OCEAN BEACH & YACHT CLUB UNIT 2 (EIN 210628421) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

EILEEN BARRON

Phone

7322527474

Tax Period

2023-01-01 to 2023-12-31

OCEAN BEACH & YACHT CLUB UNIT 2, founded in 1948, is a small nonprofit that reported $479K in total revenue in fiscal year 2023. Expenses of $432K left a modest 10% surplus.

Mission

OPERATION OF CLUB'S BEACHES AND CLUBHOUSE; ENFORCEMENT OF DEED AND BUILDING RESTRICTIONS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $427,138

Program Service Revenue $54,569

Investment Income $16,443

Other Revenue $-19,049

TOTAL REVENUE $479,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,135

Fundraising Expenses $11,805

Other Expenses $188,058

TOTAL EXPENSES $432,193

Year-over-Year Comparison

	2023	2022	Change
Revenue	$479,101	$457,612	+0.0%
Expenses	$432,193	$403,252	+0.1%
Net Income	$46,908	$54,360	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
EILEEN BARRON	PRESIDENT	6.00	Officer	$0	$0	$0
SHANE SKWAREK	VICE PRESIDE	6.00	Officer	$0	$0	$0
CHARLOTTE FLOHL	SECRETARY	5.00	Officer	$0	$0	$0
TERRY BOUZIOTIS	TREASURER	6.00	Officer	$0	$0	$0
ANNA FIORE	MEMBER	4.00	Director	$0	$0	$0
ANTHONY LOOMIS	MEMBER	4.00	Director	$0	$0	$0
MIKE MERCURIO	MEMBER	4.00	Director	$0	$0	$0
SALLY MCCORRISON	MEMBER	4.00	Director	$0	$0	$0
BILL LINDNER	MEMBER	4.00	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
2024	No data	No data	No data	No data
2023	$479,101	$432,193	$779,209	$46,908
2022	$457,612	$403,252	$737,294	$54,360
2021	$497,439	$447,418	$637,151	$50,021
2020	$451,201	$365,707	$587,564	$85,494

OCEAN BEACH & YACHT CLUB UNIT 2