Civic Intelligence

Eggertsen Foundation

EIN 88-4207351 • Ventura, CA

723 Saratoga AvenueVentura, CA 93003
Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.39x

Higher debt load relative to revenue than 91% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

8th percentile

-209%

Higher net margin than 8% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-4.9%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-96%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$218,902

Down $11,352 (-4.9%) from 2023

Liabilities

Up

$3,096

Up $2,926 (+1721%) from 2023

Net Assets

Down

$215,806

Down $14,278 (-6.2%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin8th percentile

Revenue

Down

$7,910

Down $172,375 (-96%) from 2023

Expenses

Up

$24,468

Up $10,348 (+73%) from 2023

Net Income

Down

-$16,558

Down $182,723 (-110%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2022: $62,050Liabilities 2022: $0Net Assets 2022: $62,0502022Assets 2023: $230,254Liabilities 2023: $170Net Assets 2023: $230,0842023Assets 2024: $218,902Liabilities 2024: $3,096Net Assets 2024: $215,8062024

Highlighted filing

2024

Assets$218,902
Liabilities$3,096
Net Assets$215,806
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2022: $62,050Expenses 2022: $0Net Income 2022: $62,0502022Revenue 2023: $180,285Expenses 2023: $14,120Net Income 2023: $166,1652023Revenue 2024: $7,910Expenses 2024: $24,468Net Income 2024: -$16,5582024

Highlighted filing

2024

Revenue$7,910
Expenses$24,468
Net Income-$16,558
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$218,902
Liabilities
$3,096
Net assets
$215,806
Revenue
$7,910
Expenses
$24,468
Net income
-$16,558
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.03$2.16$0.08$0.24$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.80$0.14$1.66
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.62$0.00$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL EGGERTSENTrustee-$0--
JENNIFER EGGERTSENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eggertsen Foundation
EIN
88-4207351
Phone
8055013498
Address
723 SARATOGA AVENUE, VENTURA, CA 93003

Signing Officer

Name
Daniel Eggertsen
Title
Trustee
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Bradvica CPA LLP
Address
5450 Telegraph Road Suite 101, Ventura, CA 93003
Preparer
Stephen G Bradvica CPA
Phone
8056509286
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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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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bradvica CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05450 Telegraph Road Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ventura
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum08056509286
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen G Bradvica CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T13:33:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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