BERGESON ELEMENTARY SCHOOL FOUNDATION (EIN 562442420) - 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

2004

Legal Domicile

Phone

9496431540

Tax Period

2024-07-01 to 2025-06-30

BERGESON ELEMENTARY SCHOOL FOUNDATION, founded in 2004, is a micro nonprofit in the Education sector that reported $12K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $26K exceeded revenue, resulting in a 122% operating deficit.

Mission

BERGESON ELEMENTARY SCHOOL FOUNDATIONS MISSION IS TO GENERATE AND PROVIDE FINANCIAL SUPPORT AND ENRICHMENT TO THE SCHOOLS ACADEMIC, SOCIAL AND INDIVIDUAL DEVELOPMENTAL CURRICULUMS AND PROGRAMS

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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 $11,540

Program Service Revenue $0

Investment Income $25

Other Revenue $0

TOTAL REVENUE $11,565

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,396

Other Expenses $25,732

TOTAL EXPENSES $25,732

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,565	$7,053	+0.6%
Expenses	$25,732	$38,655	-0.3%
Net Income	$-14,167	$-31,602	-0.6%

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

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
BOKHYUN YOO	PRESIDENT	15.00	Officer	$0	$0	$0
STACEY CARTLEDGE	VICE-PRESIDENT	10.00	Officer	$0	$0	$0
SHIRLEY HAN	MEDIA RELATIONS OFFICER	4.00	Officer	$0	$0	$0
TARA YUAN	TREASURER	12.00	Officer	$0	$0	$0
BRIAN SEWELL	SECRETARY	4.00	Officer	$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	$11,565	$25,732	$113,212	$-14,167
2024	$7,053	$38,655	$103,570	$-31,602
2023	$44,120	$10,351	$133,833	$33,769
2022	$10,650	$39,971	$111,988	$-29,321
2021	$24,205	$8,442	$122,706	$15,763
2020	$38,849	$36,557	$111,930	$2,292
2019	$56,869	$61,349	$97,122	$-4,480
2018	$81,366	$58,876	$117,172	$22,490

BERGESON ELEMENTARY SCHOOL FOUNDATION