Cosmopolitan International Luncheon Club (EIN 237151039) - 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

1949

Legal Domicile

Principal Officer

Marnie Clark

Phone

5738741040

Tax Period

2022-07-01 to 2023-06-30

Cosmopolitan International Luncheon Club, founded in 1949, is a small nonprofit in the Community Improvement sector that reported $134K in total revenue in fiscal year 2022. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $44K, a strong 33% operating margin.

Mission

The Clubs mission is to contribute to community well-being through charitable donations and volunteer service with special emphasis on supporting efforts to prevent and find a cure for diabetes. The most significant activities are the support of the Columbia Parks system, diabetes and cancer research projects and diabetes education programs.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,726

Program Service Revenue $0

Investment Income $12,021

Other Revenue $116,869

TOTAL REVENUE $133,616

Expense Breakdown

Grants Paid $33,276

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $88,414

Other Expenses $56,793

TOTAL EXPENSES $90,069

Year-over-Year Comparison

	2022	2021	Change
Revenue	$133,616	$237,629	-0.4%
Expenses	$90,069	$182,001	-0.5%
Net Income	$43,547	$55,628	-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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Aric Jarvis	Treasurer	2.00	Officer Director	$0	$0	$0
Phillip Hanson	Secretary	2.00	Officer Director	$0	$0	$0
Judy Weitkemper	Past President	2.00	Officer Director	$0	$0	$0
Jared Klarfeld	Director	2.00	Director	$0	$0	$0
John Hubert	President Elect	2.00	Officer Director	$0	$0	$0
Carroll Highbarger	Director	2.00	Director	$0	$0	$0
John Hanson	Director	2.00	Director	$0	$0	$0
Tim Dollens	Director	2.00	Director	$0	$0	$0
Larry Benton	Vice President	2.00	Officer Director	$0	$0	$0
Marnie Clark	President	2.00	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$133,616	$90,069	$1,199,523	$43,547
2022	$237,629	$182,001	$1,125,089	$55,628
2021	$39,303	$51,089	$1,252,979	$-11,786
2020	$70,136	$102,493	$1,113,584	$-32,357
2019	$80,442	$126,130	$1,165,932	$-45,688

Cosmopolitan International Luncheon Club