The Birchwood Club (EIN 362384836) - 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

1958

Legal Domicile

Principal Officer

JONATHAN QUINN

Phone

8478312040

Tax Period

2024-10-01 to 2025-03-31

The Birchwood Club, founded in 1958, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $1.4M left a modest 10% surplus.

Mission

ESTABLISH, MAINTAIN, AND CONDUCT A SWIMMING AND TENNIS CLUB WITH SUITABLE FACILITIES FOR THE ENCOURAGEMENT OF SWIMMING, DINING, TENNIS AND THE PROMOTION OF RECREATION, GOOD FELLOWSHIP, AND SOCIAL RELATIONSHIPS AMONG ITS MEMBERS.

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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 $1,616,288

Investment Income $1,271

Other Revenue $-79,895

TOTAL REVENUE $1,537,664

Expense Breakdown

Grants Paid $0

Salaries & Benefits $511,378

Fundraising Expenses $0

Other Expenses $864,914

TOTAL EXPENSES $1,376,292

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,537,664	$3,207,131	-0.5%
Expenses	$1,376,292	$2,843,265	-0.5%
Net Income	$161,372	$363,866	-0.6%

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

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
ADAM MORGAN	RACQUETS DIRECTOR	40.00		$144,447	$22,355	$166,802
Ivan Cipak	GENERAL MANAGER	40.00		$142,081	$18,350	$160,431
JESUS RAMOS	EXECUTIVE CHEF	40.00		$134,159	$9,937	$144,096
JOSEPH PROVENZANO	CONTROLLER	40.00		$101,111	$11,689	$112,800
JONATHON QUINN	President	5.00	Officer Director	$0	$0	$0
ROBERT MILLER	Director	2.00	Director	$0	$0	$0
ALLISON RABIN	Secretary	2.00	Officer Director	$0	$0	$0
LINDSAY COHEN	Director	2.00	Director	$0	$0	$0
RICKEY BORTZ	Secretary	2.00	Officer Director	$0	$0	$0
MARGALIT FEIGER	Director	2.00	Director	$0	$0	$0
DAVID NANKIN	Treasurer	5.00	Officer Director	$0	$0	$0
HOWARD ABRAMS	Director	2.00	Director	$0	$0	$0
DAVID WEINER	Director	2.00	Director	$0	$0	$0
MICKEY KUPPERMAN	Director	2.00	Director	$0	$0	$0
ANNE LOGRANDE	Vice President	2.00	Officer Director	$0	$0	$0
ANDREW BLOCK	Director	2.00	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	$1,537,664	$1,376,292	$8,181,887	$161,372
2024	$3,207,133	$2,843,265	$8,407,965	$363,868
2023	$4,905,282	$2,763,052	$7,603,600	$2,142,230
2022	$2,776,007	$2,555,772	$5,573,931	$220,235
2021	$2,087,422	$2,005,997	$5,423,010	$81,425
2020	$2,109,432	$2,125,702	$5,267,573	$-16,270
2019	$2,026,289	$2,015,556	$5,604,828	$10,733
2018	$2,974,117	$2,927,562	$4,891,633	$46,555

The Birchwood Club