Civic Intelligence

Berger Action Fund Inc

990 • Fiscal year 2021 • EIN 20-8948868

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 22, 2022

Organization ProfileN/A
PO Box 53241Washington, DC 20009-9241

(610) 918-4984

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

91st percentile

68%

Higher net margin than 91% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

97th percentile

117%

Faster asset growth than 97% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

6734%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$141,067,042

Up $76,202,272 (+117%) from 2020

Net Assets

Up

$141,048,004

Up $76,215,858 (+118%) from 2020

Liabilities

Down

$19,038

Down $13,586 (-42%) from 2020

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin91st percentile

Revenue

Up

$173,230,357

Up $170,695,429 (+6734%) from 2020

Expenses

Down

$56,039,519

Down $1,741,392 (-3.0%) from 2020

Net Income

Up

$117,190,838

Up $172,436,821 (+312%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2012: $1,059,686Liabilities 2012: $0Net Assets 2012: $1,059,6862012Assets 2013: $889,432Liabilities 2013: $0Net Assets 2013: $889,4322013Assets 2014: $615,610Liabilities 2014: $0Net Assets 2014: $615,6102014Assets 2015: $44,265Liabilities 2015: $0Net Assets 2015: $44,2652015Assets 2016: $6,110,160Liabilities 2016: $0Net Assets 2016: $6,110,1602016Assets 2017: $2,934,465Liabilities 2017: $0Net Assets 2017: $2,934,4652017Assets 2018: $170,403,572Liabilities 2018: $0Net Assets 2018: $170,403,5722018Assets 2019: $120,104,034Liabilities 2019: $25,905Net Assets 2019: $120,078,1292019Assets 2020: $64,864,770Liabilities 2020: $32,624Net Assets 2020: $64,832,1462020Assets 2021: $141,067,042Liabilities 2021: $19,038Net Assets 2021: $141,048,0042021Assets 2022: $351,661,665Liabilities 2022: $30,866Net Assets 2022: $351,630,7992022Assets 2023: $263,434,289Liabilities 2023: $158,784Net Assets 2023: $263,275,5052023Assets 2024: $232,093,752Liabilities 2024: $87,678Net Assets 2024: $232,006,0742024Assets 2025: $387,752,942Liabilities 2025: $118,797Net Assets 2025: $387,634,1452025

Highlighted filing

2021

Assets$141,067,042
Liabilities$19,038
Net Assets$141,048,004
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$300M$200M$100M$0-$100MRevenue 2012: $1,100,000Expenses 2012: $41,780Net Income 2012: $1,058,2202012Revenue 2013: $0Expenses 2013: $170,254Net Income 2013: -$170,2542013Revenue 2014: $0Expenses 2014: $273,822Net Income 2014: -$273,8222014Revenue 2015: $200,000Expenses 2015: $771,345Net Income 2015: -$571,3452015Revenue 2016: $10,000,000Expenses 2016: $3,934,105Net Income 2016: $6,065,8952016Revenue 2017: $13,501,764Expenses 2017: $16,677,459Net Income 2017: -$3,175,6952017Revenue 2018: $226,100,052Expenses 2018: $58,630,945Net Income 2018: $167,469,1072018Revenue 2019: $28,036,022Expenses 2019: $78,357,669Net Income 2019: -$50,321,6472019Revenue 2020: $2,534,928Expenses 2020: $57,780,911Net Income 2020: -$55,245,9832020Revenue 2021: $173,230,357Expenses 2021: $56,039,519Net Income 2021: $117,190,8382021Revenue 2022: $309,671,160Expenses 2022: $72,939,133Net Income 2022: $236,732,0272022Revenue 2023: -$12,915,831Expenses 2023: $64,099,612Net Income 2023: -$77,015,4432023Revenue 2024: $17,431,087Expenses 2024: $59,689,609Net Income 2024: -$42,258,5222024Revenue 2025: $206,506,181Expenses 2025: $58,176,299Net Income 2025: $148,329,8822025

Highlighted filing

2021

Revenue$173,230,357
Expenses$56,039,519
Net Income$117,190,838
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 22, 2022
Return Version
2020v4.1
Gross Receipts
$232,021,166
Mission and Program Overview

Mission

The corporation is organized and operated exclusively for social welfare purposes within the meaning of section 501(c)(4) of the internal revenue code. Primarily pro-conservation policies and social welfare at the federal level through meetings with policy makers and other conservation minded groups.

The organization primary mission is to promote pro-conservation and social welfare policies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$64,832,146$141,048,004▲ $76,215,858
Investments in Publicly Traded Securities$64,614,431$140,934,308▲ $76,319,877
Cash and Non-Interest-Bearing Accounts$250,339$132,734▼ $117,605
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$64,864,770$141,067,042▲ $76,202,272
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$32,624$19,038▼ $13,586
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$32,624$19,038▼ $13,586
Net Assets / Fund Balance
Total Net Assets Fund Balance$64,832,146$141,048,004▲ $76,215,858
Total Liabilities and Net Assets / Fund Balance$64,864,770$141,067,042▲ $76,202,272
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Molly McusicDirector & President
Andrew StevensonVice President
Courtney CuffDirector
John LeshyDirector
Robert BlandDirector
Joseph FisherTreasurer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$126,884,700
Program Service Revenue
$0
Investment Income
$46,345,657
Other Revenue
$0
All Other Contributions
$126,884,700
Change in Net Assets
$117,190,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,935,500
Other Expenses$93,013
Salaries, Compensation, and Employee Benefits$11,006
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,935,500--$55,935,500
Other Expenses$67,953--$67,953
Insurance$25,060--$25,060
Current Officers, Directors, Trustees, and Key Employees$11,006$0$0$11,006
Total Functional Expenses$56,039,519$0$0$56,039,519
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached ScheduleWashington, DC-Pro-conservation and Social Welfare Advocacy$55,935,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Berger Action Fund Inc
EIN
20-8948868
In Care Of
% MOLLY MCUSIC
Address
PO BOX 53241, WASHINGTON, DC 20009-9241

Signing Officer

Name
Joseph Fisher
Title
Treasurer
Phone
6109184984
Signed
2022-02-22

Organization Details

Principal Officer
Joseph Fisher
Formed
2007
Legal Domicile
De
Voting Board Members
4
Independent Board Members
3
Employees
23
Volunteers
5
Supplemental Narrative

Additional Explanations

Conflict of Interest

“Each director is required to complete the attached "conflict of interest policy" annualy.”

Reimbursement Agreement

“The Berger Action Fund has entered into a reimbursement agreement with another organization, which charges the Berger Action Fund for its proportionate share of office space, employee services and administrative expenses and files all required Federal employment tax returns.”

Tax Gains in Excess of Book Gains

“Tax gains in excess of book gains on securities sold.”

Raw XML Appendix389 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrincipalOfficerNm0JOSEPH FISHER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0297000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt057644700
IRS990/PYInvestmentIncomeAmt02237928
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0121020
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-55245983
IRS990/PYSalariesCompEmpBnftPaidAmt015191
IRS990/PYTotalExpensesAmt057780911
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02534928
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0117190838
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt055935500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PRO-CONSERVATION AND SOCIAL WELFARE ADVOCACY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 53241
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020009
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH DIRECTOR IS REQUIRED TO COMPLETE THE ATTACHED "CONFLICT OF INTEREST POLICY" ANNUALY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Berger Action Fund has entered into a reimbursement agreement with another organization, which charges the Berger Action Fund for its proportionate share of office space, employee services and administrative expenses and files all required Federal employment tax returns.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX GAINS IN EXCESS OF BOOK GAINS ON SECURITIES SOLD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1REIMBURSEMENT AGREEMENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2TAX GAINS IN EXCESS OF BOOK GAINS
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt064864770
IRS990/TotalAssetsEOYAmt0141067042
IRS990/TotalAssetsGrp/BOYAmt064864770
IRS990/TotalAssetsGrp/EOYAmt0141067042
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0126884700
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056039519
IRS990/TotalFunctionalExpensesGrp/TotalAmt056039519
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032624
IRS990/TotalLiabilitiesEOYAmt019038
IRS990/TotalLiabilitiesGrp/BOYAmt032624
IRS990/TotalLiabilitiesGrp/EOYAmt019038
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064832146
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0141048004
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt056039519
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0161375
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0173230357
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt064864770
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0141067042
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 53241
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd0200099241
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06109184984
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGER ACTION FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0208948868
ReturnHeader/Filer/InCareOfNm0% MOLLY MCUSIC
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 53241
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd0200099241
ReturnHeader/ReturnTs02022-02-22T12:01:15-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISHER
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,067,042
Liabilities
$19,038
Net assets
$141,048,004
Revenue
$173,230,357
Expenses
$56,039,519
Net income
$117,190,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$388$0.12$388$207$58.2$148
2024Detailed filing. Detailed filing data is available for this year.$232$0.09$232$17.4$59.7$42.3
2023Detailed filing. Detailed filing data is available for this year.$263$0.16$263$12.9$64.1$77.0
2022Detailed filing. Detailed filing data is available for this year.$352$0.03$352$310$72.9$237
2021Detailed filing. Detailed filing data is available for this year.$141$0.02$141$173$56.0$117
2020Summary only. Only limited summary data is available for this year.$64.9$0.03$64.8$2.53$57.8$55.2
2019Summary only. Only limited summary data is available for this year.$120$0.03$120$28.0$78.4$50.3
2018Summary only. Only limited summary data is available for this year.$170$0.00$170$226$58.6$167
2017Summary only. Only limited summary data is available for this year.$2.93$0.00$2.93$13.5$16.7$3.18
2016Summary only. Only limited summary data is available for this year.$6.11$0.00$6.11$10.0$3.93$6.07
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.20$0.77$0.57
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.00$0.27$0.27
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.00$0.17$0.17
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$1.10$0.04$1.06