00% Total Expenditures $233,563 $1,272,061 $3,144,727 $1,87 2,666 40.45% Other Finance Uses - - $100,000 $100,000 0.00% Net Other Financing Sources/Uses - - $100,000 $100,000 0.00% Net Increase (Decrease) $70,185 $232,066 $733,423 $501, 357 31.64% E q u i t y: Ozaukee County Committee Report Enterprise Fund Lasata RCAC For the Five Months Ending Sunday, May 31, 2026 Profit and Loss Statement ACTUAL TO AMENDED BUDGET CommRpt2026 2026 Oversight Comm Recommended PnL Amen ded Bdgt 6/15/2026 Page 12 of 27 Item: 7.a. Agenda Item Information Sheet To: Health & Human Services Committee Human Services Board From: Kimberly Buechler, Public Health Director/Health Officer Meeting Date: July 7, 2026 Department/Office: Public Health Item Name: Management/Financial/Informational Reports Summary: 2026 Management/Financial/Informational Report ending May Recommended Action: None. Attachments: 1. May 2026 Financials Page 13 of 27 Current Month Actual 2026 YTD Actual 2026 Amended Budget Budget Balance % Budget YTD Revenues Taxes $43,392 $216,959 $520,702 $303,743 41.67% Intergovernmental Revenues $128,434 $169,291 $1,257,144 $1,087,853 1 3.47% Public Charges for Services $322 $6,232 $33,001 $26,769 18.88% Intergovernmental Charges $406,151 $427,228 $909,302 $482,074 46.98% Interdepartmental Charges $1,28 0 $7,712 $15,364 $7,652 50.20% Licenses & Permits $104, 224 $143,183 $565,000 $421,817 25.34% Other Revenue $654 $1,548 $83,073 $81,525 1.86% Total Revenues $684,457 $972, 153 $3,383,586 $2,411,433 28.73% Expenditures Salaries $159,057 $781,978 $2, 172,297 $1,390,319 36.00% Fringe Benefits $67,648 $383,955 $860,403 $476,448 44.63% Travel/Training $3,112 $8,569 $48,171 $39,602 17.79% Supplies $3,827 $14,038 $83,007 $68,969 16.91% Purchased Services $1,826 $80,520 $142,851 $62,331 56.37% Interdepartment Charges $706 $2, 186 $5,702 $3,516 38.34% Other Expenses $11,370 $27, 671 $71,151 $43,480 38.89% Total Operating Expenditures $247,546 $1,298,917 $3,383,582 $2,084, 665 38.39% Capital Outlay Total Expenditures $247,546 $1,298,917 $3,383,582 $2,084,665 38.39% Net Increase (Decrease) $436,911 ($326,764) $4 $326,768 - 8169100 .00% E q u i t y: Ozaukee County Committee Report Special Revenue Fund Public Health For the Five Months Ending Sunday, May 31, 2026 Profit and Loss Statement ACTUAL TO AMENDED BUDGET CommRpt2026 2026 Oversight Comm Recommended PnL Amended Bdgt 6/24 /2026 Page 14 of 27 Item: 8.a.1. Agenda Item Information Sheet To: Health & Human Services Committee Human Services Board From: Kimberly Falkner, DHS Director Meeting Date: July 7, 2026 Department/Office: Human Services Item Name: Step Up Program Presentation-Ashley Buckmaster Summary: Overview of the New Step-Up Program Recommended Action: None Attachments: 1. Step-Up Presentation Page 15 of 27 Step-Up Building Respectful Family Relationships Page 16 of 27 Prevalence of Family Violence • In 2025, Ozaukee County law enforcement responded to 221 family-trouble calls for service • As a family therapist, I noticed an ongoing theme in our community • 65% of Step-Up participants have been exposed to domestic violence (1,080 youth sample) Page 17 of 27 What is Step-Up? • Step-Up is a group curriculum for adolescents who have been violent toward their parents or family members • The curriculum uses a cognitive-behavioral, skills-based approach partnered with restorative practice to help youth stop and prevent the use of violence and abuse in the family • Created in Washington state for youth involved in juvenile justice system after a domestic violence offense towards a family member • Focus is two-fold: to address the issue of adolescents who initiate violence and to address the needs of parents who have been victims of abuse Page 18 of 27 Page 19 of 27 Group Format • One ninety-minute session per week over twenty weeks • Includes attending separate youth and parent groups in addition to joint family group • Taking accountability for abusive behaviors • Skill building • Skills taught in group vary Page 20 of 27 Eligibility • Any family who resides in Ozaukee who experiences child-to- parent abuse or physical aggression • Youth’s violence is not a response to abuse • Youth has not been abused by the target parent Disclaimer: Step-Up is not designed to address aggression outside of the home Page 21 of 27 Item: 8.a.2. Agenda Item Information Sheet To: Health & Human Services Committee Human Services Board From: Kimberly Falkner, DHS Director Meeting Date: July 7, 2026 Department/Office: Human Services Item Name: Partial Hospitalization Program Update Summary: Partial Hospitalization Program Progress Recommended Action: None Attachments: 1. PROJECT UPDATE TO THE HUMAN SERVICES COMMITTEE July 2026 Page 22 of 27 PROJECT UPDATE TO THE HUMAN SERVICES COMMITTEE Partial Hospitalization Program (PHP) Development July 2026 Overview The Partial Hospitalization Program (PHP) development project officially began in March 2026, and all major milestones are currently on track. The program is being built as an added DHS 75.52 service line under our existing DHS 75 clinic, with the goal of launching a structured program that enhances the County’s behavioral health continuum. 1. Licensing & Regulatory Progress • The DHS 75.52 license application has been submitted and is currently under state review. • Licensing fee payment is pending; an additional background check needs to be requested by the licensing board. Behavioral Health Manager Emily Plahna is in the process of completing this with Lee Schlenvogt as the contact. • Timelines for review and issuance remain dependent on the State. We anticipate remaining aligned with the projected operational timeline once the license is issued. 2. Medical Director Transition • The Medical Director completed a limited on-site onboarding day to acclimate, meet staff, and coordinate with HR at the beginning of June. • CAQH- portal to apply for insurance all in one. Paneling in insurance network is underway. Added Oz County as non-primary and will change it to primary. Credentialing could not occur completely until after June 26th. • He has begun consulting PHP clinical programming and client-related questions. • After July 21st, he will meet with community partners and will be introduced to the HHS committee on August 4th. Potential formal introduced to the board on August 5th. • He will be on-site Monday-Wednesday, Thursday and Fridays remote until PHP is operational. 3. Staffing Plan & Sequencing Hiring continues to follow the staged approach aligned with program licensure: Job descriptions were written and submitted to the director on 6/25/2026 and will be transferred to Human Resources for grading once reviewed. • Case Manager – To be recruited and hired or transitioned into the role post licensure. • Occupational Therapist – To be recruited and hired or transitioned into the role post-licensure. • Clinic Lead – To be recruited and hired or transitioned into the role activation post licensure. All timelines remain consistent with the projected ramp-up plan presented to the human services committee and county board earlier in the year. Page 23 of 27 PROJECT UPDATE TO THE HUMAN SERVICES COMMITTEE Partial Hospitalization Program (PHP) Development 4. Facility Setup • A conference room table is still needed for PHP group space; one may be available internally. Otherwise, one will be purchased. • Optional decorative items will enhance the therapeutic environment. • No additional structural changes are required. • Group Room is complete • Office moves to accommodate staff changes have occurred. • Painting of the hallway 4th floor hallway is in process. 5. Credentialing & Billing Readiness • Insurance credentialing for the Medical Director remains in process. • He is in process for updating his primary practice address to Ozaukee County which couldn’t be completed until his final day at his current employer which was June 26th. • His previous Wisconsin credentialing will likely expedite the process. Credentialing remains on schedule and aligns with the billing readiness timeline. 6. Staff Training & Workflow Preparation Training will focus on operational workflows, including: • Admissions procedures • Insurance authorization processes • Documentation workflows • Coordination with existing clinic operations • Electronic Health Record use Clinical modalities do not require outside training due to internal expertise. 7. Timeline & Launch Targets Budget used to date~ Under $3,500. The project remains fully aligned with the planned schedule: • March–June (Months 1–3): Investment period; no fiscal costs, no revenue. The application for licensing was submitted. This could not be done until a Medical Director was hired. Onboarding of the medical director has occurred, the facility preparation is involving office moves and meeting area preparation, initial credentialing of the doctor has begun as far as it can be at this time. Page 24 of 27 PROJECT UPDATE TO THE HUMAN SERVICES COMMITTEE Partial Hospitalization Program (PHP) Development • July–September (Months 4–6): Investment period; staffing costs only, no revenue. Position descriptions are written and will be reviewed and graded. Waiting on state approval for licensing to move forward. It does not make sense to hire for the positions Clinical Lead, Case Manager, and Occupational Therapist until the licensing has been approved by the state. Once we receive acceptance and the positions are graded, we will post for the positions and begin the hiring process. • October–December: (Months 7-9): Start billing; enrollments. Begin revenue generating Target soft launch and a conservative full program opening, pending state licensure timing. Marketing and outreach efforts have already begun in the community. We met with the Ozaukee County non-profit directors, the district attorney, CJCC partners, law enforcement, and hospital partners. Marketing will continue to occur while licensing is pending and when we open. Meet and greets are being scheduled for the medical director to meet community partners. Brochures will begin to be drafted and eventually printed. Media is being informed of updates through HHS committee updates. 8. Summary & Next Steps We began this initiative in March and are progressing according to plan. The team is maintaining momentum across licensing, staffing, clinical development, and facility readiness. The most significant remaining dependency is the state’s licensure timeline and credentials timeline, which is outside of County staff control but not currently expected to delay the projected soft launch window. Page 25 of 27 Item: 8.b. Agenda Item Information Sheet To: Health & Human Services Committee Human Services Board From: Kimberly Falkner, DHS Director Meeting Date: July 7, 2026 Department/Office: Human Services Item Name: Management/Financial/Informational Reports Summary: Management/Financial/Informational Reports Recommended Action: None Attachments: 1. HSAgingADRCCommRptJune26 Page 26 of 27 Current Month Actual 2026 YTD Actual 2026 Amended Budget Budget Balance % Budget YTD Revenues Taxes $491,000 $2,945,997 $5, 891,995 $2,945,998 50.00% Intergovernmental Revenues $1,968,092 $4,144,863 $8,949,442 $4,804, 579 46.31% Public Charges for Services $8,619 $1,660,064 $3,515,935 $1,855,871 47.22% Interdepartmental Charges - - $9,546 $9,546 0.00% Other Revenue $7,067 $25, 601 $27,129 $1,528 94.37% Total Revenues $2,474,778 $8, 776,525 $18,394,047 $9,617,522 47.71% Expenditures Salaries $550,442 $3,276,151 $7,130,006 $3,853,855 45.95% Fringe Benefits $209,307 $1,411, 359 $2,746,122 $1,334,763 51.39% Travel/Training $885 $51,605 $134,550 $82,945 38.35% Supplies $6,128 $221,641 $289,889 $68,248 76.46% Purchased Services $305,071 $2, 267,665 $6,558,389 $4,290,724 34.58% Interdepartment Charges - $231,002 $540,344 $309,342 42.75% Grants $9,600 $67,200 $213,750 $146,550 31.44% Other Expenses $11,260 $622, 437 $766,869 $144,432 81.17% Total Operating Expenditures $1,092,693 $8,149,060 $18,379,919 $10, 230,859 44.34% Capital Outlay Total Expenditures $1,092, 693 $8,149,060 $18,379,919 $10,230,859 44. 34% Net Increase (Decrease) $1,382, 085 $627,465 $14,128 ($613,337) 4441.29 % E q u i t y: Ozaukee County Committee Report Human Services with ADRC and Aging Service For the Six Months Ending Tuesday, June 30, 2026 Profit and Loss Statement ACTUAL TO AMENDED BUDGET HS_CommRpt2026 2026 Oversight Co mm Recommended PnL Amended Bdgt 6 /24/2026 Page 27 of 27