Civic Intelligence

The Bergstrom Foundation

990PF • Fiscal year 2019 • EIN 06-6499658

Aug 01, 2018 to Jul 31, 2019 • Filed on Jul 10, 2020

Organization Profile
220 Boylston Street No 1516Boston, MA 02116

(212) 287-4690

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

26th percentile

-7.0%

Higher net margin than 26% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$6,391,250

Down $1,101,127 (-15%) from 2015

Net Assets

$6,391,250

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin26th percentile

Revenue

Up

$369,780

Up $182,046 (+97%) from 2015

Expenses

Down

$395,532

Down $23,005 (-5.5%) from 2015

Net Income

Up

-$25,752

Up $205,051 (+89%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $2,227,963Liabilities 2011: $02011Assets 2012: $8,045,505Liabilities 2012: $02012Assets 2013: $7,808,502Liabilities 2013: $02013Assets 2014: $7,723,180Liabilities 2014: $02014Assets 2015: $7,492,377Liabilities 2015: $02015Assets 2019: $6,391,250Liabilities 2019: $0Net Assets 2019: $6,391,2502019Assets 2020: $5,967,369Liabilities 2020: $0Net Assets 2020: $5,967,3692020Assets 2021: $5,757,522Liabilities 2021: $0Net Assets 2021: $5,757,5222021Assets 2022: $5,954,002Liabilities 2022: $0Net Assets 2022: $5,954,0022022Assets 2023: $5,409,961Liabilities 2023: $0Net Assets 2023: $5,409,9612023Assets 2024: $4,894,657Liabilities 2024: $0Net Assets 2024: $4,894,6572024

Highlighted filing

2019

Assets$6,391,250
Liabilities$0
Net Assets$6,391,250
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $171,462Expenses 2011: $177,910Net Income 2011: -$6,4482011Revenue 2012: $6,129,737Expenses 2012: $312,196Net Income 2012: $5,817,5412012Revenue 2013: $236,293Expenses 2013: $473,294Net Income 2013: -$237,0012013Revenue 2014: $359,479Expenses 2014: $444,801Net Income 2014: -$85,3222014Revenue 2015: $187,734Expenses 2015: $418,537Net Income 2015: -$230,8032015Revenue 2019: $369,780Expenses 2019: $395,532Net Income 2019: -$25,7522019Revenue 2020: $16,223Expenses 2020: $440,104Net Income 2020: -$423,8812020Revenue 2021: $153,989Expenses 2021: $363,836Net Income 2021: -$209,8472021Revenue 2022: $619,875Expenses 2022: $423,395Net Income 2022: $196,4802022Revenue 2023: $72,205Expenses 2023: $428,703Net Income 2023: -$356,4982023Revenue 2024: $20,335Expenses 2024: $535,573Net Income 2024: -$515,2382024

Highlighted filing

2019

Revenue$369,780
Expenses$395,532
Net Income-$25,752
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jul 10, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG G BERGSTROMTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Bergstrom Foundation
EIN
06-6499658
Phone
2122874690
Address
220 BOYLSTON STREET NO 1516, BOSTON, MA 02116

Signing Officer

Name
Craig G Bergstrom
Title
Trustee
Phone
2122874690
Signed
2020-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Andersen Tax LLC
Address
125 HIGH STREET, BOSTON, MA 02110
Preparer
Daniel Veillette
Phone
6172928400
Raw XML Appendix373 raw XML fields

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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ST HILDAS & ST HUGH'S ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TECHNOLOGY EXCHANGE LAB
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4619 W 114TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CAMBRIDGE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0365000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0359885
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt039794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05662
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029545
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029545
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0125436
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt039794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037057
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05662
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0367066
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07181
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0154981
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0147800
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAXES WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MA FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01996
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01996
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01996
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt170
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt019119
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt019119
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt019119
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt016957
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG G BERGSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02122874690
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERGSTROM FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GARY BERGSTROM
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0066499658
ReturnHeader/Filer/PhoneNum02122874690
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ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002116
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.211.249.97
ReturnHeader/FilingSecurityInformation/IPDt02020-07-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm010:59:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331197384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERSEN TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 HIGH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002110
ReturnHeader/PreparerPersonGrp/PhoneNum06172928400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL VEILLETTE
ReturnHeader/ReturnTs02020-07-15T14:00:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,391,250
Liabilities
$0
Net assets
$6,391,250
Revenue
$369,780
Expenses
$395,532
Net income
-$25,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.02$0.54$0.52
2023Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.07$0.43$0.36
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.62$0.42$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.15$0.36$0.21
2020Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.02$0.44$0.42
2019Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.37$0.40$0.03
2015Summary only. Only limited summary data is available for this year.$7.49$0.00$0.19$0.42$0.23
2014Summary only. Only limited summary data is available for this year.$7.72$0.00$0.36$0.44$0.09
2013Summary only. Only limited summary data is available for this year.$7.81$0.00$0.24$0.47$0.24
2012Summary only. Only limited summary data is available for this year.$8.05$0.00$6.13$0.31$5.82
2011Summary only. Only limited summary data is available for this year.$2.23$0.00$0.17$0.18$0.01