Civic Intelligence

Donna and Robert Berg Foundation

990PF • Fiscal year 2021 • EIN 77-0567652

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 17, 2022

Organization Profile
5550 Topanga Canyon Blvd 210Woodland Hills, CA 91367

(818) 449-3150

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-90995%

Higher net margin than 1% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

22nd percentile

-13%

Faster asset growth than 22% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-53%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$331,262

Down $50,049 (-13%) from 2020

Net Assets

Down

$331,262

Down $50,049 (-13%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin1st percentile

Revenue

Down

$55

Down $62 (-53%) from 2020

Expenses

Down

$50,102

Down $4,933 (-9.0%) from 2020

Net Income

Up

-$50,047

Up $4,871 (+8.9%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2021

Assets$331,262
Liabilities$0
Net Assets$331,262
Open 2021 Filing

Operations Trend

Revenue Growth15th 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

2021

Revenue$55
Expenses$50,102
Net Income-$50,047
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 17, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th 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 210, WOODLAND HILLS, CA 91367

Signing Officer

Name
Sandra Berg
Title
Treasurer
Phone
8184493150
Signed
2022-08-17
Discuss with paid preparer
Yes

Preparer

Firm
Norman M Spieler An Acct Corp
Address
5550 TOPANGA CYN BLVD210, WOODLAND HILLS, CA 91367
Preparer
Norman M Spieler
Phone
8187159700
Raw XML Appendix258 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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ReturnHeader/Filer/BusinessNameControlTxt0DONN
ReturnHeader/Filer/EIN0770567652
ReturnHeader/Filer/PhoneNum08184493150
ReturnHeader/Filer/USAddress/AddressLine1Txt05550 TOPANGA CANYON BLVD 210
ReturnHeader/Filer/USAddress/CityNm0WOODLAND HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091367
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953247550
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Norman M Spieler An Acct Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05550 TOPANGA CYN BLVD210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODLAND HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091367
ReturnHeader/PreparerPersonGrp/PhoneNum08187159700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN M SPIELER
ReturnHeader/ReturnTs02022-08-17T14:12:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SANDRA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,262
Liabilities
$0
Net assets
$331,262
Revenue
$55
Expenses
$50,102
Net income
-$50,047
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