PLUM BEACH CLUB INC (EIN 056016307) - 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

1938

Legal Domicile

Principal Officer

ART BERT

Phone

4012949647

Tax Period

2024-01-01 to 2024-12-31

PLUM BEACH CLUB INC, founded in 1938, is a small nonprofit that reported $354K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $341K left a modest 4% surplus.

Mission

BEACH & TENNIS CLUB. PROVIDE SWIMMING AND TENNIS LESSONS TO MEMBERS. PROVIDE LIFEGUARDS AT THE CLUB'S BEACH.

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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 $279,696

Program Service Revenue $59,350

Investment Income $9,337

Other Revenue $5,881

TOTAL REVENUE $354,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,251

Fundraising Expenses $0

Program Expenses $340,819

Other Expenses $260,568

TOTAL EXPENSES $340,819

Year-over-Year Comparison

	2024	2023	Change
Revenue	$354,264	$320,517	+0.1%
Expenses	$340,819	$320,884	+0.1%
Net Income	$13,445	$-367	-37.6%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RON ATTANASIO	FACILITIES C	5.00	Officer	$0	$0	$0
ART BERT	PRESIDENT	5.00	Officer	$0	$0	$0
TIMOTHY BURDITT	TREASURER	5.00	Officer	$0	$0	$0
MICHAEL DENCI	TENNIS CHAIR	5.00	Officer	$0	$0	$0
CHARLOTTE KRESSE	MEMBERSHIP C	5.00	Officer	$0	$0	$0
IAN LYCKLAND	DIGITAL TRAN	5.00	Officer	$0	$0	$0
EMILY MAAS	HOUSE CO CHA	5.00	Officer	$0	$0	$0
PAMELA ONG	SECRETARY &	5.00	Officer	$0	$0	$0
KAITLIN WILSON	SWIM CHAIR	5.00	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	$354,264	$340,819	$641,910	$13,445
2023	$320,517	$320,884	$656,372	$-367
2022	$285,890	$265,691	$647,834	$20,199
2021	$259,834	$257,078	$542,849	$2,756
2020	$201,668	$176,952	$533,719	$24,716
2019	$219,504	$198,384	$508,478	$21,120

PLUM BEACH CLUB INC