Civic Intelligence

Berger Collection Educational Trust Attn David Hayes

990 • Fiscal year 2019 • EIN 33-6258491

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileN/A
1999 Broadway Suite 3200Denver, CO 80202

(303) 825-1980

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.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

46th percentile

2.5%

Faster asset growth than 46% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1120%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$24,266,316

Up $598,349 (+2.5%) from 2018

Net Assets

Up

$24,266,316

Up $690,849 (+2.9%) from 2018

Liabilities

Down

$0

Down $92,500 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin95th percentile

Revenue

Up

$959,622

Up $880,949 (+1120%) from 2018

Expenses

Up

$268,773

Up $58,892 (+28%) from 2018

Net Income

Up

$690,849

Up $822,057 (+627%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2019

Assets$24,266,316
Liabilities$0
Net Assets$24,266,316
Open 2019 Filing

Operations Trend

Revenue Growth99th 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

2019

Revenue$959,622
Expenses$268,773
Net Income$690,849
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$1,574,670
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
Investments Program Related$17,162,575$16,748,675▼ $413,900
Savings and Temporary Cash Investments$2,580,509$5,433,423▲ $2,852,914
Investments Other Securities$3,348,504$1,700,000▼ $1,648,504
Investments in Publicly Traded Securities$576,379$384,218▼ $192,161
Total Assets$23,667,967$24,266,316▲ $598,349
Liabilities
Other Liabilities$92,500$0▼ $92,500
Total Liabilities$92,500$0▼ $92,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,575,467$24,266,316▲ $690,849
Total Net Assets Fund Balance$23,575,467$24,266,316▲ $690,849
Total Liabilities and Net Assets / Fund Balance$23,667,967$24,266,316▲ $598,349

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$16,748,675--
Other Securities$1,700,000--
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Arthur LipperTrustee
Cynthia L HayesTrustee
DANIEL E O'LEARYTrustee
David HayesTrustee
Heather NielsenTrustee
John WilsonTrustee
Katherine Mb BergerTrustee
Mark H C BessireTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$959,173
Other Revenue
$449
Change in Net Assets
$690,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$190,000
Other Expenses$78,773
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$190,000--$190,000
Fees for Services Other-$4,132-$4,132
Other Expenses$2,300$5,255-$2,300
Insurance$563--$563
Fees for Services Accounting-$470-$470
Advertising$420--$420
Total Functional Expenses$258,916$9,857$0$268,773
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Portland Museum of ArtPortland, ME509(a)(2)Grant for Support$100,000
Denver Art MuseumDenver, CO509(a)(2)Grant for Support$90,000
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 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
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 trsutees (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 requested information is made available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Berger Collection Education Trust
EIN
33-6258491
Phone
3038251980
Address
1999 BROADWAY SUITE 3200, DENVER, CO 80202

Signing Officer

Name
David Hayes
Title
Trustee
Phone
3038251980
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Hayes
Formed
1999
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Watson Coon Ryan LLC
Address
9250 E COSTILLA AVENUE SUITE 450, GREENWOOD VILLAGE, CO 80112
Preparer
Troy Coon CPA
Phone
3037923020
Raw XML AppendixShowing 400 of 403 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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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 STATE ACTIVITIES OF THE TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ACTIVITES OF THE DENVER ART MUSEUM CONSTITUTE ACTIVITES, 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
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt090000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1100000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DENVER ART MUSEUM
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PORTLAND MUSEUM OF ART
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0190000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt016748675
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedLoanOrExchProgInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt016748675
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0COLLECTION OF ARTWORK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01700000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MORGAN STANLEY CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt016748675
IRS990ScheduleD/TotalBookValueSecuritiesAmt01700000
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt090000
IRS990ScheduleI/RecipientTable/CashGrantAmt1100000
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/AddressLine1Txt17 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
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 TRSUTEES (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 REQUESTED 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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt023667967
IRS990/TotalAssetsEOYAmt024266316
IRS990/TotalAssetsGrp/BOYAmt023667967
IRS990/TotalAssetsGrp/EOYAmt024266316
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09857
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0258916
IRS990/TotalFunctionalExpensesGrp/TotalAmt0268773
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt092500
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt092500
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt023575467
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt024266316
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0258916
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0125513
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0834109
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0959622
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt023667967
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt024266316
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0DENVER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080202
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
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ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID HAYES
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERGER COLLECTION EDUCATION TRUST
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WATSON COON RYAN LLC
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ReturnHeader/PreparerPersonGrp/PhoneNum03037923020
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ReturnHeader/ReturnTs02020-11-13T16:44:19-06:00
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,266,316
Liabilities
$0
Net assets
$24,266,316
Revenue
$959,622
Expenses
$268,773
Net income
$690,849
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