Forum Club of the Palm Beaches 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

1976

Legal Domicile

Principal Officer

William Shepherd

Phone

5618819977

Tax Period

2024-07-01 to 2025-06-30

Forum Club of the Palm Beaches Inc, founded in 1976, is a small nonprofit that reported $761K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $719K left a modest 5% surplus.

Mission

The Forum Club of the Palm Beaches educates and informs the community's business, political and social interests and promotes a more active participation by all citizens in the democratic process by inviting students and the public-at-large to participate in events.

Program Service Accomplishments

Program 1

Expenses: $602,100 Revenue: $340,949

The Forum Club of the Palm Beaches holds at least 10 events each season featuring national leaders who represent diverse viewpoints, expertise and experiences for the benefit of its membership, local students and the community-at-large. These events are meant to educate the public and encourage a more active, engaged citizenry, stimulating thought and promoting dialogue.

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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 $399,973

Program Service Revenue $340,949

Investment Income $19,617

Other Revenue $0

TOTAL REVENUE $760,539

Expense Breakdown

Grants Paid $0

Salaries & Benefits $235,787

Fundraising Expenses $0

Program Expenses $602,100

Other Expenses $483,414

TOTAL EXPENSES $719,201

Year-over-Year Comparison

	2024	2023	Change
Revenue	$760,539	$675,365	+0.1%
Expenses	$719,201	$661,654	+0.1%
Net Income	$41,338	$13,711	+2.0%

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

$139,385

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sarah Criser Elwell	CEO	40.00	Officer	$133,780	$5,605	$139,385
Caroline Villanueva	Immediate Past President	1.00	Director	$0	$0	$0
Kalinthia Dillard	President	1.00	Officer Director	$0	$0	$0
Harvey E Oyer III	President-Elect	1.00	Officer Director	$0	$0	$0
Patrick Franklin	Vice President	1.00	Officer Director	$0	$0	$0
William Shepherd	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Margaret Betten	Director	1.00	Director	$0	$0	$0
John Castronuovo	Director	1.00	Director	$0	$0	$0
Maria Antuna	Director	1.00	Director	$0	$0	$0
Aimee Craig Carlson	Director	1.00	Director	$0	$0	$0
John Howe	Director	1.00	Director	$0	$0	$0
Christina Lambert	Director	1.00	Director	$0	$0	$0
Patrick McNamara	Director	1.00	Director	$0	$0	$0
Kathryn Rossmell	Director	1.00	Director	$0	$0	$0
Ken Kennerly	Director	1.00	Director	$0	$0	$0
Barbara Suflas Noble	Director	1.00	Director	$0	$0	$0
Alexandra Chase	Director	1.00	Director	$0	$0	$0
Aquannette Thomas	Director	1.00	Director	$0	$0	$0
Juan Cocuy	Director	1.00	Director	$0	$0	$0
Phillip Hutchinson	Director	1.00	Director	$0	$0	$0
Alyssa Freeman	Director	1.00	Director	$0	$0	$0
Ilan Kaufer	Director	1.00	Director	$0	$0	$0
Gary Lesser	Director	1.00	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	$760,539	$719,201	$555,371	$41,338
2024	No data	No data	No data	No data
2023	$640,833	$670,538	$509,266	$-29,705
2022	$675,124	$523,964	$521,937	$151,160
2021	$327,635	$290,617	$642,073	$37,018
2020	$514,164	$475,131	$606,189	$39,033
2019	$564,885	$499,770	$546,868	$65,115
2018	$603,021	$494,347	$488,751	$108,674