Bert Fish Medical Center Auxiliary Inc New Smyrna Beach Florida (EIN 591054892) - 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

1960

Legal Domicile

Principal Officer

Georgia Foster

Phone

3864245000

Tax Period

2024-01-01 to 2024-12-31

Bert Fish Medical Center Auxiliary Inc New Smyrna Beach Florida, founded in 1960, is a micro nonprofit in the Health Care sector that reported $42K in total revenue in fiscal year 2024. Revenue surged 92% from the prior year, signaling strong growth momentum. Expenses of $130K exceeded revenue, resulting in a 208% operating deficit.

Mission

Provide volunteer support to hospital patients and medical staff and generate funds to donate to the hospital for equipment and services and to provide scholarships to high school students.

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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 $0

Investment Income $16,370

Other Revenue $25,754

TOTAL REVENUE $42,124

Expense Breakdown

Grants Paid $107,658

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,157

Other Expenses $21,882

TOTAL EXPENSES $129,540

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,124	$21,899	+0.9%
Expenses	$129,540	$71,474	+0.8%
Net Income	$-87,416	$-49,575	+0.8%

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

117

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

$200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Callaghan Linda	Director/ Treasurer	4.50	Director	$40	$0	$40
Fiorica Anthony	Director/VP (End 09/24)	4.50	Director	$20	$0	$20
Foster Georgia	Director/President	12.00	Director	$40	$0	$40
Lopriore Shirley	Director/Corr Secretary	4.50	Director	$40	$0	$40
Franek Claudia	Director/VP (Beg. 10/24)	4.50	Director	$20	$0	$20
Miller Judy	Director/Rec Secretary	4.50	Director	$40	$0	$40

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	$42,124	$129,540	$588,124	$-87,416
2023	$21,899	$71,474	$615,453	$-49,575
2022	$29,401	$36,251	$560,659	$-6,850
2021	$99,953	$68,260	$662,312	$31,693
2020	$36,486	$35,172	$614,753	$1,314
2020	$31,773	$35,218	$622,861	$-3,445
2019	$166,350	$108,612	$613,439	$57,738
2018	$504,836	$19,521	$555,701	$485,315

Bert Fish Medical Center Auxiliary Inc New Smyrna Beach Florida