Ostberg Foundation

Ostberg Foundation maintains strong asset growth with zero officer compensation, but detailed spending efficiency is unclear.

EIN: 132963335 · Alpine, NJ · NTEE: T23 · Updated: 2026-03-28

$4.0MRevenue
$4.0MAssets
85/100Mission Score (Excellent)
T23
Ostberg Foundation Financial Summary
MetricValue
Total Revenue$4.0M
Total Expenses$362K
Program Spending75%
Net Assets$4.0M
Transparency Score85/100

Is Ostberg Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Ostberg Foundation directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Ostberg Foundation

Ostberg Foundation (EIN: 132963335) is a nonprofit organization based in Alpine, NJ, classified under NTEE code T23. The organization reported total revenue of $4.0M and total assets of $4.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ostberg Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

46Years Operating
Mid-SizeSize Classification
8Years of Filings
MixedRevenue Trajectory

Ostberg Foundation is a mid-size nonprofit that has been operating for 46 years, with 8 years of IRS 990 filings on record (2010–2020). Revenue has grown at a compound annual rate of 29.9%.

Key Financial Metrics (2020)

From the most recent IRS 990 filing on record:

Total Revenue$778K
Total Expenses$362K
Surplus / Deficit+$416K
Total Assets$4.0M
Total Liabilities$1
Net Assets$4.0M
Operating Margin53.4%
Debt-to-Asset Ratio0.0%
Months of Reserves131.5 months

Financial Health Grade: A

In 2020, Ostberg Foundation reported a surplus of $416K with revenue exceeding expenses, holds 131.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 8 years of filings (2010–2020), Ostberg Foundation's revenue has grown at a compound annual growth rate (CAGR) of 29.9%.

YearRevenue ChangeExpense ChangeAsset Change
2020+5.6%+4.0%+11.5%
2019-63.6%-3.7%+46.3%
2015+490.2%+70.5%+180.9%
2014-41.4%+33.4%+26.4%
2013+582.5%-6.5%+165.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1980

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Ostberg Foundation, a private foundation, demonstrates a strong financial position with assets of $3,970,312 as of its latest filing (202011), significantly exceeding its liabilities of $1. Its revenue has fluctuated considerably over the years, peaking at $2,025,470 in 201511 and showing a recent trend of around $700,000-$770,000 in 201911 and 202011. The organization consistently reports 0% officer compensation, which is a positive indicator for donor confidence regarding executive pay. However, without detailed expense breakdowns beyond total expenses, it's challenging to fully assess spending efficiency across programs, administration, and fundraising. The foundation's consistent growth in assets over the past decade, from $483,242 in 201011 to nearly $4 million, suggests effective asset management and investment strategies, typical for a private foundation. Further transparency regarding program expenditures would enhance a complete financial health assessment.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Ostberg Foundation with a Mission Score of 85 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

According to IRS 990 filings, Ostberg Foundation allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2020)

From the most recent IRS 990 filing on record:

$778KTotal Revenue
$362KTotal Expenses
$4.0MTotal Assets
$1Total Liabilities
$4.0MNet Assets

Executive Compensation Analysis

The Ostberg Foundation consistently reports 0% officer compensation across all available filings, indicating that no salaries or other compensation are paid to its officers, which is highly favorable for donor perception and resource allocation.

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.

Red Flags

The following concerns were identified during AI analysis of Ostberg Foundation's IRS 990 filings:

Strengths

The following positive indicators were identified for Ostberg Foundation:

Frequently Asked Questions about Ostberg Foundation

Is Ostberg Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Ostberg Foundation (EIN: 132963335) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.

How does Ostberg Foundation spend its money?

Ostberg Foundation directs 75% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Ostberg Foundation tax-deductible?

Ostberg Foundation is registered as a tax-exempt nonprofit (EIN: 132963335). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Ostberg Foundation's spending goes to programs?

Ostberg Foundation directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Ostberg Foundation compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Ostberg Foundation is above average for NTEE category T23 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Ostberg Foundation located?

Ostberg Foundation is headquartered in Alpine, New Jersey and files with the IRS under EIN 132963335. It is classified under NTEE code T23.

How many years of IRS 990 filings does Ostberg Foundation have?

Ostberg Foundation has 8 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 $4.0M in total revenue.

Is Ostberg Foundation a good charity?

Based on the available data, the Ostberg Foundation appears to be a well-managed private foundation with strong asset growth and no reported officer compensation. Its financial health is robust, with assets of $3,970,312 far exceeding liabilities. However, without a detailed breakdown of program spending versus administrative and fundraising costs, a full assessment of its charitable impact efficiency is limited.

How has the foundation's revenue trended?

The foundation's revenue has shown significant fluctuations, from a low of $12,686 in 201111 to a high of $2,025,470 in 201511. More recently, it has stabilized around $700,000-$770,000 in 201911 and 202011, indicating a variable but generally increasing trend over the long term.

What is the foundation's asset growth like?

The Ostberg Foundation has demonstrated substantial asset growth, increasing from $483,242 in 201011 to $3,970,312 in 202011. This represents an almost eight-fold increase in assets over a decade, indicating strong financial management and investment performance.

Filing History

IRS 990 filing history for Ostberg Foundation showing financial trends over 8 years of public records:

Over 8 years of IRS 990 filings (2010–2020), Ostberg Foundation's revenue has grown by 1268.8%, moving from $57K to $778K. Total assets increased by 721.6% over the same period, from $483K to $4.0M. Total functional expenses rose by 159.2%, from $140K to $362K. In its most recent filing year (2020), Ostberg Foundation reported a surplus of $416K, with revenue exceeding expenses. The organization holds $1 in liabilities against $4.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $4.0M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2020 $778K $362K $4.0M $1 View 990
2019 $737K $348K $3.6M $1 View 990
2015 $2.0M $362K $2.4M $0 View 990
2014 $343K $212K $866K $1 View 990
2013 $586K $159K $685K $0 View 990
2012 $86K $170K $258K $0 View 990
2011 $13K $153K $343K $0 View 990
2010 $57K $140K $483K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Ostberg Foundation:

2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing 2010 Filing

Data Sources and Methodology

This transparency report for Ostberg 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.

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