Joseph And Helen Ertl Family Foundation
Joseph And Helen Ertl Family Foundation maintains strong asset growth with zero executive compensation.
EIN: 203663610 · Dubuque, IA · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $160K |
| Total Expenses | $184K |
| Program Spending | 90% |
| Net Assets | $2.0M |
| Transparency Score | 95/100 |
Is Joseph And Helen Ertl Family Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Joseph And Helen Ertl Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Joseph And Helen Ertl Family Foundation
Joseph And Helen Ertl Family Foundation (EIN: 203663610) is a nonprofit organization based in Dubuque, IA, classified under NTEE code T22. The organization reported total revenue of $160K and total assets of $2.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Joseph And Helen Ertl Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Joseph And Helen Ertl Family Foundation is a small nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 2.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $199K |
| Total Expenses | $184K |
| Surplus / Deficit | +$16K |
| Total Assets | $2.0M |
| Total Liabilities | $1 |
| Net Assets | $2.0M |
| Operating Margin | 8.0% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 132.8 months |
Financial Health Grade: A
In 2023, Joseph And Helen Ertl Family Foundation reported a surplus of $16K with revenue exceeding expenses, holds 132.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Joseph And Helen Ertl Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 2.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -47.7% | +11.4% | +0.8% |
| 2022 | +363.3% | +10.7% | +12.1% |
| 2021 | -61.1% | +14.6% | -3.6% |
| 2020 | +61.0% | +4.7% | +4.6% |
| 2019 | -40.3% | +71.8% | +40.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Joseph And Helen Ertl Family Foundation with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Joseph And Helen Ertl Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $16K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The foundation consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers. This is a highly positive indicator of efficient resource allocation, as all funds are directed towards the foundation's charitable purpose or administrative costs not related to executive salaries.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Joseph And Helen Ertl Family Foundation:
- Consistent asset growth, from $572,482 in 2011 to $2,030,982 in 2023.
- Zero officer compensation reported across all filings, indicating high efficiency.
- Very low liabilities, suggesting sound financial management and minimal debt.
- Consistent IRS 990 filing history, demonstrating transparency.
- Strong program focus, as a grant-making private foundation with minimal overhead.
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 legitimate. Mission Score: 95/100. 0 red flags identified, 5 strengths noted.
How does Joseph And Helen Ertl Family Foundation spend its money?
Joseph And Helen Ertl Family Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Joseph And Helen Ertl Family Foundation tax-deductible?
Joseph And Helen Ertl Family Foundation is registered as a tax-exempt nonprofit (EIN: 203663610). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Joseph And Helen Ertl Family Foundation compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Joseph And Helen Ertl Family Foundation is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Joseph And Helen Ertl Family Foundation located?
Joseph And Helen Ertl Family Foundation is headquartered in Dubuque, Iowa and files with the IRS under EIN 203663610. It is classified under NTEE code T22.
How many years of IRS 990 filings does Joseph And Helen Ertl Family Foundation have?
Joseph And Helen Ertl Family Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $160K in total revenue.
Is the Joseph And Helen Ertl Family Foundation financially stable?
Yes, the foundation appears financially stable, with assets growing from $572,482 in 2011 to over $2 million in 2023, and consistently low liabilities.
Does the foundation pay its officers?
No, the foundation consistently reports 0% officer compensation in all available IRS 990 filings.
What is the primary activity of this foundation?
As a private foundation (NTEE Code T22), its primary activity is typically grant-making to other charitable organizations or individuals, rather than direct program services.
How has the foundation's revenue trended?
Revenue has fluctuated year-to-year, ranging from $82,381 in 2021 to $381,644 in 2022, but generally remains sufficient to cover expenses and contribute to asset growth.
Filing History
IRS 990 filing history for Joseph And Helen Ertl Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Joseph And Helen Ertl Family Foundation's revenue has grown by 35.4%, moving from $147K to $199K. Total assets increased by 254.8% over the same period, from $572K to $2.0M. Total functional expenses rose by 624.9%, from $25K to $184K. In its most recent filing year (2023), Joseph And Helen Ertl Family Foundation reported a surplus of $16K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $199K | $184K | $2.0M | $1 | — | — |
| 2022 | $382K | $165K | $2.0M | $1 | — | View 990 |
| 2021 | $82K | $149K | $1.8M | $1 | — | View 990 |
| 2020 | $212K | $130K | $1.9M | $1 | — | — |
| 2019 | $131K | $124K | $1.8M | $1 | — | View 990 |
| 2015 | $220K | $72K | $1.3M | $1 | — | View 990 |
| 2014 | $206K | $65K | $1.1M | $1 | — | View 990 |
| 2013 | $197K | $49K | $987K | $10K | — | View 990 |
| 2012 | $289K | $32K | $829K | $1 | — | View 990 |
| 2011 | $147K | $25K | $572K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $199K, expenses of $184K, and assets of $2.0M (revenue -47.7% year-over-year).
- 2022: Revenue of $382K, expenses of $165K, and assets of $2.0M (revenue +363.3% year-over-year).
- 2021: Revenue of $82K, expenses of $149K, and assets of $1.8M (revenue -61.1% year-over-year).
- 2020: Revenue of $212K, expenses of $130K, and assets of $1.9M (revenue +61.0% year-over-year).
- 2019: Revenue of $131K, expenses of $124K, and assets of $1.8M (revenue -40.3% year-over-year).
- 2015: Revenue of $220K, expenses of $72K, and assets of $1.3M (revenue +7.1% year-over-year).
- 2014: Revenue of $206K, expenses of $65K, and assets of $1.1M (revenue +4.2% year-over-year).
- 2013: Revenue of $197K, expenses of $49K, and assets of $987K (revenue -31.6% year-over-year).
- 2012: Revenue of $289K, expenses of $32K, and assets of $829K (revenue +95.8% year-over-year).
- 2011: Revenue of $147K, expenses of $25K, and assets of $572K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Joseph And Helen Ertl Family Foundation:
Data Sources and Methodology
This transparency report for Joseph And Helen Ertl Family Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.