SWEET BRIAR CAMP

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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

1961

Legal Domicile

Principal Officer

Natalie Grant

Phone

5104278025

Tax Period

2025-01-01 to 2025-12-31

SWEET BRIAR CAMP, founded in 1961, is a micro nonprofit in the Public & Societal Benefit sector that reported $58K in total revenue in fiscal year 2025. Net assets of $550K represent 115 months of operating reserves.

Mission

SBC is a utural benifit non-profit corporation formed to provide potable water to the residences of the Sweet Briar Camp service area.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

Making sure that the portable water is flowing and made available to all members.

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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 $55,700

Program Service Revenue $0

Investment Income $703

Other Revenue $1,122

TOTAL REVENUE $57,525

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,428

Fundraising Expenses $0

Program Expenses $0

Other Expenses $44,508

TOTAL EXPENSES $59,936

Year-over-Year Comparison

	2025	2024	Change
Revenue	$57,525	$57,104	+0.0%
Expenses	$59,936	$51,510	+0.2%
Net Income	$-2,411	$5,594	-1.4%

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

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

$13,200

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Natalie Grant	PRESIDENT	1.00	Officer	$0	$0	$0
SARAH HEIKIN	VICE PRESIDEN	1.00	Officer	$0	$0	$0
Stan Stadelman	Treasurer	1.00	Officer	$0	$0	$0
Martin Hines	emploiyee	5.00	Key Emp	$13,200	$0	$13,200

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	$57,525	$59,936	$550,048	$-2,411
2024	$57,104	$51,510	$553,601	$5,594