Berista Inc (EIN 863748383) - 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

Sara Streng

Phone

6164024989

Tax Period

2024-01-01 to 2024-12-31

Berista Inc, founded in 2021, is a small nonprofit in the Employment sector that reported $238K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $268K exceeded revenue, resulting in a 12% operating deficit.

Mission

The organization provides job skills training, competitive employment opportunities and advocacy for individuals with disabilities.

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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 $140,703

Program Service Revenue $97,071

Investment Income $574

Other Revenue $0

TOTAL REVENUE $238,348

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,048

Fundraising Expenses $6,154

Other Expenses $121,856

TOTAL EXPENSES $267,904

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,348	$283,443	-0.2%
Expenses	$267,904	$324,140	-0.2%
Net Income	$-29,556	$-40,697	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL COUSINS	PRESIDENT	002.00	Officer Director	$0	$0	$0
STEFANIE HERDER	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
MELISA MILLER	TREASURER	001.00	Officer Director	$0	$0	$0
SARAH STRENG	SECRETARY	001.00	Officer Director	$0	$0	$0
DAVID BURDO	BOARD MEMBER	001.00	Director	$0	$0	$0
JACOB STRENG	BOARD MEMBER	001.00	Director	$0	$0	$0
NATALIE VANDERZWAAG	BOARD MEMBER	001.00	Director	$0	$0	$0
KATIE COLE	BOARD MEMBER	001.00	Director	$0	$0	$0
BEN KNIGHT	BOARD MEMBER	001.00	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	$238,348	$267,904	$44,071	$-29,556
2024	$238,348	$267,904	$44,071	$-29,556
2023	$283,443	$324,140	$73,627	$-40,697
2022	$148,584	$88,530	$114,324	$60,054

Berista Inc