SMITH POINT SEA RESCUE (EIN 237363737) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

PIERRE J ORTIZ JR

Phone

5404468972

Tax Period

2025-01-01 to 2025-12-31

SMITH POINT SEA RESCUE, founded in 1974, is a small nonprofit that reported $128K in total revenue in fiscal year 2018. The organization ran a surplus of $84K, a strong 66% operating margin.

Mission

SEA RESCUE AND ASSISTANCE FOR THE GENERAL BOATING PUBLIC

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $267,899

Program Service Revenue $0

Investment Income $12,222

Other Revenue $0

TOTAL REVENUE $280,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $22,676

Program Expenses $275,753

Other Expenses $334,351

TOTAL EXPENSES $334,351

Year-over-Year Comparison

	2025	2024	Change
Revenue	$280,121	$293,431	0.0%
Expenses	$334,351	$339,760	0.0%
Net Income	$-54,230	$-46,329	+0.2%

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
PETE ORTIZ	TREASURER	10.00	Officer Director	$0	$0	$0
DONALD STONE	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARK MESERVEY	SECRETARY	10.00	Officer Director	$0	$0	$0
JACK KRAM	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JOSEPH COOPER	DIRECTOR	10.00	Director	$0	$0	$0
BRENT STANSBURY	DIRECTOR	10.00	Director	$0	$0	$0
WILLIAM TURVILLE	DIRECTOR	10.00	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
2025	$280,121	$334,351	$1,003,120	$-54,230
2024	$293,431	$339,760	$1,057,350	$-46,329
2023	$271,724	$120,212	$1,103,679	$151,512
2022	$195,706	$84,174	$962,773	$111,532
2021	$229,361	$128,806	$851,240	$100,555
2020	$170,693	$110,494	$750,685	$60,199
2019	$161,418	$97,202	$690,485	$64,216
2018	$127,870	$43,796	$626,270	$84,074

SMITH POINT SEA RESCUE