Charity Search / JULIUS AND BERTHA ORTH FOUNDATION
Environment (C30Z) 990 on File

JULIUS AND BERTHA ORTH FOUNDATION

EIN: 45-0427503 · ROSEMOUNT, MN 55068-0090 · United States · FY 2026 Data
3 out of 5 42 / 100 Based on 2+ years of filings
Financial strength (30%) 79/100
Reliability (20%) 55/100
Effectiveness (25%) 31/100
Impact (25%) No data yet
Financial data: FY 2026 · Scored 10/18/2026
Claim this Charity
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$71K
Total Revenue
$52K
Total Expenses
$592K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 64.1%
Fundraising Efficiency N/A
Operating Reserve 136.49x
Liability-to-Asset 0.0%
Revenue Diversification 84.0%
Executive Compensation $925
Compared with Peers
FY 2026
Compared with 110 similar organizations (United States, Environment, under $100K in expenses), FY 2026.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
64.1% 84.7%
P10P90
Below median
Operating reserve
Months of expenses covered by net assets · higher is better
136.5 mo 42.3 mo
P10P90
Top quarter
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 0.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
84.0% 81.2%
P10P90
Below median
Revenue growth
Year over year revenue growth
139.4% -1.0%
P10P90
Expense growth
Year over year expense growth
4.7% -2.3%
P10P90
Surplus margin
Surplus as a share of revenue
27.2% 19.9%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2026 $71K $52K $592K 64.1% —
2025 $30K $50K $584K 71.4% —
2024 $20K $42K $616K 69.0% —
2023 $33K $47K $579K 70.6% —
2022 $67K $55K $658K 62.4% —
Donor Reviews
Write a Review
No reviews yet

Be the first to share your experience with this organization.


Write a Review
Minimum 20 characters
Reviews appear after moderation (usually within 24 hours)
Organization Details
EIN
45-0427503
State
MN
City
ROSEMOUNT
ZIP
55068-0090
Classification
C30Z
Category
Environment
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
Is this your organization?

Claim it to manage this profile, add your board, financials and impact metrics, and lift your CharityAI™ rating.

Claim this Charity
Back to Search New Search