AMERICAN GELBVIEH FOUNDATION (EIN 841184716) - 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

1991

Legal Domicile

Principal Officer

HAROLD BERTZ

Phone

3034652333

Tax Period

2024-10-01 to 2025-09-30

AMERICAN GELBVIEH FOUNDATION, founded in 1991, is a micro nonprofit in the Education sector that reported $95K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 54% operating margin.

Mission

THE AMERICAN GELBVIEH FOUNDATION SECURES, GROWS AND RESPONSIBLY DISTRIBUTES ASSETS FOR RESEARCH, MEMBER EDUCATION, AND YOUTH DEVELOPMENT TO SUSTAIN AND GROW GELBVIEH GENETICS.

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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 $6,406

Program Service Revenue $0

Investment Income $71,741

Other Revenue $16,629

TOTAL REVENUE $94,776

Expense Breakdown

Grants Paid $7,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,933

Other Expenses $35,982

TOTAL EXPENSES $43,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$94,776	$68,700	+0.4%
Expenses	$43,232	$33,805	+0.3%
Net Income	$51,544	$34,895	+0.5%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$113,247

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HAROLD BERTZ	EXECUTIVE DI	0.50	Officer	$0	$0	$113,247
TANNER AHERIN	SECRETARY	0.50	Officer Director	$0	$0	$0
JIM BEASTROM	DIRECTOR	0.50	Director	$0	$0	$0
JOHN CARREL	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN DUNN	PRESIDENT	0.50	Officer Director	$0	$0	$0
MARK GOES	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
DENNIS GUSTIN	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM MCINTOSH	DIRECTOR	0.50	Director	$0	$0	$0
TOM MURPHY	DIRECTOR	0.50	Director	$0	$0	$0
PAUL WADE	DIRECTOR	0.50	Director	$0	$0	$0
GLENN WEHNER	TREASURER	0.50	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
2025	$94,776	$43,232	$1,421,761	$51,544
2024	$68,700	$33,805	$1,336,261	$34,895
2023	$120,503	$55,784	$1,146,140	$64,719
2022	$54,731	$26,744	$1,028,077	$27,987
2021	$-16,586	$27,257	$1,165,212	$-43,843
2020	$104,776	$34,309	$1,116,037	$70,467

AMERICAN GELBVIEH FOUNDATION