TPhilanthropy, Voluntarism & GrantmakingEIN: 411958621· Ruling Year: 2001

The Mortenson Family Foundation

Minneapolis, Minnesota

BHealth Score
58B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org12.75×
Peer Median18.82×
💰
$9.5M
Total Revenue
📊
$10.4M
Total Expenses
🏦
$132.4M
Net Assets
📋
$4.2M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-38.3%
Year-over-year change (2022 → 2023)
Net Margin
-8.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.75
Net assets divided by total expenses
Liabilities-to-Assets
3.1%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$9,541,41538%$10,385,0241%$136,619,1172%
2022$15,465,30655%$10,483,02065%$139,145,8902%
2021$34,670,89517%$6,341,27013%$135,941,29018%
2020$41,893,780738%$5,599,2808%$115,408,07838%
2019$4,996,45115%$6,089,847221%$83,801,531144%
2015$5,846,29763%$1,898,38438%$34,383,7239%
2014$3,585,7707%$3,045,28993%$31,643,6884%
2013$3,354,59318%$1,579,5253%$30,464,4684%
2012$4,094,69139%$1,538,04516%$29,194,1226%
2011$6,728,165$1,329,009$27,536,553

Frequently Asked Questions

What does The Mortenson Family Foundation do?

The Mortenson Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Minnesota. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Mortenson Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, The Mortenson Family Foundation has a score of 58/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does The Mortenson Family Foundation generate?

Revenue data for The Mortenson Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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The Mortenson Family Foundation — Minneapolis, MN | GiveScope