ANN & BETHANY BERTLING AND TRISTAN GONZALEZ FOUNDATION

EIN: 815093420 501(c)(3) Education

KINGSBURY, TX

Total Revenue
$189,617
Total Expenses
$108,706
Total Assets
$173,939
Net Assets
$173,939
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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
Principal Officer
CHRISTOPHER BLAKE BERTLING
Phone
8305606292
Tax Period
2023-01-01 to 2023-12-31

ANN & BETHANY BERTLING AND TRISTAN GONZALEZ FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $190K in total revenue in fiscal year 2023. Revenue surged 120% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 43% operating margin.

Mission

PROVIDE SCHOLARSHIPS FOR CHILDREN AND AGRICULTURAL EDUCATION FOR CHILDREN.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $24,090
Program Service Revenue $0
Investment Income $0
Other Revenue $165,527
TOTAL REVENUE $189,617

Expense Breakdown

Grants Paid $105,940
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $106,168
Other Expenses $2,766
TOTAL EXPENSES $108,706

Year-over-Year Comparison

2023 2022 Change
Revenue $189,617 $86,136 +1.2%
Expenses $108,706 $62,822 +0.7%
Net Income $80,911 $23,314 +2.5%
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

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
10

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
4
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRISTOPHER BLAKE BERTLING PRESIDENT N/A
Officer Director
$0 $0 $0
JENNIFER L BERTLING VICE PRESIDE N/A
Officer Director
$0 $0 $0
JESSICA GONZALEZ TREASURER N/A
Officer Director
$0 $0 $0
BRANDON J OEHLKE SECRETARY N/A
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 $189,617 $108,706 $173,939 $80,911
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