TPhilanthropy, Voluntarism & GrantmakingEIN: 856781091· Ruling Year: 2021

Rosemary L And John P Mortensen Foundation

Green Bay, Wisconsin

BHealth Score
63B

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 Org22.99×
Peer Median18.82×
💰
$376K
Total Revenue
📊
$134K
Total Expenses
🏦
$3.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-73.2%
Year-over-year change (2022 → 2023)
Net Margin
+64.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
22.99
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

4 filings on record
YearRevenueExpensesAssets
2023$376,08273%$134,32132%$3,088,49110%
2022$1,400,80741%$198,42314%$3,420,86229%
2021$991,74768%$230,160$2,652,74592%
2020$3,132,825$0$1,384,967

Frequently Asked Questions

What does Rosemary L And John P Mortensen Foundation do?

Rosemary L And John P Mortensen Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Wisconsin. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Rosemary L And John P Mortensen Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Rosemary L And John P Mortensen Foundation has a score of 63/100 (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 Rosemary L And John P Mortensen Foundation generate?

Revenue data for Rosemary L And John P Mortensen Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Rosemary L And John P Mortensen Foundation — Green Bay, WI | GiveScope