SUNSET BEACH FELLOWSHIP (EIN 273968014) - 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

1984

Legal Domicile

Phone

7148407077

Tax Period

2023-09-01 to 2024-08-31

SUNSET BEACH FELLOWSHIP, founded in 1984, is a micro nonprofit in the Mental Health sector that reported $15K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3K, a strong 22% operating margin.

Mission

To create, provide, and maintain a meeting facility for local Alcoholics Anonymous groups for their use in attaining and maintaining sobriety and to provide a meeting place for the promotion and achievement of this charitable purpose.

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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 $15,074

Program Service Revenue $0

Investment Income $956

Other Revenue $-1,175

TOTAL REVENUE $14,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,691

Other Expenses $11,616

TOTAL EXPENSES $11,616

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,855	$23,741	-0.4%
Expenses	$11,616	$12,757	-0.1%
Net Income	$3,239	$10,984	-0.7%

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
MIKE HANSON	Chairman	4.00	Officer Director	$0	$0	$0
RAYMOND E WARD	Vice Chairman	2.00	Officer Director	$0	$0	$0
JEFF SALE	Secretary	1.00	Officer Director	$0	$0	$0
LARRY BLANKENSHIP	Director	6.00	Director	$0	$0	$0
BOB MONTGOMERY	Director	0.00	Director	$0	$0	$0
TIM CORDOVA	Treasurer	1.00	Officer Director	$0	$0	$0
BRYAN MUHLENBRUCH	Director	0.00	Director	$0	$0	$0
MIKE WELSH	Director	0.00	Director	$0	$0	$0
DAVID ZAHLER	Director	0.00	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	No data	No data	No data	No data
2024	$14,855	$11,616	$602,240	$3,239
2023	$23,741	$12,757	$599,001	$10,984
2022	$30,682	$8,647	$588,017	$22,035
2021	$22,102	$2,546	$578,869	$19,556
2020	$15,581	$8,088	$583,362	$7,493
2019	$38,232	$10,739	$598,748	$27,493

SUNSET BEACH FELLOWSHIP