Seabrook Island Club Employee Assistance Fund (EIN 921812967) - 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

2023

Legal Domicile

Principal Officer

Lucy Walton

Phone

8437682500

Tax Period

2025-01-01 to 2025-12-31

Seabrook Island Club Employee Assistance Fund, founded in 2023, is a micro nonprofit in the Human Services sector that reported $91K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $18K, a strong 20% operating margin.

Mission

The Fund seeks to provide charitable assistance to individuals and their families, especially employees working on Seabrook Island and their dependents, facing desperate financial hardships.

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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 $53,063

Program Service Revenue $0

Investment Income $3,344

Other Revenue $34,682

TOTAL REVENUE $91,089

Expense Breakdown

Grants Paid $52,775

Salaries & Benefits $0

Fundraising Expenses $175

Program Expenses $68,144

Other Expenses $19,817

TOTAL EXPENSES $72,592

Year-over-Year Comparison

	2025	2024	Change
Revenue	$91,089	$120,265	-0.2%
Expenses	$72,592	$68,304	+0.1%
Net Income	$18,497	$51,961	-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

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
Lucy Walton	Co-President	2.00	Officer Director	$0	$0	$0
Megan Carter	Co-President	1.00	Officer Director	$0	$0	$0
Nancy Buck	Secretary	1.00	Officer Director	$0	$0	$0
Nancy Beaudway Term ended	Director	1.00	Director	$0	$0	$0
Anthony Sirianni	Director	1.00	Director	$0	$0	$0
Nancy Swan	Director	1.00	Director	$0	$0	$0
Sally Lynch	Director	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
2025	$91,089	$72,592	$192,518	$18,497
2024	$120,265	$68,304	$175,257	$51,961
2023	$134,185	$12,356	$122,674	$121,829

Seabrook Island Club Employee Assistance Fund