Civic Intelligence

Bergen Foundation

990PF • Fiscal year 2022 • EIN 95-6044540

Dec 01, 2021 to Nov 30, 2022 • Filed on Sep 05, 2023

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

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.08x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

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

Top Officer Pay

75th percentile

$250,000

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

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

Asset Growth

61st percentile

3.0%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

32nd percentile

-9.8%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$15,680,078

Up $454,483 (+3.0%) from 2021

Net Assets

Up

$15,569,234

Up $343,639 (+2.3%) from 2021

Liabilities

Up

$110,844

Up $110,844 from 2021

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin73rd percentile

Revenue

Down

$1,415,758

Down $153,636 (-9.8%) from 2021

Expenses

Down

$1,082,337

Down $111,151 (-9.3%) from 2021

Net Income

Down

$333,421

Down $42,485 (-11%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2022

Assets$15,680,078
Liabilities$110,844
Net Assets$15,569,234
Open 2022 Filing

Operations Trend

Revenue Growth32nd 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

2022

Revenue$1,415,758
Expenses$1,082,337
Net Income$333,421
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Sep 5, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay75th 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
2023-09-05
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 Appendix318 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt04900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0732631
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0390021
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Partnership income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Royalty and license fee
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0283106
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt110000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd115
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01415758
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01415758
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0390021
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0173000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0237000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0410000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0550500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0550500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0732631
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0732631
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0333421
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05835931
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0390021
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01091110
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt05277
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05276
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt010553
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt073547
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt075381
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0293106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0293106
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt023678
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06450
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0757659
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0324648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01082337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01415758
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01415758
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0207159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0324648
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0531837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05445910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0390021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0390021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05835931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0390021
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0333421
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010218
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015569234
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015225595
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015569234
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0743996
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0743996
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0743996
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0759162
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015166
IRS990PF/DistributableAmountGrp/TotalTaxAmt015166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020000
IRS990PF/FMVAssetsEOYAmt015864109
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0110844
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0211590
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0211590
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012894237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt013177386
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013361419
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt015225595
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt015569234
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01006235
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01000002
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0594403
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0587153
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0587153
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0730720
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0703947
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0703947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015225595
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015680078
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt015864109
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0110844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015225595
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015680078
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015225595
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015569234
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015414453
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0624441
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014202859
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0231217
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0587153
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0759162
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015183236
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015414453
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2160000
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291423
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0757659
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0757659
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt013701 Riverside Drive Eighth Floor
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Sherman Oaks
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091423
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0John Larkin
IRS990PF/StatementsRegardingActyGrp/PhoneNum08189813505
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Do not submit.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Do not send applications
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0550500
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/TotalGrantOrContriPdDurYrAmt0550500
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/AppliedToCurrentYearAmt0743996
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0743996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0146041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0104202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01756
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01756
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0320568
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0146041
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0104202
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0757659
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013663
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0322324
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0308661
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0875
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0875
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Tangible & intangible items
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01000000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB & AG Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment advisor
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office and other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Storage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1494
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt073083
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1464
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt173083
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2988
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31100
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Royalty and license fee
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0283106
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt110000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0283106
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt110000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010218
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Correction prior year
TaxesSchedule/TaxesDetail/Amt0228
TaxesSchedule/TaxesDetail/Amt117000
TaxesSchedule/TaxesDetail/Amt212900
TaxesSchedule/TaxesDetail/CategoryTxt0CA tax
TaxesSchedule/TaxesDetail/CategoryTxt1Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt2Payroll tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0228
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt117000
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt26450
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06450
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kris Bergen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-05
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/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/ReturnTs02023-09-05T11:53:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kris
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bergen
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,680,078
Liabilities
$110,844
Net assets
$15,569,234
Revenue
$1,415,758
Expenses
$1,082,337
Net income
$333,421
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