Harbour Ridge Family Foundation

EIN: 383914779 501(c)(3) Philanthropy & Grantmaking

Palm City, FL

Total Revenue
$241,367
Total Expenses
$110,145
Total Assets
$278,097
Net Assets
$277,505
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
FL
Principal Officer
Jeffrey S Belau
Phone
7723368921
Tax Period
2023-01-01 to 2023-12-31

Harbour Ridge Family Foundation, founded in 2013, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $241K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $131K, a strong 54% operating margin.

Mission

This Corporation is organized exclusively for charitable, scientific, literary, and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986 or any successor section) and for the additional purposes of providing financial support for the needy children and adult residents of St. Lucie and surrounding counties, so as to enable them to enjoy more successful and happy lives. Such support shall include but not be limited to supporting the attainment of a formal education for such individuals.

🔒

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%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $238,602
Program Service Revenue $0
Investment Income $7,988
Other Revenue $-5,223
TOTAL REVENUE $241,367

Expense Breakdown

Grants Paid $105,029
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $105,029
Other Expenses $5,116
TOTAL EXPENSES $110,145

Year-over-Year Comparison

2023 2022 Change
Revenue $241,367 $208,731 +0.2%
Expenses $110,145 $146,026 -0.2%
Net Income $131,222 $62,705 +1.1%
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

Sign In

Governance

Voting Members
11
Independent Members
11
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
7
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Rita May Wright President till 6/28/23 0.50
Officer Director
$0 $0 $0
Douglas Sages Treasurer 0.50
Officer Director
$0 $0 $0
Jeffrey S Belau Assistant Treasurer 0.50
Officer Director
$0 $0 $0
Lynn Brennan Secretary till 6/28/2023 0.50
Officer Director
$0 $0 $0
Michael Salerno Assistant Secretary 0.50
Officer Director
$0 $0 $0
Paula Beaudoin Board Member 0.50
Director
$0 $0 $0
Andrew Harris Board Member 0.50
Director
$0 $0 $0
Michael Imperlate Board Member 0.50
Director
$0 $0 $0
Kathleen Powell Board Member 0.50
Director
$0 $0 $0
Greg Warner Board Member 0.50
Director
$0 $0 $0
Connie Humphrey President as of 6/28/2023 0.50
Officer Director
$0 $0 $0
Elizabeth Portland Secretary as of 6/28/2023 0.50
Officer Director
$0 $0 $0
Ellen Thompson Board Member as of 6/28/2023 0.50
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
2024 No data No data No data No data
2023 $241,367 $110,145 $278,097 $131,222
2022 $208,731 $146,026 $146,283 $62,705
Explore More Nonprofits
Top 100 Nonprofits in Florida Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Harbour Ridge Family Foundation with other nonprofits in Florida and across the country.