BERGELECTRIC CHARITABLE FOUNDATION

EIN: 455082239 501(c)(3) Philanthropy & Grantmaking

CARLSBAD, CA

Total Revenue
$231,345
Total Expenses
$312,993
Total Assets
$261,437
Net Assets
$261,437
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
CA
Principal Officer
ALAN MASHBURN
Phone
7606382374
Tax Period
2021-01-01 to 2021-12-31

BERGELECTRIC CHARITABLE FOUNDATION, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $231K in total revenue in fiscal year 2021. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $313K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO SUPPORT AND PROMOTE CHARITABLE ORGANIZATIONS CENTRAL TO THE COMMUNITIES IN WHICH BERGELECTRIC CORPORATION OPERATES WITH AN EMPHASIS ON IMPROVING OUR COMMUNITIES.

Program Service Accomplishments

Program 1
Expenses: $300,500

THE FOUNDATION HAS SUPPORTED APPROXIMATELY 50 NOT-FOR-PROFIT ORGANIZATIONS WITH CASH DONATIONS IN COMMUNITIES SERVED BY BERGELECTRIC CORP.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $231,343
Program Service Revenue $0
Investment Income $2
Other Revenue $0
TOTAL REVENUE $231,345

Expense Breakdown

Grants Paid $300,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $300,500
Other Expenses $12,493
TOTAL EXPENSES $312,993

Year-over-Year Comparison

2021 2020 Change
Revenue $231,345 $337,640 -0.3%
Expenses $312,993 $252,894 +0.2%
Net Income $-81,648 $84,746 -2.0%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
2
Independent Members
N/A
Employees
N/A
Volunteers
30

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$2,143,873
Total Directors
2
$2,143,873
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM WINGERNING PRESIDENT 1.00
Officer Director
$0 $26,117 $479,002
ALAN MASHBURN TREASURER/SECRETARY 1.00
Officer Director
$0 $31,353 $1,664,871
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 $231,345 $312,993 $261,437 $-81,648
2020 $337,640 $252,894 $343,085 $84,746
2019 $391,999 $233,691 $258,339 $158,308
2018 $248,989 $220,847 $100,031 $28,142
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