BEACHWOOD RECREATION ASSOCIATION INC (EIN 237263718) - 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

1972

Legal Domicile

Principal Officer

JONATHAN STROM

Phone

2482250638

Tax Period

2023-10-01 to 2024-09-30

BEACHWOOD RECREATION ASSOCIATION INC, founded in 1972, is a small nonprofit that reported $625K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $586K left a modest 6% surplus.

Mission

PRIVATE RECREATIONAL CLUB

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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 $625,275

Investment Income $0

Other Revenue $0

TOTAL REVENUE $625,275

Expense Breakdown

Grants Paid $0

Salaries & Benefits $255,302

Fundraising Expenses $0

Program Expenses $586,387

Other Expenses $331,085

TOTAL EXPENSES $586,387

Year-over-Year Comparison

	2023	2022	Change
Revenue	$625,275	$578,600	+0.1%
Expenses	$586,387	$615,147	0.0%
Net Income	$38,888	$-36,547	-2.1%

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
JUSTIN CAMPBELL	COMMUNICATIO	1.00	Director	$0	$0	$0
ELIZABETH HAMMOND	MEMBERSHIP	1.00	Director	$0	$0	$0
SARAH JACKSON	TREASURER	2.00	Officer Director	$0	$0	$0
DANA JONES	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVE KOZLOWSKI	FACILITIES	1.00	Director	$0	$0	$0
STEPHANIE MATTEI	SOCIAL	1.00	Director	$0	$0	$0
CARA RUTHENBERG	TENNIS	1.00	Director	$0	$0	$0
JONATHAN STROM	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL YEE	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
DAVID ZULKIEWSKI	SWIM	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	$625,275	$586,387	$689,244	$38,888
2023	$578,600	$615,147	$655,043	$-36,547
2022	$540,180	$557,904	$672,668	$-17,724
2021	$547,870	$527,930	$786,782	$19,940
2020	$356,854	$436,985	$749,269	$-80,131
2019	$513,801	$482,847	$763,135	$30,954
2018	$515,482	$498,202	$720,517	$17,280

BEACHWOOD RECREATION ASSOCIATION INC