BLUEBERRY AERIE 4090 FOE

EIN: 382534428 Mutual Benefit

Montrose, MI

Total Revenue
$78,885
Total Expenses
$75,993
Total Assets
$129,398
Net Assets
$128,953
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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
1984
Legal Domicile
MI
Principal Officer
Theresa Phelps
Phone
8106395886
Tax Period
2024-06-01 to 2025-05-31

BLUEBERRY AERIE 4090 FOE, founded in 1984, is a micro nonprofit in the Mutual Benefit sector that reported $79K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $76K left a modest 4% surplus.

Mission

People helping people

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,902
Program Service Revenue $0
Investment Income $70
Other Revenue $64,913
TOTAL REVENUE $78,885

Expense Breakdown

Grants Paid $2,414
Salaries & Benefits $13,762
Fundraising Expenses $0
Other Expenses $56,208
TOTAL EXPENSES $75,993

Year-over-Year Comparison

2024 2023 Change
Revenue $78,885 $89,983 -0.1%
Expenses $75,993 $68,743 +0.1%
Net Income $2,892 $21,240 -0.9%
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

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Governance

Voting Members
189
Independent Members
189
Employees
2
Volunteers
221

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
0
$0
Total Directors
2
$603
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Theresa Phelps Secretary 8.00
Director
$603 $0 $603
Tom Amman Treasurer 5.00
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 $78,885 $75,993 $129,398 $2,892
2024 $89,983 $68,743 $127,642 $21,240
2023 $85,318 $64,869 $104,828 $20,449
2022 $84,794 $66,064 $84,354 $18,730
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