Fondation BERMA (EIN 133068203) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Principal Officer

Nicholas Huttman

Phone

2127323200

Tax Period

2023-01-01 to 2023-12-31

Fondation BERMA, founded in 1980, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $9.5M exceeded revenue, resulting in a 186% operating deficit.

Mission

Religious, charitable, scientific, educational and social welfare purposes.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,217

Program Service Revenue $0

Investment Income $3,466,230

Other Revenue $-149,477

TOTAL REVENUE $3,317,970

Expense Breakdown

Grants Paid $8,981,155

Salaries & Benefits $42,291

Fundraising Expenses $0

Program Expenses $8,981,155

Other Expenses $480,757

TOTAL EXPENSES $9,504,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,317,970	$7,242,654	-0.5%
Expenses	$9,504,203	$10,541,188	-0.1%
Net Income	$-6,186,233	$-3,298,534	+0.9%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beatrice Rosenberg	President	0.50	Director	$0	$0	$0
Philippe A Grumbach	Secretary	0.50	Director	$0	$0	$0
Viviane Hirsch	Member of Council	0.50	Director	$0	$0	$0
Nicholas Huttman	Member of Council	0.50	Director	$0	$0	$0
Ariel Weiss	Member of Council	0.50	Director	$0	$0	$0
N/A	Nominates Council Members	9.00		$36,439	$0	$36,439

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
2024	No data	No data	No data	No data
2023	$3,317,970	$9,504,203	$283,348,233	$-6,186,233
2022	$7,242,654	$10,541,188	$266,693,287	$-3,298,534
2021	$33,382,644	$11,256,119	$320,553,699	$22,126,525
2020	$11,112,978	$8,573,530	$304,517,387	$2,539,448

Fondation BERMA