BERGMANN EQUINE (EIN 881419207) - 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

2022

Principal Officer

MICHAEL LABERTEW

Phone

8018243555

Tax Period

2024-01-01 to 2024-12-31

BERGMANN EQUINE, founded in 2022, is a small nonprofit in the Animal-Related sector that reported $807K in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $332K, a strong 41% operating margin.

Mission

PROMOTE HEALTH AND HEALING THROUGH HUMAN INTERACTION WITH HORSES

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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 $766,189

Program Service Revenue $40,536

Investment Income $18

Other Revenue $0

TOTAL REVENUE $806,743

Expense Breakdown

Grants Paid $0

Salaries & Benefits $331,679

Fundraising Expenses $2,175

Program Expenses $421,266

Other Expenses $142,671

TOTAL EXPENSES $474,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$806,743	$428,606	+0.9%
Expenses	$474,350	$443,631	+0.1%
Net Income	$332,393	$-15,025	-23.1%

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

N/A

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

Total Directors

$136,831

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEJANDRA LARA	Trustee	40.00	Director	$118,500	$0	$118,500
KATHERINE BERGMANN	Trustee	13.00	Director	$18,331	$0	$18,331
MICHAEL LABERTEW	Trustee	0.00	Director	$0	$0	$0
DEBRA AYER	Treasurer	0.00	Officer	$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	$806,743	$474,350	$333,785	$332,393
2023	$428,606	$443,631	$6,697	$-15,025
2022	$214,787	$200,881	$19,603	$13,906

BERGMANN EQUINE