Philanthropy & Grantmaking
(T22)
990 on File
BERGER FAMILY CHARITABLE FOUNDATION
Financial strength (30%)
71/100
Reliability (20%)
50/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$225K
Total Revenue
$308K
Total Expenses
$2.1M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
94.8%
Fundraising Efficiency
N/A
Operating Reserve
82.83x
Liability-to-Asset
4.9%
Revenue Diversification
80.7%
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 8,005 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
94.8% | 90.0% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
82.8 mo | 98.0 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
4.9% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
80.7% | 90.3% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
-5.0% | 11.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
399.4% | 8.2% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-37.0% | 4.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $225K | $308K | $2.1M | 94.8% | — |
| 2024 | $237K | $62K | $2.0M | 77.2% | — |
| 2023 | $221K | $11K | $1.6M | 10.1% | — |
| 2022 | $210K | $8K | $1.6M | 50.0% | — |
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