BERMUDA RACE FOUNDATION INC

EIN: 861989934 501(c)(3) Recreation & Sports

NEWPORT, RI

Total Revenue
$713,202
Total Expenses
$630,795
Total Assets
$741,637
Net Assets
$741,637
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
RI
Principal Officer
JEFFREY L EBERLE
Phone
9782871470
Tax Period
2024-01-01 to 2024-12-31

BERMUDA RACE FOUNDATION INC, founded in 2021, is a small nonprofit in the Recreation & Sports sector that reported $713K in total revenue in fiscal year 2024. Revenue surged 1070% from the prior year, signaling strong growth momentum. Expenses of $631K left a modest 12% surplus.

Mission

TO PROMOTE NATIONAL AND INTERNATIONAL AMATEUR SAILING COMPETITION BY CONDUCTING REGIONAL, NATIONAL AND INTERNATIONAL REGATTAS AND RACES, EDUCATIONAL SEMINARS, TRAINING, CONFERENCES AND MEETINGS REGARDING OFFSHORE RACING AND SAFETY AT SEA, AND TO SOLICIT, COLLECT AND EXPEND FUNDS FOR SUCH PURPOSES, AND ALL OTHER LEGAL PURPOSES UNDER SECTION 501(C)(3) OF THE CODE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $19,929
Program Service Revenue $669,997
Investment Income $23,276
Other Revenue $0
TOTAL REVENUE $713,202

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $472
Program Expenses $607,668
Other Expenses $630,795
TOTAL EXPENSES $630,795

Year-over-Year Comparison

2024 2023 Change
Revenue $713,202 $60,967 +10.7%
Expenses $630,795 $30,623 +19.6%
Net Income $82,407 $30,344 +1.7%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
180

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
0
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRAD WILLAUER PRESIDENT 1.00
Director
$0 $0 $0
JEFFREY EBERLE TREASURER 14.00
Director
$0 $0 $0
JAY GOWELL VICE PRESIDENT, SECRETARY 1.00
Director
$0 $0 $0
PETER BECKER BOARD MEMBER 1.00
Director
$0 $0 $0
HAL KEMPE BOARD MEMBER 1.00
Director
$0 $0 $0
JIM BINCH BOARD MEMBER 1.00
Director
$0 $0 $0
LES CRANE BOARD MEMBER 1.00
Director
$0 $0 $0
NICK OREM BOARD MEMBER 1.00
Director
$0 $0 $0
SOMERS KEMPE BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES PHYFE BOARD MEMBER 1.00
Director
$0 $0 $0
CHANCE ANDERSON BOARD MEMBER 1.00
Director
$0 $0 $0
BUDDY REGO BOARD MEMBER 1.00
Director
$0 $0 $0
REBECCA ROBERTS BOARD MEMBER 1.00
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
2024 $713,202 $630,795 $741,637 $82,407
2023 $299,437 $135,708 $543,109 $163,729
2023 $60,967 $30,623 $570,724 $30,344
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