Public & Societal Benefit
(W99)
990 on File
BERGES FAMILY 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 2024
$21.5M
Total Revenue
$18.0M
Total Expenses
$100.7M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
91.3%
Fundraising Efficiency
N/A
Operating Reserve
67.13x
Liability-to-Asset
0.0%
Revenue Diversification
93.2%
Executive Compensation
$0
Compared with Peers
FY 2024
Compared with 98 similar organizations
(United States, Public & Societal Benefit, $10M–$100M in expenses), FY 2024.
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
|
91.3% | 84.8% |
P10P90
|
Above median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
67.1 mo | 9.7 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 23.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
93.2% | 92.7% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-33.5% | 10.8% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
93.4% | 7.0% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
16.5% | 2.5% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $21.5M | $18.0M | $100.7M | 91.3% | — |
| 2023 | $32.4M | $9.3M | $86.8M | 80.6% | — |
| 2022 | $10.8M | $10.9M | $56.5M | 82.4% | — |
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