BERTOCCI MEMORIAL CLUB

EIN: 042574322

BROCKTON, MA

Total Revenue
$239,721
Total Expenses
$195,324
Total Assets
$393,643
Net Assets
$393,643
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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
1945
Legal Domicile
MA
Principal Officer
DAN CLIMO
Phone
5085831437
Tax Period
2023-01-01 to 2023-12-31

BERTOCCI MEMORIAL CLUB, founded in 1945, is a small nonprofit that reported $240K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $44K, a strong 19% operating margin.

Mission

FRATERNAL ORGANIZATION

Program Service Accomplishments

Program 1

SOCIAL CLUB OPERATION OF RECREATIONAL AND DINING FACILITIESAWARD SCHLORSHIPSDONATE TO CHARITIES

Program 2

SOCIAL CLUB OPERATION OF RECREATIONAL AND DINING FACILITIES TO ITS MAMBERS.MEMBERSHIP AWARDS SCOLARSHIPE TO LOCAL YOUTHMEMBERSHIP DONATES TO LOCAL CHARITIES

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $28,656
Investment Income $26
Other Revenue $211,039
TOTAL REVENUE $239,721

Expense Breakdown

Grants Paid $0
Salaries & Benefits $89,330
Fundraising Expenses $0
Other Expenses $105,994
TOTAL EXPENSES $195,324

Year-over-Year Comparison

2023 2022 Change
Revenue $239,721 $207,826 +0.2%
Expenses $195,324 $201,959 0.0%
Net Income $44,397 $5,867 +6.6%
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

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Governance

Voting Members
10
Independent Members
N/A
Employees
12
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
4
$10,400
Total Directors
6
$10,400
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIKE MEEHAN DIRECTOR 0.00
Director
$0 $0 $0
SCOTT ANDERSON DIRECTOR 0.00
Director
$10,400 $0 $10,400
JOHN F LYNCH DIRECTOR 0.00
Director
$0 $0 $0
GEORGE DIXON DIRECTOR 0.00
Director
$0 $0 $0
JAMES LLANES DIRECTOR 0.00
Director
$0 $0 $0
DAVID BRADBURY DIRECTOR 0.00
Director
$0 $0 $0
JERALD ROBBINS DIRECTOR 0.00
Officer
$0 $0 $0
JAMES DONLAN SECRETARY/CLERK 0.00
Officer
$10,400 $0 $10,400
JAMES DONLAN TREASURER 10.00
Officer
$0 $0 $0
ROBERT MONSINI VICE PRESIDENT 0.00
Officer
$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 No data No data No data No data
2023 $239,721 $195,324 $393,643 $44,397
2022 $207,826 $201,959 $351,861 $5,867
2020 $120,290 $168,581 $368,198 $-48,291
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