ZUnclassifiedEIN: 592803980· Ruling Year: 1987

Berg Family Charitable Foundation

Jacksonville, Florida

A-Health Score
78A-

Financial Health Score

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

Very Good

💰
$13.0M
Total Revenue
📊
$60K
Total Expenses
🏦
$21.1M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+116.8%
Year-over-year change (2022 → 2023)
Net Margin
+99.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
351.08
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$13,038,633117%$60,10291%$21,100,393156%
2022$6,013,737145%$675,42444%$8,227,861196%
2021$2,451,2303%$1,198,93960%$2,783,55892%
2020$2,368,84275%$3,023,608144%$1,449,97439%
2019$1,356,2433%$1,238,47431%$2,371,290136%
2015$1,391,13520%$1,799,41760%$1,003,80520%
2014$1,162,47858%$1,123,27547%$1,262,0873%
2013$734,89842%$762,97729%$1,220,71729%
2012$517,0783%$592,34411%$948,7967%
2011$531,168$661,960$1,024,062

Frequently Asked Questions

What does Berg Family Charitable Foundation do?

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

Is Berg Family Charitable Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Berg Family Charitable Foundation has a score of 78/100 (Grade: A-). 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 Berg Family Charitable Foundation generate?

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

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