Civic Intelligence

Bernard Sanberg Memorial Foundation

EIN 03-0447272 • 501(c)3 • Lutz, FL

Profile

Provide scholastic, research and scitentific assistance for eligible applicants.

16704 Tobacco RdLutz, FL 33558

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

91st percentile

58%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

2200%

Faster revenue growth than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,171,856

Up $428,317 (+58%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,171,856

Up $428,317 (+58%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin93rd percentile

Revenue

Up

$216,063

Up $206,668 (+2200%) from 2023

Expenses

Up

$77,111

Up $2,269 (+3.0%) from 2023

Net Income

Up

$138,952

Up $204,399 (+312%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2018: $745,149Liabilities 2018: $0Net Assets 2018: $745,1492018Assets 2019: $693,373Liabilities 2019: $0Net Assets 2019: $693,3732019Assets 2020: $741,121Liabilities 2020: $0Net Assets 2020: $741,1212020Assets 2021: $798,482Liabilities 2021: $0Net Assets 2021: $798,4822021Assets 2023: $743,539Liabilities 2023: $0Net Assets 2023: $743,5392023Assets 2024: $1,171,856Liabilities 2024: $0Net Assets 2024: $1,171,8562024

Highlighted filing

2024

Assets$1,171,856
Liabilities$0
Net Assets$1,171,856
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2018: $53,317Expenses 2018: $0Net Income 2018: $53,3172018Revenue 2019: $3,674Expenses 2019: $55,450Net Income 2019: -$51,7762019Revenue 2020: $103,250Expenses 2020: $55,502Net Income 2020: $47,7482020Revenue 2021: $105,915Expenses 2021: $26,382Net Income 2021: $79,5332021Revenue 2023: $9,395Expenses 2023: $74,842Net Income 2023: -$65,4472023Revenue 2024: $216,063Expenses 2024: $77,111Net Income 2024: $138,9522024

Highlighted filing

2024

Revenue$216,063
Expenses$77,111
Net Income$138,952
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,171,856
Liabilities
$0
Net assets
$1,171,856
Revenue
$216,063
Expenses
$77,111
Net income
$138,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.22$0.08$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.01$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.11$0.03$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.10$0.06$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.00$0.06$0.05
2018Summary only. Only limited summary data is available for this year.$0.75$0.00$0.75$0.05$0.00$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 6, 2025
Return Version
2024v5.0
Gross Receipts
$216,063
Mission and Program Overview

Mission

Provide scholastic, research and scitentific assistance for eligible applicants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$739,817$1,158,098▲ $418,281
Cash and Non-Interest-Bearing Accounts$3,722$13,758▲ $10,036
Total Assets$743,539$1,171,856▲ $428,317
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$743,539$1,171,856▲ $428,317
Total Net Assets Fund Balance$743,539$1,171,856▲ $428,317
Total Liabilities and Net Assets / Fund Balance$743,539$1,171,856▲ $428,317
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Paul SanbergFounder
Bernard R SkerkowskiTreasurer
Nicole SanbergVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$154,000
Program Service Revenue
$0
Investment Income
$62,063
Other Revenue
$0
All Other Contributions
$154,000
Change in Net Assets
$138,952
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,571
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$69,540--$69,540
Fees for Service Investment Mgmnt Fees-$7,571-$7,571
Total Functional Expenses$69,540$7,571$0$77,111
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Bernard Sanberg Memorial Foundation
EIN
03-0447272
Phone
8137582279
Address
16704 TOBACCO RD, LUTZ, FL 33558

Signing Officer

Name
Paul Sanberg
Title
Founder
Phone
8137582279
Signed
2025-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Sanberg
Formed
2015
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Bsk Financial Services Inc
Address
16704 TOBACCO RD, LUTZ, FL 33558
Preparer
Bernard R Skerkowski
Phone
8137582279
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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