BERGER ACTION FUND INC (EIN 208948868) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

MOLLY MCUSIC

Tax Period

2024-04-01 to 2025-03-31

BERGER ACTION FUND INC, founded in 2007, is a major nonprofit in the Environment sector that reported $206.5M in total revenue in fiscal year 2024. Revenue surged 1085% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148.3M, a strong 72% operating margin.

Mission

THE ORGANIZATION PRIMARY MISSION IS TO PROMOTE PRO-CONSERVATION AND SOCIAL WELFARE POLICIES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $176,699,912

Program Service Revenue $0

Investment Income $29,806,269

Other Revenue $0

TOTAL REVENUE $206,506,181

Expense Breakdown

Grants Paid $57,275,000

Salaries & Benefits $12,450

Fundraising Expenses $0

Program Expenses $57,986,158

Other Expenses $888,849

TOTAL EXPENSES $58,176,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,506,181	$17,431,087	+10.8%
Expenses	$58,176,299	$59,689,609	0.0%
Net Income	$148,329,882	$-42,258,522	-4.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$12,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOLLY MCUSIC	PRESIDENT	1.0	Officer	$12,450	$0	$12,450
ROBERT BLAND	DIRECTOR	1.0	Director	$0	$0	$0
JOHN LESHY	DIRECTOR	1.0	Director	$0	$0	$0
COURTNEY CUFF	DIRECTOR	1.0	Director	$0	$0	$0
JOSEPH FISHER	TREASURER & SECRETARY	1.0	Officer	$0	$0	$0
ANDREW STEVENSON	VICE PRESIDENT	1.0	Officer	$0	$0	$0

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
2025	$206,506,181	$58,176,299	$387,752,942	$148,329,882
2024	$17,431,087	$59,689,609	$232,093,752	$-42,258,522
2023	$-12,915,831	$64,099,612	$263,434,289	$-77,015,443
2022	$309,671,160	$72,939,133	$351,661,665	$236,732,027
2021	$173,230,357	$56,039,519	$141,067,042	$117,190,838
2021	$173,230,357	$56,039,519	$141,067,042	$117,190,838

BERGER ACTION FUND INC