Berrien County 4-H Foundation Inc (EIN 237019032) - 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

1968

Legal Domicile

Principal Officer

Karen Kietzer

Phone

2699444126

Tax Period

2024-01-01 to 2024-12-31

Berrien County 4-H Foundation Inc, founded in 1968, is a micro nonprofit that reported $88K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 46% operating margin.

Mission

Supporting 4-H youth through dedicated and sustained program funding.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,745

Program Service Revenue $0

Investment Income $76,262

Other Revenue $6,073

TOTAL REVENUE $88,080

Expense Breakdown

Grants Paid $35,411

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,411

Other Expenses $12,421

TOTAL EXPENSES $47,832

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,080	$54,448	+0.6%
Expenses	$47,832	$45,051	+0.1%
Net Income	$40,248	$9,397	+3.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Kietzer	President	005.00	Officer Director	$0	$0	$0
Camille Stacey	Director	001.00	Director	$0	$0	$0
Sarah Groff	Director	001.00	Director	$0	$0	$0
Earlene Whorton	Director	001.00	Director	$0	$0	$0
Bill Marske	Director	001.00	Director	$0	$0	$0
Tom Rossman	Vice President	001.00	Officer Director	$0	$0	$0
Vickie Wagner	Director	001.00	Director	$0	$0	$0
Elaine McKee	Secretary	002.00	Officer Director	$0	$0	$0
Kristin Rossman	Director	001.00	Director	$0	$0	$0
Teri Freehling	Director	001.00	Director	$0	$0	$0
Jon Kooiman	Director	001.00	Director	$0	$0	$0
Bill Steinke	Treasurer	002.00	Officer Director	$0	$0	$0
James Ashbrook	Director	001.00	Director	$0	$0	$0
Charles Sanders	Director	001.00	Director	$0	$0	$0
Brenda Murphy	Director	001.00	Director	$0	$0	$0
Diane Traver	Director	001.00	Director	$0	$0	$0
Deanna Sobraiski	Director	001.00	Director	$0	$0	$0
Sue Woodrick	Director	001.00	Director	$0	$0	$0
Melissa Richards	Director	001.00	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
2024	$88,080	$47,832	$1,374,814	$40,248
2023	$54,448	$45,051	$1,236,389	$9,397
2022	$117,658	$43,797	$1,103,721	$73,861
2021	$110,680	$41,864	$1,327,685	$68,816
2020	$49,499	$40,707	$1,206,537	$8,792
2019	$38,863	$37,223	$1,093,100	$1,640
2018	$109,401	$41,620	$930,633	$67,781

Berrien County 4-H Foundation Inc