Civic Intelligence

Erik E and Edith H Bergstrom Foundation a Charitable Trust

990PF • Fiscal year 2022 • EIN 91-2155835

Oct 01, 2021 to Sep 30, 2022 • Filed on Apr 21, 2023

PO Box 520Palo Alto, CA 94302-0520

(650) 323-0596

Siviq Scores

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

Liabilities / Assets

27th percentile

0.03x

Higher debt load relative to assets than 27% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

33rd percentile

0.18x

Higher debt load relative to revenue than 33% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

41st percentile

$302,803

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

6th percentile

-19%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

164%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Assets

Down

$182,208,855

Down $43,112,645 (-19%) from 2021

Net Assets

Down

$177,002,325

Down $41,324,435 (-19%) from 2021

Liabilities

Down

$5,206,530

Down $1,788,210 (-26%) from 2021

Revenue

Up

$28,602,799

Up $17,767,861 (+164%) from 2021

Expenses

Down

$10,162,573

Down $1,012,094 (-9.1%) from 2021

Net Income

Up

$18,440,226

Up $18,779,955 (+5528%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2022

Assets$182,208,855
Liabilities$5,206,530
Net Assets$177,002,325

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$28,602,799
Expenses$10,162,573
Net Income$18,440,226
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Apr 21, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA R BOLOUSTrustee/Chief Operating OfficerFT$270,654$32,149$302,803
EDITH H BERGSTROMTrustee/Co-Founder-$30,000-$30,000
JANET GREIGTrustee-$30,000-$30,000
WYLIE GREIGTrustee-$30,000-$30,000
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
Julia R Bolous
Title
COO
Phone
6503230596
Signed
2023-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Llp
Address
12657 ALCOSTA BLVD STE 500, SAN RAMON, CA 94583-4600
Preparer
Matthew Petroski
Phone
9257902600
Raw XML AppendixShowing 400 of 772 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2TO THE KNOWLEDGE OF THE FOUNDATION, NO FUNDS WILL BE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ASOCIACION PRO-BIENESTAR DE LA FAMILIA DE GUATEMALA (APROFAM)
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1AMENDED GRANT TO ALLOW FOR ADDITIONAL SERVICES TO BE COMPLETED IN THE PROJECT AREA TO HELP SUPPORT ACTIVITIES IN GUATEMALA TO EXPAND AND IMPROVE SERVICES FOR REPRODUCTIVE HEALTH.
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2APROFAM IS THE MEMBER ASSOCIATION IN GUATEMALA OF THE INTERNATIONAL PLANNED PARENTHOOD FEDERATION. THE PROJECT IS PROGRESSING AS STATED IN THE PROPOSAL. THEY HAVE REACHED MOST OF THEIR OBJECTIVES BY 9/30/22. THE FOUNDATION HAS QUARTERLY ZOOM CALLS WITH STAFF FROM APROFAM TO TALK ABOUT THE PROJECT. TO THE KNOWLEDGE OF THE FOUNDATION AND BASED ON THE REPORTS SUBMITTED BY THE GRANTEE NO PART OF THE GRANT WAS USED FOR OTHER THAN THE INTENDED PURPOSE.
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0369588
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0232300
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06254657
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06254657
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0225321500
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0182208855
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0182208855
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06994740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05206530
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0225321500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0182208855
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0218326760
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0177002325
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0196494852
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010384754
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0186110098
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02947423
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09677371
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0193547429
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0196494852
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0118027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt185700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt284803
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt352297
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt013921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt112899
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt22625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt34301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt0700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt1700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt2700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt3700
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3STEPHANIE MCMURTRIE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1SENIOR PROGRAM ASSOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2SENIOR PROGRAM ASSOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PROGRAM ASSOCIATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt3PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd294302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd394302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CLOSED-END FUND ADVISORS INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0253133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt185965
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt0PLOT 247 ACCESS BUILDING RUBAGA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine2Txt0ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0KAMPALA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0UG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0FRANCIS NDAMAJE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1REGIONAL PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt07204 GLENFOREST DRIVE SUITE 105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd023226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt030000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt130000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3270654
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt331449
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt3700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDITH H BERGSTROM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANET GREIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WYLIE GREIG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JULIA R BOLOUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/CO-FOUNDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE/CHIEF OPERATING OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt010595152
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010595152
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 520
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALO ALTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0943020520
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JULIA RITA BOLOUS
IRS990PF/StatementsRegardingActyGrp/PhoneNum06503230596
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/ContributingManagerNm0EDITH H BERGSTROM
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt093502
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1399490
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2657094
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3360406
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt4125746
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5399910
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt61088496
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0FOR WORK IN GUATEMALA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1FOR WORK IN MOZAMBIQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2FOR WORK IN TANZANIA, UGANDA, BOLIVIA, GUATEMALA, PARAGUAY, VENEZUELA, ARGENTINA, AND NICARAGUA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3FOR WORK IN MOZAMBIQUE AND MEXICO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt4TO SUPPORT THE INTERNATIONAL PLANNED PARENTHOOD FEDERATION IN ECUADOR AND MEXICO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt5FOR WORK IN KENYA AND UGANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt6FOR WORK IN KENYA AND UGANDA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0ASOCIACION PRO-BIENESTAR DE LA FAMILIA DE GUATEMALA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1DKT INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2INTERNATIONAL PLANNED PARENTHOOD FEDERATION WESTERN HEMISPHERE REGION (DBA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3IPAS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt4IPPFWORLDWIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt5MSI-US
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt6ONE WORLD CHILDREN'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/AddressLine1Txt09A CALLE 0-57 ZONA 1
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/CityNm0GUATEMALA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientForeignAddress/CountryCd0GT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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