The Jeffrey W Berger Research Scholarship Trust (EIN 226881571) - 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

2005

Legal Domicile

Phone

9735182720

Tax Period

2024-01-01 to 2024-12-31

The Jeffrey W Berger Research Scholarship Trust, founded in 2005, is a micro nonprofit in the Diseases & Disorders sector that reported $42K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $66K exceeded revenue, resulting in a 57% operating deficit.

Mission

TO SUPPORT MEDICAL AND OPHTHALMOLOGIC RESEARCH ACTIVITIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $12,484

Program Service Revenue $0

Investment Income $29,693

Other Revenue $0

TOTAL REVENUE $42,177

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $6,314

TOTAL EXPENSES $66,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,177	$36,067	+0.2%
Expenses	$66,314	$20,205	+2.3%
Net Income	$-24,137	$15,862	-2.5%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
KAREN R BERGER	ExecDir/Trustee	Director	$0	$0	$0
LEONARD FEIWUS	Trustee/DIRECTR	Director	$0	$0	$0
STUART L FINE MD	Director	Director	$0	$0	$0
ALEXANDER J BRUCKER MD	Dirctr Emeritus	Director	$0	$0	$0
RACHEL BORK DUNAIEF	Director	Director	$0	$0	$0
RABBI AARON KRUPNICK	Director	Director	$0	$0	$0
ADINA BERGER KESTENBAUM	Director	Director	$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
2024	$42,177	$66,314	$191,121	$-24,137
2023	$36,067	$20,205	$215,258	$15,862
2022	$20,741	$15,258	$199,396	$5,483
2021	$38,749	$16,614	$193,913	$22,135
2020	$34,441	$18,000	$171,778	$16,441
2019	$19,295	$15,527	$155,337	$3,768
2018	$27,644	$15,669	$151,569	$11,975

The Jeffrey W Berger Research Scholarship Trust