Civic Intelligence

Burgdorf Family Foundation

EIN 20-3944171 • Atherton, CA

219 Stockbridge AvenueAtherton, CA 94027
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-726%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

15th percentile

-9.4%

Faster asset growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,231,231

Down $127,376 (-9.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,231,231

Down $127,376 (-9.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Down

$17,546

Down $101,863 (-85%) from 2023

Expenses

Up

$144,922

Up $24,637 (+20%) from 2023

Net Income

Down

-$127,376

Down $126,500 (-14441%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,331,714Liabilities 2010: $0Net Assets 2010: $1,331,7142010Assets 2011: $1,258,499Liabilities 2011: $0Net Assets 2011: $1,258,4992011Assets 2012: $1,214,216Liabilities 2012: $0Net Assets 2012: $1,214,2162012Assets 2013: $1,218,788Liabilities 2013: $0Net Assets 2013: $1,218,7882013Assets 2014: $1,202,847Liabilities 2014: $0Net Assets 2014: $1,202,8472014Assets 2015: $1,201,627Liabilities 2015: $0Net Assets 2015: $1,201,6272015Assets 2016: $1,189,840Liabilities 2016: $0Net Assets 2016: $1,189,8402016Assets 2017: $1,183,697Liabilities 2017: $0Net Assets 2017: $1,183,6972017Assets 2018: $1,302,963Liabilities 2018: $0Net Assets 2018: $1,302,9632018Assets 2019: $1,272,038Liabilities 2019: $0Net Assets 2019: $1,272,0382019Assets 2020: $1,237,833Liabilities 2020: $0Net Assets 2020: $1,237,8332020Assets 2021: $1,322,577Liabilities 2021: $0Net Assets 2021: $1,322,5772021Assets 2022: $1,359,483Liabilities 2022: $0Net Assets 2022: $1,359,4832022Assets 2023: $1,358,607Liabilities 2023: $0Net Assets 2023: $1,358,6072023Assets 2024: $1,231,231Liabilities 2024: $0Net Assets 2024: $1,231,2312024

Highlighted filing

2024

Assets$1,231,231
Liabilities$0
Net Assets$1,231,231
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $58,9962010Expenses 2011: $60,5552011Expenses 2012: $67,7502012Expenses 2013: $66,3432013Revenue 2014: $55,181Expenses 2014: $71,122Net Income 2014: -$15,9412014Revenue 2015: $74,005Expenses 2015: $75,225Net Income 2015: -$1,2202015Revenue 2016: $75,108Expenses 2016: $86,895Net Income 2016: -$11,7872016Revenue 2017: $76,647Expenses 2017: $82,790Net Income 2017: -$6,1432017Revenue 2018: $185,757Expenses 2018: $68,991Net Income 2018: $116,7662018Revenue 2019: $67,715Expenses 2019: $98,640Net Income 2019: -$30,9252019Revenue 2020: $51,087Expenses 2020: $89,042Net Income 2020: -$37,9552020Revenue 2021: $175,925Expenses 2021: $91,181Net Income 2021: $84,7442021Revenue 2022: $133,011Expenses 2022: $96,105Net Income 2022: $36,9062022Revenue 2023: $119,409Expenses 2023: $120,285Net Income 2023: -$8762023Revenue 2024: $17,546Expenses 2024: $144,922Net Income 2024: -$127,3762024

Highlighted filing

2024

Revenue$17,546
Expenses$144,922
Net Income-$127,376
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,231,231
Liabilities
$0
Net assets
$1,231,231
Revenue
$17,546
Expenses
$144,922
Net income
-$127,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.02$0.14$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.12$0.12$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.13$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.18$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.05$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.19$0.07$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08$0.09$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.06$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD A BURGDORF JRPresident-$0--
CINDY L BURGDORFSecretary-$0--
KRISTA A BURGDORFVice President-$0--
MELANIE BURGDORFBoard Member-$0--
STACEY BURGDORFBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Burgdorf Family Foundation
EIN
20-3944171
Phone
6503669136
Address
219 STOCKBRIDGE AVENUE, ATHERTON, CA 94027

Signing Officer

Name
Cindy Burgdorf
Title
Secretary
Phone
6503669136
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
10 ALMADEN BOULEVARD SUITE 1000, SAN JOSE, CA 95113-2238
Preparer
Tamara L Mcinerney
Phone
4089616300
Raw XML AppendixShowing 400 of 514 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03409
AppliedToPriorYearElection/ElectionDesc0TAXPAYER, THE BURGDORF FAMILY FOUNDATION, EMPLOYER IDENTIFICATION NO. 20-3944171, HEREBY ELECTS UNDER REG. 53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTION OF $2,600 IT MADE ON SEPTEMBER 25, 2022 TO THE TAXABLE YEAR ENDING JUNE 30, 2021 (2020). THE TAXPAYER ALSO ELECTS TO DESIGNATE THE QUALIFYING DISTRIBUTION OF $6,000 IT MADE ON NOVEMBER 21, 2022 IN THE FOLLOWING MANNER: (1) $783 TO THE TAXABLE YEAR ENDING JUNE 30, 2021 (2020); (2) $5,217 TO THE TAXABLE YEAR ENDING JUNE 30, 2022 (2021).
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COAST GUARD MUTUAL ASSISTANCE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17THE HERITAGE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19UNITED PEGASUS FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt19NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01005 NORTH GLEBE ROAD 220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12411 PULGAS AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14930 G STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1922347 WOODFORD-TEHACHAPI ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6LITTLE ROCK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA

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