SUMMER BREEZE ASSOCIATION INC (EIN 341435529) - 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

4194241607

Tax Period

2024-01-01 to 2024-12-31

SUMMER BREEZE ASSOCIATION INC, founded in 1984, is a small nonprofit that reported $161K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $51K, a strong 32% operating margin.

Mission

THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO PROVIDE PLEASURE AND RECREATION FOR ITS MEMBERS.

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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 $0

Program Service Revenue $142,232

Investment Income $21,699

Other Revenue $-2,909

TOTAL REVENUE $161,022

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $109,772

TOTAL EXPENSES $109,772

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,022	$138,819	+0.2%
Expenses	$109,772	$97,325	+0.1%
Net Income	$51,250	$41,494	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT WRIGHT	President	3.00	Officer Director	$0	$0	$0
MARK REINHART	Trustee	1.00	Director	$0	$0	$0
NED HEYDINGER	Trustee	1.00	Director	$0	$0	$0
JIM O'CONNOR	Trustee	1.00	Director	$0	$0	$0
TODD RETTIG	Treasurer	1.00	Officer Director	$0	$0	$0
DARREN FEICHTNER	Vice President	1.00	Officer Director	$0	$0	$0
TODD MCDOUGAL	Secretary	0.00	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	$161,022	$109,772	$1,276,332	$51,250
2023	$138,819	$97,325	$1,225,082	$41,494
2022	$161,662	$106,473	$1,183,588	$55,189
2021	$124,110	$124,916	$1,128,399	$-806
2020	$107,770	$116,981	$1,129,205	$-9,211

SUMMER BREEZE ASSOCIATION INC