Philanthropy & Grantmaking
(T20)
990 on File
FRED BERGFORS AND MARGARET SANDBERG FOUNDATION INC
Financial strength (30%)
75/100
Reliability (20%)
55/100
Effectiveness (25%)
31/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$248K
Total Revenue
$228K
Total Expenses
$3.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
55.4%
Fundraising Efficiency
N/A
Operating Reserve
184.51x
Liability-to-Asset
0.0%
Revenue Diversification
100.0%
Executive Compensation
$0
Compared with Peers
FY 2026
Compared with 501 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2026.
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
|
55.4% | 86.8% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
184.5 mo | 121.2 mo |
P10P90
|
Top quarter |
|
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
|
100.0% | 91.1% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
11.2% | 13.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
8.4% | 8.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
8.2% | 10.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $248K | $228K | $3.5M | 55.4% | — |
| 2025 | $223K | $210K | $3.5M | 56.4% | — |
| 2024 | $226K | $186K | $3.5M | 58.2% | — |
| 2023 | $170K | $180K | $3.5M | 52.8% | — |
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