Southampton Recreation Association Endowment Fund (EIN 850620875) - 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

2020

Legal Domicile

Principal Officer

David Carter

Phone

8042727401

Tax Period

2024-10-01 to 2025-09-30

Southampton Recreation Association Endowment Fund Inc, founded in 2020, is a micro nonprofit in the Recreation & Sports sector that reported $24K in total revenue in fiscal year 2020. Revenue surged 1451% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 95% operating margin.

Mission

To support the mission of Southampton Recreation Association

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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 $34,313

Program Service Revenue $0

Investment Income $1,214

Other Revenue $0

TOTAL REVENUE $35,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $201

TOTAL EXPENSES $201

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,527	$23,570	+0.5%
Expenses	$201	N/A	N/A
Net Income	$35,326	$23,570	+0.5%

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

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
DAVID CARTER	President	5.00	Officer Director	$0	$0	$0
JEFF SPOENLEIN	Vice President	5.00	Officer Director	$0	$0	$0
DAVID LYNCH	Secretary	5.00	Officer Director	$0	$0	$0
GRAHAM PARLOW	Treasurer	5.00	Officer 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	$35,527	$201	$102,749	$35,326
2024	$23,570	No data	$67,423	No data
2023	$19,233	$796	$43,853	$18,437
2022	$3,310	$1,854	$25,417	$1,456
2021	$23,505	$1,059	$23,961	$22,446

Southampton Recreation Association Endowment Fund