Bergquist Foundation

Spokane, WA
Tax-exempt since March 1994
EIN: 91-1621484

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$165k (2024)

Expenses

$296k (2024)

Total Assets

$1.96M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$164,640

Expenses

$295,524

Net Income

-$130,884

Net Assets

$1,956,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,394	5.1%
Dividends	$49,040	29.8%
Sales of Assets	$107,206	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$258,846	87.6%
Compensation of Officers*	$18,000	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,956,583
Total Liabilities	$0
Net Assets	$1,956,583

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Roberts (President/Director)	$6,500	$0
Scott Simpson (Director)	$6,500	$0
Maxine Lammers (Director)	$5,000	$0

990-PF

Filed on April 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$57,435

Expenses

$267,082

Net Income

-$209,647

Net Assets

$2,087,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,521	28.8%
Dividends	$47,633	82.9%
Sales of Assets	-$6,719
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,149	86.9%
Compensation of Officers*	$18,000	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,087,467
Total Liabilities	$0
Net Assets	$2,087,467

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Roberts (President/Director)	$6,500	$0
Scott Simpson (Director)	$6,500	$0
Maxine Lammers (Director)	$5,000	$0

990-PF

Filed on Oct. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$185,867

Expenses

$291,744

Net Income

-$105,877

Net Assets

$2,297,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,326	3.4%
Dividends	$38,967	21.0%
Sales of Assets	$140,574	75.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$245,852	84.3%
Compensation of Officers*	$18,000	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,297,114
Total Liabilities	$0
Net Assets	$2,297,114

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Roberts (President/Director)	$6,500	$0
Scott Simpson (Director)	$6,500	$0
Maxine Lammers (Director)	$5,000	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$311,994

Expenses

$316,083

Net Income

-$4,089

Net Assets

$2,402,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,281	0.4%
Dividends	$38,095	12.2%
Sales of Assets	$272,618	87.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$273,755	86.6%
Compensation of Officers*	$18,000	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,402,991
Total Liabilities	$0
Net Assets	$2,402,991

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Roberts (President/Director)	$6,500	$0
Scott Simpson (Director)	$6,500	$0
Maxine Lammers (Director)	$5,000	$0

990-PF

Filed on Oct. 19, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$49

Expenses

$285,076

Net Income

-$285,027

Net Assets

$2,407,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,572	> 100%
Dividends	$46,995	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,790	85.9%
Compensation of Officers*	$13,000	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,407,080
Total Liabilities	$1
Net Assets	$2,407,079

Compensation

Key Employees and Officers	Compensation	Other
Scott Simpson (Director)	$6,500	$0
Kenneth Roberts (President/Director)	$6,500	$0
Maxine Lammers (Director)	$0	$0

990-PF

Filed on Sept. 30, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$248,261

Expenses

$286,162

Net Income

-$37,901

Net Assets

$2,692,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,181	1.7%
Dividends	$55,199	22.2%
Sales of Assets	$188,881	76.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,903	84.5%
Compensation of Officers*	$13,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,692,107
Total Liabilities	$0
Net Assets	$2,692,107

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$216,739

Expenses

$310,623

Net Income

-$93,884

Net Assets

$2,734,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	46.1%
Interest Revenue	$2,219	1.0%
Dividends	$76,422	35.3%
Sales of Assets	$24,301	11.2%
Other Income	$13,797	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$271,632	87.4%
Compensation of Officers*	$12,000	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,734,492
Total Liabilities	$0
Net Assets	$2,734,492

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Roberts (Director)	$6,000	$0
Scott Simpson (Director)	$6,000	$0
Lawrence R Small (Pres/Director)	$0	$0

990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$89,602

Expenses

$189,802

Net Income

-$100,200

Net Assets

$2,858,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,980	2.2%
Dividends	$64,692	72.2%
Sales of Assets	$11,466	12.8%
Other Income	$11,464	12.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,176	78.6%
Compensation of Officers*	$10,000	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,858,888
Total Liabilities	$0
Net Assets	$2,858,888

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Roberts (Director)	$5,000	$0
Scott Simpson (Director)	$5,000	$0
Lawrence R Small (Pres/Director)	$0	$0

990-PF

Filed on May 5, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$135,052

Expenses

$144,015

Net Income

-$8,963

Net Assets

$2,959,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$268	0.2%
Interest Revenue	$1,982	1.5%
Dividends	$69,110	51.2%
Sales of Assets	$56,112	41.5%
Other Income	$7,580	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,798	74.2%
Compensation of Officers*	$10,000	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,959,088
Total Liabilities	$0
Net Assets	$2,959,088

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$2,862,982

Expenses

$84,324

Net Income

$2,778,658

Net Assets

$2,968,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,828,032	98.8%
Interest Revenue	$16	0.0%
Dividends	$18,771	0.7%
Sales of Assets	$15,963	0.6%
Other Income	$200	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,070	84.3%
Compensation of Officers*	$5,000	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,968,051
Total Liabilities	$0
Net Assets	$2,968,051

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$26,323

Expenses

$14,824

Net Income

$11,499

Net Assets

$189,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	76.0%
Interest Revenue	$3	0.0%
Dividends	$7,319	27.8%
Sales of Assets	-$999
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,120	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$189,393
Total Liabilities	$0
Net Assets	$189,393

Compensation

Key Employees and Officers	Compensation	Other
Lawrence R Small (Pres/Director)	$0	$0
Patsy M Small (Sec/Director)	$0	$0

990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$8,608

Expenses

$16,244

Net Income

-$7,636

Net Assets

$177,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$9,005	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,570	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$177,894
Total Liabilities	$1
Net Assets	$177,893

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$9,704

Expenses

$15,602

Net Income

-$5,898

Net Assets

$185,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$10,929	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,970	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$185,530
Total Liabilities	$1
Net Assets	$185,529

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Bergquist Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $165k (2024)

Expenses $296k (2024)

Total Assets $1.96M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$165k (2024)

Expenses

$296k (2024)

Total Assets

$1.96M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

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2002

Fiscal Year Ending Dec.
2001