Berta Family Foundation Inc
Berta Family Foundation consistently reports zero officer compensation amidst fluctuating revenues and asset-backed spending.
EIN: 203803620 · Bowling Green, KY · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $89K |
| Total Expenses | $66K |
| Program Spending | 85% |
| CEO/Top Officer Pay | $500,000. |
| Net Assets | $553K |
| Transparency Score | 85/100 |
Is Berta Family Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Berta Family Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Berta Family Foundation Inc
Berta Family Foundation Inc (EIN: 203803620) is a nonprofit organization based in Bowling Green, KY, classified under NTEE code T22. The organization reported total revenue of $89K and total assets of $530K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Berta Family Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Berta Family Foundation Inc is a micro nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $23K |
| Total Expenses | $66K |
| Surplus / Deficit | $-43,081 |
| Total Assets | $553K |
| Total Liabilities | $1 |
| Net Assets | $553K |
| Operating Margin | -189.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 100.8 months |
Financial Health Grade: B
In 2023, Berta Family Foundation Inc reported a deficit of $43K with expenses exceeding revenue, holds 100.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Berta Family Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 8.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -9.1% | +5.0% | -7.2% |
| 2022 | -12.1% | +118.5% | -5.9% |
| 2021 | -58.5% | -68.0% | +-0.0% |
| 2020 | -63.8% | +11.0% | -3.2% |
| 2019 | +145.0% | +35.7% | +29.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Berta Family Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Berta Family Foundation Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $43K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that the organization's leadership is either entirely volunteer-based or compensated through non-officer roles, which is highly efficient for an organization of its size with assets around $500,000.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Berta Family Foundation Inc's IRS 990 filings:
- Consistent expenses exceeding revenue in recent years (e.g., 2023, 2022, 2020), indicating reliance on asset drawdowns.
- Declining asset base in recent years (from $655,316 in 2019 to $553,411 in 2023) could impact long-term sustainability if not reversed.
Strengths
The following positive indicators were identified for Berta Family Foundation Inc:
- Consistent reporting of 0% officer compensation, indicating highly efficient leadership costs.
- Very low liabilities across all reported periods, demonstrating strong financial management.
- Consistent filing of IRS 990 forms, indicating good transparency.
- Stable asset base over the long term, providing a solid financial foundation.
Frequently Asked Questions about Berta Family Foundation Inc
Is Berta Family Foundation Inc a legitimate charity?
Berta Family Foundation Inc (EIN: 203803620) is a registered tax-exempt nonprofit based in Kentucky. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $89K. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Berta Family Foundation Inc spend its money?
Berta Family Foundation Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Berta Family Foundation Inc tax-deductible?
Berta Family Foundation Inc is registered as a tax-exempt nonprofit (EIN: 203803620). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Berta Family Foundation Inc CEO make?
Berta Family Foundation Inc's highest-compensated officer earns $500,000. annually. The organization reported $89K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Berta Family Foundation Inc's spending goes to programs?
Berta Family Foundation Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Berta Family Foundation Inc compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Berta Family Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Berta Family Foundation Inc located?
Berta Family Foundation Inc is headquartered in Bowling Green, Kentucky and files with the IRS under EIN 203803620. It is classified under NTEE code T22.
How many years of IRS 990 filings does Berta Family Foundation Inc have?
Berta Family Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $89K in total revenue.
Is Berta Family Foundation Inc. a good charity?
Based on the available IRS 990 data, the Berta Family Foundation Inc. appears to be a well-managed private foundation. Its consistent reporting of zero officer compensation and minimal liabilities are strong indicators of financial prudence and a focus on its mission. While it has operated with expenses exceeding revenue in recent years (e.g., $65,857 expenses vs. $22,776 revenue in 2023), this is not uncommon for foundations that utilize their endowment to fund activities. Its transparency through consistent 990 filings is also a positive sign.
How does the foundation sustain itself with expenses often exceeding revenue?
The foundation sustains itself by drawing from its accumulated assets. For example, in 2023, with revenues of $22,776 and expenses of $65,857, the difference was covered by its asset base, which decreased from $596,492 in 2022 to $553,411 in 2023. This is a common operational model for private foundations that manage an endowment.
What is the trend in the foundation's assets?
The foundation's assets have shown a general trend of growth over the long term, from $402,889 in 2011 to $553,411 in 2023. However, in recent years, there has been a slight decline, from a peak of $655,316 in 2019 to $553,411 in 2023, likely due to expenses exceeding revenue in those periods.
Filing History
IRS 990 filing history for Berta Family Foundation Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Berta Family Foundation Inc's revenue has grown by 177.2%, moving from $8K to $23K. Total assets increased by 37.4% over the same period, from $403K to $553K. Total functional expenses rose by 49%, from $44K to $66K. In its most recent filing year (2023), Berta Family Foundation Inc reported a deficit of $43K, with expenses exceeding revenue. The organization holds $1 in liabilities against $553K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $553K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $23K | $66K | $553K | $1 | — | — |
| 2022 | $25K | $63K | $596K | $1 | — | — |
| 2021 | $29K | $29K | $634K | $1 | — | View 990 |
| 2020 | $69K | $90K | $634K | $1 | — | View 990 |
| 2019 | $190K | $81K | $655K | $1 | — | View 990 |
| 2015 | $78K | $60K | $508K | $1 | — | View 990 |
| 2014 | $107K | $54K | $474K | $3K | — | View 990 |
| 2013 | $72K | $41K | $423K | $2K | — | View 990 |
| 2012 | $47K | $50K | $399K | $6K | — | View 990 |
| 2011 | $8K | $44K | $403K | $269 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $23K, expenses of $66K, and assets of $553K (revenue -9.1% year-over-year).
- 2022: Revenue of $25K, expenses of $63K, and assets of $596K (revenue -12.1% year-over-year).
- 2021: Revenue of $29K, expenses of $29K, and assets of $634K (revenue -58.5% year-over-year).
- 2020: Revenue of $69K, expenses of $90K, and assets of $634K (revenue -63.8% year-over-year).
- 2019: Revenue of $190K, expenses of $81K, and assets of $655K (revenue +145.0% year-over-year).
- 2015: Revenue of $78K, expenses of $60K, and assets of $508K (revenue -27.8% year-over-year).
- 2014: Revenue of $107K, expenses of $54K, and assets of $474K (revenue +49.9% year-over-year).
- 2013: Revenue of $72K, expenses of $41K, and assets of $423K (revenue +53.7% year-over-year).
- 2012: Revenue of $47K, expenses of $50K, and assets of $399K (revenue +468.0% year-over-year).
- 2011: Revenue of $8K, expenses of $44K, and assets of $403K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Berta Family Foundation Inc:
Data Sources and Methodology
This transparency report for Berta Family Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.