Tua A Bergstrom Charitable Tr is a 501(c)(3) organization based in Dallas, Texas, registered in 1971, with $14,157 in FY2023 revenue. CharityIndex grades it F.
Revenue (FY2023)
$14K
▲ 509.2% vs prior year
Expenses (FY2023)
$26K
Net assets
$384K
Employees
—
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 Tua A Bergstrom Charitable Tr— 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 Tua A Bergstrom Charitable Tr: 178 mo reserves · -83% margin earns a F 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 Tua A Bergstrom Charitable Tr— 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 Tua A Bergstrom Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $13K (FY2014) to $14K (FY2023) across 10 reported years.
Financial snapshot
Operating margin
-82.7%
Spent more than it raised in the latest fiscal year.
Total assets
$384K
Total liabilities
$0
Net assets
$384K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $14,157▲509% | $25,862▼0.2% | $383,928 | $383,928 | 990PF |
| 2022 | -$3,460▼104% | $25,908▼19.3% | $383,842▼5.6% | $383,842▼5.6% | 990PF |
| 2021 | $81,505▲159% | $32,115▲25.8% | $406,647▼3.5% | $406,647▼3.5% | 990PF |
| 2020 | $31,457▲23.5% | $25,519▲7.6% | $421,441▲18.3% | $421,441▲18.3% | 990PF |
| 2019 | $25,475▲7.8% | $23,720▼9.5% | $356,243▼2.0% | $356,243▼2.0% | 990PF |
| 2018 | $23,623▼36.4% | $26,211▲6.1% | $363,421▼1.9% | $363,421▼1.9% | 990PF |
| 2017 | $37,125▲121% | $24,711▲13.9% | $370,444▲3.6% | $370,444▲3.6% | 990PF |
| 2016 | $16,763▲332% | $21,692▼7.7% | $357,470▲0.8% | $357,470▲0.8% | 990PF |
| 2015 | $3,878▼70.1% | $23,490▼5.4% | $354,686▼6.0% | $354,686▼6.0% | 990PF |
| 2014 | $12,983 | $24,819 | $377,506 | $377,506 | 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 Tua A Bergstrom Charitable Tr (EIN 91-6093356) 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.