Civic Intelligence

Bergen Foundation

EIN 95-6044540 • Sherman Oaks, CA

13701 Riverside Drive 800Sherman Oaks, CA 91423
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

67th percentile

18%

Higher net margin than 67% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$250,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

40th percentile

1.6%

Faster asset growth than 40% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

84%

Faster revenue growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$15,469,594

Up $242,316 (+1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$15,469,594

Up $242,316 (+1.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin67th percentile

Revenue

Up

$1,316,286

Up $599,459 (+84%) from 2023

Expenses

Up

$1,078,435

Up $19,652 (+1.9%) from 2023

Net Income

Up

$237,851

Up $579,807 (+170%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $16,697,940Liabilities 2010: $02010Assets 2011: $16,424,374Liabilities 2011: $15,9862011Assets 2012: $16,116,461Liabilities 2012: $18,6042012Assets 2013: $17,518,086Liabilities 2013: $12,2222013Assets 2014: $17,317,568Liabilities 2014: $5,3802014Assets 2015: $17,122,513Liabilities 2015: $5,557Net Assets 2015: $17,116,9562015Assets 2019: $15,009,151Liabilities 2019: $38,0982019Assets 2020: $14,828,857Liabilities 2020: $0Net Assets 2020: $14,828,8572020Assets 2021: $15,225,595Liabilities 2021: $0Net Assets 2021: $15,225,5952021Assets 2022: $15,680,078Liabilities 2022: $110,844Net Assets 2022: $15,569,2342022Assets 2023: $15,227,278Liabilities 2023: $0Net Assets 2023: $15,227,2782023Assets 2024: $15,469,594Liabilities 2024: $0Net Assets 2024: $15,469,5942024

Highlighted filing

2024

Assets$15,469,594
Liabilities$0
Net Assets$15,469,594
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $275,929Expenses 2010: $1,133,504Net Income 2010: -$857,5752010Revenue 2011: $749,512Expenses 2011: $990,579Net Income 2011: -$241,0672011Revenue 2012: $698,317Expenses 2012: $1,173,919Net Income 2012: -$475,6022012Revenue 2013: $2,490,395Expenses 2013: $1,082,388Net Income 2013: $1,408,0072013Revenue 2014: $850,365Expenses 2014: $1,157,414Net Income 2014: -$307,0492014Revenue 2015: $771,851Expenses 2015: $967,083Net Income 2015: -$195,2322015Revenue 2019: $756,709Expenses 2019: $1,212,786Net Income 2019: -$456,0772019Revenue 2020: $966,891Expenses 2020: $1,109,087Net Income 2020: -$142,1962020Revenue 2021: $1,569,394Expenses 2021: $1,193,488Net Income 2021: $375,9062021Revenue 2022: $1,415,758Expenses 2022: $1,082,337Net Income 2022: $333,4212022Revenue 2023: $716,827Expenses 2023: $1,058,783Net Income 2023: -$341,9562023Revenue 2024: $1,316,286Expenses 2024: $1,078,435Net Income 2024: $237,8512024

Highlighted filing

2024

Revenue$1,316,286
Expenses$1,078,435
Net Income$237,851
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,469,594
Liabilities
$0
Net assets
$15,469,594
Revenue
$1,316,286
Expenses
$1,078,435
Net income
$237,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.32$1.08$0.24
2023Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.72$1.06$0.34
2022Detailed filing. Detailed filing data is available for this year.$15.7$0.11$15.6$1.42$1.08$0.33
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.57$1.19$0.38
2020Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.97$1.11$0.14
2019Summary only. Only limited summary data is available for this year.$15.0$0.04$0.76$1.21$0.46
2015Detailed filing. Detailed filing data is available for this year.$17.1$0.01$17.1$0.77$0.97$0.20
2014Summary only. Only limited summary data is available for this year.$17.3$0.01$0.85$1.16$0.31
2013Summary only. Only limited summary data is available for this year.$17.5$0.01$2.49$1.08$1.41
2012Summary only. Only limited summary data is available for this year.$16.1$0.02$0.70$1.17$0.48
2011Summary only. Only limited summary data is available for this year.$16.4$0.02$0.75$0.99$0.24
2010Summary only. Only limited summary data is available for this year.$16.7$0.00$0.28$1.13$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 10, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kris BergenPresidentPT$250,000-$250,000
John LarkinDirectorPT$160,000-$160,000
Candice BergenSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Public CharityCharpublic charities, CA, US$547,500
Filing and Contact Details

Filer

Filer Name
Bergen Foundation
EIN
95-6044540
Phone
8189813505
Address
13701 Riverside Drive 800, Sherman Oaks, CA 91423

Signing Officer

Name
Kris Bergen
Title
President
Signed
2025-04-10
Discuss with paid preparer
Yes

Preparer

Firm
William H Downs CPA
Address
13701 Riverside Drive 400, Sherman Oaks, CA 91423
Preparer
William H Downs
Phone
8189814313
Raw XML Appendix310 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/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091423
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Not applicable
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Not applicable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0547500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Char
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See list attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Checks written to
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0public charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091423
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0547500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0750440
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0750440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt034233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt041767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0146041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0146041
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0105548
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt034233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt041767
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0751430
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0990
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0251589
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0250599
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Tangible & intangible items
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01000000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Broker fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FTB & AG Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment advisor
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office and other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Storage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1253
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25830
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0-688
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt172945
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0-688
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt272945
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3506
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt45830
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Misc gains
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Partnership income
OtherIncomeSchedule2/OtherIncomeDetail/Desc2Royalty and license fee
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0252
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1460848
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt210000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0252
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1460848
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt210000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04465
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Fed Excise Tax refund
TaxesSchedule/TaxesDetail/Amt012030
TaxesSchedule/TaxesDetail/Amt114239
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt012030
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt17119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07120
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kris Bergen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bergen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0956044540
ReturnHeader/Filer/PhoneNum08189813505
ReturnHeader/Filer/USAddress/AddressLine1Txt013701 Riverside Drive 800
ReturnHeader/Filer/USAddress/CityNm0Sherman Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091423
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952743154
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William H Downs CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013701 Riverside Drive 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091423
ReturnHeader/PreparerPersonGrp/PhoneNum08189814313
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William H Downs
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-10T16:08:54-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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