SOUND BEACH VOLUNTEER SERVICES FOUNDATION INC (EIN 061052014) - 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

1904

Legal Domicile

Principal Officer

JOHN KELLER

Phone

7327427203

Tax Period

2023-07-01 to 2024-06-30

SOUND BEACH VOLUNTEER SERVICES FOUNDATION INC, founded in 1904, is a small nonprofit that reported $389K in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $222K, a strong 57% operating margin.

Mission

SUPPORT OF FIRE FIGHTING AND COMMUNITY SERVICE ORGANIZATIONS.

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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 $144,248

Program Service Revenue $0

Investment Income $244,977

Other Revenue $0

TOTAL REVENUE $389,225

Expense Breakdown

Grants Paid $147,018

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,018

Other Expenses $19,908

TOTAL EXPENSES $166,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$389,225	$219,406	+0.8%
Expenses	$166,926	$104,111	+0.6%
Net Income	$222,299	$115,295	+0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERIC H BROOKS	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
KEVIN ERENSEN	DIRECTOR	10.00	Director	$0	$0	$0
MIKE MATEJAK	PRESIDENT	10.00	Officer Director	$0	$0	$0
JAY HALSEY	DIRECTOR	10.00	Director	$0	$0	$0
JOSH ZIAC	DIRECTOR	10.00	Director	$0	$0	$0
DAVID D'ARINZO	DIRECTOR	10.00	Director	$0	$0	$0
BRAD SRY	SECRETARY	10.00	Officer Director	$0	$0	$0
JOHN KELLER	TREASURER	10.00	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	No data	No data	No data	No data
2024	$389,225	$166,926	$2,043,468	$222,299
2023	$219,406	$104,111	$1,821,169	$115,295
2022	$257,134	$96,151	$1,574,014	$160,983
2021	$156,609	$83,010	$1,665,520	$73,599

SOUND BEACH VOLUNTEER SERVICES FOUNDATION INC