BERKS COUNTY YR CLUB (EIN 230404418) - 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

1936

Legal Domicile

Principal Officer

W BRADFORD WHITE

Phone

6103761303

Tax Period

2024-07-01 to 2025-06-30

BERKS COUNTY YR CLUB, founded in 1936, is a small nonprofit that reported $699K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $660K left a modest 6% surplus.

Mission

TO PROVIDE FOOD AND BEVERAGE AS WELL AS RECREATION AND LIVE ENTERTAINMENT FOR THE MEMBERSHIP.

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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 $191,106

Program Service Revenue $4,935

Investment Income $0

Other Revenue $503,439

TOTAL REVENUE $699,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $358,256

Fundraising Expenses $0

Other Expenses $301,951

TOTAL EXPENSES $660,207

Year-over-Year Comparison

	2024	2023	Change
Revenue	$699,480	$865,781	-0.2%
Expenses	$660,207	$831,459	-0.2%
Net Income	$39,273	$34,322	+0.1%

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
SARAH SMALL	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN MAHONEY JR	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
W BRADFORD WHITE	TREASURER	1.00	Officer Director	$0	$0	$0
JACOB R BEDNAR	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN G RUGGLES JR	DIRECTOR	1.00	Director	$0	$0	$0
FREDERICK R MOGEL ESQ	DIRECTOR	1.00	Director	$0	$0	$0
VIRGINIA GRIFFITH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM S JENCKES	DIRECTOR	1.00	Director	$0	$0	$0
JAMES SNYDER	DIRECTOR	1.00	Director	$0	$0	$0
G NICHOLAS KURUC	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
2025	$699,480	$660,207	$428,368	$39,273
2024	$865,781	$831,459	$325,963	$34,322
2023	$839,861	$772,236	$324,516	$67,625
2022	$1,199,584	$952,083	$241,231	$247,501
2021	$807,992	$796,897	$269,366	$11,095
2020	$732,203	$634,922	$214,830	$97,281
2019	$1,046,165	$888,182	$256,848	$157,983

BERKS COUNTY YR CLUB