THE BAYSIDE FOUNDATION

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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

1988

Legal Domicile

Principal Officer

KATIE SMITH

Phone

2513386394

Tax Period

2023-07-01 to 2024-06-30

THE BAYSIDE FOUNDATION, founded in 1988, is a micro nonprofit that reported $69K in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $68K, a strong 100% operating margin.

Mission

THE BAYSIDE FOUNDATION WAS CREATED FOR THE ORGANIZED SOLICITATION OF FUNDS, ALL OF WHICH ARE TO BE USED FOR THE BETTERMENT AND ADVANCEMENT OF BAYSIDE ACADEMY, INC. BAYSIDE ACADEMY IS AN INDEPENDENT COLLEGE PREPARATORY SCHOOL THAT SERVES THE PRIMARY AND SECONDARY EDUCATIONAL NEEDS OF THE BALDWIN AND MOBILE COUNTIES IN ALABAMA.

Program Service Accomplishments

Program 1

Expenses: $250

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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 $0

Program Service Revenue $0

Investment Income $68,737

Other Revenue $0

TOTAL REVENUE $68,737

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250

Other Expenses $250

TOTAL EXPENSES $250

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,737	$84,701	-0.2%
Expenses	$250	$60,250	-1.0%
Net Income	$68,487	$24,451	+1.8%

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

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 COOPER	CHAIRMAN	N/A	Officer Director	$0	$0	$0
BROOKS DELANEY	TRUSTEE	N/A	Director	$0	$0	$0
RUSSELL BUSTER	TRUSTEE	N/A	Director	$0	$0	$0
JOHN WHITE-SPUNNER	TRUSTEE	N/A	Director	$0	$0	$0
LORIE GAILLARD	TRUSTEE	N/A	Director	$0	$0	$0
JEROD PILOT	TRUSTEE	N/A	Director	$0	$0	$0
CHRIS HALEY	TRUSTEE	N/A	Director	$0	$0	$0
RODNEY PILOT	TRUSTEE	N/A	Director	$0	$0	$0
MARK WRIGHT	TRUSTEE	N/A	Director	$0	$0	$0
KATIE SMITH	SECRETARY/TR	N/A	Officer	$0	$0	$0
SCOTT PHILLIPPS	HEAD OF SCHO	N/A	Officer	$0	$0	$0
TAYLOR HOUSER	OFFICER	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
2025	No data	No data	No data	No data
2024	$68,737	$250	$3,628,358	$68,487
2023	$84,701	$60,250	$3,219,861	$24,451
2022	$92,147	$101,572	$2,972,832	$-9,425
2021	$112,914	$82,676	$3,507,339	$30,238
2020	$119,809	$87,851	$2,980,203	$31,958
2019	$187,672	$81,426	$2,967,909	$106,246