John Oster Family Foundation Inc

Nonprofit profile at a glance

EIN
396057530
IRS 990-PF coverage
2011–2024
Forms available
Form 990-PF 2024
Location
Milwaukee, WI, USA
Phone
4146716800
Rating
66
Verdict
SUPPORTED
Rating confidence
Standard

Reported finances

Revenue
$56,169
Expenses
$58,498

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

John Oster Family Foundation Inc is a nonprofit. Location: Milwaukee, WI. EIN 396057530. Tax year 2024 Form 990-PF reports $56.2K revenue and $58.5K expenses.

What it reported funding in 2024

The foundation reported 3 grants totaling $3,500. The stated grant purpose was civic enhancement.

Operating model

Revenue model
Investment-supported. 79% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

SUPPORTED - The filing identifies who received its grants and the filed numbers largely add up. A relatively small share of available resources goes to charitable grants.

Rating breakdown

  • Grant Deployment: 7
  • Cost Efficiency: 92
  • Transparency: 100
  • Compliance: 97
  • Endowment Health: 60

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 7%; rating input score 7; 3rd percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 92.3%; rating input score 92; 78th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 17 of 18 controls in place; rating input score 94
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Missing
    • Prior-year undistributed income: NotApplicable
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 18.88; rating input score 60; 60th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 7% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 60th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Grant Deployment: Grant deployment ratio scored 7/100.