VERNA M MAYER TRUST FBO BETHLEHEM (EIN 386822356) - 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

1999

Legal Domicile

Principal Officer

FIFTH THIRD BANK

Phone

3132229558

Tax Period

2025-01-01 to 2025-12-31

VERNA M MAYER TRUST FBO BETHLEHEM, founded in 1999, is a micro nonprofit in the Religion sector that reported $36K in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $41K exceeded revenue, resulting in a 13% operating deficit.

Mission

THIS TRUST IS TO CONTINUE IN PERPETUITY TO SUPPORT BETHLEHEM LUTHERAN CHURCH OR ANY SUCCESSOR TO IT.

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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 $0

Investment Income $35,971

Other Revenue $0

TOTAL REVENUE $35,971

Expense Breakdown

Grants Paid $30,571

Salaries & Benefits $3,000

Fundraising Expenses $0

Program Expenses $25,932

Other Expenses $7,039

TOTAL EXPENSES $40,610

Year-over-Year Comparison

	2025	2024	Change
Revenue	$35,971	$29,637	+0.2%
Expenses	$40,610	$15,399	+1.6%
Net Income	$-4,639	$14,238	-1.3%

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
GREG RAHE	CO TRUSTEE	N/A	Director	$0	$0	$0
STEVE SANDBRINK	CO TRUSTEE	N/A	Director	$0	$0	$0
N/A	CO TRUSTEE	N/A		$3,000	$0	$3,000

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	$35,971	$40,610	$363,630	$-4,639
2024	No data	No data	No data	No data
2023	$20,810	$74,711	$353,561	$-53,901
2022	$-1,996	$65,970	$407,620	$-67,966
2021	$67,322	$68,188	$475,112	$-866
2020	$38,202	$14,666	$475,728	$23,536
2019	$28,003	$67,422	$452,879	$-39,419
2018	$46,419	$57,053	$485,109	$-10,634

VERNA M MAYER TRUST FBO BETHLEHEM