Civic Intelligence

Bergen Foundation

990PF • Fiscal year 2021 • EIN 95-6044540

Dec 01, 2020 to Nov 30, 2021 • Filed on Nov 21, 2022

Organization Profile
13701 Riverside Drive 800Sherman Oaks, CA 91423

(818) 981-3505

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

64th percentile

24%

Higher net margin than 64% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

76th percentile

$250,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

32nd percentile

2.7%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

78th percentile

62%

Faster revenue growth than 78% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$15,225,595

Up $396,738 (+2.7%) from 2020

Net Assets

Up

$15,225,595

Up $396,738 (+2.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin64th percentile

Revenue

Up

$1,569,394

Up $602,503 (+62%) from 2020

Expenses

Up

$1,193,488

Up $84,401 (+7.6%) from 2020

Net Income

Up

$375,906

Up $518,102 (+364%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2021

Assets$15,225,595
Liabilities$0
Net Assets$15,225,595
Open 2021 Filing

Operations Trend

Revenue Growth78th 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

2021

Revenue$1,569,394
Expenses$1,193,488
Net Income$375,906
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Nov 21, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kris BergenPresidentPT$250,000-$250,000
John LarkinDirectorPT$160,000-$160,000
Candice BergenSecretary-$0--
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
Director
Signed
2022-11-21
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 Appendix316 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01890
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0253367
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06070
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04936
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02033109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0856196
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-11-30
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0375906
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt020832
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015225595
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014828857
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0822404
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0822404
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0822404
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0839268
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016864
IRS990PF/DistributableAmountGrp/TotalTaxAmt016864
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016864
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017000
IRS990PF/FMVAssetsEOYAmt018378509
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0416679
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01000635
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0588405
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015858161
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0255615
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0594403
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0839268
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016785354
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017040969
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Sherman Oaks
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Sherman Oaks
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0837299
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0John Larkin
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt013701 Riverside Drive Suite 800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Sherman Oaks
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091423
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Not applicable
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Not applicable
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Public Charity
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See list attached
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt0822404
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0822404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0146041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0104202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01756
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0308661
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0146041
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0104202
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01756
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0837299
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014895
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0308661
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0293766
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01905
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01905
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0635
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Prepaid payroll tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Tangible & intangible items
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06235
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06235
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11000000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB & AG Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment advisor
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office and other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Storage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0293
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1379
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt099397
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0293
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt199397
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2758
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Royalty and license fee
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0449831
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt110000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0449831
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt110000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt020832
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PPP Loan
TaxesSchedule/TaxesDetail/Amt06070
TaxesSchedule/TaxesDetail/Amt1127
TaxesSchedule/TaxesDetail/Amt28535
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign tax on dividends
TaxesSchedule/TaxesDetail/CategoryTxt2Payroll tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06070
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0127
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18535
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kris Bergen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-21
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/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/ReturnTs02022-11-21T16:22:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kris
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bergen
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,225,595
Liabilities
$0
Net assets
$15,225,595
Revenue
$1,569,394
Expenses
$1,193,488
Net income
$375,906
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