Civic Intelligence

Berger Action Fund Inc

990 • Fiscal year 2023 • EIN 20-8948868

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 08, 2024

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

10th percentile

0.00x

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

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

596%

Higher net margin than 100% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

2nd percentile

-25%

Faster asset growth than 2% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$263,434,289

Down $88,227,376 (-25%) from 2022

Net Assets

Down

$263,275,505

Down $88,355,294 (-25%) from 2022

Liabilities

Up

$158,784

Up $127,918 (+414%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$12,915,831

Down $322,586,991 (-104%) from 2022

Expenses

Down

$64,099,612

Down $8,839,521 (-12%) from 2022

Net Income

Down

-$77,015,443

Down $313,747,470 (-133%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2023

Assets$263,434,289
Liabilities$158,784
Net Assets$263,275,505
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$12,915,831
Expenses$64,099,612
Net Income-$77,015,443
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 8, 2024
Return Version
2022v5.0
Gross Receipts
$60,028,425
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$351,630,799$263,275,505▼ $88,355,294
Investments in Publicly Traded Securities$286,660,299$202,454,825▼ $84,205,474
Investments Other Securities$64,409,286$60,230,654▼ $4,178,632
Cash and Non-Interest-Bearing Accounts$92,080$48,810▼ $43,270
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 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$351,661,665$263,434,289▼ $88,227,376
Other Assets Total$500,000$700,000▲ $200,000
Liabilities
Accounts Payable and Accrued Expenses$30,866$158,784▲ $127,918
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$30,866$158,784▲ $127,918
Net Assets / Fund Balance
Total Net Assets Fund Balance$351,630,799$263,275,505▼ $88,355,294
Total Liabilities and Net Assets / Fund Balance$351,661,665$263,434,289▼ $88,227,376

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$60,230,654--
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-12,915,831
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-77,015,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,650,000
Other Expenses$437,794
Salaries, Compensation, and Employee Benefits$11,818
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,650,000--$63,650,000
Other Expenses$58,663--$0
Fees for Services Legal$45,510--$45,510
Insurance$29,015--$29,015
Current Officers, Directors, Trustees, and Key Employees$11,818--$11,818
Office Expenses$2,640--$2,640
Total Functional Expenses$64,099,612$0$0$64,099,612
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached ScheduleWashington, DC-Pro-conservation and Social Welfare Advocacy$63,650,000
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
2024-02-08

Organization Details

Principal Officer
Molly Mcusic
Formed
2007
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
25
Volunteers
6
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.”

Raw XML Appendix388 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt030866
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0158784
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION PRIMARY MISSION IS TO PROMOTE PRO-CONSERVATION AND SOCIAL WELFARE POLICIES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MOLLY MCUSIC
IRS990/BooksInCareOfDetail/PhoneNum06109184984
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 53241
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0200099997
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0351630799
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0263275505
IRS990/CashNonInterestBearingGrp/BOYAmt092080
IRS990/CashNonInterestBearingGrp/EOYAmt048810
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt011818
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt011818
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt063650000
IRS990/CYInvestmentIncomeAmt0-12915831
IRS990/CYOtherExpensesAmt0437794
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-77015443
IRS990/CYSalariesCompEmpBnftPaidAmt011818
IRS990/CYTotalExpensesAmt064099612
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-12915831
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PURSUE PRO-CONSERVATION AND SOCIAL WELFARE ADVOCACY POLICIES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt025
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt064099612
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt045510
IRS990/FeesForServicesLegalGrp/TotalAmt045510
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BLAND
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN LESHY
IRS990/Form990PartVIISectionAGrp/PersonNm2COURTNEY CUFF
IRS990/Form990PartVIISectionAGrp/PersonNm3MOLLY MCUSIC
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEPH FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDREW STEVENSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-16602445
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt063650000
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063650000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063650000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt056341811
IRS990/GrossReceiptsAmt060028425
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt029015
IRS990/InsuranceGrp/TotalAmt029015
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03686614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03686614
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt064409286
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt060230654
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0286660299
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0202454825
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt072944256
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0351630799
IRS990/NetAssetsOrFundBalancesEOYAmt0263275505
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16602445
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-11339851
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt02640
IRS990/OfficeExpensesGrp/TotalAmt02640
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0500000
IRS990/OtherAssetsTotalGrp/EOYAmt0700000
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK FEES AND CHARGES
IRS990/OtherExpensesGrp/Desc2BANKS FEES AND CHARGES
IRS990/OtherExpensesGrp/ProgramServicesAmt0301966
IRS990/OtherExpensesGrp/ProgramServicesAmt158663
IRS990/OtherExpensesGrp/TotalAmt0301966
IRS990/OtherExpensesGrp/TotalAmt158663
IRS990/OtherExpensesGrp/TotalAmt20
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MOLLY MCUSIC
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0278951042
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt072712763
IRS990/PYInvestmentIncomeAmt030720118
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0214306
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0236732027
IRS990/PYSalariesCompEmpBnftPaidAmt012064
IRS990/PYTotalExpensesAmt072939133
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0309671160
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-77015443
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
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
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt060230654
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIDELITY - GOVT SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt060230654
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt063650000
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
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt012
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/FormAndLineReferenceDesc0CONFLICT OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1REIMBURSEMENT AGREEMENT
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0351661665
IRS990/TotalAssetsEOYAmt0263434289
IRS990/TotalAssetsGrp/BOYAmt0351661665
IRS990/TotalAssetsGrp/EOYAmt0263434289
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064099612
IRS990/TotalFunctionalExpensesGrp/TotalAmt064099612
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt030866
IRS990/TotalLiabilitiesEOYAmt0158784
IRS990/TotalLiabilitiesGrp/BOYAmt030866
IRS990/TotalLiabilitiesGrp/EOYAmt0158784
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0351630799
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0263275505
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064099612
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03686614
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-12915831
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0351661665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0263434289
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/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH FISHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06109184984
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-08
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/ReturnTs02024-02-08T09:32:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FISHER
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,434,289
Liabilities
$158,784
Net assets
$263,275,505
Revenue
-$12,915,831
Expenses
$64,099,612
Net income
-$77,015,443
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)4 • $250M-$1B nonprofits