BERGER COLLECTION EDUCATION TRUST … - Form 990 Financial Data

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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

1999

Legal Domicile

Principal Officer

DAVID HAYES

Phone

3038251980

Tax Period

2024-01-01 to 2024-12-31

BERGER COLLECTION EDUCATION TRUST ATTN DAVID HAYES, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $206K in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. Expenses of $427K exceeded revenue, resulting in a 107% operating deficit.

Mission

THE MISSION OF THE BERGER COLLECTION IS TO MAINTAIN, DISPLAY, AND TO PROVIDE EDUCATION RELATED TO BRITISH ART.

Program Service Accomplishments

Program 1

Expenses: $370,292

PROVIDED SUPPORT FOR VARIOUS EDUCATIONAL PROGRAMMING AND ACTIVITIES, ART DISPLAYS FOR PUBLIC VIEWING, AND ART SCHOLARSHIPS, WITH PARTICULAR FOCUS ON THE "BERGER COLLECTION AND BRITISH ART GENERALLY.

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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 $0

Program Service Revenue $0

Investment Income $206,441

Other Revenue $0

TOTAL REVENUE $206,441

Expense Breakdown

Grants Paid $354,160

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $370,292

Other Expenses $72,610

TOTAL EXPENSES $426,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,441	$112,180	+0.8%
Expenses	$426,770	$357,940	+0.2%
Net Income	$-220,329	$-245,760	-0.1%

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
KATHERINE MB BERGER	TRUSTEE	4.00	Director	$0	$0	$0
DAVID HAYES	TRUSTEE	3.00	Director	$0	$0	$0
CYNTHIA L HAYES	TRUSTEE	2.00	Director	$0	$0	$0
MARK H C BESSIRE	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER NIELSEN	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2024	$206,441	$426,770	$23,363,427	$-220,329
2023	$112,180	$357,940	$23,252,196	$-245,760
2022	$62,300	$391,985	$23,238,068	$-329,685
2021	$51,689	$314,478	$23,583,382	$-262,789
2020	$87,156	$505,124	$23,848,348	$-417,968
2019	$959,622	$268,773	$24,266,316	$690,849
2018	$78,673	$209,881	$23,667,967	$-131,208

BERGER COLLECTION EDUCATION TRUST ATTN DAVID HAYES