OCEAN REEF COMMUNITY FOUNDATION INC (EIN 650509255) - 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

1994

Legal Domicile

Principal Officer

RICHARD WEINSTEIN

Phone

3053676303

Tax Period

2023-11-01 to 2024-10-31

OCEAN REEF COMMUNITY FOUNDATION INC, founded in 1994, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $22.6M in total revenue in fiscal year 2023. The organization ran a surplus of $9.0M, a strong 40% operating margin.

Mission

TO PROMOTE AND ENHANCE RESPONSIBLE AND EFFECTIVE PHILANTHROPY FOR MEMBERS OF THE OCEAN REEF COMMUNITY.

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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 $16,415,610

Program Service Revenue $0

Investment Income $1,347,851

Other Revenue $4,819,673

TOTAL REVENUE $22,583,134

Expense Breakdown

Grants Paid $12,709,521

Salaries & Benefits $492,344

Fundraising Expenses $357,085

Program Expenses $12,932,154

Other Expenses $337,468

TOTAL EXPENSES $13,539,333

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,583,134	$22,437,245	+0.0%
Expenses	$13,539,333	$15,712,386	-0.1%
Net Income	$9,043,801	$6,724,859	+0.3%

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

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

$270,976

Total Directors

$159,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD WEINSTEIN	PRESIDENT AND COO	40.00	Officer Director	$150,984	$8,666	$159,650
WILLIAM J NUTT	CHAIRMAN AND CEO	1.00	Officer Director	$0	$0	$0
ALAN GOLDSTEIN	CHAIRMAN EMERITUS	1.00	Officer Director	$0	$0	$0
STEVEN MARKEL	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
MICHAEL BERMAN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
TOM DAVIDSON	EXECUTIVE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JANIE SIMS	EXECUTIVE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHEN WOODSUM	EXECUTIVE VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES ANDERTON IV	TREASURER	1.00	Officer Director	$0	$0	$0
CINDY BRAMMER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CARDONE JR	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY ESERNIA	DIRECTOR	1.00	Director	$0	$0	$0
EDMUND HAJIM	DIRECTOR	1.00	Director	$0	$0	$0
DIANE HILL	DIRECTOR	1.00	Director	$0	$0	$0
TERESA HOLMES	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL JONES	DIRECTOR	1.00	Director	$0	$0	$0
SARINA KINNEY	DIRECTOR	1.00	Director	$0	$0	$0
ED KRAMER	DIRECTOR	1.00	Director	$0	$0	$0
RAYMOND LARKIN JR	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA LEE	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA MANZO	DIRECTOR	1.00	Director	$0	$0	$0
LINDA OWENS	DIRECTOR	1.00	Director	$0	$0	$0
ADELAIDE SKOGLUND	DIRECTOR	1.00	Director	$0	$0	$0
AMY UPJOHN	DIRECTOR	1.00	Director	$0	$0	$0
KATHY WEILAND	DIRECTOR	1.00	Director	$0	$0	$0
YURIANNA MIKOLAY	EXECUTIVE DIRECTOR/SECRETA	40.00	Officer	$103,896	$7,430	$111,326

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	$22,583,134	$13,539,333	$109,687,070	$9,043,801
2023	$22,437,245	$15,712,386	$83,478,460	$6,724,859
2022	$35,254,088	$12,425,709	$74,889,001	$22,828,379
2021	$18,616,509	$10,735,733	$61,379,615	$7,880,776
2020	$11,490,995	$10,548,631	$43,415,311	$942,364
2019	$11,774,389	$8,448,991	$44,953,551	$3,325,398
2018	$19,623,528	$12,087,568	$42,065,237	$7,535,960

OCEAN REEF COMMUNITY FOUNDATION INC