BRAVO ZULU RETREAT INC (EIN 921537141) - 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

2022

Legal Domicile

Principal Officer

MICHAEL MURPHY

Phone

8036229389

Tax Period

2024-01-01 to 2024-12-31

BRAVO ZULU RETREAT INC, founded in 2022, is a small nonprofit in the Public & Societal Benefit sector that reported $872K in total revenue in fiscal year 2024. Revenue surged 899% from the prior year, signaling strong growth momentum. The organization ran a surplus of $861K, a strong 99% operating margin.

Mission

TO PROVIDE A FULLY ACCESSIBLE NON-PROFIT RETREAT FOR VETERANS WITH MOBILITY ISSUES.

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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 $872,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $872,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $11,407

TOTAL EXPENSES $11,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$872,000	$87,317	+9.0%
Expenses	$11,407	$3,802	+2.0%
Net Income	$860,593	$83,515	+9.3%

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

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
ED BIGON	DIRECTOR	1.00	Director	$0	$0	$0
SEAN ADAMS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MURPHY	PRESIDENT / CEO	1.00	Officer Director	$0	$0	$0
ROBERT SATCHER	TREASURER	1.00	Officer Director	$0	$0	$0
STEVEN DIAZ	SECRETARY	1.00	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
2024	$872,000	$11,407	$5,384,456	$860,593
2023	$87,317	$3,802	$4,077,798	$83,515

BRAVO ZULU RETREAT INC