Civic Intelligence

Erik E and Edith H Bergstrom

EIN 91-2155835 • Palo Alto, CA

PO Box 520Palo Alto, CA 94302-0520
Siviq Scores

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

Liabilities / Assets

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.24x

Higher debt load relative to revenue than 35% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

28th percentile

$377,862

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

92nd percentile

26%

Faster asset growth than 92% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

220%

Faster revenue growth than 96% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$256,021,047

Up $52,619,733 (+26%) from 2023

Liabilities

Up

$10,146,162

Up $1,410,337 (+16%) from 2023

Net Assets

Up

$245,874,885

Up $51,209,396 (+26%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin94th percentile

Revenue

Up

$41,518,088

Up $28,527,247 (+220%) from 2023

Expenses

Down

$14,386,091

Down $1,530,591 (-9.6%) from 2023

Net Income

Up

$27,131,997

Up $30,057,838 (+1027%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$300M$200M$100M$0Assets 2011: $63,541,084Liabilities 2011: $17,284,4032011Assets 2012: $77,525,527Liabilities 2012: $16,060,2472012Assets 2013: $80,890,822Liabilities 2013: $9,103,1092013Assets 2014: $93,270,896Liabilities 2014: $8,233,9312014Assets 2015: $92,356,237Liabilities 2015: $7,638,224Net Assets 2015: $84,718,0132015Assets 2016: $99,605,326Liabilities 2016: $7,802,319Net Assets 2016: $91,803,0072016Assets 2017: $115,799,969Liabilities 2017: $5,004,969Net Assets 2017: $110,795,0002017Assets 2018: $128,467,536Liabilities 2018: $6,841,740Net Assets 2018: $121,625,7962018Assets 2019: $175,816,206Liabilities 2019: $7,210,811Net Assets 2019: $168,605,3952019Assets 2020: $182,829,101Liabilities 2020: $6,842,730Net Assets 2020: $175,986,3712020Assets 2021: $225,321,500Liabilities 2021: $6,994,740Net Assets 2021: $218,326,7602021Assets 2022: $182,208,855Liabilities 2022: $5,206,530Net Assets 2022: $177,002,3252022Assets 2023: $203,401,314Liabilities 2023: $8,735,825Net Assets 2023: $194,665,4892023Assets 2024: $256,021,047Liabilities 2024: $10,146,162Net Assets 2024: $245,874,8852024

Highlighted filing

2024

Assets$256,021,047
Liabilities$10,146,162
Net Assets$245,874,885
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $2,604,676Expenses 2011: $2,254,177Net Income 2011: $350,4992011Revenue 2012: $3,641,364Expenses 2012: $2,049,578Net Income 2012: $1,591,7862012Revenue 2013: $4,468,518Expenses 2013: $1,643,870Net Income 2013: $2,824,6482013Revenue 2014: $7,031,441Expenses 2014: $2,407,389Net Income 2014: $4,624,0522014Revenue 2015: $10,490,575Expenses 2015: $2,686,976Net Income 2015: $7,803,5992015Revenue 2016: $10,888,046Expenses 2016: $5,578,726Net Income 2016: $5,309,3202016Revenue 2017: $10,744,494Expenses 2017: $5,848,142Net Income 2017: $4,896,3522017Revenue 2018: $9,791,293Expenses 2018: $9,030,853Net Income 2018: $760,4402018Revenue 2019: $17,096,749Expenses 2019: $9,183,865Net Income 2019: $7,912,8842019Revenue 2020: $13,150,451Expenses 2020: $8,387,049Net Income 2020: $4,763,4022020Revenue 2021: $10,834,938Expenses 2021: $11,174,667Net Income 2021: -$339,7292021Revenue 2022: $28,602,799Expenses 2022: $10,162,573Net Income 2022: $18,440,2262022Revenue 2023: $12,990,841Expenses 2023: $15,916,682Net Income 2023: -$2,925,8412023Revenue 2024: $41,518,088Expenses 2024: $14,386,091Net Income 2024: $27,131,9972024

Highlighted filing

2024

Revenue$41,518,088
Expenses$14,386,091
Net Income$27,131,997
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$256,021,047
Liabilities
$10,146,162
Net assets
$245,874,885
Revenue
$41,518,088
Expenses
$14,386,091
Net income
$27,131,997
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$256$10.1$246$41.5$14.4$27.1
2023Detailed filing. Detailed filing data is available for this year.$203$8.74$195$13.0$15.9$2.93
2022Detailed filing. Detailed filing data is available for this year.$182$5.21$177$28.6$10.2$18.4
2021Detailed filing. Detailed filing data is available for this year.$225$6.99$218$10.8$11.2$0.34
2020Detailed filing. Detailed filing data is available for this year.$183$6.84$176$13.2$8.39$4.76
2019Detailed filing. Detailed filing data is available for this year.$176$7.21$169$17.1$9.18$7.91
2018Detailed filing. Detailed filing data is available for this year.$128$6.84$122$9.79$9.03$0.76
2017Detailed filing. Detailed filing data is available for this year.$116$5.00$111$10.7$5.85$4.90
2016Detailed filing. Detailed filing data is available for this year.$99.6$7.80$91.8$10.9$5.58$5.31
2015Detailed filing. Detailed filing data is available for this year.$92.4$7.64$84.7$10.5$2.69$7.80
2014Summary only. Only limited summary data is available for this year.$93.3$8.23$7.03$2.41$4.62
2013Summary only. Only limited summary data is available for this year.$80.9$9.10$4.47$1.64$2.82
2012Summary only. Only limited summary data is available for this year.$77.5$16.1$3.64$2.05$1.59
2011Summary only. Only limited summary data is available for this year.$63.5$17.3$2.60$2.25$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 21, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN REBECCA SHULMANExecutive DirectorFT$305,477$72,385$377,862
RODRIGO BARILLASTrustee-$31,250-$31,250
JENNIFER BENZTrustee-$31,250-$31,250
JANET W GREIGTrustee-$31,250-$31,250
DOUGLAS WYLIE GREIGTrustee-$18,235-$18,235
CULLY DAVISTrustee-$13,015-$13,015
NDOLA PRATATrustee-$13,015-$13,015
Filing and Contact Details

Filer

Filer Name
Erik E and Edith H Bergstrom
EIN
91-2155835
Phone
6503230596
Address
PO BOX 520, PALO ALTO, CA 94302-0520

Signing Officer

Name
Ann Shulman
Title
Executive Director
Phone
6503230596
Signed
2025-05-21
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Matthew Petroski
Phone
9257902600
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