TPhilanthropy, Voluntarism & GrantmakingEIN: 521757452· Ruling Year: 1996

H N And Frances C Berger Foundation

Palm Desert, California

BHealth Score
61B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org12.48×
Peer Median18.82×
💰
$27.8M
Total Revenue
📊
$39.0M
Total Expenses
🏦
$487.1M
Net Assets
📋
$2.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-56.3%
Year-over-year change (2022 → 2023)
Net Margin
-40.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.48
Net assets divided by total expenses
Liabilities-to-Assets
0.4%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$27,759,67056%$39,026,8886%$489,101,9902%
2022$63,534,141111%$36,704,4297%$500,297,2596%
2021$30,169,26710%$39,457,30119%$473,669,8942%
2020$33,542,88822%$33,027,6315%$484,746,784
2019$43,071,95354%$34,751,05731%$483,858,3083%
2015$27,892,00410%$26,526,48834%$470,035,079
2014$31,086,82513%$39,984,35030%$468,936,1752%
2013$27,445,9323%$57,175,97299%$476,466,5107%
2012$26,571,6927%$28,781,84726%$510,449,7412%
2011$28,594,080$22,809,761$501,266,122

Frequently Asked Questions

What does H N And Frances C Berger Foundation do?

H N And Frances C Berger Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T99Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is H N And Frances C Berger Foundation financially healthy?

Based on our 9-metric Financial Health Score model, H N And Frances C Berger Foundation has a score of 61/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does H N And Frances C Berger Foundation generate?

Revenue data for H N And Frances C Berger Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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