FRIENDS OF BELLPORT BAY INC (EIN 821658902) - 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

THOMAS SCHULTZ

Phone

6317939559

Tax Period

2024-01-01 to 2024-12-31

FRIENDS OF BELLPORT BAY INC, founded in 2015, is a small nonprofit in the Environment sector that reported $145K in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $140K left a modest 4% surplus.

Mission

MISSION STATEMENT ON ADDITIONAL INFORMATION FORM, PAGE 16.

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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 $145,242

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $145,242

Expense Breakdown

Grants Paid $1,025

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,021

Other Expenses $138,996

TOTAL EXPENSES $140,021

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,242	$93,062	+0.6%
Expenses	$140,021	$69,318	+1.0%
Net Income	$5,221	$23,744	-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

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
THOMAS SCHULTZ	DIRECTOR	10.00	Director	$0	$0	$0
KATIA READ	DIRECTOR	5.00	Director	$0	$0	$0
TARA KAVANAGH	SECRETARY	5.00	Officer	$0	$0	$0
RAE SPECHT	DIRECTOR	5.00	Director	$0	$0	$0
AMANDA BURDEN	BOARD MEMBER	5.00	Officer	$0	$0	$0
HOWARD READ	BOARD MEMBER	5.00	Officer	$0	$0	$0
PETER SHULTE	TREASURER	5.00	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	$145,242	$140,021	$94,759	$5,221
2023	$67,908	$58,629	$84,322	$9,279
2022	$209,002	$187,318	$75,043	$21,684

FRIENDS OF BELLPORT BAY INC