Beverly Hills Tennis Club (EIN 360804315) - 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

1919

Legal Domicile

Principal Officer

Joe Kratzer

Phone

3127316204

Tax Period

2023-11-01 to 2024-10-31

Beverly Hills Tennis Club, founded in 1919, is a small nonprofit that reported $341K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $315K left a modest 8% surplus.

Mission

Neighborhood recreational private tennis 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 $198,903

Program Service Revenue $132,637

Investment Income $2,921

Other Revenue $6,842

TOTAL REVENUE $341,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $71,612

Fundraising Expenses $0

Other Expenses $243,156

TOTAL EXPENSES $314,768

Year-over-Year Comparison

	2023	2022	Change
Revenue	$341,303	$210,824	+0.6%
Expenses	$314,768	$276,280	+0.1%
Net Income	$26,535	$-65,456	-1.4%

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
Joe Kratzer	President	10.00	Officer Director	$0	$0	$0
Patrick Truskowski	Vice-President	10.00	Officer Director	$0	$0	$0
Patrick T Stanton	Treasurer	10.00	Officer Director	$0	$0	$0
Meghan Fahey	Secretary	10.00	Officer Director	$0	$0	$0
Sarah Wilson	Director	10.00	Director	$0	$0	$0
Jeff Farley	Director	10.00	Director	$0	$0	$0
Pam Saindon	Director	10.00	Director	$0	$0	$0
Tim Kelly	Director	10.00	Director	$0	$0	$0
Ann Santino	Director	10.00	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	$341,303	$314,768	$182,720	$26,535
2023	$210,824	$276,280	$156,185	$-65,456
2022	$201,593	$171,965	$219,244	$29,628
2021	$206,702	$148,594	$187,289	$58,108

Beverly Hills Tennis Club