H N and Frances C Berger Foundation is a 501(c)(3) organization based in Palm Desert, California, registered in 1996, with $27,459,652 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$27.5M
▼ 1.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$45.5M
Net assets
$469.0M
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 H N and Frances C Berger Foundation— 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 H N and Frances C Berger Foundation: 124 mo reserves · -66% margin earns a F 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 H N and Frances C Berger Foundation— 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 H N and Frances C Berger Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $33.5M (FY2020) to $27.5M (FY2024) across 5 reported years.
Financial snapshot
Operating margin
-65.9%
Spent more than it raised in the latest fiscal year.
Total assets
$470.5M
Total liabilities
$1.6M
Net assets
$469.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $27,459,652▼1.1% | $45,549,754▲16.7% | $468,984,146▼3.7% | $470,536,223▼3.8% | 990PF |
| 2023 | $27,759,670▼56.3% | $39,026,888▲6.3% | $487,061,540▼2.3% | $489,101,990▼2.2% | 990PF |
| 2022 | $63,534,141▲111% | $36,704,429▼7.0% | $498,328,758▲5.7% | $500,297,259▲5.6% | 990PF |
| 2021 | $30,169,267▼10.1% | $39,457,301▲19.5% | $471,499,046▼2.3% | $473,669,894▼2.3% | 990PF |
| 2020 | $33,542,888 | $33,027,631 | $482,761,857 | $484,746,784 | 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.
Highest-paid: Christopher Mcguire — $852,823 (1.87% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Christopher Mcguire | President/board Chairman | 40 | $852,823 |
| Douglass Vance | Vp Real Estate/director | 40 | $760,647 |
| Michael Rover | Director/general Counsel | 40 | $605,670 |
| Catharine Reed | Vp Programs/director | 40 | $355,802 |
| Joseph Glassett | Vice President Cfo | 40 | $261,036 |
| Joan Kalimanis | Director/vice President | 40 | $96,377 |
| Darrell Burrage | Director | 36 | $91,367 |
| Francis Wong | Director | 36 | $43,000 |
| Michael Stutz | Director | 36 | $43,000 |
Explore more
Data for H N and Frances C Berger Foundation (EIN 52-1757452) 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.