THE SULGRAVE CLUB (EIN 530152390) - 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

1932

Legal Domicile

Principal Officer

ROBERT ST FRANCIS

Phone

2024625800

Tax Period

2024-04-01 to 2025-03-31

THE SULGRAVE CLUB, founded in 1932, is a community nonprofit that reported $7.6M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $6.9M left a modest 9% surplus.

Mission

MEMBERSHIP ORGANIZATION FOR LITERARY, MUSICAL, ARTISTIC AND PHILANTHROPIC PURPOSES, MUTUAL IMPROVEMENT, AND THE PROMOTION OF SOCIAL INTERACTION.

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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 $1,237,798

Program Service Revenue $4,717,203

Investment Income $210,882

Other Revenue $1,397,206

TOTAL REVENUE $7,563,089

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,563,881

Fundraising Expenses $0

Other Expenses $2,300,342

TOTAL EXPENSES $6,864,223

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,563,089	$6,426,390	+0.2%
Expenses	$6,864,223	$6,700,230	+0.0%
Net Income	$698,866	$-273,840	-3.6%

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

$330,778

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY KING	PRESIDENT	2.00	Officer Director	$0	$0	$0
KITTY C COLBERT	1ST VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
PARKER B MOORE	2ND VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
MELISSA M KESHISHIAN	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
ELISE DARDEN	CORRESPONDING SECRETARY	2.00	Officer Director	$0	$0	$0
ANNE G BALDWIN	TREASURER	2.00	Officer Director	$0	$0	$0
SUZANNE T RICHARDS	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
MARCHAL MEENAN	GOVERNOR	2.00	Director	$0	$0	$0
BETSY B STRUSE	GOVERNOR	2.00	Director	$0	$0	$0
LISA ESKEW	GOVERNOR	2.00	Director	$0	$0	$0
MARLANA KAIN	GOVERNOR	2.00	Director	$0	$0	$0
LISA B BARRY	GOVERNOR	2.00	Director	$0	$0	$0
LAURA DREIBAND	GOVERNOR	2.00	Director	$0	$0	$0
JANICE KIM OTTEN	GOVERNOR	2.00	Director	$0	$0	$0
AMY ZANTZINGER	GOVERNOR	2.00	Director	$0	$0	$0
VIVIAN S MOORE	GOVERNOR	2.00	Director	$0	$0	$0
HILARY C WEST	GOVERNOR	2.00	Director	$0	$0	$0
NANCY W BALBOA	GOVERNOR	2.00	Director	$0	$0	$0
ROBERT ST FRANCIS	GENERAL MANAGER/COO	60.00	Officer	$279,294	$51,484	$330,778
TIMOTHY LOVELAND	EXECUTIVE CHEF	60.00	Highest	$205,591	$18,476	$224,067
JASON WALTON	CONTROLLER	45.00	Highest	$184,736	$18,542	$203,278

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	$7,563,089	$6,864,223	$16,437,308	$698,866
2024	$6,426,390	$6,700,230	$15,162,756	$-273,840
2023	$5,805,388	$5,725,073	$13,996,412	$80,315
2022	$4,879,887	$4,810,654	$13,705,968	$69,233
2021	$3,859,180	$3,206,925	$13,092,392	$652,255
2020	$5,032,860	$4,966,524	$11,603,550	$66,336
2019	$4,975,084	$4,929,421	$11,735,802	$45,663

THE SULGRAVE CLUB