Bergin Foundation Inc.

990PF • Fiscal year 2023 • EIN 92-1231786

Jan 01, 2023 to Dec 31, 2023 • Filed on May 21, 2024

Organization Profile

309 SE Osceola StStuart, FL 34994

(772) 781-3292

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

109%

Higher net margin than 99% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Higher top officer pay than 32% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

951136200%

Faster asset growth than 100% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets24th percentile

Assets

$9,511,363

Up $9,511,362 (+951136200%) from 2022

Net Assets

Down

$9,511,363

Down $488,637 (-4.9%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin99th percentile

Revenue

Down

-$448,637

Down $448,638 (-44863800%) from 2022

Expenses

$40,000

Up $40,000 from 2022

Net Income

Down

-$488,637

Down $488,638 (-48863800%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$9,511,363

Liabilities$1

Net Assets$9,511,363

Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue-$448,637

Expenses$40,000

Net Income-$488,637

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 21, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MARTIN H BERGIN	Director	-	$0	-	-
DAVE KAUPPI	Director	-	$0	-	-
DAVID DREYER	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Bergin Foundation Inc
EIN: 92-1231786
Phone: 7727813292
Address: 309 SE OSCEOLA ST, STUART, FL 34994

Signing Officer

Name: David Dreyer
Title: Director
Phone: 7727813292
Signed: 2024-05-21

Preparer

Preparer: Self-prepared

Raw XML Appendix240 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.

Path	#	Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	SPECTRA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	GRAND DUNES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	435074
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	183886
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	5095
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	51987
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	3	PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-183886
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	-5095
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	3	51987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	2064926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	1816114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	4516809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	552935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	D'BEST FUTURES FUND
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	SPECTRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	GRANDE DUNES NORTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	OLYMPUS BAN, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	2064926
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	1816114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	4516809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	552935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	100000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	75163
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	18
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	40000
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	0
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	502376
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	502376
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	502376
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	504092
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	1716
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	1716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	98
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	1716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	1814
IRS990PF/FMVAssetsEOYAmt	0	9511363
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	10000000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	460579
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	460579
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	10000000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt	0	9511363
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	9050784
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	9050784
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	9511363
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	10000000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	9511363
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	10000000
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	9511363
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	10235369
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	2546519
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	153531
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	7688850
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	504092
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	10081838
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	10235369
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
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IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	40000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	40000
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	WEST PALM BEACH
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	40000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	19760
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	20240
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	502376
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	40000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	482616
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	20240
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DAVID DREYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7727813292
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE BERGIN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt	0	BERG
ReturnHeader/Filer/EIN	0	921231786
ReturnHeader/Filer/PhoneNum	0	7727813292
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	309 SE OSCEOLA ST
ReturnHeader/Filer/USAddress/CityNm	0	STUART
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	34994
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-05-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SELF-PREPARED
ReturnHeader/ReturnTs	0	2024-05-21T14:49:38-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	DREYER
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $9,511,363
Liabilities: $1
Net assets: $9,511,363
Revenue: -$448,637
Expenses: $40,000
Net income: -$488,637

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$10.5	$0.00	$10.5	$1.45	$0.51	$0.94
2023Detailed filing. Detailed filing data is available for this year.	$9.51	$0.00	$9.51	$0.45	$0.04	$0.49
2022Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$10.0	$0.00	$0.00	$0.00