Erik E And Edith H Bergstrom Foundation A Charitable Trust
Palo Alto, California
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)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
10 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $12,990,841↓55% | $15,916,682↑57% | $203,401,314↑12% | |
| 2022 | $28,602,799↑164% | $10,162,573↓9% | $182,208,855↓19% | — |
| 2021 | $10,834,938↓18% | $11,174,667↑33% | $225,321,500↑23% | — |
| 2020 | $13,150,451↓23% | $8,387,049↓9% | $182,829,101↑4% | — |
| 2019 | $17,096,749↑63% | $9,183,865↑242% | $175,816,206↑90% | — |
| 2015 | $10,490,575↑49% | $2,686,976↑12% | $92,356,237↓1% | — |
| 2014 | $7,031,441↑57% | $2,407,389↑46% | $93,270,896↑15% | — |
| 2013 | $4,468,518↑23% | $1,643,870↓20% | $80,890,822↑4% | — |
| 2012 | $3,641,364↑40% | $2,049,578↓9% | $77,525,527↑22% | — |
| 2011 | $2,604,676 | $2,254,177 | $63,541,084 | — |
Frequently Asked Questions
What does Erik E And Edith H Bergstrom Foundation A Charitable Trust do?▼
Erik E And Edith H Bergstrom Foundation A Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Erik E And Edith H Bergstrom Foundation A Charitable Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Erik E And Edith H Bergstrom Foundation A Charitable Trust has a score of 70/100 (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 Erik E And Edith H Bergstrom Foundation A Charitable Trust generate?▼
Revenue data for Erik E And Edith H Bergstrom Foundation A Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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