Civic Intelligence

J D Bergman Charitable Foundation 23-58411

EIN 20-3749879 • Hinsdale, IL

108 E Ogden AvenueHinsdale, IL 60521-3874
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

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

Revenue Growth

36th percentile

1.0%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,408,917

Up $1,662,016 (+21%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$9,408,917

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue22nd percentileNet Margin93rd percentile

Revenue

Up

$2,252,817

Up $22,335 (+1.0%) from 2023

Expenses

Up

$590,801

Up $78,672 (+15%) from 2023

Net Income

Down

$1,662,016

Down $56,337 (-3.3%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth83rd percentile

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

$10M$5.0M$0Assets 2011: $665,654Liabilities 2011: $02011Assets 2012: $1,642,553Liabilities 2012: $02012Assets 2013: $2,037,063Liabilities 2013: $02013Assets 2014: $2,944,133Liabilities 2014: $02014Assets 2015: $2,815,174Liabilities 2015: $02015Assets 2019: $3,492,399Liabilities 2019: $02019Assets 2020: $3,569,540Liabilities 2020: $0Net Assets 2020: $3,569,5402020Assets 2021: $4,706,054Liabilities 2021: $0Net Assets 2021: $4,706,0542021Assets 2022: $6,028,548Liabilities 2022: $0Net Assets 2022: $6,028,5482022Assets 2023: $7,746,901Liabilities 2023: $12023Assets 2024: $9,408,917Liabilities 2024: $0Net Assets 2024: $9,408,9172024

Highlighted filing

2024

Assets$9,408,917
Liabilities$0
Net Assets$9,408,917
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $501,648Expenses 2011: $18,915Net Income 2011: $482,7332011Revenue 2012: $1,001,965Expenses 2012: $25,066Net Income 2012: $976,8992012Revenue 2013: $493,299Expenses 2013: $98,789Net Income 2013: $394,5102013Revenue 2014: $1,060,318Expenses 2014: $153,248Net Income 2014: $907,0702014Revenue 2015: $92,525Expenses 2015: $221,484Net Income 2015: -$128,9592015Revenue 2019: $200,075Expenses 2019: $261,300Net Income 2019: -$61,2252019Revenue 2020: $300,332Expenses 2020: $223,191Net Income 2020: $77,1412020Revenue 2021: $1,441,488Expenses 2021: $304,974Net Income 2021: $1,136,5142021Revenue 2022: $1,649,323Expenses 2022: $326,829Net Income 2022: $1,322,4942022Revenue 2023: $2,230,482Expenses 2023: $512,129Net Income 2023: $1,718,3532023Revenue 2024: $2,252,817Expenses 2024: $590,801Net Income 2024: $1,662,0162024

Highlighted filing

2024

Revenue$2,252,817
Expenses$590,801
Net Income$1,662,016
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,408,917
Liabilities
$0
Net assets
$9,408,917
Revenue
$2,252,817
Expenses
$590,801
Net income
$1,662,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.41$0.00$9.41$2.25$0.59$1.66
2023Summary only. Only limited summary data is available for this year.$7.75$0.00$2.23$0.51$1.72
2022Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$1.65$0.33$1.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$1.44$0.30$1.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.30$0.22$0.08
2019Summary only. Only limited summary data is available for this year.$3.49$0.00$0.20$0.26$0.06
2015Summary only. Only limited summary data is available for this year.$2.82$0.00$0.09$0.22$0.13
2014Summary only. Only limited summary data is available for this year.$2.94$0.00$1.06$0.15$0.91
2013Summary only. Only limited summary data is available for this year.$2.04$0.00$0.49$0.10$0.39
2012Summary only. Only limited summary data is available for this year.$1.64$0.00$1.00$0.03$0.98
2011Summary only. Only limited summary data is available for this year.$0.67$0.00$0.50$0.02$0.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY BERGMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
J D Bergman Charitable Foundation 23-58411
EIN
20-3749879
In Care Of
% JAY D BERGMAN
Phone
6306542282
Address
108 E OGDEN AVENUE, HINSDALE, IL 60521-3874

Signing Officer

Name
Jay D Bergman
Title
Trustee
Phone
6306542282
Signed
2025-07-20
Discuss with paid preparer
Yes

Preparer

Firm
William a Parrillo Ltd
Address
16 N CLIFTON AVENUE, PARK RIDGE, IL 60068
Preparer
William a Parrillo
Phone
8473849515
Raw XML Appendix332 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71601 THEODORE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8475 S PENNSYLVANIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93200 W MCDONOUGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BROOKFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Joliet
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BOLINGBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6JOLIET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7JOLIET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9JOLIET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060513
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460440
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd760435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd846204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd960431
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0552500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0394023
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0394023
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0212850
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt082325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt099515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042139
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt087381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt087381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0633607
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0196778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0212850
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt082325
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt099515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042139
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0590801
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0196778
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0720988
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0524210
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAY D BERGMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0108 E OGDEN AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HINSDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060521
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SECURITIES ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt028967
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028967
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENTACCOUNTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt06719
TaxesSchedule/TaxesDetail/Amt1115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06719
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY D BERGMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06306542282
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J D BERGMAN CHARITABLE FOUNDATION 23-58411
ReturnHeader/Filer/BusinessNameControlTxt0JDBE
ReturnHeader/Filer/EIN0203749879
ReturnHeader/Filer/InCareOfNm0% JAY D BERGMAN
ReturnHeader/Filer/PhoneNum06306542282
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 E OGDEN AVENUE
ReturnHeader/Filer/USAddress/CityNm0HINSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0605213874
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363543346
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM A PARRILLO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 N CLIFTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARK RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060068
ReturnHeader/PreparerPersonGrp/PhoneNum08473849515
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A PARRILLO
ReturnHeader/ReturnTs02025-08-07T00:53:44-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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