BERTIE COUNTY FARM BUREAU (EIN 560900427) - 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

1963

Legal Domicile

Principal Officer

SHELBY CASTELLOE

Phone

2527943004

Tax Period

2024-01-01 to 2024-12-31

BERTIE COUNTY FARM BUREAU, founded in 1963, is a micro nonprofit that reported $57K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $52K left a modest 9% surplus.

Mission

PRIVATE, NON-PROFIT ORGANIZATION CREATED TO DEVELOP, FOSTER, PROMOTE AND PROTECT PROGRAMS FOR THE WELFARE OF FARM PEOPLE, INCLUDING THEIR ECONOMIC, SOCIAL AND EDUCATIONAL WELL-BEING.

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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 $30,500

Program Service Revenue $0

Investment Income $3,331

Other Revenue $22,799

TOTAL REVENUE $56,630

Expense Breakdown

Grants Paid $10,775

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $40,859

TOTAL EXPENSES $51,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,630	$44,819	+0.3%
Expenses	$51,634	$47,960	+0.1%
Net Income	$4,996	$-3,141	-2.6%

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

139

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
THOMAS MATT ARVIS	MEMBER-BOD	0.15	Director	$0	$0	$0
CRYSTAL GODWIN	MEMBER-BOD	0.15	Director	$0	$0	$0
BRANDON PERRY	MEMBER-BOD	0.15	Director	$0	$0	$0
SHELBY CASTELLOE	PRESIDENT	0.15	Officer Director	$0	$0	$0
JAMES MORRIS	MEMBER-BOD	0.15	Director	$0	$0	$0
SIDNEY COPELAND JR	MEMBER-BOD	0.15	Director	$0	$0	$0
BRAXTON RASCOE JR	MEMBER-BOD	0.15	Director	$0	$0	$0
JOSEPH BAKER	MEMBER-BOD	0.15	Director	$0	$0	$0
CHARLES WHITEHEAD	MEMBER-BOD	0.15	Director	$0	$0	$0
CARL BOND	VICE-PRESIDE	0.15	Officer Director	$0	$0	$0
CHARLES HARDEN	MEMBER-BOD	0.15	Director	$0	$0	$0
LYMAN HARRELL	SECRETARY	0.15	Officer Director	$0	$0	$0
LORI HARRELL	MEMBER-BOD	0.15	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	$56,630	$51,634	$354,766	$4,996
2023	$44,819	$47,960	$345,871	$-3,141
2022	$46,866	$45,894	$335,774	$972
2021	$54,916	$45,945	$343,013	$8,971
2020	$65,682	$38,912	$351,706	$26,770
2019	$61,182	$46,810	$336,868	$14,372
2018	$57,684	$50,976	$333,790	$6,708

BERTIE COUNTY FARM BUREAU