SURFSIDE COLONY LTD

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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

1930

Legal Domicile

Principal Officer

DAVE EVANS

Phone

5625922352

Tax Period

2024-07-01 to 2025-06-30

SURFSIDE COLONY LTD, founded in 1930, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. The organization ran a surplus of $260K, a strong 21% operating margin.

Mission

PROVIDE ADMINISTRATIVE SERVICES AND SECURITY SERVICES FOR SURFSIDE COLONY. TO ALSO PROTECT THE BEACH FROM EROSION AND ENHANCE THE ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $734,240 Revenue: $1,186,177

SECURITY AND MAINTENANCE SERVICES FOR THE SURFSIDE COLONY.

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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 $0

Program Service Revenue $1,186,177

Investment Income $36,872

Other Revenue $0

TOTAL REVENUE $1,223,049

Expense Breakdown

Grants Paid $0

Salaries & Benefits $280,909

Fundraising Expenses $0

Program Expenses $734,240

Other Expenses $681,876

TOTAL EXPENSES $962,785

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,223,049	$1,259,536	0.0%
Expenses	$962,785	$1,026,355	-0.1%
Net Income	$260,264	$233,181	+0.1%

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

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
DAVE EVANS	PRESIDENT	8.00	Officer Director	$0	$0	$0
SANDRA KRISS	SECRETARY	8.00	Officer Director	$0	$0	$0
JASON SMALLWOOD	TREASURER	8.00	Officer Director	$0	$0	$0
LARRY ZERO	DIRECTOR	8.00	Director	$0	$0	$0
MARK HOLDCROFT	DIRECTOR	8.00	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	$1,223,049	$962,785	$2,645,141	$260,264
2024	$1,259,536	$1,026,355	$2,406,211	$233,181
2023	$1,733,881	$2,403,674	$2,121,537	$-669,793
2022	$1,919,601	$2,108,719	$2,818,234	$-189,118
2021	$2,194,026	$2,259,130	$3,004,102	$-65,104
2020	$1,801,826	$1,779,011	$3,078,206	$22,815
2019	$1,050,286	$852,853	$3,028,466	$197,433