Civic Intelligence

Donna and Robert Berg Foundation

990PF • Fiscal year 2014 • EIN 77-0567652

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization Profile
5550 TOPANGA CANYON BLVD No 350Woodland Hills, CA 91367

(818) 449-3150

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

5th percentile

-108%

Higher net margin than 5% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

12th percentile

-12%

Faster asset growth than 12% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

41st percentile

-0.0%

Faster revenue growth than 41% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$728,830

Down $100,908 (-12%) from 2013

Net Assets

$728,830

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin5th percentile

Revenue

Down

$50,753

Down $23 (-0.0%) from 2013

Expenses

Up

$105,535

Up $54,994 (+109%) from 2013

Net Income

Down

-$54,782

Down $55,017 (-23411%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2011: $983,518Liabilities 2011: $02011Assets 2012: $917,352Liabilities 2012: $02012Assets 2013: $829,738Liabilities 2013: $02013Assets 2014: $728,830Liabilities 2014: $0Net Assets 2014: $728,8302014Assets 2015: $679,231Liabilities 2015: $0Net Assets 2015: $679,2312015Assets 2016: $676,936Liabilities 2016: $0Net Assets 2016: $676,9362016Assets 2017: $621,482Liabilities 2017: $0Net Assets 2017: $621,4822017Assets 2018: $600,161Liabilities 2018: $0Net Assets 2018: $600,1612018Assets 2019: $553,451Liabilities 2019: $0Net Assets 2019: $553,4512019Assets 2020: $381,311Liabilities 2020: $0Net Assets 2020: $381,3112020Assets 2021: $331,262Liabilities 2021: $0Net Assets 2021: $331,2622021Assets 2022: $295,473Liabilities 2022: $0Net Assets 2022: $295,4732022Assets 2023: $208,886Liabilities 2023: $0Net Assets 2023: $208,8862023Assets 2024: $138,880Liabilities 2024: $0Net Assets 2024: $138,8802024

Highlighted filing

2014

Assets$728,830
Liabilities$0
Net Assets$728,830
Open 2014 Filing

Operations Trend

Revenue Growth41st percentile

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

$200K$100K$0-$100KRevenue 2011: $1,750Expenses 2011: $50,035Net Income 2011: -$48,2852011Revenue 2012: $1,116Expenses 2012: $52,010Net Income 2012: -$50,8942012Revenue 2013: $50,776Expenses 2013: $50,541Net Income 2013: $2352013Revenue 2014: $50,753Expenses 2014: $105,535Net Income 2014: -$54,7822014Revenue 2015: $50,443Expenses 2015: $100,035Net Income 2015: -$49,5922015Revenue 2016: $97,744Expenses 2016: $100,035Net Income 2016: -$2,2912016Revenue 2017: $69,605Expenses 2017: $125,055Net Income 2017: -$55,4502017Revenue 2018: $79,341Expenses 2018: $100,658Net Income 2018: -$21,3172018Revenue 2019: $53,462Expenses 2019: $100,055Net Income 2019: -$46,5932019Revenue 2020: $117Expenses 2020: $55,035Net Income 2020: -$54,9182020Revenue 2021: $55Expenses 2021: $50,102Net Income 2021: -$50,0472021Revenue 2022: $86Expenses 2022: $35,875Net Income 2022: -$35,7892022Revenue 2023: $438Expenses 2023: $87,025Net Income 2023: -$86,5872023Revenue 2024: $25Expenses 2024: $70,025Net Income 2024: -$70,0002024

Highlighted filing

2014

Revenue$50,753
Expenses$105,535
Net Income-$54,782
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA BERGPresident-$0--
SANDRA BERGTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Donna and Robert Berg Foundation
EIN
77-0567652
Phone
8184493150
Address
5550 TOPANGA CANYON BLVD No 350, WOODLAND HILLS, CA 91367

Signing Officer

Name
Sandra Berg
Title
Treasurer
Phone
8184493150
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Norman M Spieler An Acct Corp
Address
5550 TOPANGA CYN BLVD350, WOODLAND HILLS, CA 91367
Preparer
Norman M Spieler
Phone
8187159700
Raw XML Appendix347 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/Amt055000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR USE IN CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR USE IN CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FOR USE IN CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR USE IN CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4FOR USE IN CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PASO ROBLES YOUTH ARTS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WOUNDED WARRIORS PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NORTH COUNTY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LOAVES AND FISHES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4STUDIOS ON THE PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4699
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 758517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22300 RAMONA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41130 PINE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TOPEKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATASCADERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd166675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293422
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493446
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105500
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/AppliedToCurrentYearAmt030432
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013079
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0123744
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075068
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013079
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075068
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0123744
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048676
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ELLIS PAINT COMPANY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03150 E PICO BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOS ANGELES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090023
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt046092
OtherDecreasesSchedule/OtherDecreasesDetail/Amt134
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CAPITAL LOSSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1FEDERAL TAX & ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ELLIS PAINT COMPANY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt03150 E PICO BLVD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0LOS ANGELES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd090023
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA BERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08184493150
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONNA AND ROBERT BERG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0770567652
ReturnHeader/Filer/PhoneNum08184493150
ReturnHeader/Filer/USAddress/AddressLine1Txt05550 TOPANGA CANYON BLVD No 350
ReturnHeader/Filer/USAddress/CityNm0WOODLAND HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091367
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953859009
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norman M Spieler An Acct Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05550 TOPANGA CYN BLVD350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08187159700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN M SPIELER
ReturnHeader/ReturnTs02015-05-15T12:07:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$728,830
Liabilities
$0
Net assets
$728,830
Revenue
$50,753
Expenses
$105,535
Net income
-$54,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.00$0.70$0.70
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.00$0.87$0.87
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.00$0.36$0.36
2021Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.00$0.50$0.50
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.00$0.55$0.55
2019Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.53$1.00$0.47
2018Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.79$1.01$0.21
2017Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.70$1.25$0.55
2016Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.98$1.00$0.02
2015Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.50$1.00$0.50
2014Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.51$1.06$0.55
2013Summary only. Only limited summary data is available for this year.$8.30$0.00$0.51$0.51$0.00
2012Summary only. Only limited summary data is available for this year.$9.17$0.00$0.01$0.52$0.51
2011Summary only. Only limited summary data is available for this year.$9.84$0.00$0.02$0.50$0.48