Civic Intelligence

Berger Collection Educational Trust Attn David Hayes

990 • Fiscal year 2016 • EIN 33-6258491

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 28, 2017

Organization ProfileWWW.BERGERCOLLECTION.ORG
PO Box 2927Littleton, CO 80161

(720) 913-0176

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

58th percentile

4.4%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$10,000

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

41st percentile

0.1%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

16162%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$23,324,397

Up $11,721 (+0.1%) from 2015

Net Assets

Up

$23,324,397

Up $11,721 (+0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin58th percentile

Revenue

Up

$266,366

Up $264,728 (+16162%) from 2015

Expenses

Down

$254,645

Down $74,063 (-23%) from 2015

Net Income

Up

$11,721

Up $338,791 (+104%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$30M$20M$10M$0Assets 2010: $24,360,573Liabilities 2010: $0Net Assets 2010: $24,360,5732010Assets 2011: $24,267,863Liabilities 2011: $0Net Assets 2011: $24,267,8632011Assets 2012: $24,075,449Liabilities 2012: $0Net Assets 2012: $24,075,4492012Assets 2013: $23,905,908Liabilities 2013: $0Net Assets 2013: $23,905,9082013Assets 2014: $23,639,746Liabilities 2014: $0Net Assets 2014: $23,639,7462014Assets 2015: $23,312,676Liabilities 2015: $0Net Assets 2015: $23,312,6762015Assets 2016: $23,324,397Liabilities 2016: $0Net Assets 2016: $23,324,3972016Assets 2017: $23,706,675Liabilities 2017: $0Net Assets 2017: $23,706,6752017Assets 2018: $23,667,967Liabilities 2018: $92,500Net Assets 2018: $23,575,4672018Assets 2019: $24,266,316Liabilities 2019: $0Net Assets 2019: $24,266,3162019Assets 2020: $23,848,348Liabilities 2020: $0Net Assets 2020: $23,848,3482020Assets 2021: $23,583,382Liabilities 2021: $0Net Assets 2021: $23,583,3822021Assets 2022: $23,238,068Liabilities 2022: $0Net Assets 2022: $23,238,0682022Assets 2023: $23,252,196Liabilities 2023: $0Net Assets 2023: $23,252,1962023Assets 2024: $23,363,427Liabilities 2024: $0Net Assets 2024: $23,363,4272024

Highlighted filing

2016

Assets$23,324,397
Liabilities$0
Net Assets$23,324,397
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $181,9582010Expenses 2011: $161,7562011Expenses 2012: $235,2942012Revenue 2013: $30,767Expenses 2013: $200,308Net Income 2013: -$169,5412013Revenue 2014: -$8,915Expenses 2014: $257,247Net Income 2014: -$266,1622014Revenue 2015: $1,638Expenses 2015: $328,708Net Income 2015: -$327,0702015Revenue 2016: $266,366Expenses 2016: $254,645Net Income 2016: $11,7212016Revenue 2017: -$139,337Expenses 2017: $186,785Net Income 2017: -$326,1222017Revenue 2018: $78,673Expenses 2018: $209,881Net Income 2018: -$131,2082018Revenue 2019: $959,622Expenses 2019: $268,773Net Income 2019: $690,8492019Revenue 2020: $87,156Expenses 2020: $505,124Net Income 2020: -$417,9682020Revenue 2021: $51,689Expenses 2021: $314,478Net Income 2021: -$262,7892021Revenue 2022: $62,300Expenses 2022: $391,985Net Income 2022: -$329,6852022Revenue 2023: $112,180Expenses 2023: $357,940Net Income 2023: -$245,7602023Revenue 2024: $206,441Expenses 2024: $426,770Net Income 2024: -$220,3292024

Highlighted filing

2016

Revenue$266,366
Expenses$254,645
Net Income$11,721
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 28, 2017
Return Version
2016v3.0
Gross Receipts
$845,710
Mission and Program Overview

Mission

The mission of the berger collection is to maintain, display, and to provide education related to british art.

Maintain and display british art

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$23,312,676$23,324,397▲ $11,721
Investments Program Related$22,239,588$21,839,613▼ $399,975
Investments Other Securities$648,504$648,504→ $0
Savings and Temporary Cash Investments$44,066$635,132▲ $591,066
Investments in Publicly Traded Securities$380,518$201,148▼ $179,370
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$23,312,676$23,324,397▲ $11,721
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,312,676$23,324,397▲ $11,721
Total Liabilities and Net Assets / Fund Balance$23,312,676$23,324,397▲ $11,721

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$21,839,613--
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John WilsonTrusteePT$10,000$10,000
Arthur LipperTrustee-$10,000$10,000
Cynthia L HayesTrustee-$10,000$10,000
Katherine Mb BergerTrustee-$5,000$5,000

Board Members and Trustees

NameTitle
DANIEL E O'LEARYTrustee
David HayesTrustee
Timothy J StandringTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$265,564
Other Revenue
$802
Change in Net Assets
$11,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$126,500
Other Expenses$93,145
Salaries, Compensation, and Employee Benefits$35,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$126,500--$126,500
Current Officers, Directors, Trustees, and Key Employees-$35,000-$35,000
Insurance$11,094--$11,094
Fees for Services Legal-$6,279-$6,279
Fees for Services Accounting-$4,250-$4,250
Other Expenses$1,500$2,884-$1,500
Fees for Services Other-$150-$150
Total Functional Expenses$206,082$48,563$0$254,645
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Denver Art MuseumDenver, CO509(a)(2)Grant for Support$71,500
Portland Museum of ArtPortland, ME509(a)(2)Grant for Support$55,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 was provided to the board of trustees before it was filed. The chairman or his delegates are responsible for reviewing the form for completeness and accuracy.”

Form 990, Part VI, Section B, Line 12C

“Chairman of the board of trustees (or his delegates) are responsible for monitoring & enforcing compliance with the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15B

“Trustee compensation is determined after review and deliberation by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The required information is made available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Berger Collection Education Trust
EIN
33-6258491
Phone
7209130176
Address
PO BOX 2927, LITTLETON, CO 80161

Signing Officer

Name
David Hayes
Title
Trustee
Phone
7209130176
Signed
2017-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Hayes
Formed
1999
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Balogh & Tjornehoj Llp
Address
600 S CHERRY ST 210, DENVER, CO 80246
Preparer
Rob Balogh CPA
Phone
3033200217
Raw XML Appendix400 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MAINTAIN AND DISPLAY BRITISH ART
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT BALOGH CPA
IRS990/BooksInCareOfDetail/PhoneNum03033200217
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0600 S CHERRY ST 210
IRS990/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080246
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt035000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt035000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0126500
IRS990/CYInvestmentIncomeAmt0265564
IRS990/CYOtherExpensesAmt093145
IRS990/CYOtherRevenueAmt0802
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt011721
IRS990/CYSalariesCompEmpBnftPaidAmt035000
IRS990/CYTotalExpensesAmt0254645
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0266366
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0MAINTAINED, REFINED, RESTORED, AND DISPLAYED FOR PUBLIC VIEWING "THE BERGER COLLECTION", A COLLECTION OF PAINTINGS AND OTHER WORKS. THE PRIMARY FOCUS OF THE COLLECTION IS BRITISH ART.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0139094
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04250
IRS990/FeesForServicesAccountingGrp/TotalAmt04250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06279
IRS990/FeesForServicesLegalGrp/TotalAmt06279
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0150
IRS990/FeesForServicesOtherGrp/TotalAmt0150
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt515.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0KATHERINE MB BERGER
IRS990/Form990PartVIISectionAGrp/PersonNm1ARTHUR LIPPER
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY J STANDRING
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL E O'LEARY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm6CYNTHIA L HAYES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt05000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt510000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt610000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0267805
IRS990/GainOrLossGrp/SecuritiesAmt0-22179
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0126500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0126500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0126500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0667780
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0157190
IRS990/GrossReceiptsAmt0845710
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt011094
IRS990/InsuranceGrp/TotalAmt011094
IRS990/InvestmentIncomeGrp/ExclusionAmt019938
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019938
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0648504
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0648504
IRS990/InvestmentsProgramRelatedGrp/BOYAmt022239588
IRS990/InvestmentsProgramRelatedGrp/EOYAmt021839613
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0380518
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0201148
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0399975
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0179369
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE BERGER COLLECTION IS TO MAINTAIN, DISPLAY, AND TO PROVIDE EDUCATION RELATED TO BRITISH ART.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023312676
IRS990/NetAssetsOrFundBalancesEOYAmt023324397
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0245626
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0245626
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BERGER PRIZE & PUBL GRA
IRS990/OtherExpensesGrp/Desc1ADMIN COSTS & TRUSTEE R
IRS990/OtherExpensesGrp/Desc2CURATORIAL RESEARCH
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02884
IRS990/OtherExpensesGrp/ProgramServicesAmt066988
IRS990/OtherExpensesGrp/ProgramServicesAmt11500
IRS990/OtherExpensesGrp/TotalAmt066988
IRS990/OtherExpensesGrp/TotalAmt12884
IRS990/OtherExpensesGrp/TotalAmt21500
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0RENTAL FEES
IRS990/OtherRevenueMiscGrp/ExclusionAmt0802
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0802
IRS990/OtherRevenueTotalAmt0802
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID HAYES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SPONSORED VARIOUS EDUCATIONAL ACTIVITIES RELATING TO "THE BERGER COLLECTION AND BRITISH ART GENERALLY, AND THE PEOPLE, CULTURE AND HISTORY THEY PORTRAY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt066988
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0177500
IRS990/PYInvestmentIncomeAmt0544
IRS990/PYOtherExpensesAmt0151208
IRS990/PYOtherRevenueAmt01094
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-327070
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0328708
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01638
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt011721
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt023312676
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt023324397
IRS990/SavingsAndTempCashInvstGrp/BOYAmt044066
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0635132
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE DENVER ART MUSEUM ("D.A.M.")HAS A SIGNIFICANT VOICE BY VIRTUE OF HAVING A REPRESENTATIVE SERVE AS AN INDEPENDENT TRUSTEE OF THE TRUST. THIS D.A.M. REPRESENTATIVE RECEIVES NO COMPENSATION FROM THE BERGER COLLECTION EDUCATION TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST SUPPORTS THE DENVER ART MUSEUM BY PROVIDING MONETARY SUPPORT. THE BERGER COLLECTION IS ON DISPLAY AT THE DENVER ART MUSEUM, AND THE MUSEUM PROVIDES CURATORIAL SERVICES FOR THE COLLECTION. THE DENVER ART MUSEUM HAS A REPRESENTATIVE SERVE AS AN INDEPENDENT TRUSTEE OF THE TRUST SO THAT THE TRUST IS RESPONSIVE TO THE MUSEUM. THE TRUST'S CHAIRMAN OR HIS DELEGATES REVIEW THE ACTIVITIES OF THE MUSEUM TO DETERMINE THAT THEY ARE CONSISTENT WITH THE STATED ACTIVITIES OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ACTIVITIES OF THE DENVER ART MUSEUM CONSTITUTE ACTIVITIES, BUT FOR THE TRUST'S INVOLVEMENT, THAT THE MUSEUM WOULD HAVE BEEN ENGAGED IN. THE MUSEUM REGULARLY DISPLAYS AND PROVIDES CURATORIAL SERVICES FOR OTHER ART COLLECTIONS AND ITS OWN COLLECTIONS OF ART.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D TYPE III SUPPORTING ORG - #3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION E TYPE III SUPPORTING ORG - #2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION E TYPE III SUPPORTING ORG - #2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0846038240
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1010378420
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt071500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt155000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DENVER ART MUSEUM
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PORTLAND MUSEUM OF ART
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0126500
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/RevenuesIncludedAmt021839613
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt021839613
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0COLLECTION OF ARTWORK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt021839613
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt071500
IRS990ScheduleI/RecipientTable/CashGrantAmt155000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0509(A)(2)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1509(A)(2)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT FOR SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GRANT FOR SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DENVER ART MUSEUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PORTLAND MUSEUM OF ART
IRS990ScheduleI/RecipientTable/RecipientEIN0846038240
IRS990ScheduleI/RecipientTable/RecipientEIN1010378420
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 WEST 14TH AVE PKWY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1SEVEN CONGRESS SQUARE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd104101
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS DELEGATES) TAKE RESPONSIBILITY FOR MONITORING THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES BEFORE IT WAS FILED. THE CHAIRMAN OR HIS DELEGATES ARE RESPONSIBLE FOR REVIEWING THE FORM FOR COMPLETENESS AND ACCURACY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHAIRMAN OF THE BOARD OF TRUSTEES (OR HIS DELEGATES) ARE RESPONSIBLE FOR MONITORING & ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE COMPENSATION IS DETERMINED AFTER REVIEW AND DELIBERATION BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE REQUIRED INFORMATION IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt023312676
IRS990/TotalAssetsEOYAmt023324397
IRS990/TotalAssetsGrp/BOYAmt023312676
IRS990/TotalAssetsGrp/EOYAmt023324397
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048563
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0206082
IRS990/TotalFunctionalExpensesGrp/TotalAmt0254645
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023312676
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt023324397
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0206082
IRS990/TotalReportableCompFromOrgAmt035000
IRS990/TotalRevenueGrp/ExclusionAmt020740
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0245626
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0266366
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023312676
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt023324397
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2927
IRS990/USAddress/CityNm0LITTLETON
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080161
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.BERGERCOLLECTION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HAYES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07209130176
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGER COLLECTION EDUCATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ATTN DAVID HAYES
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0336258491
ReturnHeader/Filer/PhoneNum07209130176
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2927
ReturnHeader/Filer/USAddress/CityNm0LITTLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080161
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041B8FE4577227AE8B9B95B42ACAA63F79B3269B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F7C1FC01D8C9375B8B290DF987A7AA098DEA026
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.237.117.218
ReturnHeader/FilingSecurityInformation/IPDt02017-02-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm012:26:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841425202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALOGH & TJORNEHOJ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 S CHERRY ST 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080246
ReturnHeader/PreparerPersonGrp/PhoneNum03033200217
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROB BALOGH CPA
ReturnHeader/ReturnTs02017-03-07T11:01:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,324,397
Liabilities
$0
Net assets
$23,324,397
Revenue
$266,366
Expenses
$254,645
Net income
$11,721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$0.00$23.4$0.21$0.43$0.22
2023Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$0.11$0.36$0.25
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.06$0.39$0.33
2021Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$0.05$0.31$0.26
2020Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$0.09$0.51$0.42
2019Detailed filing. Detailed filing data is available for this year.$24.3$0.00$24.3$0.96$0.27$0.69
2018Detailed filing. Detailed filing data is available for this year.$23.7$0.09$23.6$0.08$0.21$0.13
2017Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$0.14$0.19$0.33
2016Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$0.27$0.25$0.01
2015Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$0.00$0.33$0.33
2014Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$0.01$0.26$0.27
2013Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$0.03$0.20$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.00$24.1$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$0.00$24.3$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$0.00$24.4$0.18