Otto and Carol Gebhardt Foundation
Nonprofit profile at a glance
- EIN
- 811568779
- IRS 990-PF coverage
- 2023–2025
- Forms available
- Form 990-PF 2025, Form 990-N 2022
- Location
- Middleton, WI, USA
- Phone
- 6087124769
- Rating
- 76
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $335,538
- Expenses
- $92,433
Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.
Overview
Mission
Public Foundations
What it reported funding in 2025
The foundation reported 7 grants totaling $51,379. The stated grant purposes included youth character and leadership development, childhood cancer awareness and treatment, and seek support for howard young & aspirus med ctrs, plus 4 other reported purposes.
Operating model
- Revenue model
- Donor-supported. 93% of the foundation's positive operating resources came from contributions.
- Distribution model
- Grant intermediary. The foundation distributed 62% of its reported charitable disbursements as grants.
The verdict
SUPPORTED - A large share of available resources goes to charitable grants and the filing identifies who received its grants. A relatively small share of spending goes to grants and assets provide a limited cushion relative to annual grants.
Rating breakdown
- Grant Deployment: 100
- Cost Efficiency: 56
- Transparency: 100
- Compliance: 50
- Endowment Health: 44
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: 100%; rating input score 100; 87th percentile among comparable filings
Cost Efficiency
- Grant expense ratio: 55.6%; rating input score 56; 13th 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: 15.87; rating input score 44; 44th 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: At least 100% grant deployment rate
- Trustees: Filed trustees detail
- Self-dealing: Filed self-dealing detail
- Investments: 44th percentile for endowment coverage
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 3 filing years from 2023 to 2025
- Contacts: How to reach this organization
- Money network: 10 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.
- Review — Cost Efficiency: Grant expense ratio scored 56/100.
- Moderate — Endowment Health: Endowment-health comparison scored 44/100.