SWEET BRIAR CAMP

EIN: 946219257 Public & Societal Benefit

CASTRO VALLEY, CA

Total Revenue
$57,525
Total Expenses
$59,936
Total Assets
$550,048
Net Assets
$550,048
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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
CA
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

Association formed to operate water system to provide potable water for Sweet Briar Camp residents as non profit for mutual benefits of the residents.

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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 (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

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Governance

Voting Members
7
Independent Members
7
Employees
1
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
3
$0
Total Directors
0
$0
Key Employees
1
$13,200
Highest Compensated
0
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
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