Civic Intelligence

Bergelectric Charitable Foundation

990 • Fiscal year 2017 • EIN 45-5082239

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 16, 2018

650 Opper StreetEscondido, CA 92029

(760) 746-1003

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

100th percentile

$1,279,995

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 399.7% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

90th percentile

86%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$71,889

Up $33,307 (+86%) from 2016

Net Assets

Up

$71,889

Up $33,307 (+86%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$320,269

Up $71,978 (+29%) from 2016

Expenses

Up

$286,962

Up $27,725 (+11%) from 2016

Net Income

Up

$33,307

Up $44,253 (+404%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $13,280Net Assets 2013: $13,2802013Assets 2014: $30,915Liabilities 2014: $0Net Assets 2014: $30,9152014Assets 2015: $49,528Liabilities 2015: $0Net Assets 2015: $49,5282015Assets 2016: $38,582Liabilities 2016: $0Net Assets 2016: $38,5822016Assets 2017: $71,889Liabilities 2017: $0Net Assets 2017: $71,8892017Assets 2018: $100,031Liabilities 2018: $0Net Assets 2018: $100,0312018Assets 2019: $258,339Liabilities 2019: $0Net Assets 2019: $258,3392019Assets 2020: $343,085Liabilities 2020: $0Net Assets 2020: $343,0852020Assets 2021: $261,437Liabilities 2021: $0Net Assets 2021: $261,4372021Assets 2022: $479,344Liabilities 2022: $0Net Assets 2022: $479,3442022Assets 2023: $654,145Liabilities 2023: $0Net Assets 2023: $654,1452023Assets 2024: $722,833Liabilities 2024: $0Net Assets 2024: $722,8332024

Highlighted filing

2017

Assets$71,889
Liabilities$0
Net Assets$71,889

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $85,000Expenses 2013: $71,720Net Income 2013: $13,2802013Revenue 2014: $245,000Expenses 2014: $227,365Net Income 2014: $17,6352014Revenue 2015: $237,325Expenses 2015: $218,712Net Income 2015: $18,6132015Revenue 2016: $248,291Expenses 2016: $259,237Net Income 2016: -$10,9462016Revenue 2017: $320,269Expenses 2017: $286,962Net Income 2017: $33,3072017Revenue 2018: $248,989Expenses 2018: $220,847Net Income 2018: $28,1422018Revenue 2019: $391,999Expenses 2019: $233,691Net Income 2019: $158,3082019Revenue 2020: $337,640Expenses 2020: $252,894Net Income 2020: $84,7462020Revenue 2021: $231,345Expenses 2021: $312,993Net Income 2021: -$81,6482021Revenue 2022: $572,969Expenses 2022: $355,062Net Income 2022: $217,9072022Revenue 2023: $595,645Expenses 2023: $420,844Net Income 2023: $174,8012023Revenue 2024: $520,488Expenses 2024: $451,800Net Income 2024: $68,6882024

Highlighted filing

2017

Revenue$320,269
Expenses$286,962
Net Income$33,307
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 16, 2018
Return Version
2017v2.2
Gross Receipts
$375,315
Mission and Program Overview

Mission

To support and promote local initiatives and charitable organizations, central to the communities in which bergelctric corp does business, with and emphasis on improving healthcare and education in our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$38,582$71,889▲ $33,307
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$38,582$71,889▲ $33,307
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$38,582$71,889▲ $33,307
Total Net Assets Fund Balance$38,582$71,889▲ $33,307
Total Liabilities and Net Assets / Fund Balance$38,582$71,889▲ $33,307
Compensation and Service Providers

Employees

NameTitleOtherTotal
Kirsten HelgesonDirector$87,935$87,935
Heather BallDirector$64,117$64,117

Board Members and Trustees

NameTitle
William M WingerningPresident
Darren MurrayDirector
Edward P BilligDirector
Ron WoodDirector
John NasonSecretary
Alan J MashburnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$171,496
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$148,773
All Other Contributions
$116,450
Change in Net Assets
$33,307

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$55,046Actual Cost Value
Total Noncash Contributions1$55,046-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$283,770
Other Expenses$3,192
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$283,770--$283,770
Fees for Services Accounting-$1,911-$1,911
Insurance-$1,221-$1,221
Other Expenses-$60-$60
Total Functional Expenses$283,770$3,192$0$286,962
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Misc Charities 5000Los Angeles, CA-Program Support$90,690
Choc Childrens FoundationOrange, CA-Program Support$46,080
Greens and Streams IncHighland, CA-Program Support$30,000
American Heart AssociationDes Moines, IA-Program Support$20,000
Escondido Sunrise RotaryEscondido, CA-Program Support$15,000
Freedom Has a FaceColbert, WA-Program Support$10,000
Love ReignsSalem, OR-Program Support$8,500
4 Paws 4 PatriotsTemecula, CA-Program Support$8,000
Down Syndrome Assn of SdSan Diego, CA-Program Support$8,000
Als Association SacramentoSacramento, CA-Program Support$7,300
Colorado Youth OutdoorsFort Collins, CO-Program Support$5,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$203,819
Fundraising Direct Expenses$55,046
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cornhole Tournament$126,382$126,382$3,676$122,706
Make a Wish Golf Tourney$49,797$49,797$3,380$46,417
Total Events$203,819$203,819$55,046$148,773
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Governing body reviews the tax return before filing

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Bergelectric Charitable Foundation
EIN
45-5082239
Phone
7607461003
Address
650 OPPER STREET, ESCONDIDO, CA 92029

Signing Officer

Name
William M Wingerning
Title
President
Signed
2018-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William M Wingerning
Formed
2012
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Moss Levy & Hartzheim CPAs
Address
433 N Camden Dr Ste 730, Beverly Hills, CA 90210
Preparer
Craig A Hartzheim
Phone
3106702745
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01135885
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0320269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0248291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0237325
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0245000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt085000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01135885
IRS990ScheduleA/TotalSupportAmt01135885
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt055046
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CORNHOLE TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MAKE A WISH GOLF TOURNEY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09776
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04747
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt04415
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018938
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0126382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt049797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt027640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0203819
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0126382
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt049797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt027640
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0203819
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0148773
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt06769
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt05368
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt01191
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt013328
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01684
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt08740
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03380
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02186
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt07200
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt04654
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt014040
IRS990ScheduleG/LicensedStatesCd0CA
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08000
IRS990ScheduleI/RecipientTable/CashGrantAmt17300
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt346080
IRS990ScheduleI/RecipientTable/CashGrantAmt45200
IRS990ScheduleI/RecipientTable/CashGrantAmt58000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt830000
IRS990ScheduleI/RecipientTable/CashGrantAmt98500
IRS990ScheduleI/RecipientTable/CashGrantAmt1090690
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt04 PAWS 4 PATRIOTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALS ASSOCIATION SACRAMENTO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2AMERICAN HEART ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CHOC CHILDRENS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4COLORADO YOUTH OUTDOORS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5DOWN SYNDROME ASSN OF SD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6ESCONDIDO SUNRISE ROTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7FREEDOM HAS A FACE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8GREENS AND STREAMS INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9LOVE REIGNS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10MISC CHARITIES 5000
IRS990ScheduleI/RecipientTable/RecipientEIN0454839296
IRS990ScheduleI/RecipientTable/RecipientEIN1680159292
IRS990ScheduleI/RecipientTable/RecipientEIN2135613797
IRS990ScheduleI/RecipientTable/RecipientEIN3956097416
IRS990ScheduleI/RecipientTable/RecipientEIN4841608608
IRS990ScheduleI/RecipientTable/RecipientEIN5976333839
IRS990ScheduleI/RecipientTable/RecipientEIN6330481845
IRS990ScheduleI/RecipientTable/RecipientEIN7611715945
IRS990ScheduleI/RecipientTable/RecipientEIN8272706661
IRS990ScheduleI/RecipientTable/RecipientEIN9311674455
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt027895 DIAZ RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12727 COTTAGE WAY 17
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 4002030
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31201 WEST LA VETA AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44927 E COUNTY RD 36
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 203283
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6530 W 5TH AVE 200
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt721215 N YALE RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8PO BOX 345
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9PO BOX 7233
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt105650 W CENTINELA AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TEMECULA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DES MOINES
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ORANGE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4FORT COLLINS
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm6ESCONDIDO
IRS990ScheduleI/RecipientTable/USAddress/CityNm7COLBERT
IRS990ScheduleI/RecipientTable/USAddress/CityNm8HIGHLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm9SALEM
IRS990ScheduleI/RecipientTable/USAddress/CityNm10LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$5.20$4.52$0.69
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.54$0.00$6.54$5.96$4.21$1.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$5.73$3.55$2.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$2.31$3.13$0.82
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.00$3.43$3.38$2.53$0.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$3.92$2.34$1.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$2.49$2.21$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$3.20$2.87$0.33
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$2.48$2.59$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.00$0.50$2.37$2.19$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$2.45$2.27$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.85$0.72$0.13