Civic Intelligence

Donna and Robert Berg Foundation

990PF • Fiscal year 2015 • EIN 77-0567652

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

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.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

7th percentile

-98%

Higher net margin than 7% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

20th percentile

-6.8%

Faster asset growth than 20% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

43rd percentile

-0.6%

Faster revenue growth than 43% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$679,231

Down $49,599 (-6.8%) from 2014

Net Assets

Down

$679,231

Down $49,599 (-6.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin7th percentile

Revenue

Down

$50,443

Down $310 (-0.6%) from 2014

Expenses

Down

$100,035

Down $5,500 (-5.2%) from 2014

Net Income

Up

-$49,592

Up $5,190 (+9.5%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2015

Assets$679,231
Liabilities$0
Net Assets$679,231
Open 2015 Filing

Operations Trend

Revenue Growth43rd 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

2015

Revenue$50,443
Expenses$100,035
Net Income-$49,592
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd 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
2016-05-13
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 Appendix314 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/RecipientUSAddress/ZIPCd293447
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd366675
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0100000
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/AppliedToCurrentYearAmt028325
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt075068
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018807
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016790
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013079
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0195419
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt071675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt075068
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018807
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016790
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013079
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt071675
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0195419
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0123744
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/Amt07
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX
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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SANDRA BERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08184493150
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
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/ReturnTs02016-05-13T13:06:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$679,231
Liabilities
$0
Net assets
$679,231
Revenue
$50,443
Expenses
$100,035
Net income
-$49,592
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