Charity Search / ULLA AND BERTIL BRUNK FOUNDATION INC
Philanthropy & Grantmaking (T20) 990 on File

ULLA AND BERTIL BRUNK FOUNDATION INC

EIN: 46-0696000 · LAKE GENEVA, WI 53147-3833 · United States · FY 2025 Data
3 out of 5 50 / 100 Based on 2+ years of filings
Financial strength (30%) 90/100
Reliability (20%) 50/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2025 · Scored 10/18/2026
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CharityAI™ Score
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Financial Overview — FY 2025
$78K
Total Revenue
$93K
Total Expenses
$1.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 85.6%
Fundraising Efficiency N/A
Operating Reserve 136.47x
Liability-to-Asset 0.0%
Revenue Diversification 82.8%
Executive Compensation $0
Compared with Peers
FY 2025
Compared with 12,725 similar organizations (United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2025.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
85.6% 86.2%
P10P90
Below median
Operating reserve
Months of expenses covered by net assets · higher is better
136.5 mo 120.1 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 0.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
82.8% 92.5%
P10P90
Above median
Revenue growth
Year over year revenue growth
27.2% 4.7%
P10P90
Expense growth
Year over year expense growth
25.7% 2.4%
P10P90
Surplus margin
Surplus as a share of revenue
-19.2% 11.6%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2025 $78K $93K $1.1M 85.6% —
2024 $62K $74K $1.1M 91.4% —
2023 $-35,402 $68K $1.1M 93.5% —
2022 $46K $88K $1.2M 81.2% —
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Organization Details
EIN
46-0696000
State
WI
City
LAKE GENEVA
ZIP
53147-3833
Classification
T20
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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