Strong program focus, as a grant-making private foundation with minimal overhead.
Spending Breakdown
How Joseph And Helen Ertl Family Foundation allocates its funds across programs, administration, and fundraising.
90%
Program Spending
Healthy — majority goes to mission
10%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Joseph And Helen Ertl Family Foundation
Is Joseph And Helen Ertl Family Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Joseph And Helen Ertl Family Foundation (EIN: 203663610) appears trustworthy. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
Is Joseph And Helen Ertl Family Foundation a good charity to donate to?
Joseph And Helen Ertl Family Foundation has a Mission Score of 95/100. Revenue: $160K. Assets: $2.0M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Joseph And Helen Ertl Family Foundation?
The Employer Identification Number (EIN) for Joseph And Helen Ertl Family Foundation is 203663610. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Joseph And Helen Ertl Family Foundation spend its money?
Joseph And Helen Ertl Family Foundation allocates 90% to programs, 10% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Joseph And Helen Ertl Family Foundation's tax-exempt status?
You can verify Joseph And Helen Ertl Family Foundation's tax-exempt status using EIN 203663610 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Joseph And Helen Ertl Family Foundation appears to be a financially stable private foundation with consistent asset growth over the past decade, reaching over $2 million in assets as of 2023. Its revenue streams have fluctuated, with a notable peak of $381,644 in 2022, but generally remain sufficient to cover its expenses. The foundation consistently reports zero officer compensation, which is a strong indicator of efficient use of funds and a commitment to its mission, as administrative costs are likely minimized. The low liabilities across all reported periods also suggest sound financial management and minimal debt burden.
As a private foundation (NTEE Code T22), its primary function is typically grant-making rather than direct program delivery. The absence of officer compensation and minimal liabilities suggest that the vast majority of its expenses are likely directed towards grants and necessary administrative overhead for managing its endowment and grant distribution. This structure inherently promotes a high program spending ratio, as the 'programs' are the grants themselves. The foundation's consistent filing history and minimal liabilities contribute positively to its transparency profile.
Overall, the foundation demonstrates good financial health and operational efficiency, particularly given its structure as a grant-making entity. The consistent growth in assets from $572,482 in 2011 to $2,030,982 in 2023 indicates effective long-term financial stewardship. The lack of officer compensation is a significant positive factor in assessing its spending efficiency and commitment to its charitable purpose.