BERGEY'S MANUAL TRUST (EIN 160743919) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1936

Legal Domicile

Principal Officer

William Whitman

Phone

7065424219

Tax Period

2025-01-01 to 2025-12-31

BERGEY'S MANUAL TRUST, founded in 1936, is a small nonprofit that reported $133K in total revenue in fiscal year 2025. The organization ran a surplus of $95K, a strong 72% operating margin.

Mission

Prepare publications on Bacterial Taxonomy.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $8,311

Program Service Revenue $2,717

Investment Income $15,447

Other Revenue $106,200

TOTAL REVENUE $132,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,412

Other Expenses $37,412

TOTAL EXPENSES $37,412

Year-over-Year Comparison

	2025	2024	Change
Revenue	$132,675	$123,450	+0.1%
Expenses	$37,412	$71,385	-0.5%
Net Income	$95,263	$52,065	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL HUGENHOLTZ	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA E TRUJILLO	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM WHITMAN	EDITOR/TREASURER	10.00	Officer	$0	$0	$0
SVETLANA DEDYSH	SECRETARY/TRUSTEE	1.00	Director	$0	$0	$0
MARIA CHUVOCHINA	TRUSTEE	1.00	Director	$0	$0	$0
DAVID ARAHAL	TRUSTEE	1.00	Director	$0	$0	$0
N/A	TRUSTEE	1.00	Director	$0	$0	$0
N/A	TRUSTEE/TREASURER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$132,675	$37,412	$868,764	$95,263
2024	$123,450	$71,385	$773,501	$52,065
2023	$158,499	$29,109	$721,437	$129,390
2022	$47,887	$9,572	$592,047	$38,315
2021	$52,408	$4,926	$553,732	$47,482
2020	$100,521	$8,116	$506,250	$92,405
2019	$77,916	$34,178	$413,847	$43,738
2018	$88,559	$64,471	$370,109	$24,088

BERGEY'S MANUAL TRUST