Surf and Turf Therapy (EIN 842094103) - 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

2019

Legal Domicile

Principal Officer

Jillian Stewart

Phone

9493127227

Tax Period

2025-01-01 to 2025-12-31

Surf and Turf Therapy, founded in 2019, is a small nonprofit that reported $862K in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $191K, a strong 22% operating margin.

Mission

To better lives through nontraditional therapeutic activities regardless of financial need

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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 (2025)

Revenue Breakdown

Contributions & Grants $484,361

Program Service Revenue $338,286

Investment Income $36,716

Other Revenue $2,477

TOTAL REVENUE $861,840

Expense Breakdown

Grants Paid $38,257

Salaries & Benefits $344,424

Fundraising Expenses $57,218

Program Expenses $589,448

Other Expenses $288,135

TOTAL EXPENSES $670,816

Year-over-Year Comparison

	2025	2024	Change
Revenue	$861,840	$660,099	+0.3%
Expenses	$670,816	$516,989	+0.3%
Net Income	$191,024	$143,110	+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

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

$86,385

Total Directors

$86,385

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILLIAN STEWART	Executive Director	50.00	Officer Director	$86,385	$0	$86,385
MICHAEL MANNIELLO	Chairman	2.00	Director	$0	$0	$0
DAVE MYRICK	Director	2.00	Director	$0	$0	$0
DANIELLE OUELLETTE	Director	2.00	Director	$0	$0	$0
STACI STEWART	Treasurer	2.00	Director	$0	$0	$0
DANICA EZOR	Director	2.00	Director	$0	$0	$0
MADISEN HOY	Director	2.00	Director	$0	$0	$0
ROGER MIGNOSA	Director	2.00	Director	$0	$0	$0
JACOB PACHECO	Director	2.00	Director	$0	$0	$0
JAMIE DONCHESS	Director	2.00	Director	$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	$861,840	$670,816	$787,145	$191,024
2024	$660,099	$516,989	$548,680	$143,110
2023	$585,787	$487,217	$454,011	$98,570
2022	$562,442	$415,781	$362,148	$146,661
2021	$408,092	$247,539	$228,042	$160,553

Surf and Turf Therapy