Civic Intelligence

Bergen Foundation

990PF • Fiscal year 2023 • EIN 95-6044540

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 09, 2024

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

12th percentile

-48%

Higher net margin than 12% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$250,000

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 34.9% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

22nd percentile

-2.9%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

9th percentile

-49%

Faster revenue growth than 9% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$15,227,278

Down $452,800 (-2.9%) from 2022

Net Assets

Down

$15,227,278

Down $341,956 (-2.2%) from 2022

Liabilities

Down

$0

Down $110,844 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin12th percentile

Revenue

Down

$716,827

Down $698,931 (-49%) from 2022

Expenses

Down

$1,058,783

Down $23,554 (-2.2%) from 2022

Net Income

Down

-$341,956

Down $675,377 (-203%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$15,227,278
Liabilities$0
Net Assets$15,227,278
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$716,827
Expenses$1,058,783
Net Income-$341,956
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 9, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay74th 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
President
Signed
2024-10-09
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 Appendix300 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/NetInvestmentIncomeAmt01562
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0428435
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0284765
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0284765
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt028620
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06859
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0211311
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0404738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03627
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0408365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03627
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-341956
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015227278
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015569234
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015227278
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0708578
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0708578
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0708578
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0714150
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05572
IRS990PF/DistributableAmountGrp/TotalTaxAmt05572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0321
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt012000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05572
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012000
IRS990PF/FMVAssetsEOYAmt015828564
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0110844
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0211590
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0123922
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0123622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013177386
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01000002
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0367800
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt013553303
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0217508
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0579403
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0714150
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt014282998
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014500506
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
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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
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0John Larkin
IRS990PF/StatementsRegardingActyGrp/PhoneNum08189813505
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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
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091423
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Not applicable
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Not applicable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0531500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Char
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See list attached
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Checks written to
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0531500
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/AppliedToCurrentYearAmt0708578
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0708578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt014895
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0146041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0104202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0104202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0250599
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013663
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt014895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041767
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0146041
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0742811
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034233
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0354801
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0320568
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Tangible & intangible items
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01000000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FTB & AG Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment advisor
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office and other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Storage
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1210
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt24240
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt062227
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1210
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt162227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2420
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34240
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Royalty and license fee
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0274765
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt110000
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0274765
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt110000
TaxesSchedule/TaxesDetail/Amt021761
TaxesSchedule/TaxesDetail/Amt113718
TaxesSchedule/TaxesDetail/CategoryTxt0Federal excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Payroll tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt021761
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt16859
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06859
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kris Bergen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-09
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/ReturnTs02024-10-09T16:36:00-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,227,278
Liabilities
$0
Net assets
$15,227,278
Revenue
$716,827
Expenses
$1,058,783
Net income
-$341,956
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