ULMSTEAD CLUB INC (EIN 521286241) - 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

VIRGINIA VERNICK

Phone

2405934367

Tax Period

2024-01-01 to 2024-12-31

ULMSTEAD CLUB INC, founded in 1972, is a small nonprofit that reported $554K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $190K, a strong 34% operating margin.

Mission

COMMUNITY SERVICE ORGANIZATION THAT MAINTAINS AND PROTECTS THE COMMON ELEMENTS OF 360 RESIDENTIAL PROPERTY OWNERS.

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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 $479,580

Investment Income $74,041

Other Revenue $0

TOTAL REVENUE $553,621

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,588

Other Expenses $363,719

TOTAL EXPENSES $363,719

Year-over-Year Comparison

	2024	2023	Change
Revenue	$553,621	$486,752	+0.1%
Expenses	$363,719	$412,689	-0.1%
Net Income	$189,902	$74,063	+1.6%

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

N/A

Independent Members

N/A

Employees

N/A

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
VIRGINIA VERNICK	PRESIDENT	1.00	Officer	$0	$0	$0
ALLI SMITH	VICE PRESIDENT	1.00	Officer	$0	$0	$0
CAREY GORYL	TREASURER	1.00	Officer	$0	$0	$0
AMANDA MCFALL	SECRETARY	1.00	Officer	$0	$0	$0
LOIS FINDLAY	ASSISTANT TREASURER	1.00	Officer	$0	$0	$0
BRIAN TIERNEY	DIRECTOR	1.00	Officer	$0	$0	$0
KEVIN COOLEY	DIRECTOR	1.00	Officer	$0	$0	$0
JULIE SCULLY	DIRECTOR	1.00	Officer	$0	$0	$0
MAUREEN COELHO	DIRECTOR	1.00	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	$553,621	$363,719	$2,149,344	$189,902
2023	$486,752	$412,689	$1,959,442	$74,063
2022	$482,832	$256,031	$1,885,379	$226,801
2021	$348,174	$382,706	$1,658,578	$-34,532
2020	$401,241	$225,194	$1,693,110	$176,047
2019	$391,871	$192,350	$1,517,063	$199,521
2018	$378,904	$190,055	$1,503,320	$188,849

ULMSTEAD CLUB INC