SUSAN AND CHARLES BERGHOFF FOUNDATION (EIN 862416258) - 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

2021

Legal Domicile

Principal Officer

ROBIN SHEPHERD

Phone

4084532221

Tax Period

2023-01-01 to 2023-12-31

SUSAN AND CHARLES BERGHOFF FOUNDATION, founded in 2021, is a small nonprofit in the Diseases & Disorders sector that reported $699K in total revenue in fiscal year 2023. The organization ran a surplus of $587K, a strong 84% operating margin.

Mission

TO INCREASE DEMENTIA AWARENESS, CAREGIVING RESOURCES, AND RESEARCH FUNDING, WITH A SPECIAL EMPHASIS ON LEWY BODY DEMENTIA

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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 (2023)

Revenue Breakdown

Contributions & Grants $525,858

Program Service Revenue $0

Investment Income $173,324

Other Revenue $0

TOTAL REVENUE $699,182

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $84,000

Fundraising Expenses $0

Program Expenses $112,620

Other Expenses $22,620

TOTAL EXPENSES $112,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$699,182	$676,649	+0.0%
Expenses	$112,620	$79,075	+0.4%
Net Income	$586,562	$597,574	0.0%

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

$84,000

Total Directors

$84,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN SHEPHERD	President & ED	35.00	Officer Director	$84,000	$0	$84,000
CHARLES BERGHOFF	Chairman	5.00	Officer Director	$0	$0	$0
PEGGY MARTIN	CFO	5.00	Officer Director	$0	$0	$0
DONALD LARKIN	CHIEF COUNSEL	5.00	Director	$0	$0	$0
NICK GAICH	HEALTHCARE OFFI	5.00	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
2024	No data	No data	No data	No data
2023	$699,182	$112,620	$1,184,136	$586,562
2022	$676,649	$79,075	$597,574	$597,574

SUSAN AND CHARLES BERGHOFF FOUNDATION