B J Bertram Foundation Incorporated is a 501(c)(3) organization based in Danbury, Connecticut, registered in 1988, with $26,661 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$27K
▲ 10.7% vs prior year
Expenses (FY2024)
$19K
Net assets
$702K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for B J Bertram Foundation Incorporated— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For B J Bertram Foundation Incorporated: 439 mo reserves · +28% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for B J Bertram Foundation Incorporated— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For B J Bertram Foundation Incorporated: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $15K (FY2015) to $27K (FY2024) across 7 reported years.
Financial snapshot
Operating margin
28.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$702K
Total liabilities
$0
Net assets
$702K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $26,661▲10.7% | $19,198▼19.9% | $702,099▼0.5% | $702,099▼0.5% | 990PF |
| 2023 | $24,078▲37.6% | $23,982▲53.2% | $705,812▼2.1% | $705,812▼2.2% | 990PF |
| 2022 | $17,503▲2.4% | $15,655▼48.1% | $721,262▼1.1% | $721,662▼1.0% | 990PF |
| 2021 | $17,089▼32.0% | $30,174▲2.9% | $729,154▼1.0% | $729,154▼1.0% | 990PF |
| 2020 | $25,120▼22.5% | $29,321▼15.6% | $736,735▼12.4% | $736,735▼12.4% | 990PF |
| 2019 | $32,425▲111% | $34,725▲5.6% | $840,547▼1.7% | $840,547▼1.7% | 990PF |
| 2015 | $15,399 | $32,889▲140% | $855,024▲155% | $855,024▲155% | 990PF |
| 2011 | — | $13,699 | $335,915 | $335,915 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for B J Bertram Foundation Incorporated (EIN 06-1188128) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.