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Berges Family Foundation

  • Vero Beach, FL
  • Tax-exempt since Sept. 2014
  • EIN: 47-1426743

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Public, Society Benefit - Multipurpose and Other N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$32.4M (2023)

Expenses
$9.31M (2023)

Total Assets
$86.8M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2014 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,397,920
Expenses
$9,305,584
Net Income
$23,092,336
Net Assets
$86,838,334
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $87,778
0.3%
Dividends $4,203,363
13.0%
Sales of Assets $25,162,513
77.7%
Other Income $2,944,266
9.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,498,439
80.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $86,838,334
Total Liabilities $0
Net Assets $86,838,334
Compensation
Key Employees and Officers Compensation Other
Kelly Pollock (Ceo) $293,597 $43,098
Elizabeth Mannen Berges (Trustee) $0 $0
James G Berges (Settlor And Trustee) $0 $0
Kevin James Berges (Trustee) $0 $0
Michael Silver (Trustee) $0 $0
Malory Caltagirone (Trustee) $0 $0
Katherine Wackerman (Trustee) $0 $0
Kris Mannen (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,755,160
Expenses
$10,875,927
Net Income
-$120,767
Net Assets
$56,492,706
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $571,044
5.3%
Interest Revenue $63,349
0.6%
Dividends $482,719
4.5%
Sales of Assets $7,534,578
70.1%
Other Income $2,103,470
19.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,962,865
82.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $56,492,706
Total Liabilities $0
Net Assets $56,492,706
Compensation
Key Employees and Officers Compensation Other
Kelly Pollock (Ceo) $85,179 $1,731
Elizabeth Mannen Berges (Trustee) $0 $0
James G Berges (Settlor And Trustee) $0 $0
Kevin James Berges (Trustee) $0 $0
Michael Silver (Trustee) $0 $0
Malory Caltagirone (Trustee) $0 $0
Katherine Wackerman (Trustee) $0 $0
Kris Mannen (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,821,447
Expenses
$8,854,375
Net Income
$2,967,072
Net Assets
$57,651,104
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,931,411
16.3%
Interest Revenue $116,512
1.0%
Dividends $836,125
7.1%
Sales of Assets $6,915,840
58.5%
Other Income $2,021,559
17.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,639,347
97.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $57,651,104
Total Liabilities $0
Net Assets $57,651,104
Compensation
Key Employees and Officers Compensation Other
James G Berges (Settlor And Trustee) $0 $0
Kevin James Berges (Trustee) $0 $0
Elizabeth Mannen Berges (Trustee) $0 $0
Michael Silver (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,937,874
Expenses
$5,706,611
Net Income
$2,231,263
Net Assets
$46,814,268
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,572,733
45.0%
Interest Revenue $98,159
1.2%
Dividends $293,527
3.7%
Sales of Assets $3,745,576
47.2%
Other Income $227,879
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,553,447
79.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $46,814,269
Total Liabilities $1
Net Assets $46,814,268
Compensation
Key Employees and Officers Compensation Other
James G Berges (Settlor And Trustee) $0 $0
Kevin James Berges (Trustee) $0 $0
Elizabeth Mannen Berges (Trustee) $0 $0
Michael Silver (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,067,795
Expenses
$6,117,602
Net Income
-$1,049,807
Net Assets
$52,065,086
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,021,770
20.2%
Interest Revenue $64,486
1.3%
Dividends $1,316,166
26.0%
Sales of Assets $642,273
12.7%
Other Income $2,023,100
39.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,479,521
89.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $52,065,087
Total Liabilities $1
Net Assets $52,065,086
Compensation
Key Employees and Officers Compensation Other
James G Berges (Settlor And Trustee) $0 $0
Kevin James Berges (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,512,862
Expenses
$4,518,434
Net Income
$2,994,428
Net Assets
$45,292,113
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,069,825
80.8%
Interest Revenue $207,713
2.8%
Dividends $114,093
1.5%
Sales of Assets $674,050
9.0%
Other Income $447,181
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,724,027
82.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,292,113
Total Liabilities $0
Net Assets $45,292,113
Compensation
Key Employees and Officers Compensation Other
James G Berges (Settlor And Trustee) $0 $0
Catherine B Berges (Settlor And Trustee) $0 $0
Kevin James Berges (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,193,916
Expenses
$4,337,101
Net Income
$15,856,815
Net Assets
$43,306,496
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $13,489,853
66.8%
Interest Revenue $62,738
0.3%
Dividends $442,882
2.2%
Sales of Assets $6,103,844
30.2%
Other Income $94,599
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,032,409
93.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $43,306,496
Total Liabilities $0
Net Assets $43,306,496
Compensation
Key Employees and Officers Compensation Other
James G Berges (Settlor And Trustee) $0 $0
Catherine B Berges (Settlor And Trustee) $0 $0
Kevin James Berges (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,608,534
Expenses
$20,339
Net Income
$11,588,195
Net Assets
$10,577,338
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,886,593
93.8%
Interest Revenue $6
0.0%
Dividends $58,260
0.5%
Sales of Assets $659,156
5.7%
Other Income $4,519
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,577,338
Total Liabilities $0
Net Assets $10,577,338

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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