STRATEGY STUDIO / PUBLIC DATA EXPLORER

BERGEN FOUNDATION

Cite this

Plain text BERGEN FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2014–2023. https://strategystudio.org/org/956044540. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). BERGEN FOUNDATION [Nonprofit organization profile; tax years 2014–2023]. Retrieved October 20, 2026, from https://strategystudio.org/org/956044540

MLA “BERGEN FOUNDATION.” Strategy Studio, tax years 2014–2023, https://strategystudio.org/org/956044540. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2014–2023. Data: Strategy Studio, CC BY 4.0.

2023 · Form 990PF · revenue $1.3M · expenses $1.1M · assets $15.5M

EIN
95-6044540
Address
13701 RIVERSIDE DR STE 800, SHERMAN OAKS, CA 91423-2449
NTEE code
-
Subsection
501(c)(3)
Ruling year
1943
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Kris Bergen President2014-2023 $250,000$1,430,000 1
John Larkin Director2014-2023 $160,000$800,000 2

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Candice Bergen Secretary2014-2023 1 $0 reported 1

People by year

2023 · 3 people listed · 2 paid, $410K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kris Bergen President25 $250,000-- $250,0001
John Larkin Director20 $160,000-- $160,0002
Candice Bergen Secretary1 $0-- $01
2022 · 3 people listed · 2 paid, $410K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kris Bergen President25 $250,000-- $250,0001
John Larkin Director20 $160,000-- $160,0002
Candice Bergen Secretary1 $0-- $01
2021 · 3 people listed · 2 paid, $410K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kris Bergen President25 $250,000-- $250,0001
John Larkin Director20 $160,000-- $160,0002
Candice Bergen Secretary1 $0-- $01
2020 · 3 people listed · 2 paid, $410K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kris Bergen President25 $250,000-- $250,0001
John Larkin Director20 $160,000-- $160,0002
Candice Bergen Secretary1 $0-- $01
2019 · 3 people listed · 2 paid, $410K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kris Bergen President25 $250,000-- $250,0001
John Larkin Director20 $160,000-- $160,0002
Candice Bergen Secretary1 $0-- $01
2014 · 3 people listed · 1 paid, $180K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kris Bergen President25 $180,000-- $180,0001
Candice Bergen Secretary1 $0-- $01
John Larkin Director8 $0-- $02

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 0 grants to organizations · $0 · 1 summary line · $548K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2022 · 0 grants to organizations · $0 · 1 summary line · $532K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2021 · 0 grants to organizations · $0 · 1 summary line · $550K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2020 · 0 grants to organizations · $0 · 1 summary line · $646K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2019 · 0 grants to organizations · $0 · 1 summary line · $558K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2014 · 0 grants to organizations · $0 · 1 summary line · $502K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990PF period ending 2024-11-30 · view filing · original 990 ↗
$1,316,286$1,078,435 $15,469,594$15,469,594 -- $410,000--
2022 · Form 990PF period ending 2023-11-30 · view filing · original 990 ↗
$716,827$1,058,783 $15,227,278$15,227,278 -- $410,000--
2021 · Form 990PF period ending 2022-11-30 · view filing · original 990 ↗
$1,415,758$1,082,337 $15,680,078$15,569,234 -- $410,000--
2020 · Form 990PF period ending 2021-11-30 · view filing · original 990 ↗
$1,569,394$1,193,488 $15,225,595$15,225,595 -- $410,000--
2019 · Form 990PF period ending 2020-11-30 · view filing · original 990 ↗
$966,891$1,109,087 $14,828,857$14,828,857 -- $410,000--
2014 · Form 990PF period ending 2015-11-30 · view filing · original 990 ↗
$771,851$967,083 $17,122,513$17,116,956 -- $180,000--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BRIC FOUNDATIONCAA20 $1,558,386$1,530,057 Chairman/Executive Director$120,339 Similar name, revenue within 2x, same state
FINEBERG FOUNDATIONCAT21 $1,641,311$1,406,590 Trustee$160,000 Similar name, revenue within 2x, same state
BLUME FOUNDATIONCANot reported $1,063,381$1,330,586 PRESIDENT$0 Similar name, revenue within 2x, same state
BARCID FOUNDATIONCAA80 $1,204,770$711,353 President$81,458 Similar name, revenue within 2x, same state
LISTEN FOUNDATIONCAG84 $1,108,969$986,842 Executive Dir.$52,500 Similar name, revenue within 2x, same state
MAYTEN FOUNDATIONCAA99 $1,000,045$0 TRUSTEE$0 Similar name, revenue within 2x, same state
BEIM FOUNDATIONMNNot reported $1,281,880$743,537 PRESIDENT$570 Similar name, revenue within 2x
BELIN FOUNDATIONTXNot reported $934,373$451,611 PRESIDENT$0 Similar name, revenue within 2x
BGH FOUNDATIONVAU40 $2,237,108$2,124,412 President$46,250 Similar name, revenue within 2x
ERGON FOUNDATIONDET30 $1,849,735$1,223,127 Pres, Dir, Sec$0 Similar name, revenue within 2x
BR & R FOUNDATIONLAT22 $716,804$410,463 PRESIDENT$0 Similar name, revenue within 2x
TINBERG FOUNDATIONILNot reported $1,307,378$788,061 PRESIDENT$0 Similar name, revenue within 2x
HANSBERGER FOUNDATIONIDT20 $739,633$2,006,585 TRUSTEE$0 Similar name, revenue within 2x
LQ FOUNDATIONNYQ30 $1,320,000$1,326,746 CFO$11,525 Similar name, revenue within 2x
TT FOUNDATIONWAT20 $1,086,144$75,867 PRESIDENT, T$12,000 Similar name, revenue within 2x
AON FOUNDATIONILNot reported $2,200,139$2,200,052 PRESIDENT & TREASURER$0 Similar name, revenue within 2x
FDC FOUNDATIONILT20 $726,274$715,497 President$24,000 Similar name, revenue within 2x
BERACHAH FOUNDATION INCPAT20 $1,370,390$399,555 TRUSTEE$0 Similar name, revenue within 2x
WRG FOUNDATIONORNot reported $1,410,458$922,210 TRUSTEE$0 Similar name, revenue within 2x
577 FOUNDATIONOHNot reported $1,435,264$1,348,957 EXECUTIVE DI$101,980 Similar name, revenue within 2x
661 FOUNDATIONUTN12 $1,520,000$1,581,592 President/Dir$0 Similar name, revenue within 2x
FORST FOUNDATIONPANot reported $1,532,496$649,564 TRUSTEE$0 Similar name, revenue within 2x
HDS FOUNDATIONTXT99 $1,110,440$1,000,759 President, Treasurer$0 Similar name, revenue within 2x
FORE BATTEN FOUNDATIONAZH12 $1,072,285$2,686,450 DIRECTOR$0 Similar name, revenue within 2x
GMR FOUNDATIONCOM20 $1,014,395$718,116 PRESIDENT$0 Similar name, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SWALM FOUNDATION Private foundation$18,139,7551 12022–2022 LSF FOUNDATION
TOLEDO COMMUNITY FOUNDATION DAF sponsor$8,595,24213 12012–2024 577 FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$8,365,52531 92017–2024 ACE FOUNDATION; BGV FOUNDATION; FORE BATTEN FOUNDATION; MDP FOUNDATION and 5 more
PATTERSON-BARCLAY MEMORIAL FOUNDATION INC Private foundation$3,453,1032 12020–2020 DJA FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$1,302,65011 52019–2024 BGV FOUNDATION; BGH FOUNDATION; MDP FOUNDATION; BRIC FOUNDATION and 1 more
TIDES FOUNDATION DAF sponsor$1,178,3335 32021–2023 BGV FOUNDATION; LQ FOUNDATION; MDP FOUNDATION
SAUL ZAENTZ CHARITABLE FOUNDATION Private foundation$1,150,0005 12017–2024 BERKELEY FILM FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,128,43333 132014–2024 BUDGIT FOUNDATION; BERGLUND-WESTLUND FOUNDATION; BERKELEY FILM FOUNDATION; CCC FOUNDATION and 9 more
THE BLACKBAUD GIVING FUND DAF sponsor$1,011,3452 22022–2023 BGV FOUNDATION; BARCID FOUNDATION
VERIZON FOUNDATION Private foundation$1,002,5002 22021–2021 ACE FOUNDATION; BARCID FOUNDATION
WAVERLEY STREET FOUNDATION Private foundation$900,0002 12024–2024 LQ FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$802,96336 112019–2024 BGV FOUNDATION; BARCID FOUNDATION; LQ FOUNDATION; MDP FOUNDATION and 7 more
MCINTOSH FAMILY FOUNDATION Private foundation$666,6662 12010–2011 SME FOUNDATION
ROCKEFELLER PHILANTHROPY ADVISORS INC DAF sponsor$452,5706 12018–2024 BARCID FOUNDATION
CHARITIES AID FOUNDATION AMERICA DAF sponsor$451,8324 32020–2023 BGV FOUNDATION; BGH FOUNDATION; OBA FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2023 · Form 990PF · $1,078,435 spent · pay $410,000 · grants $547,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $547,500 50.8%
Pay: officers, directors, trustees $410,000 38.0%
Other expenses $78,693 7.3%
Taxes $26,269 2.4%
Occupancy $11,943 1.1%
Fees: accounting $4,030 0.4%
Total$1,078,435100%

View the filing

2022 · Form 990PF · $1,058,783 spent · pay $410,000 · grants $531,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $531,500 50.2%
Pay: officers, directors, trustees $410,000 38.7%
Other expenses $67,087 6.3%
Taxes $35,479 3.4%
Occupancy $11,592 1.1%
Fees: accounting $3,125 0.3%
Total$1,058,783100%

View the filing

2021 · Form 990PF · $1,082,337 spent · pay $410,000 · grants $550,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $550,500 50.9%
Pay: officers, directors, trustees $410,000 37.9%
Other expenses $75,381 7.0%
Taxes $30,128 2.8%
Occupancy $10,553 1.0%
Fees: accounting $4,900 0.5%
Fees: legal $875 0.1%
Total$1,082,337100%

View the filing

2020 · Form 990PF · $1,193,488 spent · pay $410,000 · grants $646,500 · events $4,936
LineAs describedTotalShare
Contributions, gifts, grants paid $646,500 54.2%
Pay: officers, directors, trustees $410,000 34.4%
Other expenses $101,698 8.5%
Taxes $14,732 1.2%
Occupancy $9,937 0.8%
Travel, conferences and meetings $4,936 0.4%
Fees: accounting $3,780 0.3%
Fees: legal $1,905 0.2%
Total$1,193,488100%

View the filing

2019 · Form 990PF · $1,109,087 spent · pay $410,000 · grants $558,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $558,500 50.4%
Pay: officers, directors, trustees $410,000 37.0%
Other expenses $91,211 8.2%
Fees: accounting $21,900 2.0%
Taxes $17,469 1.6%
Occupancy $9,691 0.9%
Fees: legal $240 0.0%
Interest $76 0.0%
Total$1,109,087100%

View the filing

2014 · Form 990PF · $967,083 spent · pay $180,000 · grants $501,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $501,500 51.9%
Pay: officers, directors, trustees $180,000 18.6%
Fees: accounting $148,800 15.4%
Other expenses $99,785 10.3%
Taxes $31,280 3.2%
Fees: legal $5,718 0.6%
Total$967,083100%

View the filing