Charity Search / BERGER FAMILY FOUNDATION INC
Philanthropy & Grantmaking (T20) 990 on File

BERGER FAMILY FOUNDATION INC

EIN: 27-4238729 · RIVERSIDE, CT 06878-2614 · United States · FY 2023 Data
3 out of 5 48 / 100 Based on 2+ years of filings
Financial strength (30%) 84/100
Reliability (20%) 50/100
Effectiveness (25%) 51/100
Impact (25%) No data yet
Financial data: FY 2023 · Scored 9/13/2026
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CharityAI™ Score
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Financial Overview — FY 2023
$1.1M
Total Revenue
$1.5M
Total Expenses
$7.5M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 92.9%
Fundraising Efficiency N/A
Operating Reserve 59.65x
Liability-to-Asset 0.0%
Revenue Diversification 87.1%
Executive Compensation $0
Compared with Peers
FY 2023
Compared with 7,743 similar organizations (United States, Philanthropy & Grantmaking, $1M–$10M in expenses), FY 2023.
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
92.9% 91.8%
P10P90
Above median
Operating reserve
Months of expenses covered by net assets · higher is better
59.7 mo 80.3 mo
P10P90
Below median
Liabilities to assets
Total liabilities / total assets · lower is better
0.0% 0.0%
P10P90
Top quarter
Revenue concentration
Share of revenue from the largest source · lower is better
87.1% 90.3%
P10P90
Above median
Revenue growth
Year over year revenue growth
779.0% 3.2%
P10P90
Expense growth
Year over year expense growth
65.8% 6.5%
P10P90
Surplus margin
Surplus as a share of revenue
-32.5% -4.8%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2023 $1.1M $1.5M $7.5M 92.9% —
2022 $129K $909K $7.9M 91.6% —
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Organization Details
EIN
27-4238729
State
CT
City
RIVERSIDE
ZIP
06878-2614
Classification
T20
Category
Philanthropy & Grantmaking
Rating
3★
Coverage
A
Last Updated
Aug 2026
Form 990
On File
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