Berglund Family Foundation
Capitola, 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 | -$41,507↓101% | $879,093↑1% | $15,471,681↑10% | |
| 2022 | $3,260,155↓42% | $872,417↑99% | $14,088,124↑3% | — |
| 2021 | $5,581,251↑483% | $438,220↑25% | $13,627,128↑183% | — |
| 2020 | $957,451↓70% | $351,686↑6% | $4,823,385↑12% | — |
| 2019 | $3,161,388↑1009% | $330,786↑52% | $4,309,082↑81% | — |
| 2015 | $285,040↓22% | $217,747↑12% | $2,385,051↑4% | — |
| 2014 | $365,763↓27% | $193,853↑21% | $2,290,087↑3% | — |
| 2013 | $503,011↑6% | $159,561↓19% | $2,213,750↑11% | — |
| 2012 | $473,916↓23% | $197,426↑39% | $2,001,571↑23% | — |
| 2011 | $616,140 | $141,592 | $1,624,857 | — |
Frequently Asked Questions
What does Berglund Family Foundation do?▼
Berglund Family Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Berglund Family Foundation financially healthy?▼
Based on our 9-metric Financial Health Score model, Berglund Family Foundation has a score of 65/100 (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 Berglund Family Foundation generate?▼
Revenue data for Berglund Family Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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