Ernest C Oberholtzer Foundation

Duluth, MN
Tax-exempt since Jan. 2010
EIN: 41-6042619

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Natural History, Natural Science Museums (NTEE)

Donations to this organization are tax deductible.

Revenue

$554k (2024)

Expenses

$178k (2024)

Total Assets

$1.8M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$553,705

Expenses

$178,394

Net Income

$375,311

Net Assets

$1,799,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$287,490	51.9%
Interest Revenue	$53	0.0%
Dividends	$38,615	7.0%
Sales of Assets	$170,659	30.8%
Other Income	$7,067	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,398	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,799,775
Total Liabilities	$0
Net Assets	$1,799,775

Compensation

Key Employees and Officers	Compensation	Other
Tom O'rourke (Executive Director)	$65,013	$0
Rebecca Otto (Executive Director)	$30,092	$0
George Glazier (President)	$0	$0
David Rolloff (Vice President)	$0	$0
Keir Johnson (Treasurer)	$0	$0
Nance Kunkel (Secretary)	$0	$0

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990-PF

Filed on Aug. 26, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$476,871

Expenses

$186,725

Net Income

$290,146

Net Assets

$1,424,394

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$111,750	23.4%
Interest Revenue	$68	0.0%
Dividends	$30,778	6.5%
Sales of Assets	$306,677	64.3%
Other Income	$7,892	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,942	92.6%
Compensation of Officers*	$81,336	43.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,424,394
Total Liabilities	$0
Net Assets	$1,424,394

Compensation

Key Employees and Officers	Compensation	Other
Rebecca Otto (Executive Director)	$81,336	$0
George Glazier (President)	$0	$0
David Rolloff (Vice President)	$0	$0
Keir Johnson (Treasurer)	$0	$0
Nance Kunkel (Secretary)	$0	$0

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990-PF

Filed on May 23, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$284,038

Expenses

$142,240

Net Income

$141,798

Net Assets

$1,134,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$162,159	57.1%
Interest Revenue	$207	0.1%
Dividends	$20,714	7.3%
Sales of Assets	$89,257	31.4%
Other Income	$10,152	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,498	93.2%
Compensation of Officers*	$88,251	62.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,134,264
Total Liabilities	$0
Net Assets	$1,134,264

Compensation

Key Employees and Officers	Compensation	Other
Rebecca Otto (Executive Director)	$88,251	$0
George Glazier (President)	$0	$0
David Rolloff (Vice President)	$0	$0
Keir Johnson (Treasurer)	$0	$0
Nance Kunkel (Secretary)	$0	$0

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990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$198,860

Expenses

$122,192

Net Income

$76,668

Net Assets

$994,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$89,110	44.8%
Interest Revenue	$10	0.0%
Dividends	$24,308	12.2%
Sales of Assets	$58,663	29.5%
Other Income	$6,611	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,912	91.6%
Compensation of Officers*	$68,358	55.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$994,969
Total Liabilities	$0
Net Assets	$994,969

Compensation

Key Employees and Officers	Compensation	Other
Rebecca Otto (Executive Director)	$68,358	$0
George Glazier (President)	$0	$0
David Rolloff (Vice President)	$0	$0
Michael Reid (Treasurer)	$0	$0
Nance Kunkel (Secretary)	$0	$0

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990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$157,005

Expenses

$113,143

Net Income

$43,862

Net Assets

$918,300

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$65,928	42.0%
Interest Revenue	$3	0.0%
Dividends	$23,840	15.2%
Sales of Assets	$58,985	37.6%
Other Income	$5,199	3.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,462	66.7%
Compensation of Officers*	$49,857	44.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$918,301
Total Liabilities	$1
Net Assets	$918,300

Compensation

Key Employees and Officers	Compensation	Other
Beth Waterhouse (Executive Director)	$49,857	$0
Robert Norbie (President)	$0	$0
David Rolloff (Vice President)	$0	$0
Michael Reid (Treasurer)	$0	$0
Mary Swalla Holmes (Secretary)	$0	$0

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990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$137,646

Expenses

$121,489

Net Income

$16,157

Net Assets

$874,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$87,207	63.4%
Interest Revenue	$253	0.2%
Dividends	$24,987	18.2%
Sales of Assets	$0
Other Income	$11,513	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,280	41.4%
Compensation of Officers*	$46,272	38.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$874,444
Total Liabilities	$1
Net Assets	$874,443

Compensation

Key Employees and Officers	Compensation	Other
Beth E Waterhouse (Executive Director)	$46,272	$0
Peggy Anne Smith (President)	$0	$0
Robert Norbie (Vice President)	$0	$0
Michael Reid (Treasurer)	$0	$0
Mary Swalla Holmes (Secretary)	$0	$0

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990-PF

Filed on May 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$188,203

Expenses

$124,314

Net Income

$63,889

Net Assets

$858,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,605	64.1%
Interest Revenue	$213	0.1%
Dividends	$22,593	12.0%
Sales of Assets	$3,553	1.9%
Other Income	$21,012	11.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,002	54.7%
Compensation of Officers*	$43,505	35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$858,287
Total Liabilities	$0
Net Assets	$858,287

Compensation

Key Employees and Officers	Compensation	Other
Beth E Waterhouse (Executive Director)	$43,505	$0
Peggy Anne Smith (President)	$0	$0
Robert Norbie (Vice President)	$0	$0
Michael Reid (Treasurer)	$0	$0
Mark Granlund (Secretary)	$0	$0

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990-PF

Filed on Sept. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$227,363

Expenses

$112,551

Net Income

$114,812

Net Assets

$794,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$119,891	52.7%
Interest Revenue	$22	0.0%
Dividends	$16,852	7.4%
Sales of Assets	$14,844	6.5%
Other Income	$54,836	24.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,500	52.0%
Compensation of Officers*	$40,296	35.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$794,398
Total Liabilities	$0
Net Assets	$794,398

Compensation

Key Employees and Officers	Compensation	Other
Beth E Waterhouse (Executive Director)	$40,296	$0
Margaret Anne Smith (President)	$0	$0
Robert Norbie (Vice President)	$0	$0
Michael Reid (Treasurer)	$0	$0
Mark Granlund (Secretary)	$0	$0
Charles A Kelly (Assistant Treasurer)	$0	$0

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990-PF

Filed on June 19, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$208,525

Expenses

$100,023

Net Income

$108,502

Net Assets

$679,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$144,067	69.1%
Interest Revenue	$2	0.0%
Dividends	$14,332	6.9%
Sales of Assets	$11,747	5.6%
Other Income	$16,230	7.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,375	49.4%
Compensation of Officers*	$39,117	39.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$679,582
Total Liabilities	$0
Net Assets	$679,582

Compensation

Key Employees and Officers	Compensation	Other
Beth E Waterhouse (Executive Director)	$39,117	$0
Jim Fitzpatrick (President)	$0	$0
Micheal Reid (Vice President)	$0	$0
Tim Heinle (Treasurer)	$0	$0
Margaret Anne Smith (Secretary)	$0	$0
Charles A Kelly (Assist. Treasurer)	$0	$0

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990-PF

Filed on Sept. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$174,656

Expenses

$105,921

Net Income

$68,735

Net Assets

$571,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$101,884	58.3%
Interest Revenue	$2	0.0%
Dividends	$13,582	7.8%
Sales of Assets	$8,200	4.7%
Other Income	$30,109	17.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,120	47.3%
Compensation of Officers*	$38,647	36.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$571,081
Total Liabilities	$0
Net Assets	$571,081

Compensation

Key Employees and Officers	Compensation	Other
Beth E Waterhouse (Executive Director)	$38,647	$0
Jim Fitzpatrick (President)	$0	$0
Mary Swalla Holmes (Vice President)	$0	$0
Tim Heinle (Treasurer)	$0	$0
Margaret Anne Smith (Secretary)	$0	$0
Charles A Kelly (Assist. Treasurer)	$0	$0

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990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$129,112

Expenses

$110,277

Net Income

$18,835

Net Assets

$502,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,519	31.4%
Interest Revenue	$3	0.0%
Dividends	$11,927	9.2%
Sales of Assets	$5,415	4.2%
Other Income	$65,958	51.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,970	45.3%
Compensation of Officers*	$41,125	37.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$502,345
Total Liabilities	$0
Net Assets	$502,345

Compensation

Key Employees and Officers	Compensation	Other
Beth E Waterhouse (Executive Director)	$41,125	$0
Jim Fitzpatrick (President)	$0	$0
Mary Swalla Holmes (Vice President)	$0	$0
Tim Heinle (Treasurer)	$0	$0
Margaret Anne Smith (Secretary)	$0	$0
Charles A Kelly (Assist. Treasurer)	$0	$0

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990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$167,106

Expenses

$103,217

Net Income

$63,889

Net Assets

$483,511

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$46,236	27.7%
Interest Revenue	$2	0.0%
Dividends	$10,308	6.2%
Sales of Assets	$13,986	8.4%
Other Income	$71,042	42.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,286	45.8%
Compensation of Officers*	$39,151	37.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$483,511
Total Liabilities	$0
Net Assets	$483,511

Compensation

Key Employees and Officers	Compensation	Other
Beth E Waterhouse (Executive Director)	$39,151	$0
Jim Fitzpatrick (President)	$0	$0
Mary Swalla Holmes (Vice President)	$0	$0
Tim Heinle (Treasurer)	$0	$0
Jean Replinger (Secretary)	$0	$0
Charles A Kelly (Assist. Treasurer)	$0	$0

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990-PF

Filed on July 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$213,125

Expenses

$113,411

Net Income

$99,714

Net Assets

$419,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$133,024	62.4%
Interest Revenue	$2	0.0%
Dividends	$11,411	5.4%
Sales of Assets	$9,047	4.2%
Other Income	$31,174	14.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,080	54.7%
Compensation of Officers*	$40,043	35.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$419,622
Total Liabilities	$1
Net Assets	$419,621

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$101,266

Expenses

$83,697

Net Income

$17,569

Net Assets

$319,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$41,817	41.3%
Interest Revenue	$7	0.0%
Dividends	$10,033	9.9%
Sales of Assets	$0
Other Income	$30,975	30.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,832	50.0%
Compensation of Officers*	$33,653	40.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$319,904
Total Liabilities	$1
Net Assets	$319,903

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Ernest C Oberholtzer Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $554k (2024)

Expenses $178k (2024)

Total Assets $1.8M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$554k (2024)

Expenses

$178k (2024)

Total Assets

$1.8M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001

Fiscal Year Ending July
2001