Bertram W Coltman Jr Foundation is a 501(c)(3) organization based in Portland, Oregon, registered in 1995, with $9,624 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$9,624
▼ 22.4% vs prior year
Crime & Legal median: $309K
Expenses (FY2024)
$988
Net assets
$292K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Bertram W Coltman Jr Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Bertram W Coltman Jr Foundation: 3553 mo reserves · +90% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Bertram W Coltman Jr Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Bertram W Coltman Jr Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $6,988 (FY2013) to $9,624 (FY2024) across 12 reported years.
Financial snapshot
Operating margin
89.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$293K
Total liabilities
$15
Net assets
$292K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $9,624▼22.4% | $988▼95.6% | $292,499▲3.0% | $292,514▲3.0% | 990PF |
| 2023 | $12,401▼3.0% | $22,500▲416% | $283,863▼3.4% | $283,878▼3.4% | 990PF |
| 2022 | $12,790▼8.9% | $4,362▼57.6% | $293,962▲3.0% | $293,977▲3.0% | 990PF |
| 2021 | $14,034▲54.9% | $10,279▼63.0% | $285,534▲1.3% | $285,549▲1.3% | 990PF |
| 2020 | $9,059▲2.5% | $27,780▼4.6% | $281,779▼6.2% | $281,794▼6.2% | 990PF |
| 2019 | $8,840▼22.2% | $29,118▼27.0% | $300,500▼6.3% | $300,515▼6.3% | 990PF |
| 2018 | $11,362▼66.2% | $39,881▲34.3% | $320,778▼8.2% | $320,793▼8.2% | 990PF |
| 2017 | $33,631▲86.4% | $29,699▼18.2% | $349,297▲1.1% | $349,312▲1.1% | 990PF |
| 2016 | $18,043▲43.8% | $36,302▲25.4% | $345,365▼5.0% | $345,380▼5.0% | 990PF |
| 2015 | $12,546▲24.3% | $28,946▼11.3% | $363,624▼4.3% | $363,640▼4.3% | 990PF |
| 2014 | $10,093▲44.4% | $32,631▼5.5% | $380,024▼5.6% | $380,039▼5.9% | 990PF |
| 2013 | $6,988 | $34,522▼17.7% | $402,562▼6.4% | $403,835▼6.2% | 990PF |
| 2012 | — | $41,952▲11.8% | $430,096▼8.9% | $430,569▼8.8% | 990PF |
| 2011 | — | $37,534▲6.1% | $471,903▼7.4% | $472,176▼7.4% | 990PF |
| 2010 | — | $35,387 | $509,372 | $509,645 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Bertram W Coltman Jr Foundation (EIN 36-3993400) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.