Civic Intelligence

The Bardell Family Foundation

EIN 87-4102838 • Moraga, CA

1251 Rimer DriveMoraga, CA 94556
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

56th percentile

4.0%

Faster asset growth than 56% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-3.0%

Faster revenue growth than 33% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$959,933

Up $37,007 (+4.0%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$959,933

Up $37,007 (+4.0%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin93rd percentile

Revenue

Down

$49,468

Down $1,508 (-3.0%) from 2023

Expenses

Down

$17,744

Down $144,670 (-89%) from 2023

Net Income

Up

$31,724

Up $143,162 (+128%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $900,000Liabilities 2021: $1Net Assets 2021: $900,0002021Assets 2022: $1,034,364Liabilities 2022: $1Net Assets 2022: $1,034,3642022Assets 2023: $922,926Liabilities 2023: $1Net Assets 2023: $922,9262023Assets 2024: $959,933Liabilities 2024: $0Net Assets 2024: $959,9332024

Highlighted filing

2024

Assets$959,933
Liabilities$0
Net Assets$959,933
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

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

$1.0M$500K$0-$500KRevenue 2021: $900,000Expenses 2021: $0Net Income 2021: $900,0002021Revenue 2022: $166,569Expenses 2022: $32,205Net Income 2022: $134,3642022Revenue 2023: $50,976Expenses 2023: $162,414Net Income 2023: -$111,4382023Revenue 2024: $49,468Expenses 2024: $17,744Net Income 2024: $31,7242024

Highlighted filing

2024

Revenue$49,468
Expenses$17,744
Net Income$31,724
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$959,933
Liabilities
$0
Net assets
$959,933
Revenue
$49,468
Expenses
$17,744
Net income
$31,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.02$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.05$0.16$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.17$0.03$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.90$0.00$0.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DARREN L BARDELLPres/Director-$0--
ANNIE-LAURIE BARDELLCFO/Dir/Secr-$0--
ELIZABETH BARDELLAssociate Director-$0--
JANE BARDELLAssociate Director-$0--
Filing and Contact Details

Filer

Filer Name
The Bardell Family Foundation
EIN
87-4102838
Phone
5103160726
Address
1251 RIMER DRIVE, MORAGA, CA 94556

Signing Officer

Name
Darren L Bardell
Title
President
Phone
5103160726
Signed
2025-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
505 SOUTH FLAGLER DRIVE SUITE 900, WEST PALM BEACH, FL 33401
Preparer
David S Donten
Phone
5618329292
Raw XML Appendix318 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/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05103160726
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DARREN L BARDELL
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt05094
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt040433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt072772
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt040433
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032339
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05094
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032339
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt072772
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05283
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03380
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1139
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2260
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TAX FORMS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03380
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1139
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2260
TaxesSchedule/TaxesDetail/Amt03777
TaxesSchedule/TaxesDetail/CategoryTxt0BLUE OWL REAL ESTATE FUND VI
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DARREN L BARDELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05103160726
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BARDELL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARD
ReturnHeader/Filer/EIN0874102838
ReturnHeader/Filer/PhoneNum05103160726
ReturnHeader/Filer/USAddress/AddressLine1Txt01251 RIMER DRIVE
ReturnHeader/Filer/USAddress/CityNm0MORAGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094556
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0505 SOUTH FLAGLER DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033401
ReturnHeader/PreparerPersonGrp/PhoneNum05618329292
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID S DONTEN
ReturnHeader/ReturnTs02025-09-05T13:05:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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