FRIENDS OF SAX-ZIM BOG (EIN 274631890) - 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

2011

Legal Domicile

Principal Officer

MARK STENSAAS

Phone

2182092266

Tax Period

2024-04-01 to 2025-03-31

FRIENDS OF SAX-ZIM BOG, founded in 2011, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $670K, a strong 59% operating margin.

Mission

FRIENDS OF SAX-ZIM BOGS MISSION IS TO PRESERVE, PROMOTE AND PROTECT THE SAX-ZIM BOG THROUGH LAND PRESERVATION, EDUCATION, RESARCH, AND COMMUNICATION.

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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 $1,036,060

Program Service Revenue $9,042

Investment Income $31,837

Other Revenue $67,340

TOTAL REVENUE $1,144,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $294,467

Fundraising Expenses $34,862

Program Expenses $338,484

Other Expenses $180,084

TOTAL EXPENSES $474,551

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,144,279	$620,193	+0.8%
Expenses	$474,551	$363,332	+0.3%
Net Income	$669,728	$256,861	+1.6%

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

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

$86,307

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI WILLIAMS	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DAVE STEININGER	TREASURER	2.00	Officer Director	$0	$0	$0
JULIE OLLILA	SECRETARY	1.00	Officer Director	$0	$0	$0
BEN YOKEL	DIRECTOR	1.00	Director	$0	$0	$0
EUGENE OLLILA	DIRECTOR	1.00	Director	$0	$0	$0
RUBEN STENSENG	DIRECTOR	1.00	Director	$0	$0	$0
MARK STENSAAS	EXECUTIVE DIRECTOR	40.00	Officer	$86,307	$0	$86,307

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	$1,144,279	$474,551	$3,309,148	$669,728
2024	$620,193	$363,332	$2,544,589	$256,861
2023	$573,917	$353,430	$2,254,469	$220,487
2022	$1,128,462	$282,560	$2,074,394	$845,902
2021	$552,488	$214,449	$1,240,016	$338,039
2020	$256,988	$210,761	$902,189	$46,227
2019	$486,337	$165,022	$872,617	$321,315

FRIENDS OF SAX-ZIM BOG