ZUnclassifiedEIN: 956044540· Ruling Year: 1943

Bergen Foundation

Sherman Oaks, California

B-Health Score
54B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

💰
$717K
Total Revenue
📊
$1.1M
Total Expenses
🏦
$15.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-49.4%
Year-over-year change (2022 → 2023)
Net Margin
-47.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.38
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$716,82749%$1,058,7832%$15,227,2783%
2022$1,415,75810%$1,082,3379%$15,680,0783%
2021$1,569,39462%$1,193,4888%$15,225,5953%
2020$966,89128%$1,109,0879%$14,828,8571%
2019$756,7092%$1,212,78625%$15,009,15112%
2015$771,8519%$967,08316%$17,122,5131%
2014$850,36566%$1,157,4147%$17,317,5681%
2013$2,490,395257%$1,082,3888%$17,518,0869%
2012$698,3177%$1,173,91919%$16,116,4612%
2011$749,512172%$990,57913%$16,424,3742%
2010$275,929$1,133,504$16,697,940

Frequently Asked Questions

What does Bergen Foundation do?

Bergen Foundation is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bergen Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Bergen Foundation has a score of 54/100 (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 Bergen Foundation generate?

Revenue data for Bergen Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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