Civic Intelligence

The Berglund-Westlund Foundation

990PF • Fiscal year 2020 • EIN 26-1218343

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 09, 2020

PO Box 542021Omaha, NE 68154

(402) 493-1215

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

53rd percentile

6.8%

Higher net margin than 53% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$12,599

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

41st percentile

0.8%

Faster asset growth than 41% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

27%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,025,403

Up $7,717 (+0.8%) from 2019

Net Assets

Up

$1,025,403

Up $7,717 (+0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$113,051

Up $23,854 (+27%) from 2019

Expenses

Down

$105,334

Down $5,431 (-4.9%) from 2019

Net Income

Up

$7,717

Up $29,285 (+136%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,186,195Liabilities 2011: $0Net Assets 2011: $1,186,1952011Assets 2012: $1,141,084Liabilities 2012: $84Net Assets 2012: $1,141,0002012Assets 2013: $1,104,334Liabilities 2013: $0Net Assets 2013: $1,104,3342013Assets 2015: $1,073,639Liabilities 2015: $79Net Assets 2015: $1,073,5602015Assets 2016: $1,037,763Liabilities 2016: $0Net Assets 2016: $1,037,7632016Assets 2017: $1,008,811Liabilities 2017: $0Net Assets 2017: $1,008,8112017Assets 2018: $1,039,254Liabilities 2018: $0Net Assets 2018: $1,039,2542018Assets 2019: $1,017,686Liabilities 2019: $0Net Assets 2019: $1,017,6862019Assets 2020: $1,025,403Liabilities 2020: $0Net Assets 2020: $1,025,4032020Assets 2021: $1,052,383Liabilities 2021: $0Net Assets 2021: $1,052,3832021Assets 2022: $1,071,658Liabilities 2022: $0Net Assets 2022: $1,071,6582022Assets 2023: $1,038,075Liabilities 2023: $0Net Assets 2023: $1,038,0752023Assets 2024: $1,144,208Liabilities 2024: $0Net Assets 2024: $1,144,2082024

Highlighted filing

2020

Assets$1,025,403
Liabilities$0
Net Assets$1,025,403

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $77,2072011Expenses 2012: $75,7992012Expenses 2013: $76,6972013Revenue 2015: $83,062Expenses 2015: $89,524Net Income 2015: -$6,4622015Revenue 2016: $58,540Expenses 2016: $92,872Net Income 2016: -$34,3322016Revenue 2017: $47,256Expenses 2017: $75,976Net Income 2017: -$28,7202017Revenue 2018: $117,729Expenses 2018: $87,286Net Income 2018: $30,4432018Revenue 2019: $89,197Expenses 2019: $110,765Net Income 2019: -$21,5682019Revenue 2020: $113,051Expenses 2020: $105,334Net Income 2020: $7,7172020Revenue 2021: $138,919Expenses 2021: $111,939Net Income 2021: $26,9802021Revenue 2022: $148,807Expenses 2022: $129,510Net Income 2022: $19,2972022Revenue 2023: $107,873Expenses 2023: $141,431Net Income 2023: -$33,5582023Revenue 2024: $176,098Expenses 2024: $93,346Net Income 2024: $82,7522024

Highlighted filing

2020

Revenue$113,051
Expenses$105,334
Net Income$7,717
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 9, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIDGES TRUST COMPANYCo-TrusteePT$12,599-$12,599
STEVE KRAAZCo-TrusteePT$2,000-$2,000
DUANE BRACKENBURYCo-TrusteePT$1,000-$1,000
TODD KRAAZCo-TrusteePT$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
The Berglund-westlund Foundation
EIN
26-1218343
Phone
4024931215
Address
PO BOX 542021, OMAHA, NE 68154

Signing Officer

Name
Bridges Trust Company
Title
Co-trustee
Phone
4025046286
Signed
2020-10-09

Preparer

Firm
Hbe Llp
Address
9802 NICHOLAS STREET SUITE 395, OMAHA, NE 68114-2168
Preparer
Kevin J Furey
Phone
4028955050
Raw XML Appendix330 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRIDGES TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01125 S 103RD STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OMAHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068124
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04023938300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt132500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP FUNDING TO ATTEND CAMP, OFFICE/WORSHIP SOUND EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SALARY FOR CHILDREN'S YOUTH PASTOR,ANNUAL RETREAT, SCHOLARSHIP FUNDING TO ATTEND CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HELP FOR EMPLOYABILITY PROGRAM, SCHOLARSHIP ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COVENANT CEDARS BIBLE CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIRST COVENANT CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOPE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02909 N W ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1201 N 90TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22200 N 20TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HORDVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068846
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt087500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01797
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt085703
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt087500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085562
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt085703
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIDGES TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04025046286
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERGLUND-WESTLUND FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0261218343
ReturnHeader/Filer/PhoneNum04024931215
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 542021
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02E43FB9DBC42B431C804FDD843FBF651276D0DD0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FECF717B70B4F6629C0AB5E867B3A31976720F64
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.79.37.146
ReturnHeader/FilingSecurityInformation/IPDt02020-10-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:29:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470677245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HBE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09802 NICHOLAS STREET SUITE 395
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681142168
ReturnHeader/PreparerPersonGrp/PhoneNum04028955050
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J FUREY
ReturnHeader/ReturnTs02020-11-02T11:24:53-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.18$0.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.11$0.14$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.15$0.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.14$0.11$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.09$0.11$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.12$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.08$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08
Peer Organizations

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