COLONIAL BEACH FOUNDATION (EIN 753182454) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

Dan Wildman

Phone

7035056241

Tax Period

2024-01-01 to 2024-12-31

COLONIAL BEACH FOUNDATION, founded in 2005, is a micro nonprofit in the Community Improvement sector that reported $73K in total revenue in fiscal year 2020. Revenue fell 62% from the prior year — a significant decline worth monitoring.

Mission

To improve the quality of life for those living in and around Colonial Beach, Virginia

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $43,260

Program Service Revenue $9,000

Investment Income $6,812

Other Revenue $33,177

TOTAL REVENUE $92,249

Expense Breakdown

Grants Paid $15,029

Salaries & Benefits $0

Fundraising Expenses $5,903

Program Expenses $15,029

Other Expenses $21,944

TOTAL EXPENSES $36,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,249	$62,048	+0.5%
Expenses	$36,973	$62,040	-0.4%
Net Income	$55,276	$8	+6908.5%

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

165

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
Joyce Gunderson	Director	5.0	Director	$0	$0	$0
Joan Fitzpatrick	Director	5.0	Director	$0	$0	$0
Jack Finney	Director	5.0	Director	$0	$0	$0
Debi Chedester	Director	5.0	Director	$0	$0	$0
Michele Inderrieden	Director	5.0	Director	$0	$0	$0
Marcia Feldman	Director	5.0	Director	$0	$0	$0
Phil Rogers	Director	5.0	Director	$0	$0	$0
Chris Bruch	Director	5.0	Director	$0	$0	$0
Kevin Dillard	Director	5.0	Director	$0	$0	$0
Kay Blunt	Treasurer	10.0	Officer	$0	$0	$0
Thomas Tilt	VP	5.0	Officer	$0	$0	$0
Dan Wildman	President	20.0	Officer	$0	$0	$0
Billy Poarch	Secretary	8.0	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	$92,249	$36,973	$233,803	$55,276
2023	$62,048	$62,040	$177,256	$8
2022	$87,286	$58,254	$165,641	$29,032
2021	$142,790	$107,499	$139,516	$35,291
2020	$73,484	$77,303	$122,280	$-3,819

COLONIAL BEACH FOUNDATION