Civic Intelligence

The Berg Foundation

990PF • Fiscal year 2020 • EIN 27-1557632

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
PO Box 5460Fallon, NV 89407

(503) 699-8800

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

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$2,194,560

No earlier filing loaded for comparison.

Net Assets

$2,194,560

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin80th percentile

Revenue

$266,444

No earlier filing loaded for comparison.

Expenses

$181,623

No earlier filing loaded for comparison.

Net Income

$84,821

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2020: $2,194,560Liabilities 2020: $0Net Assets 2020: $2,194,5602020Assets 2021: $2,406,329Liabilities 2021: $0Net Assets 2021: $2,406,3292021Assets 2022: $2,734,868Liabilities 2022: $1,050Net Assets 2022: $2,733,8182022Assets 2023: $3,512,996Liabilities 2023: $0Net Assets 2023: $3,512,9962023Assets 2024: $5,395,572Liabilities 2024: $0Net Assets 2024: $5,395,5722024

Highlighted filing

2020

Assets$2,194,560
Liabilities$0
Net Assets$2,194,560
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Revenue 2020: $266,444Expenses 2020: $181,623Net Income 2020: $84,8212020Revenue 2021: $487,728Expenses 2021: $275,959Net Income 2021: $211,7692021Revenue 2022: $516,526Expenses 2022: $189,037Net Income 2022: $327,4892022Revenue 2023: $981,522Expenses 2023: $202,344Net Income 2023: $779,1782023Revenue 2024: $2,179,007Expenses 2024: $296,431Net Income 2024: $1,882,5762024

Highlighted filing

2020

Revenue$266,444
Expenses$181,623
Net Income$84,821
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA WILSONPresident-$0--
ELIZABETH BERGSecretary-$0--
ARTHUR BERGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Berg Foundation
EIN
27-1557632
Phone
5036998800
Address
PO BOX 5460, FALLON, NV 89407

Signing Officer

Name
Arthur Berg
Title
Treasurer
Phone
5036998800
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Geffen Mesher & Company Pc
Address
888 SW FIFTH AVE SUITE 800, PORTLAND, OR 97204
Preparer
Troy M Banker
Phone
5032210141
Raw XML Appendix370 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/ApplicationSubmissionInfoGrp/RecipientPersonNm0ARTHUR BERG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05036998800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5460
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FALLON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NV
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd089407
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ARTHUR BERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAFE PASSAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PLAN INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt081 BRIDGE STREET SUITE 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1228 EAST 45TH STREET 15TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0YARMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110017
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150420
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/AppliedToCurrentYearAmt0108162
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0108162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06251
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053274
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0188
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0161248
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053086
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059525
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06439
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ARTHUR BERG REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 5460
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FALLON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd089407
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0200498
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BUSINESS LICENSE AND FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PTP LOSS - ENTERPRISE PRODUCT PARTNERS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5PTP - ENERGY TRANFER LP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03030
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1182
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt37591
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1182
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt37591
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt44132
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt54481
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1363
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt44132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt54481
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ARTHUR BERG REVOCABLE TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0PO BOX 5460
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0FALLON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NV
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd089407
TaxesSchedule/TaxesDetail/Amt0936
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0936
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR BERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05036998800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0271557632
ReturnHeader/Filer/PhoneNum05036998800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5460
ReturnHeader/Filer/USAddress/CityNm0FALLON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089407
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931042710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEFFEN MESHER & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0888 SW FIFTH AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032210141
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TROY M BANKER
ReturnHeader/ReturnTs02021-11-12T10:53:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARTHUR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERG
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,194,560
Liabilities
$0
Net assets
$2,194,560
Revenue
$266,444
Expenses
$181,623
Net income
$84,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$2.18$0.30$1.88
2023Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.98$0.20$0.78
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.52$0.19$0.33
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.49$0.28$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.27$0.18$0.08