TPhilanthropy, Voluntarism & GrantmakingEIN: 820577634· Ruling Year: 2003

Robert And Joyce Oberkotter Family Foundation

Newport, New Hampshire

B+Health Score
71B+

Financial Health Score

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

Good

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org20.08×
Peer Median18.82×
💰
$983K
Total Revenue
📊
$690K
Total Expenses
🏦
$13.9M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+95.6%
Year-over-year change (2023 → 2024)
Net Margin
+29.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
20.08
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2024$983,32996%$689,6829%$13,850,8723%
2023$502,61233%$634,1777%$13,430,7286%
2022$751,411105%$683,1037%$12,628,89218%
2021$366,59821%$641,34818%$15,469,69533%
2020$461,134115%$781,64042%$11,601,35413%
2016$214,38217%$550,63413%$10,303,2503%
2015$259,19620%$487,86710%$10,581,3227%
2014$325,01128%$539,65413%$11,322,42914%
2013$253,2938%$476,2688%$9,972,7807%
2012$274,930$519,983$9,307,906

Frequently Asked Questions

What does Robert And Joyce Oberkotter Family Foundation do?

Robert And Joyce Oberkotter Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in New Hampshire. It is classified under NTEE code T90 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Robert And Joyce Oberkotter Family Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Robert And Joyce Oberkotter Family Foundation has a score of 71/100 (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 Robert And Joyce Oberkotter Family Foundation generate?

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

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