Human Services
(P30)
IRS Verified
DX Registered
990 on File
BERTS BIG ADVENTURE INC
Financial strength (30%)
78/100
Reliability (20%)
82/100
Effectiveness (25%)
90/100
Impact (25%)
50/100
78
CharityAI™ Score
out of 100
Mission Statement
Established in 2002, Bert's Big Adventure is a 501(c)(3) nonprofit organization dedicated to fostering a lifelong community of compassion and belonging for children with chronic and terminal illnesses and their families. This community building begins with a magical, all-expenses-paid five-day journey to Walt Disney World®, and continues through year-round programs that provide support and connection for the child’s lifetime and beyond.
Financial Overview — FY 2024
$1.3M
Total Revenue
$1.7M
Total Expenses
$2.0M
Net Assets
7
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
80.1%
Fundraising Efficiency
N/A
Operating Reserve
14.56x
Liability-to-Asset
2.5%
Revenue Diversification
94.9%
Executive Compensation
$87K
Compared with Peers
FY 2024
Compared with 7,588 similar organizations
(United States, Human Services, $1M–$10M in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
80.1% | 85.5% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
7.6% | 11.3% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
12.4% | 0.4% |
P10P90
|
Bottom quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
14.6 mo | 8.5 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
2.5% | 13.3% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
94.9% | 93.2% |
P10P90
|
Below median |
|
Revenue growth
Year over year revenue growth
|
-28.9% | 7.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
13.7% | 7.9% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-32.2% | 1.9% |
P10P90
|
CharityAI™ Evaluation — 2025
78 / 10094
Financial
82
Reliability
82
Effectiveness
50
Impact
Financial Strength (30%)
94
Reliability & Transparency (20%)
82
Program Effectiveness (25%)
82
Impact & Outcomes (25%)
50
561 served annually
$2K per beneficiary
1 programs
IRS Verified Form 990 on File 90% Data Complete
Impact
1 program| Outcome / Program | People Served | Cost / Service | # Completed | Duration |
|---|---|---|---|---|
| Connection, community, meaningful experiences, and improved quality of life for BBA families. | 561 | $2,228.16 | — | Lifetime |
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $1.3M | $1.7M | $2.0M | 80.1% | 7 |
| 2023 | $1.8M | $1.5M | $2.4M | 70.0% | 4 |
| 2022 | $1.4M | $1.1M | $2.1M | 69.8% | 4 |
| 2021 | $1.4M | $695K | $1.8M | 62.5% | 5 |
| 2020 | $1.1M | $1.1M | N/A | — | 5 |
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