MONTEREY BEACH CLUB INC

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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

1948

Legal Domicile

Principal Officer

ELIZABETH GRECO

Phone

7329394880

Tax Period

2023-01-01 to 2023-12-31

MONTEREY BEACH CLUB INC, founded in 1948, is a small nonprofit that reported $163K in total revenue in fiscal year 2023. Net assets of $442K represent 33 months of operating reserves.

Mission

MONTEREY BEACH CLUB IS AN ASSOCIATION TO PRESERVE, PROMOTE, AND MAINTAIN THE COMMON ELEMENTS OF THE RELATED COMMUNITY

Program Service Accomplishments

Program 1

MONTEREY BEACH CLUB IS AN ASSOCIATION TO PRESERVE, PROMOTE, AND MAINTAIN THE COMMON ELEMENTS OF THE RELATED COMMUNITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $133,264

Investment Income $8

Other Revenue $29,641

TOTAL REVENUE $162,913

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,966

Fundraising Expenses $0

Other Expenses $62,865

TOTAL EXPENSES $158,831

Year-over-Year Comparison

	2023	2022	Change
Revenue	$162,913	$161,407	+0.0%
Expenses	$158,831	$159,184	0.0%
Net Income	$4,082	$2,223	+0.8%

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

$1,200

Total Directors

$1,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT DONOVAN	SECRETARY	1.00	Officer Director	$400	$0	$400
ELIZABETH GRECO	TREASURER	2.00	Officer Director	$400	$0	$400
NEWTON HAUSMANN JR	DIRECTOR	1.00	Director	$300	$0	$300
MICHELE DUFFY	VICE PRESIDE	1.00	Officer Director	$200	$0	$200
AMY FIUME	PRESIDENT	1.00	Officer Director	$200	$0	$200
JIM NEILL	DIRECTOR	1.00	Director	$150	$0	$150
JEFFREY BYRNE	DIRECTOR	1.00	Director	$0	$0	$0
NANCY DUENSKIE	DIRECTOR	1.00	Director	$0	$0	$0
TIM KEARNS	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER ROSSI	DIRECTOR	1.00	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	$162,913	$158,831	$447,336	$4,082
2022	$161,407	$159,184	$442,323	$2,223
2021	$159,814	$149,670	$457,445	$10,144
2020	$172,053	$152,000	$459,357	$20,053