Philanthropy & Grantmaking
(T22)
990 on File
ERIK E AND EDITH H BERGSTROM FOUNDATION A CHARITABLE TRUST
Financial strength (30%)
69/100
Reliability (20%)
55/100
Effectiveness (25%)
41/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2023
$13.0M
Total Revenue
$15.9M
Total Expenses
$194.7M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
68.1%
Fundraising Efficiency
N/A
Operating Reserve
146.76x
Liability-to-Asset
4.3%
Revenue Diversification
90.6%
Executive Compensation
$368K
Compared with Peers
FY 2023
Compared with 1,312 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2023.
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
|
68.1% | 92.2% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
146.8 mo | 71.3 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
4.3% | 2.3% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
90.6% | 89.9% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-54.6% | 1.0% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
56.6% | 10.7% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-22.5% | -0.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2023 | $13.0M | $15.9M | $194.7M | 68.1% | — |
| 2022 | $28.6M | $10.2M | $177.0M | 104.3% | — |
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