J-BERD MECHANICAL CONTRACTORS INC VACATION PL TR

EIN: 726219851

SAUK RAPIDS, MN

Total Revenue
$939,868
Total Expenses
$2,067,340
Total Assets
N/A
Net Assets
N/A
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
MN
Principal Officer
DAVID BERDAN
Phone
3206560847
Tax Period
2023-01-01 to 2023-12-31

J-BERD MECHANICAL CONTRACTORS INC VACATION PL TR, founded in 2003, is a small nonprofit that reported $940K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $2.1M exceeded revenue, resulting in a 120% operating deficit.

Mission

PAYMENT OF VACATION BENEFITS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $939,868
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $939,868

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,067,340
Other Expenses $2,067,340
TOTAL EXPENSES $2,067,340

Year-over-Year Comparison

2023 2022 Change
Revenue $939,868 $1,582,793 -0.4%
Expenses $2,067,340 $1,404,518 +0.5%
Net Income $-1,127,472 $178,275 -7.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID BERDAN CEO 1.00
Officer Director
$0 $0 $0
JEFF BOVITZ CFO 1.00
Officer Director
$0 $0 $0
BRAD SMITH PRESIDENT 1.00
Officer 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
2023 $939,868 $2,067,340 No data $-1,127,472
2022 $1,582,793 $1,404,518 $1,127,472 $178,275
2021 $1,392,352 $1,322,900 $949,197 $69,452
2020 $1,271,384 $999,745 $879,745 $271,639
Explore More Nonprofits
→Top 100 Nonprofits in Minnesota →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare J-BERD MECHANICAL CONTRACTORS INC VACATION PL TR with other nonprofits in Minnesota and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.