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· Private foundation

Joseph and Helen Ertl Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$155k
Granted FY2025still arriving
47
Grants FY2025still arriving
10
States reached
$58k
Largest
01What it funds
0181% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Religion$392kEducation$328kHealth$140kCommunity Improvement$52kHuman Services$28kFood & Nutrition$19kEnvironment$13kPhilanthropy$13kOther$0
02FY2025 · 47 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k44 grants · $51k
  • $10k–50k2 grants · $46k
  • $50k–250k1 grant · $58k
$1,000
Median grant
10
States reached
$3.3M
Total assets
Largest grants
RecipientAmount
BECKMAN CATHOLIC HIGH SCHOOL$58,000
ST FRANCIS XAVIER CHURCH$31,000
Individual grant recipient$15,000
ST FRANCIS XAVIER SCHOOL$5,000
Individual grant recipient$3,400
GMHC RESOURCE CENTER$3,000
RURAL IOWA COMMUNITY FOOD PANTRY$2,500
GUTTENBERG MUNICIPAL HOSPITAL$2,500
CLARITY CLINIC$2,400
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE$2,000
OUR LADY OF THE BLACK HILLS$2,000
MONUMENT HEALTH FOUNDATION$2,000
KNIGHTS OF COLUMBUS$2,000
Individual grant recipient$1,500
FOCUS$1,500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $12k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%INNER VISIONS HEALTH CARE: $500 → 5%AREA RESIDENTIAL CARE: $1k → 11%AREA RESIDENTIAL CARE: $500 → 11%AREA RESIDENTIAL CARE: $500 → 11%AREA RESIDENTIAL CARE: $500 → 11%AREA RESIDENTIAL CARE: $500 → 11%AREA RESIDENTIAL CARE: $500 → 11%AREA RESIDENTIAL CARE: $500 → 11%AREA RESIDENTIAL CARE: $250 → 11%RED CROSS: $1k → 11%RED CROSS: $1k → 11%AMERICAN RED CROSS: $1k → 11%AMERICAN RED CROSS: $1k → 11%AMERICAN RED CROSS: $1k → 11%AMERICAN RED CROSS: $1k → 11%STONEHILL FRANCISCAN SERVICES: $500 → 11%STONEHILL FRANCISCAN SERVICES: $250 → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

MN
IL
MI
NY
MA
SD
IA
OH
CA
CO
NE
MO
MD
AZ
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$1.1M · 84 repeat orgs$33k to everyone else

Grantees it renews have grown median revenue +59% since the first grant, against +38% for those funded once.

84 repeat relationships: 38 still active in FY2025, 46 since wound down; 7 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

84
54

Total granted

$1.1M
$29k

Median revenue growth · since first grant

+59%
+38%

Still filing today

21%
44%

New vs renewed · share of each year

In FY2025, 97% of grant dollars renewed an existing relationship; $4k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationArts & CulturePhilanthropyHuman ServicesHealthCommunity ImprovementOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • MM
    MERCY MEDICAL CENTER
    5× · 2017–2021 · $40k · revenue +59%
  • CC
    Catholic Charities of the Archdiocese of Dubuque
    9× · 2017–2025 · $18k · revenue +144%
  • OD
    OPENING DOORS
    8× · 2018–2025 · $8k · revenue +247%

Funded once

  • SP
    ST PETER & PAUL CATHOLIC CHURCH
    one grant, 2018 · $2k
  • GE
    Guttenberg Economic & Industrial Development Commi
    one grant, 2024 · $2k · revenue -91%
  • TC
    THE COMMUNITY COMMERCIAL CLUB PARK
    one grant, 2023 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Dubuque Area Convention and Visitors Bureau

The Dubuque Area Convention & Visitors Bureau (CVB) will lead tourism destination promotion and development to enhance and expand the Dubuque Area experience.

Community Improvement
2
University of Iowa Facilities Corporation

The university of iowa facilities corporation acquires and holds property for the benefit and use of the university of iowa.

—
3
United Way of East Central Iowa

Unite the caring power of communities to invest in effective solutions to improve people's lives.

Philanthropy
4
Midwest Dairy Association

Midwest dairy works with others to give consumers an excellent dairy experience increasing sales, fostering innovation, and inspiring consumer confidence of dairy products and practices.

—
5
Unity Healthcare Foundation

To provide financial assistance to unity healthcare to help enable it to carry out its exempt function of providing health care to the community.

Philanthropy
6
University Family Physicians Inc

Engage actively and continuously in medical research, education and training in the practice of medicine in conjunction with the department of family medicine of the indiana university school of medicine and indiana university…

—
7
Iowa Health System

To improve the health of the people and communities we serve.

Health
8
Iowa Lutheran Hospital Auxiliary

To promote and advance activities beneficial to iowa lutheran hospital.

Health
9
Regional West Health Services

Health care services for the people of western nebraska and eastern wyoming.

Health
10
Central Iowa Hospital Corporation

Improving the health of the community through healing, caring and teaching.

Health
11
Catholic Charities North Dakota

Guided by our values, Catholic Charities North Dakota serves people in need and advocates for the common good of all.

—
12
Common Good Iowa

Common good iowa engages iowans to create and advocate for research-based public policy that makes life better and more equitable for all who make iowa home.

—
How this is measured
The grantee most central to the portfolio’s shape is Community Foundation of Greater Dubuque; the most unlike its peers is Roberto Clemente Foundation Corp. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

49 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 49 of the 149 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
15
Early backer (in before they grew)
48/49
Grantees still filing
41/49
Grew since first funded

Where the money sits, by cause and then by grantee

ST FRANCIS XAVIER CHURCH: $269,250 · OtherST FRANCIS XAVIER CHURCHBECKMAN CATHOLIC HIGH SCHOOL DYERSVILLE IOWA: $163,100 · OtherBECKMAN CATHOLIC HIGH SCHOOL DYERSVILLE IOWAST FRANCIS XAVIER SCHOOL: $86,000 · OtherST FRANCIS XAVIER SCHOOLGUTTENBERG MUNICIPAL HOSPITAL: $46,300 · OtherST MARY'S CHURCH: $37,000 · Other+114 more: $394,500 · Other+114 moreMERCY MEDICAL CENTER: $40,000 · HealthMAYO CLINIC: $8,500 · HealthMonument Health Rapid City Hospital Inc: $4,000 · Health+2 more: $2,500 · HealthDYERSVILLE INDUSTRIES INC: $50,000 · Community ImprovementGuttenberg Economic & Industrial Development Commi: $2,000 · Community Improvement+1 more: $250 · Community ImprovementCOMMUNITY FOUNDATION OF GREATER DUBUQUE: $6,250 · PhilanthropyBI-COUNTY AMBULANCE INC: $3,100 · PhilanthropyCARNEGIE-STOUT PUBLIC LIBRARY FOUND: $1,500 · PhilanthropyDYERSVILLE HEALTH FOUNDATION INC: $500 · Philanthropy+1 more: $250 · PhilanthropyAmerican National Red Cross & Its Constituent Chapters and Branches: $6,000 · Human ServicesArea Residential Care Inc: $4,250 · Human ServicesStonehill Franciscan Services: $750 · Human ServicesTHE HUMAN CHOICE OF IOWA: $500 · Human ServicesSTATE UNIVERSITY OF IOWA FOUNDATION: $4,750 · EducationARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY: $3,000 · EducationBETA THETA PI FOUNDATION: $500 · EducationUNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC: $500 · Education+3 more: $750 · EducationDubuque County Historical Society: $1,000 · Arts & CultureBUILDING BEATS INCORPORATED: $500 · Arts & CultureGREENWAY ARTS ALLIANCE: $500 · Arts & CultureFILMSCENE: $250 · Arts & CultureIOWA PUBLIC RADIO INC: $250 · Arts & CultureTHE ENGLERT CIVIC THEATRE INC: $250 · Arts & Culture
Other$996,150Health$55,000Community Improvement$52,250Philanthropy$11,600Human Services$11,500Education$9,500Arts & Culture$2,750

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDYERSVILLE INDUSTRIES INC: $50,000 over 2y, 0.8% of budgetMERCY MEDICAL CENTER: $40,000 over 5y, 0.0% of budgetCatholic Charities of the Archdiocese of Dubuque: $18,000 over 9y, 0.1% of budgetMAYO CLINIC: $8,500 over 9y, 0.0% of budgetOPENING DOORS: $8,000 over 8y, 0.1% of budgetCOMMUNITY FOUNDATION OF GREATER DUBUQUE: $6,250 over 4y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $6,000 over 6y, 0.0% of budgetSTATE UNIVERSITY OF IOWA FOUNDATION: $4,750 over 5y, 0.0% of budgetArea Residential Care Inc: $4,250 over 8y, 0.0% of budgetMonument Health Rapid City Hospital Inc: $4,000 over 2y, 0.0% of budgetDYERSVILLE COMMERCIAL CLUB: $4,000 over 3y, 1.5% of budgetFOUNDRY EDUCATIONAL FOUNDATION DBA FEF: $3,250 over 8y, 0.0% of budgetBI-COUNTY AMBULANCE INC: $3,100 over 5y, 0.3% of budgetARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY: $3,000 over 7y, 0.0% of budgetFEEDING SOUTH DAKOTA: $2,000 over 3y, 0.0% of budgetGuttenberg Economic & Industrial Development Commi: $2,000 over 1y, 0.1% of budgetCARNEGIE-STOUT PUBLIC LIBRARY FOUND: $1,500 over 1y, 1.4% of budgetST LUKE'S FOUNDATION: $1,500 over 3y, 0.0% of budgetTHE FINLEY HOSPITAL: $1,000 over 2y, 0.0% of budgetDUBUQUE COUNTY RIGHT TO LIFE INC: $900 over 2y, 0.2% of budgetBOYS AND GIRLS CLUB OF GREATER DUBUQUE: $750 over 2y, 0.0% of budgetWORKING AGAINST VIOLENCE INC: $750 over 3y, 0.0% of budgetStonehill Franciscan Services: $750 over 2y, 0.0% of budgetDYERSVILLE HEALTH FOUNDATION INC: $500 over 1y, 0.3% of budgetBUILDING BEATS INCORPORATED: $500 over 1y, 0.1% of budgetSOCIETY OF ST VINCENT DE PAUL: $500 over 1y, 0.1% of budgetHARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC: $500 over 1y, 0.0% of budgetHOSPICE OF DUBUQUE: $500 over 1y, 0.0% of budgetDOMESTIC VIOLENCE INTERVENTION PROGRAM: $500 over 2y, 0.0% of budgetBETA THETA PI FOUNDATION: $500 over 1y, 0.0% of budgetUNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC: $500 over 1y, 0.0% of budgetGREENWAY ARTS ALLIANCE: $500 over 1y, 0.0% of budgetAQUINAS COMMUNICATIONS INC: $500 over 1y, 0.1% of budgetTHE HUMAN CHOICE OF IOWA: $500 over 1y, 0.1% of budgetFILMSCENE: $250 over 1y, 0.0% of budgetNMDP FOUNDATION: $250 over 1y, 0.0% of budgetDYERSVILLE AREA FOUNDATION FOR THE FUTURE INC: $250 over 1y, 0.0% of budgetTHE ENGLERT CIVIC THEATRE INC: $250 over 1y, 0.0% of budgetJONES COUNTY ECONOMIC DEVELOPMENT: $250 over 1y, 0.3% of budgetCREATE NOW INC: $250 over 1y, 0.1% of budgetROBERTO CLEMENTE FOUNDATION CORP: $250 over 1y, 0.2% of budgetOPERATION BREAKTHROUGH INC: $250 over 1y, 0.0% of budgetYOUTH & FAMILY SERVICES INC: $250 over 1y, 0.0% of budgetCORNERSTONE RESCUE MISSION: $250 over 1y, 0.0% of budgetWIKIMEDIA FOUNDATION INC: $250 over 1y, 0.0% of budgetHEART OF LOS ANGELES YOUTH INC: $250 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds DYERSVILLE INDUSTRIES INC ↗
  • Who funds MERCY MEDICAL CENTER ↗
  • Who funds Catholic Charities of the Archdiocese of Dubuque ↗
  • Who funds MAYO CLINIC ↗
  • Who funds OPENING DOORS ↗
  • Who funds COMMUNITY FOUNDATION OF GREATER DUBUQUE ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds STATE UNIVERSITY OF IOWA FOUNDATION ↗
  • Who funds Area Residential Care Inc ↗
  • Who funds Monument Health Rapid City Hospital Inc ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Community Foundation of Greater DubuqueIA41.4× affinity18 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of Greater Dubuque · Dubuque Racing Association Ltd · James B & Melita a McDonough Foundation · Alliant Energy Foundation Inc · Heartland Charitable Trust · Dyersville Area Foundation for the Future Inc · Herrig Charitable Foundation · Ay McDonald Charitable Foundation · Sirk Family Foundation · Flynn Family Foundation · GreenState Credit Union · The Butler Family Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Joseph and Helen Ertl Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Joseph and Helen Ertl Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    13report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Joseph and Helen Ertl Family Foundation?

    Find your warmest path to Joseph and Helen Ertl Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 149 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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