Civic Intelligence

Bergen Foundation

990PF • Fiscal year 2015 • EIN 95-6044540

Dec 01, 2014 to Nov 30, 2015 • Filed on Oct 17, 2016

Organization Profile
13701 Riverside DriveSherman Oaks, CA 91423

(818) 981-3505

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

12th percentile

-25%

Higher net margin than 12% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

58th percentile

$180,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 23.3% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-9.2%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$17,122,513

Down $195,055 (-1.1%) from 2014

Net Assets

$17,116,956

No earlier filing loaded for comparison.

Liabilities

Up

$5,557

Up $177 (+3.3%) from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin12th percentile

Revenue

Down

$771,851

Down $78,514 (-9.2%) from 2014

Expenses

Down

$967,083

Down $190,331 (-16%) from 2014

Net Income

Up

-$195,232

Up $111,817 (+36%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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

2015

Assets$17,122,513
Liabilities$5,557
Net Assets$17,116,956
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

2015

Revenue$771,851
Expenses$967,083
Net Income-$195,232
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Oct 17, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kris BergenPresidentPT$180,000-$180,000
Candice BergenSecretary-$0--
John LarkinDirectorPT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
John Larkin
Title
Director
Signed
2016-10-17
Discuss with paid preparer
Yes

Preparer

Firm
William H Downs CPA
Address
13701 Riverside Drive 400, Sherman Oaks, CA 91423
Preparer
William H Downs CPA
Phone
8189814313
Raw XML Appendix334 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kris Bergen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Candice Bergen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John Larkin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o Foundation address
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o Foundation address
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt213701 Riverside Drive Ste 800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Sherman Oaks
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0John Larkin
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Do not send applications
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt013701 Riverside Drive Suite 800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Sherman Oaks
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091423
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Not applicable
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Not applicable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0501500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Char
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See list attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091423
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0501500
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/AppliedToCurrentYearAmt0703487
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0773856
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt070369
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt060718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt093399
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt058438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt070369
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0170765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt060718
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt093399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016648
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0703487
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0170765
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0241134
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02859
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05718
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02859
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt079500
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1961124
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Other memorabilia
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Ventriloquist figures
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt079500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1961124
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0417000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1961124
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Attorney Gen fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FTB Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment advisor
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Office
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Storage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2245
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt35400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4948
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt087452
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1245
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt287452
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5948
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Royalty and license fee
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt089689
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt079689
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt110000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt05380
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Payroll taxes payable
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt05557
TaxesSchedule/TaxesDetail/Amt021000
TaxesSchedule/TaxesDetail/Amt110280
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax paid
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt021000
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt15140
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05140
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Larkin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bergen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0956044540
ReturnHeader/Filer/PhoneNum08189813505
ReturnHeader/Filer/USAddress/AddressLine1Txt013701 Riverside Drive
ReturnHeader/Filer/USAddress/CityNm0Sherman Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091423
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 CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-17T16:09:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,122,513
Liabilities
$5,557
Net assets
$17,116,956
Revenue
$771,851
Expenses
$967,083
Net income
-$195,232
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