Civic Intelligence

Five Bridges Foundation

990PF • Fiscal year 2022 • EIN 94-0732210

Oct 01, 2021 to Sep 30, 2022 • Filed on Feb 03, 2023

114 LA Quinta StreetMoraga, CA 94556

(510) 652-1015

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

25th percentile

0.01x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

41st percentile

2.3%

Higher net margin than 41% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

27th percentile

$24,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

8th percentile

-18%

Faster asset growth than 8% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-4.9%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Flat

$10,418,691

Flat from 2022

Net Assets

$10,408,379

No earlier filing loaded for comparison.

Liabilities

Flat

$10,312

Flat from 2022

Revenue

Flat

$747,539

Flat from 2022

Expenses

Flat

$730,229

Flat from 2022

Net Income

Flat

$17,310

Flat from 2022

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $13,948,697Liabilities 2011: $2,042,9282011Assets 2012: $11,833,651Liabilities 2012: $9,5402012Assets 2013: $12,049,685Liabilities 2013: $02013Assets 2014: $12,180,339Liabilities 2014: $2,5782014Assets 2015: $10,921,339Liabilities 2015: $127Net Assets 2015: $10,921,2122015Assets 2016: $11,348,066Liabilities 2016: $0Net Assets 2016: $11,348,0662016Assets 2017: $11,638,071Liabilities 2017: $0Net Assets 2017: $11,638,0712017Assets 2019: $11,732,209Liabilities 2019: $0Net Assets 2019: $11,732,2092019Assets 2020: $11,774,749Liabilities 2020: $7,3502020Assets 2021: $12,688,830Liabilities 2021: $5,841Net Assets 2021: $12,682,9892021Assets 2022: $10,418,691Liabilities 2022: $10,312Net Assets 2022: $10,408,3792022Assets 2022: $10,418,691Liabilities 2022: $10,3122022Assets 2023: $10,690,268Liabilities 2023: $12023Assets 2025: $12,681,279Liabilities 2025: $0Net Assets 2025: $12,681,2792025

Highlighted filing

2022

Assets$10,418,691
Liabilities$10,312
Net Assets$10,408,379

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $468,110Expenses 2011: $974,211Net Income 2011: -$506,1012011Revenue 2012: $1,095,731Expenses 2012: $1,998,234Net Income 2012: -$902,5032012Revenue 2013: $814,494Expenses 2013: $809,586Net Income 2013: $4,9082013Revenue 2014: $852,571Expenses 2014: $625,490Net Income 2014: $227,0812014Revenue 2015: $408,160Expenses 2015: $701,306Net Income 2015: -$293,1462015Revenue 2016: $499,966Expenses 2016: $682,676Net Income 2016: -$182,7102016Revenue 2017: $705,265Expenses 2017: $671,698Net Income 2017: $33,5672017Revenue 2019: $417,227Expenses 2019: $596,989Net Income 2019: -$179,7622019Revenue 2020: $202,869Expenses 2020: $653,157Net Income 2020: -$450,2882020Revenue 2021: $786,212Expenses 2021: $696,704Net Income 2021: $89,5082021Revenue 2022: $747,539Expenses 2022: $730,229Net Income 2022: $17,3102022Revenue 2022: $747,539Expenses 2022: $730,229Net Income 2022: $17,3102022Revenue 2023: $593,129Expenses 2023: $658,632Net Income 2023: -$65,5032023Revenue 2025: $679,715Expenses 2025: $710,456Net Income 2025: -$30,7412025

Highlighted filing

2022

Revenue$747,539
Expenses$730,229
Net Income$17,310
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Feb 3, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES KALLGRENPresidentPT$24,000-$24,000
ALLAN L CASALOUVice President-$18,000-$18,000
AMY MATTHEWMember-$18,000-$18,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENT BCHARITABLE CONTRIBUTION-SEE ATTACHMENT B, CA, US$500,000
Filing and Contact Details

Filer

Filer Name
Five Bridges Foundation
EIN
94-0732210
Phone
5106521015
Address
114 LA QUINTA STREET, MORAGA, CA 94556

Signing Officer

Name
Charles Kallgren
Title
President
Phone
9253767521
Signed
2023-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
2570 W EL CAMINO REAL SUITE 640, MOUNTAIN VIEW, CA 94040
Preparer
Norleen S Bounds
Phone
6508571655
Raw XML Appendix362 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/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HALL TAI ASSOCIATES
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01156 CLEMENT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094118
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04155645183
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.FIVEBRIDGES.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0STANDARD FORM AVAILABLE TO DOWNLOAD FROM THE FOUNDATION WEBSITE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FIVE BRIDGES FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05106521015
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 194405
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094119
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0PRELIMINARY(BY EMAIL): 10/1 AND 4/1 APPLICATION (BY MAIL): 12/15 AND 6/15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHMENT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099999
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500000
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/AppliedToCurrentYearAmt0134537
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0533179
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0606353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0667716
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0471816
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0533179
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02291920
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHAGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE & DELIVERY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5LICENSE AND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6INTERNET/WEBSITE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7MEETING EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01725
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2503
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4795
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt570
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1116
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2630
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31880
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4795
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt644
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt76494
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt061116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt140000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTANT - GRANT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt045865
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt140000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt022312
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES KALLGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09253767521
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIVE BRIDGES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0940732210
ReturnHeader/Filer/PhoneNum05106521015
ReturnHeader/Filer/USAddress/AddressLine1Txt0114 LA QUINTA STREET
ReturnHeader/Filer/USAddress/CityNm0MORAGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094556
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02570 W EL CAMINO REAL SUITE 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNTAIN VIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094040
ReturnHeader/PreparerPersonGrp/PhoneNum06508571655
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORLEEN S BOUNDS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-02-10T16:31:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KALLGREN
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.68$0.71$0.03
2023Summary only. Only limited summary data is available for this year.$10.7$0.00$0.59$0.66$0.07
2022Detailed filing. Detailed filing data is available for this year.$10.4$0.01$10.4$0.75$0.73$0.02
2022Summary only. Only limited summary data is available for this year.$10.4$0.01$0.75$0.73$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.01$12.7$0.79$0.70$0.09
2020Summary only. Only limited summary data is available for this year.$11.8$0.01$0.20$0.65$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.42$0.60$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.71$0.67$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$0.50$0.68$0.18
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.41$0.70$0.29
2014Summary only. Only limited summary data is available for this year.$12.2$0.00$0.85$0.63$0.23
2013Summary only. Only limited summary data is available for this year.$12.0$0.00$0.81$0.81$0.00
2012Summary only. Only limited summary data is available for this year.$11.8$0.01$1.10$2.00$0.90
2011Summary only. Only limited summary data is available for this year.$13.9$2.04$0.47$0.97$0.51