Mountainbrook Club Inc

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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

1961

Legal Domicile

Principal Officer

Ryder Witter

Phone

7044539303

Tax Period

2024-01-01 to 2024-12-31

Mountainbrook Club Inc, founded in 1961, is a small nonprofit that reported $379K in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $448K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE OBJECTS OF THE CORPORATION SHALL BE THE WELFARE, BENEFIT AND ENJOYMENT OF ITS MEMBERS AND THEIR CHILDREN, TO BE DERIVED PRIMARILY FROM THE RECREATION OF SWIMMING AND TENNIS.

Program Service Accomplishments

Program 1

Expenses: $31,700 Revenue: $13,512

SWIM TEAM PROGRAM: TO PROVIDE AN OPPORTUNIY FOR MEMBERS TO PARTICIPATE IN COMPETITIVE SWIMMING EVENTS IN AN ESTABLISHED LEAGUE. IN RECOGNITION OF THE INDIVIDUAL ACCOMPLISHMENTS OF SWIM TEAM...

SWIM TEAM PROGRAM: TO PROVIDE AN OPPORTUNIY FOR MEMBERS TO PARTICIPATE IN COMPETITIVE SWIMMING EVENTS IN AN ESTABLISHED LEAGUE. IN RECOGNITION OF THE INDIVIDUAL ACCOMPLISHMENTS OF SWIM TEAM PARTICIPANTS, TROPHIES, RIBBONS, AND CERTIFICATES WERE AWARDED. SWIMMING TECHNIQUES WERE IMPROVED THROUGH THE GUIDANCE OF EXPERIENCED SWIM COACHES.

Program 2

Expenses: $20,325 Revenue: $0

TENNIS PROGRAM: TO PROVIDE AN OPPORTUNITY FOR MEMBERS TO ENGAGE IN TENNIS MATCHES WITHIN AN ESTABLISHED LEAGUE. TENNIS SKILLS WERE IMPROVED THROUGH THE GUIDANCE OF EXPERIENCED TENNIS COACHES.

Program 3

Expenses: $17,427 Revenue: $32,241

Snack Bar: TO PROVIDE FOOD AND BEVERAGE TO MEMBERS AT THE CLUBS FACILITIES.

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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 $326,681

Program Service Revenue $52,010

Investment Income $0

Other Revenue $0

TOTAL REVENUE $378,691

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,497

Fundraising Expenses $0

Program Expenses $85,706

Other Expenses $431,980

TOTAL EXPENSES $448,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$378,691	$282,701	+0.3%
Expenses	$448,477	$367,802	+0.2%
Net Income	$-69,786	$-85,101	-0.2%

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
Marissa Kleber	Snack Bar	3.00	Director	$0	$0	$0
Rosalyn Kartes	Director - Tennis	3.00	Director	$0	$0	$0
David Stewart	Secretary	5.00	Officer Director	$0	$0	$0
Chris Freeman	TREASURER	5.00	Officer Director	$0	$0	$0
Norman Cook	Facilities	3.00	Officer Director	$0	$0	$0
Bill Helman	President	5.00	Officer Director	$0	$0	$0
Brian Hosey	Social	3.00	Director	$0	$0	$0
Patrick Blanford	Vice President	5.00	Director	$0	$0	$0
Amanda Piekutowski	Swimteam	3.00	Director	$0	$0	$0
Randall Maddle	Membership	3.00	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	$378,691	$448,477	$1,487,769	$-69,786
2023	$282,701	$354,059	$1,300,705	$-71,358
2022	$387,181	$218,639	$1,630,157	$168,542
2021	$346,148	$168,827	$1,477,843	$177,321
2020	$242,891	$132,400	$1,332,972	$110,491
2019	$422,031	$208,304	$1,050,745	$213,727
2018	$234,343	$166,028	$832,027	$68,315