Civic Intelligence

Berger Collection Educational Trust Attn David Hayes

990 • Fiscal year 2021 • EIN 33-6258491

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 31, 2022

Organization ProfileN/A
700 17th Street 1800Denver, CO 80202

(303) 825-1980

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

1st percentile

-508%

Higher net margin than 1% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

19th percentile

-1.1%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-41%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$23,583,382

Down $264,966 (-1.1%) from 2020

Net Assets

Down

$23,583,382

Down $264,966 (-1.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin1st percentile

Revenue

Down

$51,689

Down $35,467 (-41%) from 2020

Expenses

Down

$314,478

Down $190,646 (-38%) from 2020

Net Income

Up

-$262,789

Up $155,179 (+37%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2021

Assets$23,583,382
Liabilities$0
Net Assets$23,583,382
Open 2021 Filing

Operations Trend

Revenue Growth6th 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

2021

Revenue$51,689
Expenses$314,478
Net Income-$262,789
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$661,599
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$16,748,675$16,748,675→ $0
Savings and Temporary Cash Investments$5,462,826$5,774,232▲ $311,406
Investments in Publicly Traded Securities$636,847$660,475▲ $23,628
Investments Other Securities$1,000,000$400,000▼ $600,000
Total Assets$23,848,348$23,583,382▼ $264,966
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,848,348$23,583,382▼ $264,966
Total Net Assets Fund Balance$23,848,348$23,583,382▼ $264,966
Total Liabilities and Net Assets / Fund Balance$23,848,348$23,583,382▼ $264,966

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$16,748,675--
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Cynthia L HayesTrustee
David HayesTrustee
Heather NielsenTrustee
Katherine Mb BergerTrustee
Mark H C BessireTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$51,601
Other Revenue
$88
Change in Net Assets
$-262,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$252,500
Other Expenses$61,978
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$252,500--$252,500
Fees for Services Other-$6,695-$6,695
Fees for Services Accounting-$5,150-$5,150
Other Expenses$1,665$5,665-$1,665
Insurance$608--$608
Advertising$420--$420
Total Functional Expenses$296,968$17,510$0$314,478
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Portland Museum of ArtPortland, ME509(a)(2)Grant for Support$157,500
Yale UniversityNew Haven, CT509(a)(2)Grant for Support$40,000
The Morgan LibraryNew York, NY509(a)(2)Grant for Support$30,000
National Gallery of ArtWashington, DC509(a)(2)Grant for Support$25,000
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
700 17TH STREET 1800, DENVER, CO 80202

Signing Officer

Name
David Hayes
Title
Trustee
Phone
3038251980
Signed
2022-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Hayes
Formed
1999
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Watson Coon Ryan LLC
Address
6025 SOUTH QUEBEC STREET SUITE 260, CENTENNIAL, CO 80111
Preparer
Troy Coon CPA
Phone
3037923020
Raw XML AppendixShowing 400 of 408 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. THE PORTLAND MUSEUM OF ART (PMA) HAS A SIGNIFICANT VOICE BY VIRTUE OF HAVING THE DIRECTOR SERVE AS AN INDEPENDENT TRUSTEE OF THE TRUST. THE D.A.M. REPRESENTATIVE AND PMA DIRECTOR RECEIVE NO COMPENSATION FROM THE BERGER COLLECTION EDUCATION TRUST.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST SUPPORTS THE PORTLAND MUSEUM OF ART BY PROVIDING MONETARY SUPPORT. THE BERGER COLLECTION IS ON DISPLAY AT THE PORTLAND MUSEUM OF ART, AND THE MUSEUM PROVIDES CURATORIAL SERVICES FOR THE COLLECTION. THE PORTLAND MUSEUM OF ART HAS THE DIRECTOR 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 PORTLAND MUSEUM OF ART 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
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2YALE UNIVERSITY
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IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
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IRS990ScheduleI/RecipientTable/CashGrantAmt0157500
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt340000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0509(A)(2)
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANT FOR SUPPORT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt16TH AND CONSTITUTION AVE NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2225 MADISON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 208239
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$23,583,382
Liabilities
$0
Net assets
$23,583,382
Revenue
$51,689
Expenses
$314,478
Net income
-$262,789
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