Dorothea Berggren Charitable Foundation

EIN 20-0266874 • Chicago, IL

161 E Chicago Ave 56BChicago, IL 60611

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

6.9%

Higher net margin than 53% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

0.3%

Faster asset growth than 37% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

311%

Faster revenue growth than 95% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets25th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

$7,835,420

Up $25,728 (+0.3%) from 2023

Liabilities

Flat

$866

Flat from 2023

Net Assets

$7,834,554

Up $25,728 (+0.3%) from 2023

Operations

Liabilities / Revenue28th percentile Net Margin53rd percentile

Revenue

$370,453

Up $280,222 (+311%) from 2023

Expenses

$344,725

Up $84,085 (+32%) from 2023

Net Income

$25,728

Up $196,137 (+115%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Latest loaded filing

2024

Assets$7,835,420

Liabilities$866

Net Assets$7,834,554

Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Latest loaded filing

2024

Revenue$370,453

Expenses$344,725

Net Income$25,728

Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: -
Liabilities: -
Net assets: -
Revenue: -
Expenses: -
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$7.84	$0.00	$7.83	$0.37	$0.34	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$7.81	$0.00	$7.81	$0.09	$0.26	$0.17
2022Detailed filing. Detailed filing data is available for this year.	$7.98	$0.00	$7.98	$0.25	$0.63	$0.38
2021Detailed filing. Detailed filing data is available for this year.	$8.36	$0.00	$8.36	$0.04	$0.40	$0.44
2020Detailed filing. Detailed filing data is available for this year.	$8.80	$0.00	$8.79	$0.23	$0.50	$0.27
2019Detailed filing. Detailed filing data is available for this year.	$9.06	$0.00	$9.06	$2.81	$1.55	$1.26
2018Detailed filing. Detailed filing data is available for this year.	$7.80	$0.00	$7.80	$1.42	$0.23	$1.19
2017Detailed filing. Detailed filing data is available for this year.	$6.61	$0.00	$6.61	$7.04	$0.62	$6.42
2016Detailed filing. Detailed filing data is available for this year.	$0.19	$0.00	$0.19	$0.14	$0.15	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$0.20	$0.00	$0.20	$0.01	$0.00	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$0.19	$0.00	$0.19	$0.01	$0.00	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$0.18	$0.00	$0.18	$0.01	$0.00	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$0.17	$0.00	$0.17		$0.00
2011Detailed filing. Detailed filing data is available for this year.	$0.16	$0.00	$0.16		$0.01
2010Detailed filing. Detailed filing data is available for this year.	$0.16	$0.00	$0.16		$0.01

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2025 to Dec 31, 2025
Signed: Mar 4, 2026
Return Version: 2025v4.0

Compensation and Service Providers

Top Officer Pay33rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DOROTHEA L BERGGREN	President, Director	-	$0	-	-
TONY PORTO	Director	-	$0	-	-
RICK C STEINER	Secretary, Treasurer,Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	THE UNIVERSITY OF CHICAGO	QUANTUM CENTER	-	CHICAGO, IL, US	$4,250,250
Paid Grant	MAYO CLINIC	MEDICAL SCHOLARSHIP	-	ROCHESTER, MN, US	$96,960
Paid Grant	ARIZONA STATE UNIVERSITY	MEDICAL SCHOLARSHIP	-	TEMPE, AZ, US	$3,667
Paid Grant	TAPESTRY 360 HEALTH	GENERAL OPERATIONS	-	CHICAGO, IL, US	$2,500

Filing and Contact Details

Filer

Filer Name: Dorothea Berggren Charitable Foundation
EIN: 20-0266874
Phone: 2392931973
Address: 161 E CHICAGO AVE 56B, CHICAGO, IL 60611

Signing Officer

Name: Dorothea L Berggren
Title: President
Phone: 2392931973
Signed: 2026-03-04
Discuss with paid preparer: Yes

Preparer

Firm: Dja Cpas Sc
Address: W233 N2080 RIDGEVIEW PARKWAY STE, 301, WAUKESHA, WI 53188
Preparer: Rick C Steiner CPA
Phone: 2625444899

Raw XML AppendixShowing 400 of 912 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	28	98
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	29	5785
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	50	34031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	51	550414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	52	2152545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	53	417884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	54	7526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	55	15069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	56	20352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	57	2225211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	58	6546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	59	200533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	60	15699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	61	9053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	62	93983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	63	63574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	64	246819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	65	263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	66	675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	67	20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	68	232220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	69	4228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	70	34270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	71	186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	72	69979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	73	198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	74	59
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	75	39942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	76	13657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	77	19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	78	1354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	79	1528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	80	324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	81	26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	82	-1233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	83	-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	84	-56
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	85	-25310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	4493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	4843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	77819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	22430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	65608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	6	90624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	7	371321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	8	6744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	9	2257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	10	144187

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