Civic Intelligence

The George and Lorraine Bergeron Foundation

EIN 47-5391990 • Sewickley, PA

Pub. 78 Eligible
2200 Georgetown Drive Suite 401Sewickley, PA 15143
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

88th percentile

45%

Faster asset growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

648%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$490,266

Up $153,255 (+45%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$490,266

Up $153,254 (+45%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Up

$182,596

Up $158,185 (+648%) from 2023

Expenses

Up

$29,393

Up $18,057 (+159%) from 2023

Net Income

Up

$153,203

Up $140,128 (+1072%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$600K$400K$200K$0Assets 2015: $99,896Liabilities 2015: $0Net Assets 2015: $99,8962015Assets 2016: $118,673Liabilities 2016: $0Net Assets 2016: $118,6732016Assets 2017: $245,378Liabilities 2017: $0Net Assets 2017: $245,3782017Assets 2018: $432,900Liabilities 2018: $0Net Assets 2018: $432,9002018Assets 2019: $282,686Liabilities 2019: $0Net Assets 2019: $282,6862019Assets 2020: $226,844Liabilities 2020: $0Net Assets 2020: $226,8442020Assets 2021: $261,244Liabilities 2021: $0Net Assets 2021: $261,2442021Assets 2022: $323,987Liabilities 2022: $0Net Assets 2022: $323,9872022Assets 2023: $337,011Liabilities 2023: $0Net Assets 2023: $337,0122023Assets 2024: $490,266Liabilities 2024: $0Net Assets 2024: $490,2662024

Highlighted filing

2024

Assets$490,266
Liabilities$0
Net Assets$490,266
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$200K$0-$200KRevenue 2015: $224,395Expenses 2015: $3,390Net Income 2015: $221,0052015Revenue 2016: $94,887Expenses 2016: $30,534Net Income 2016: $64,3532016Revenue 2017: $344,319Expenses 2017: $23,080Net Income 2017: $321,2392017Revenue 2018: $327,200Expenses 2018: $32,157Net Income 2018: $295,0432018Revenue 2019: $25,822Expenses 2019: $175,802Net Income 2019: -$149,9802019Revenue 2020: $73,780Expenses 2020: $129,622Net Income 2020: -$55,8422020Revenue 2021: $65,942Expenses 2021: $31,541Net Income 2021: $34,4012021Revenue 2022: $78,012Expenses 2022: $15,269Net Income 2022: $62,7432022Revenue 2023: $24,411Expenses 2023: $11,336Net Income 2023: $13,0752023Revenue 2024: $182,596Expenses 2024: $29,393Net Income 2024: $153,2032024

Highlighted filing

2024

Revenue$182,596
Expenses$29,393
Net Income$153,203
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$490,266
Liabilities
$0
Net assets
$490,266
Revenue
$182,596
Expenses
$29,393
Net income
$153,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$1.83$0.29$1.53
2023Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.24$0.11$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.78$0.15$0.63
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.66$0.32$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.74$1.30$0.56
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.26$1.76$1.50
2018Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$3.27$0.32$2.95
2017Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$3.44$0.23$3.21
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.95$0.31$0.64
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$2.24$0.03$2.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE E BERGERONPresident/Secretary-$0--
LORRAINE BERGERONTreasurer-$0--
EDWARD B AUFMANManager-$0--
Filing and Contact Details

Filer

Filer Name
The George and Lorraine Bergeron Foundation
EIN
47-5391990
In Care Of
% EDWARD B AUFMAN
Phone
7249345600
Address
2200 GEORGETOWN DRIVE SUITE 401, SEWICKLEY, PA 15143

Signing Officer

Name
Edward B Aufman
Title
Manager
Phone
7249345600
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
METZ LEWIS BRODMAN MUST O'KEEFE LLC
Address
444 LIBERTY AVE STE 2100, PITTSBURGH, PA 15222
Preparer
Nicholas J Holland
Phone
4129181100
Raw XML Appendix296 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/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE OHIO STATE UNIVERSITY BUCKEYE THON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1YOUTH HAVEN OF NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01739 N HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15867 WHITAKER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043210
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt015952
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt097872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt095798
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt015952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt079846
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt097872
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt097872
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0177718
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0193670
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0METZ LEWIS
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01100
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01100
OtherIncomeSchedule2/OtherIncomeDetail/Desc02023 FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0372
OtherIncreasesSchedule/OtherIncreasesDetail/Amt051
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED DIVIDENDS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02037
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02037
TaxesSchedule/TaxesDetail/Amt0256
TaxesSchedule/TaxesDetail/CategoryTxt02023 ESTIMATE PAID IN 2024
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD B AUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum07249345600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GEORGE AND LORRAINE BERGERON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0475391990
ReturnHeader/Filer/InCareOfNm0% EDWARD B AUFMAN
ReturnHeader/Filer/PhoneNum07249345600
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 GEORGETOWN DRIVE SUITE 401
ReturnHeader/Filer/USAddress/CityNm0SEWICKLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015143
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0METZ LEWIS BRODMAN MUST O'KEEFE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 LIBERTY AVE STE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04129181100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS J HOLLAND
ReturnHeader/ReturnTs02025-04-25T14:30:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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