Small Hope Bay Foundation Inc (EIN 852721060) - 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

2020

Legal Domicile

Principal Officer

Jeffrey Birch

Phone

2078318429

Tax Period

2023-01-01 to 2023-12-31

Small Hope Bay Foundation Inc, founded in 2020, is a small nonprofit in the Environment sector that reported $169K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $35K, a strong 21% operating margin.

Mission

To create a thriving environmental and economically sustainable future for the island of Andros for the benefit of current and future generations, which is achieved through marine conservation operations, professional development skills training and education programs, with a primary focus on children.

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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 $169,364

Program Service Revenue $6

Investment Income $0

Other Revenue $0

TOTAL REVENUE $169,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $23,305

Program Expenses $12,053

Other Expenses $133,935

TOTAL EXPENSES $133,935

Year-over-Year Comparison

	2023	2022	Change
Revenue	$169,370	$203,838	-0.2%
Expenses	$133,935	$118,015	+0.1%
Net Income	$35,435	$85,823	-0.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Holly Ulrich	Director	1.00	Director	$0	$0	$0
Isaac Collie	Director	1.00	Director	$0	$0	$0
Tarran Simms	Director	1.00	Director	$0	$0	$0
Richard Plotka	Director	1.00	Director	$0	$0	$0
Jeffrey Birch	President	4.00	Officer	$0	$0	$0
Edward S Bright	Controller	40.00	Officer	$0	$0	$0
Brian Birch	Treasurer	4.00	Officer	$0	$0	$0
Emily Melvin	Secretary	1.00	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	No data	No data	No data	No data
2023	$169,370	$133,935	$121,258	$35,435
2022	$203,838	$118,015	$85,823	$85,823

Small Hope Bay Foundation Inc