Julia Pernsteiner Memorial Foundation

Nonprofit profile at a glance

EIN
874836529
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025
Location
Eagan, MN, USA
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$7,904
Expenses
$7,701
Assets
$33,498

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

People named in this filing

  • Lynne Pernsteiner (Incorporator)
  • Ray Pernsteiner (Agent)
  • Brianna Pernsteiner (Board Member)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Scholarships for educational Mental and Physical Challenges

What it reported doing in 2025

Provided scholarships to students in 2025 donated to a 501c mental health organization supporting mental health causes.

Operating model

Revenue model
Donor-supported. 94% of the money available for current operations came from contributions and gifts.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. Revenue has declined or grown slowly and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 82
  • Sustainability: 53
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.9%; rating input score 94
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 2.6%; rating input score 49; 49th percentile among comparable filings
  • Total-asset coverage ratio: 4.35; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 12.6% per year; rating input score 100; 74th percentile among comparable filings
  • Revenue growth: -48.8% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: 9% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 93.9% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • 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 — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 49/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.