Oberweis Foundation

Nonprofit profile at a glance

EIN
363521911
IRS 990-PF coverage
2015–2025
Forms available
Form 990-PF 2025
Location
Bonita Springs, FL, USA
Phone
2399137100
Rating
56
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$565,836
Expenses
$182,737

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

Overview

Mission

Oberweis Foundation is a nonprofit. Location: Bonita Springs, FL. EIN 363521911. Tax year 2025 Form 990-PF reports $566K revenue and $183K expenses.

What it reported funding in 2025

The foundation reported 13 grants totaling $98,520. The stated grant purpose was contribution.

Operating model

Revenue model
Donor-supported. 93% of the foundation's positive operating resources came from contributions.
Distribution model
Direct operator. The foundation carried out 100% of its reported charitable disbursements directly.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

MIXED - The filing identifies who received its grants and a large share of spending goes to grants. A relatively small share of available resources goes to charitable grants and assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 9
  • Cost Efficiency: 99
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 30

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 9%; rating input score 9; 2nd percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 98.7%; rating input score 99; 95th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 13.28; rating input score 30; 30th 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: 9% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: Filed self-dealing detail
  • Investments: 30th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 7 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: 13 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 9/100.
  • Moderate — Endowment Health: Endowment-health comparison scored 30/100.