WARRIOR SURF FOUNDATION (EIN 474151098) - 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

2015

Legal Domicile

Principal Officer

CLAYTON MERRITT

Phone

3608651255

Tax Period

2023-01-01 to 2023-12-31

WARRIOR SURF FOUNDATION, founded in 2015, is a small nonprofit in the Public & Societal Benefit sector that reported $676K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum.

Mission

BRINGING VETERANS TOGETHER TO SURF AND RECEIVE COUNSELING TO IMPROVE THE MENTAL AND PHYSICAL WELL BEING OF THE VETERANS

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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 $721,032

Program Service Revenue $0

Investment Income $0

Other Revenue $-44,787

TOTAL REVENUE $676,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $187,847

Fundraising Expenses $7,147

Program Expenses $499,374

Other Expenses $521,518

TOTAL EXPENSES $709,365

Year-over-Year Comparison

	2023	2022	Change
Revenue	$676,245	$525,894	+0.3%
Expenses	$709,365	$576,907	+0.2%
Net Income	$-33,120	$-51,013	-0.4%

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

100

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
CLAYTON MERRITT	EXECUTIVE DI	N/A	Officer Director	$0	$0	$0
LIZ ASHLEY	BOARD MEMBER	N/A	Officer	$0	$0	$0
DAVID DELK	BOARD MEMBER	N/A	Officer	$0	$0	$0
CHRIS DIXON	CHAIRMAN	N/A	Officer	$0	$0	$0
SKIP FINK	BOARD MEMBER	N/A	Officer	$0	$0	$0
ABBI JOHNSON	BOARD MEMBER	N/A	Officer	$0	$0	$0
TOM LEONARD	BOARD MEMBER	N/A	Officer	$0	$0	$0
JK LLYOD	BOARD MEMEBE	N/A	Officer	$0	$0	$0
WHIT SLAGSVOL	BOARD MEMBER	N/A	Officer	$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	$676,245	$709,365	$79,921	$-33,120
2022	$525,894	$576,907	$76,203	$-51,013
2021	$217,753	$289,949	$57,737	$-72,196
2020	$303,539	$314,450	$129,013	$-10,911
2019	$254,322	$271,661	$44,486	$-17,339
2018	$247,340	$194,963	$61,825	$52,377

WARRIOR SURF FOUNDATION