Nicholas D Sergi Foundation is a 501(c)(3) organization based in Oak Brook, Illinois, registered in 2020, with $238,768 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$239K
▲ 23.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$198K
Net assets
$504K
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Nicholas D Sergi Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Nicholas D Sergi Foundation: 31 mo reserves · +17% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Nicholas D Sergi Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Nicholas D Sergi Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $127K (FY2020) to $239K (FY2024) across 5 reported years.
Financial snapshot
Operating margin
17.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$506K
Total liabilities
$2,258
Net assets
$504K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $238,768▲23.1% | $197,874▲2.7% | $504,236▲1.9% | $506,494▲1.0% | 990PF |
| 2023 | $193,985▲10.7% | $192,711▲11.0% | $494,757▼7.8% | $501,283▼7.2% | 990PF |
| 2022 | $175,297▼86.4% | $173,663▲45.1% | $536,825▼61.2% | $539,922▼61.0% | 990PF |
| 2021 | $1,287,077▲917% | $119,648▲41.7% | $1,382,335▲543% | $1,385,222▲543% | 990PF |
| 2020 | $126,550 | $84,427 | $214,906 | $215,472 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Nicholas D Sergi Foundation (EIN 84-2376250) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.