Civic Intelligence

Susan and Charles Berghoff Foundation

EIN 86-2416258 • 501(c)3 • Morgan Hill, CA

Profile

To increase dementia awareness, caregiving resources, and research funding, with a special emphasis on lewy body dementia

16600 Monterey Road 1669Morgan Hill, CA 95037

www.berghoff-foundation.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$92,400

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

82nd percentile

25%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,477,787

Up $293,651 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,477,787

Up $293,651 (+25%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin94th percentile

Revenue

Down

$416,484

Down $282,698 (-40%) from 2023

Expenses

Up

$122,833

Up $10,213 (+9.1%) from 2023

Net Income

Down

$293,651

Down $292,911 (-50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$1.5M$1.0M$500K$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $597,574Liabilities 2022: $0Net Assets 2022: $597,5742022Assets 2023: $1,184,136Liabilities 2023: $0Net Assets 2023: $1,184,1362023Assets 2024: $1,477,787Liabilities 2024: $0Net Assets 2024: $1,477,7872024

Highlighted filing

2024

Assets$1,477,787
Liabilities$0
Net Assets$1,477,787
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$800K$600K$400K$200K$0Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $676,649Expenses 2022: $79,075Net Income 2022: $597,5742022Revenue 2023: $699,182Expenses 2023: $112,620Net Income 2023: $586,5622023Revenue 2024: $416,484Expenses 2024: $122,833Net Income 2024: $293,6512024

Highlighted filing

2024

Revenue$416,484
Expenses$122,833
Net Income$293,651
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,477,787
Liabilities
$0
Net assets
$1,477,787
Revenue
$416,484
Expenses
$122,833
Net income
$293,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.42$0.12$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.70$0.11$0.59
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.68$0.08$0.60
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$416,484
Mission and Program Overview

Mission

To increase dementia awareness, caregiving resources, and research funding, with a special emphasis on lewy body dementia

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,079,924$1,258,490▲ $178,566
Cash and Non-Interest-Bearing Accounts$11,704$133,386▲ $121,682
Savings and Temporary Cash Investments$92,508$85,911▼ $6,597
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,184,136$1,477,787▲ $293,651
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,184,136$1,477,787▲ $293,651
Total Net Assets Fund Balance$1,184,136$1,477,787▲ $293,651
Total Liabilities and Net Assets / Fund Balance$1,184,136$1,477,787▲ $293,651
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robin ShepherdPresident & EDFT$92,400$92,400

Board Members and Trustees

NameTitle
Charles BerghoffChairman
Peggy MartinCFO
Donald LarkinChief Counsel
Nick GaichHealthcare Offi
Revenue and Support

Revenue Composition

Contributions and Grants
$152,029
Program Service Revenue
$0
Investment Income
$264,455
Other Revenue
$0
All Other Contributions
$152,029
Change in Net Assets
$293,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$92,400
Other Expenses$25,433
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$92,400--$92,400
Fees for Service Investment Mgmnt Fees$12,450--$12,450
Grants to Domestic Orgs$5,000--$5,000
Fees for Services Legal$3,739--$3,739
Advertising$3,241--$3,241
Conferences and Meetings$1,079--$1,079
Insurance$941--$941
Fees for Services Accounting$850--$850
Travel$630--$630
Office Expenses$361--$361
Other Expenses$100--$100
Total Functional Expenses$122,833$0$0$122,833
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Reviewed by the cfo and president/executive director, prior to filing.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Susan and Charles Berghoff Foundation
EIN
86-2416258
Phone
4084532221
Address
16600 MONTEREY ROAD 1669, MORGAN HILL, CA 95037

Signing Officer

Name
Peggy Martin
Title
CFO
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Shepherd
Formed
2021
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Firm
Nichols Rick & Company
Address
16360 Monterey Road Suite 170, Morgan Hill, CA 95037
Preparer
John S Rick
Phone
4087793313
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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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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0737295
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01589592
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY THE CFO AND PRESIDENT/EXECUTIVE DIRECTOR, PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01184136
IRS990/TotalAssetsEOYAmt01477787
IRS990/TotalAssetsGrp/BOYAmt01184136
IRS990/TotalAssetsGrp/EOYAmt01477787
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0152029
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0122833
IRS990/TotalFunctionalExpensesGrp/TotalAmt0122833
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01184136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01477787
IRS990/TotalProgramServiceExpensesAmt0122833
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt092400
IRS990/TotalRevenueGrp/ExclusionAmt037609
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0226846
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0416484
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01184136
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01477787
IRS990/TravelGrp/ProgramServicesAmt0630
IRS990/TravelGrp/TotalAmt0630
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt016600 MONTEREY ROAD 1669
IRS990/USAddress/CityNm0MORGAN HILL
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095037
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0https://www.berghoff-foundation.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUSAN AND CHARLES BERGHOFF FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUSA
ReturnHeader/Filer/EIN0862416258
ReturnHeader/Filer/PhoneNum04084532221
ReturnHeader/Filer/USAddress/AddressLine1Txt016600 MONTEREY ROAD 1669
ReturnHeader/Filer/USAddress/CityNm0MORGAN HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770454740
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Nichols Rick & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016360 Monterey Road Suite 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Morgan Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095037
ReturnHeader/PreparerPersonGrp/PhoneNum04087793313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S RICK
ReturnHeader/ReturnTs02025-05-13T08:29:52-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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