Project Apis M 20 Inc (EIN 814839034) - 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

2017

Legal Domicile

Principal Officer

Pete Berthelsen

Phone

7016582967

Tax Period

2024-07-01 to 2025-06-30

Project Apis M 20 Inc, founded in 2017, is a small nonprofit in the Animal-Related sector that reported $874K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $135K, a strong 15% operating margin.

Mission

Establishing high-quality pollinator habitat to ensure pollinator populations thrive.

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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 $579,632

Program Service Revenue $0

Investment Income $0

Other Revenue $294,747

TOTAL REVENUE $874,379

Expense Breakdown

Grants Paid $0

Salaries & Benefits $315,094

Fundraising Expenses $65,896

Program Expenses $547,309

Other Expenses $423,834

TOTAL EXPENSES $738,928

Year-over-Year Comparison

	2024	2023	Change
Revenue	$874,379	$621,195	+0.4%
Expenses	$738,928	$636,593	+0.2%
Net Income	$135,451	$-15,398	-9.8%

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

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

$86,372

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Zac Browning	Board Chair	1.00	Officer Director	$0	$0	$0
Russell Freeman	Director	1.00	Director	$0	$0	$0
George Hansen	Vice Chair	1.00	Officer Director	$0	$0	$0
Christine Gemperle	Director	1.00	Director	$0	$0	$0
John Miller	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Jill Clark	Director	1.00	Director	$0	$0	$0
Brent Barkman	Past Chair	1.00	Director	$0	$0	$0
Peter Berthelsen	Executive Director	40.00	Officer	$82,500	$3,872	$86,372

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	$874,379	$738,928	$833,874	$135,451
2024	$621,195	$636,593	$456,260	$-15,398
2024	$621,195	$636,593	$456,260	$-15,398
2023	$509,171	$463,267	$311,183	$45,904
2022	$349,271	$407,494	$272,097	$-58,223
2021	$336,348	$299,555	$329,891	$36,793
2020	$249,614	$239,248	$279,877	$10,366
2019	$244,066	$189,172	$273,264	$54,894

Project Apis M 20 Inc