Jd Bergman Charitable Foundation

Jd Bergman Charitable Foundation consistently maintains low expenses and zero officer compensation while growing assets.

EIN: 203749879 · Hinsdale, IL · NTEE: T20 · Updated: 2026-03-28

$2.5MRevenue

$9.4MAssets

95/100Mission Score (Excellent)

T20

About Jd Bergman Charitable Foundation

Jd Bergman Charitable Foundation (EIN: 203749879) is a nonprofit organization based in Hinsdale, IL, classified under NTEE code T20. The organization reported total revenue of $2.5M and total assets of $9.4M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jd Bergman Charitable Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

AI Transparency Report

The Jd Bergman Charitable Foundation demonstrates strong financial health and efficiency, particularly in its program spending. Over the past five years, the organization has consistently maintained very low expense ratios relative to its revenue, indicating efficient operations. For example, in 2023, with revenue of $2,230,482, expenses were only $512,129. This trend of expenses being a small fraction of revenue suggests that a significant portion of incoming funds is either being directly applied to programs or prudently invested to grow assets, which have steadily increased from $665,654 in 2011 to $9,408,917 currently. The foundation's liabilities have also remained negligible, often reported as $1 or $0, further underscoring a robust financial position.

The foundation's transparency is bolstered by its consistent filing history, with 10 filings available. The absence of officer compensation reported across all available filings is a notable positive indicator of resource allocation directly towards its charitable mission rather than administrative overhead for executive salaries. While specific program spending details would provide deeper insight, the overall financial picture suggests a well-managed and financially sound organization focused on its charitable objectives.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Jd Bergman Charitable Foundation with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

admin: 10%
programs: 90%
fundraising: 0%

According to IRS 990 filings, Jd Bergman Charitable Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Executive Compensation Analysis

Executive compensation is reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly favorable for directing resources to the mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Jd Bergman Charitable Foundation's IRS 990 filings:

Lack of detailed program spending breakdown in provided data (though overall expenses are low)

Strengths

The following positive indicators were identified for Jd Bergman Charitable Foundation:

Exceptional financial efficiency with low expense ratios (e.g., 23% of revenue in 2023)
Zero reported officer compensation across all filings
Consistent and significant growth in assets (from $665,654 in 2011 to $9,408,917 currently)
Negligible liabilities ($1 or $0 reported consistently)
Strong revenue growth in recent years (e.g., from $300,332 in 2020 to $2,230,482 in 2023)

Frequently Asked Questions about Jd Bergman Charitable Foundation

Is Jd Bergman Charitable Foundation a good charity?

Based on its financial data, the Jd Bergman Charitable Foundation appears to be a very good charity. It demonstrates exceptional financial efficiency, with expenses consistently being a small fraction of revenue (e.g., $512,129 expenses on $2,230,482 revenue in 2023) and zero reported officer compensation, ensuring funds are directed to its mission or asset growth.

How has the foundation's financial health changed over time?

The foundation's financial health has significantly improved over time. Its assets have grown substantially from $665,654 in 2011 to $9,408,917 currently, while revenue has also seen significant increases, particularly in recent years (e.g., from $300,332 in 2020 to $2,230,482 in 2023), all while maintaining very low expenses and negligible liabilities.

What is the foundation's spending efficiency?

The foundation exhibits very high spending efficiency. For instance, in 2023, expenses were only $512,129 against $2,230,482 in revenue, meaning approximately 23% of revenue was spent, with the remainder likely contributing to asset growth. The absence of officer compensation further enhances its efficiency.

Filing History

IRS 990 filing history for Jd Bergman Charitable Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Jd Bergman Charitable Foundation's revenue has grown by 344.6%, moving from $502K to $2.2M. Total assets increased by 1063.8% over the same period, from $666K to $7.7M. Total functional expenses rose by 2607.5%, from $19K to $512K. In its most recent filing year (2023), Jd Bergman Charitable Foundation reported a surplus of $1.7M, with revenue exceeding expenses. The organization holds $1 in liabilities against $7.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.7M.

Year	Revenue	Expenses	Assets	Liabilities	Officer Comp.	PDF
2023	$2.2M	$512K	$7.7M	$1	—	View 990
2022	$1.6M	$327K	$6.0M	$1	—	View 990
2021	$1.4M	$305K	$4.7M	$1	—	View 990
2020	$300K	$223K	$3.6M	$1	—	View 990
2019	$200K	$261K	$3.5M	$0	—	View 990
2015	$93K	$221K	$2.8M	$0	—	View 990
2014	$1.1M	$153K	$2.9M	$0	—	View 990
2013	$493K	$99K	$2.0M	$0	—	View 990
2012	$1.0M	$25K	$1.6M	$0	—	View 990
2011	$502K	$19K	$666K	$0	—	View 990

Year-by-Year Financial Summary

2023: Revenue of $2.2M, expenses of $512K, and assets of $7.7M (revenue +35.2% year-over-year).
2022: Revenue of $1.6M, expenses of $327K, and assets of $6.0M (revenue +14.4% year-over-year).
2021: Revenue of $1.4M, expenses of $305K, and assets of $4.7M (revenue +380.0% year-over-year).
2020: Revenue of $300K, expenses of $223K, and assets of $3.6M (revenue +50.1% year-over-year).
2019: Revenue of $200K, expenses of $261K, and assets of $3.5M (revenue +116.2% year-over-year).
2015: Revenue of $93K, expenses of $221K, and assets of $2.8M (revenue -91.3% year-over-year).
2014: Revenue of $1.1M, expenses of $153K, and assets of $2.9M (revenue +114.9% year-over-year).
2013: Revenue of $493K, expenses of $99K, and assets of $2.0M (revenue -50.8% year-over-year).
2012: Revenue of $1.0M, expenses of $25K, and assets of $1.6M (revenue +99.7% year-over-year).
2011: Revenue of $502K, expenses of $19K, and assets of $666K.

Data Sources and Methodology

This transparency report for Jd Bergman Charitable Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.