Civic Intelligence

Bergstrom Foundation

EIN 46-4591289 • Key Colony Beach, FL

Pub. 78 Eligible
PO Box 510023Key Colony Beach, FL 33051
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

19%

Higher net margin than 69% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

43rd percentile

0.8%

Faster asset growth than 43% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

27%

Faster revenue growth than 69% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,144,695

Up $25,868 (+0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,144,695

Up $25,868 (+0.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin69th percentile

Revenue

Up

$753,437

Up $160,437 (+27%) from 2023

Expenses

Up

$608,034

Up $332,662 (+121%) from 2023

Net Income

Down

$145,403

Down $172,225 (-54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $947,804Liabilities 2014: $02014Assets 2015: $972,061Liabilities 2015: $0Net Assets 2015: $972,0612015Assets 2016: $1,129,343Liabilities 2016: $0Net Assets 2016: $1,129,3432016Assets 2017: $1,478,353Liabilities 2017: $0Net Assets 2017: $1,478,3532017Assets 2018: $2,133,994Liabilities 2018: $0Net Assets 2018: $2,133,9942018Assets 2019: $2,352,406Liabilities 2019: $0Net Assets 2019: $2,352,4062019Assets 2020: $2,200,644Liabilities 2020: $0Net Assets 2020: $2,200,6442020Assets 2021: $3,072,586Liabilities 2021: $0Net Assets 2021: $3,072,5862021Assets 2022: $2,805,963Liabilities 2022: $0Net Assets 2022: $2,805,9632022Assets 2023: $3,118,827Liabilities 2023: $0Net Assets 2023: $3,118,8272023Assets 2024: $3,144,695Liabilities 2024: $0Net Assets 2024: $3,144,6952024

Highlighted filing

2024

Assets$3,144,695
Liabilities$0
Net Assets$3,144,695
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2014: $48Expenses 2014: $633Net Income 2014: -$5852014Revenue 2015: $97,742Expenses 2015: $72,152Net Income 2015: $25,5902015Revenue 2016: $385,966Expenses 2016: $82,184Net Income 2016: $303,7822016Revenue 2017: $809,676Expenses 2017: $97,467Net Income 2017: $712,2092017Revenue 2018: $1,333,873Expenses 2018: $98,263Net Income 2018: $1,235,6102018Revenue 2019: $1,336,580Expenses 2019: $325,906Net Income 2019: $1,010,6742019Revenue 2020: $473,703Expenses 2020: $457,430Net Income 2020: $16,2732020Revenue 2021: $1,619,683Expenses 2021: $618,280Net Income 2021: $1,001,4032021Revenue 2022: $205,358Expenses 2022: $469,728Net Income 2022: -$264,3702022Revenue 2023: $593,000Expenses 2023: $275,372Net Income 2023: $317,6282023Revenue 2024: $753,437Expenses 2024: $608,034Net Income 2024: $145,4032024

Highlighted filing

2024

Revenue$753,437
Expenses$608,034
Net Income$145,403
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,144,695
Liabilities
$0
Net assets
$3,144,695
Revenue
$753,437
Expenses
$608,034
Net income
$145,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.75$0.61$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.59$0.28$0.32
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.21$0.47$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$1.62$0.62$1.00
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.47$0.46$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$1.34$0.33$1.01
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.33$0.10$1.24
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.81$0.10$0.71
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.39$0.08$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.07$0.03
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 28, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelley A BergstromPresident/Director-$0--
Joan L BergstromVice President/Director-$0--
Allison L BergstromSecretary/Director-$0--
Melissa A MunroTreasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
Bergstrom Foundation
EIN
46-4591289
Phone
8472569870
Address
PO Box 510023, Key Colony Beach, FL 33051

Signing Officer

Name
Allison L Bergstrom
Title
Secretary/Director
Phone
8472569870
Signed
2025-02-28
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
4622 Pennsylvania Ave Ste 1100, Kansas City, MO 64112
Preparer
Kevin Ensminger
Phone
8167533000
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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kelley A Bergstrom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Joan L Bergstrom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Allison L Bergstrom
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Melissa A Munro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 510023
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21542 W Wolfram Street Unit 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt329 Charlou Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Key Colony Beach
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Allison Bergstrom
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01542 W Wolfram Street Unit 2
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Kelley A Bergstrom
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Joan L Bergstrom
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support - Veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Support - Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating Support - Disability
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Operating Support - Environment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Operating Support - Medical
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Operating Support - Child Welfare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Operating Support - Wildlife
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Operating Support - Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Operating Support - Civic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Operating Support - Religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General Operating Support - Religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11General Operating Support - Wildlife
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General Operating Support - Religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13General Operating Support - Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General Operating Support - Medical
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General Operating Support - Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16General Operating Support - Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General Operating Support - Disability
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18General Operating Support - Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19General Operating Support - Veterans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20General Operating Support - Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0American Legion Auxiliary 973 Tattler
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Art of Giving
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Camp Blue Skies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Chicago Botanic Garden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Cystinosis Research Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5DC Kincare Alliance
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Dolphin Research Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Iowa State University Fountation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Kenilworth Community Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Kenilworth Union Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Kirk of the Keys
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Lincoln Park Zoo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Marathon Baptist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Monroe County Education Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14NorthShore Hospitals Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Pi Kappa Phi Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Swedish American Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17The Ability Experience
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18University of Florida Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19USO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Women's Debate Institute
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04355 N Western Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12147 W North Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22820 Selwyn Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31000 Lake Cook Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt419200 Von Karman Avenue Suite 920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51101 Connecticut Avenue NW Suite
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt658901 Overseas Highway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72505 University Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8419 Richmond Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9211 Kenilworth Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt108877 Overseas Highway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112001 Clark Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1210875 Overseas Highway 120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 2561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt141001 University Place Suite 248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt152015 Ayrsley Town Boulevard Suite
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt165211 N Clark Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt172015 Ayrsley Town Boulevard Suite
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18PO Box 14425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19PO Box 96860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt204540 Julian Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Glencoe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Irvine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Washington

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