ROSEDALE BEACH CLUB (EIN 251122599) - 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

1984

Legal Domicile

Principal Officer

JENNIFER L JACKSON

Phone

4128483425

Tax Period

2024-01-01 to 2024-12-31

ROSEDALE BEACH CLUB, founded in 1984, is a small nonprofit that reported $165K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE MEMBERS WITH A SAFE SWIMMING FACILITY AND MEETING PLACE

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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 $0

Program Service Revenue $142,390

Investment Income $1,815

Other Revenue $20,791

TOTAL REVENUE $164,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,758

Fundraising Expenses $0

Other Expenses $92,187

TOTAL EXPENSES $164,945

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,996	$208,203	-0.2%
Expenses	$164,945	$146,139	+0.1%
Net Income	$51	$62,064	-1.0%

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

200

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
AMANDA BERNDSORFF	SECRETARY	5.00	Officer	$0	$0	$0
KATIE DAVISON	VICE PRESIDE	5.00	Officer	$0	$0	$0
BRITTANY FETTIS	DIRECTOR	5.00	Officer	$0	$0	$0
JENNIFER L JACKSON	TREASURER	5.00	Officer	$0	$0	$0
DAVID PREVOST	DIRECTOR	5.00	Officer	$0	$0	$0
GIUSEPPE PROVENZA	DIRECTOR	5.00	Officer	$0	$0	$0
BILL ROMANGO	DIRECTOR	5.00	Officer	$0	$0	$0
MARY SALTZMAN	DIRECTOR	5.00	Officer	$0	$0	$0
DANI SCOTT	PRESIDENT	5.00	Officer	$0	$0	$0
ISABELLA VENZIANO	DIRECTOR	5.00	Officer	$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	$164,996	$164,945	$276,211	$51
2023	$208,203	$146,139	$281,326	$62,064
2022	$143,777	$164,079	$221,066	$-20,302
2021	$165,299	$140,681	$244,554	$24,618
2020	$214,504	$97,239	$221,695	$117,265
2019	$110,649	$101,375	$106,563	$9,274
2018	$115,558	$111,034	$101,200	$4,524

ROSEDALE BEACH CLUB