PROJECT BEE (EIN 450227018) - 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

1915

Legal Domicile

Principal Officer

BECKY BERTSCH

Phone

7018381812

Tax Period

2022-07-01 to 2023-06-30

PROJECT BEE, founded in 1915, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2022. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $861K, a strong 52% operating margin.

Mission

PROJECT BEE PROVIDES CLIENT-CENTERED CARE FOR RURAL COMMUNITIES. THE ORGANIZATION IS COMMITTED TO PROVIDING EQUITY THROUGH IT'S ANTIPOVERTY PROGRAMS AND WRAP-AROUND SERVICES. EVERY PERSON DESERVES DIGNITY AND RESPECT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,567,753

Program Service Revenue $0

Investment Income $179

Other Revenue $72,577

TOTAL REVENUE $1,640,509

Expense Breakdown

Grants Paid $0

Salaries & Benefits $397,365

Fundraising Expenses $90,850

Program Expenses $445,078

Other Expenses $382,495

TOTAL EXPENSES $779,860

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,640,509	$2,398,573	-0.3%
Expenses	$779,860	$884,507	-0.1%
Net Income	$860,649	$1,514,066	-0.4%

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

Volunteers

371

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

$133,889

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OLGA STANFORD	DIRECTOR	1.00	Director	$0	$0	$0
TARINA CROOK	PRESIDENT	2.00	Officer Director	$0	$0	$0
COURTNEY GORZE	DIRECTOR	1.00	Director	$0	$0	$0
ROBBIE KEELAN	DIRECTOR	1.00	Director	$0	$0	$0
ERICA RIORDAN	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA GEINERT	DIRECTOR	1.00	Director	$0	$0	$0
BECKY BERTSCH	DIRECTOR	1.00	Director	$0	$0	$0
CORBIN DICKERSON	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA KELLER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA BIEL	BOOKKEEPER	40.00	Officer	$46,579	$1,397	$47,976
LIZ LARSEN	EXECUTIVE DIRECTOR	40.00	Officer	$66,758	$19,155	$85,913

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
2023	$1,640,509	$779,860	$3,895,540	$860,649
2022	$2,398,573	$884,507	$3,074,745	$1,514,066
2020	$650,871	$341,867	$1,874,085	$309,004
2019	$421,643	$285,880	$1,540,269	$135,763
2018	$411,937	$301,344	$1,407,221	$110,593

PROJECT BEE