Stony Brook Surgical Holding Corp (EIN 116434538) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Phone

6314442055

Tax Period

2024-07-01 to 2025-06-30

Stony Brook Surgical Holding Corp, founded in 1993, is a small nonprofit that reported $389K in total revenue in fiscal year 2024. The organization ran a surplus of $72K, a strong 18% operating margin.

Mission

ACQUIRE, HOLD, AND COLLECT INCOME ON PROPERTY AND REMIT THE ENTIRE AMOUNT, AFTER THE PAYMENT OF EXPENSES, TO STONY BROOK CLINICAL PRACTICE MANAGEMENT PLAN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $389,107

Investment Income $0

Other Revenue $0

TOTAL REVENUE $389,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $317,282

TOTAL EXPENSES $317,282

Year-over-Year Comparison

	2024	2023	Change
Revenue	$389,107	$375,339	+0.0%
Expenses	$317,282	$289,149	+0.1%
Net Income	$71,825	$86,190	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$2,377,028

Total Directors

$3,673,040

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN MILANA	DIRECTOR/SECRETARY/TREASURER	1.0	Officer Director	$0	$91,794	$712,400
RAPHAEL DAVIS	President & Director	1.0	Officer Director	$0	$112,115	$1,664,628
WAYNE WALTZER	DIRECTOR	1.0	Director	$0	$112,829	$1,296,012
TODD GRIFFIN	FORMER	1.0		$0	$110,511	$1,201,012

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	$389,107	$317,282	$6,015,412	$71,825
2024	No data	No data	No data	No data
2023	$635,329	$308,653	$6,078,446	$326,676
2022	$642,558	$320,423	$5,627,961	$322,135
2021	$617,523	$304,139	$5,324,341	$313,384
2020	$505,171	$164,284	$4,979,009	$340,887
2019	$602,276	$262,797	$4,631,247	$339,479
2018	$571,723	$276,303	$4,331,104	$295,420

Stony Brook Surgical Holding Corp