BERGEY'S ELECTRIC INC TRUST (EIN 232211086) - 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

1981

Legal Domicile

Principal Officer

RONALD L BERGEY

Phone

2157235518

Tax Period

2025-01-01 to 2025-12-31

BERGEY'S ELECTRIC INC TRUST, founded in 1981, is a small nonprofit that reported $360K in total revenue in fiscal year 2025. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $653K exceeded revenue, resulting in a 82% operating deficit.

Mission

TO FUND MEDICAL HOSPITALIZATION INSURANCE AND MEDICAL BENEFITS FOR THE EMPLOYEES OF BERGEY'S ELECTRIC, INC.

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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 $0

Program Service Revenue $347,908

Investment Income $11,824

Other Revenue $0

TOTAL REVENUE $359,732

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $653,122

Other Expenses $653,122

TOTAL EXPENSES $653,122

Year-over-Year Comparison

	2025	2024	Change
Revenue	$359,732	$667,677	-0.5%
Expenses	$653,122	$642,074	+0.0%
Net Income	$-293,390	$25,603	-12.5%

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

N/A

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

$510,964

Total Directors

$510,964

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT L BERGEY	TRUSTEE	1.00	Officer Director	$0	$22,160	$144,628
RONALD L BERGEY	TRUSTEE	1.00	Officer Director	$0	$16,808	$176,278
DALE BERGEY	TRUSTEE	1.00	Officer Director	$0	$19,395	$190,058

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	$359,732	$653,122	$186,769	$-293,390
2024	$667,677	$642,074	$480,159	$25,603
2023	$636,000	$618,436	$454,556	$17,564
2022	$553,603	$538,511	$436,992	$15,092
2021	$369,959	$353,931	$421,900	$16,028
2020	$126,223	$373,281	$405,872	$-247,058
2019	$442,945	$434,352	$652,930	$8,593
2018	$448,993	$434,543	$644,337	$14,450

BERGEY'S ELECTRIC INC TRUST