BEACH POINT CLUB INC (EIN 131697222) - 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

1926

Legal Domicile

Principal Officer

AMY LEVERE

Phone

9146981600

Tax Period

2024-10-01 to 2025-09-30

BEACH POINT CLUB INC, founded in 1926, is a mid-sized nonprofit that reported $10.9M in total revenue in fiscal year 2024. Expenses of $10.2M left a modest 6% surplus.

Mission

TO CONTINUE AND ENHANCE ITS TRADITION AS A FAMILY-ORIENTED, PRIVATE MEMBERSHIP CLUB PROVIDING RECREATIONAL ACTIVITIES AND PROGRAMS AMONG ITS 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,885,459

Investment Income $262,492

Other Revenue $3,793,689

TOTAL REVENUE $10,941,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,395,931

Fundraising Expenses $0

Other Expenses $4,853,077

TOTAL EXPENSES $10,249,008

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,941,640	$10,187,178	+0.1%
Expenses	$10,249,008	$9,359,499	+0.1%
Net Income	$692,632	$827,679	-0.2%

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

284

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

$353,584

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY LEVERE	PRESIDENT	3.00	Officer Director	$0	$0	$0
BRAD SCHELER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DEBBIE BUNDER	SECRETARY	3.00	Officer Director	$0	$0	$0
ANDY GREENBERG	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
MARK REISS	COMMODORE	3.00	Officer Director	$0	$0	$0
KAREN GERRINGER	TREASURER	3.00	Officer Director	$0	$0	$0
ANDREW LEVINSON	GOVERNOR	3.00	Director	$0	$0	$0
PAUL MANDELL	GOVERNOR	3.00	Director	$0	$0	$0
JEFF GILL	GOVERNOR	3.00	Director	$0	$0	$0
MARC RICKS	GOVERNOR	3.00	Director	$0	$0	$0
FELICIA TAUBIN	GOVERNOR	3.00	Director	$0	$0	$0
JARED FISCHER	GOVERNOR	3.00	Director	$0	$0	$0
PETER FISHBEIN	GOVERNOR	3.00	Director	$0	$0	$0
BRONSON PICKET	GOVERNOR	3.00	Director	$0	$0	$0
TINA SADARANGANI-SHERWOOD	GOVERNOR	3.00	Director	$0	$0	$0
RANDY RUDER	GENERAL MANAGER	40.00	Key Emp	$282,660	$70,924	$353,584
JUSTIN ERNSBERGER	EXECUTIVE CHEF	40.00	Highest	$157,504	$13,822	$171,326
DAVID R GRAHAM	TENNIS PROFESSIONAL	40.00	Highest	$178,703	$16,935	$195,638
VUK TAPUSKOVIC	TENNIS PROFESSIONAL	40.00	Highest	$128,527	$0	$128,527
QIAN YANG	ASSISTANT GENERAL MANAGER	40.00	Highest	$134,894	$6,949	$141,843
JUDY SAM	ACCOUNTING MANAGER	40.00	Highest	$109,326	$5,670	$114,996

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	$10,941,640	$10,249,008	$6,326,991	$692,632
2024	$10,187,178	$9,359,499	$5,753,327	$827,679
2023	$10,310,701	$11,665,240	$5,060,544	$-1,354,539
2022	$10,155,746	$8,708,637	$6,266,594	$1,447,109
2021	$9,629,879	$7,791,439	$4,647,649	$1,838,440
2020	$9,007,633	$8,113,815	$2,749,809	$893,818
2019	$9,593,805	$11,487,308	$2,274,367	$-1,893,503
2018	$9,656,407	$8,240,041	$3,599,435	$1,416,366

BEACH POINT CLUB INC