FORT MYERS BEACH WOMENS CLUB INC (EIN 596133785) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

STEPHANIE BUBOLTZ

Phone

2397651417

Tax Period

2024-04-01 to 2025-03-31

FORT MYERS BEACH WOMENS CLUB INC, founded in 1950, is a small nonprofit in the Human Services sector that reported $694K in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $503K, a strong 72% operating margin.

Mission

TO PROMOTE AND FOSTER RECREATIONAL, SOCIAL AND EDUCATIONAL ACTIVITIES OF ITS MEMBERS AND TO ENGAGE IN ACTIVITIES AS SHALL RAISE STANDARDS OF CIVIC AND COMMUNITY WELFARE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $680,229

Program Service Revenue $0

Investment Income $-9,359

Other Revenue $23,348

TOTAL REVENUE $694,218

Expense Breakdown

Grants Paid $111,431

Salaries & Benefits $0

Fundraising Expenses $20,420

Program Expenses $156,744

Other Expenses $79,712

TOTAL EXPENSES $191,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$694,218	$471,744	+0.5%
Expenses	$191,143	$281,773	-0.3%
Net Income	$503,075	$189,971	+1.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MEGAN ALLERS	VP OF FACILI	15.00	Officer Director	$0	$0	$0
ANGELA DETERS	BOARD MEMBER	0.15	Director	$0	$0	$0
JEANNE MARIE GUZY	BOARD MEMBER	0.15	Director	$0	$0	$0
ANGELYNN MARSDEN	BOARD MEMBER	0.15	Director	$0	$0	$0
BARB MEZESKE	BOARD MEMBER	0.15	Director	$0	$0	$0
ROSANNA REILY	BOARD MEMBER	0.15	Director	$0	$0	$0
JOY SULLIVAN	BOARD MEMBER	0.15	Director	$0	$0	$0
DAWN THOMAS	PRESIDENT/DI	30.00	Officer Director	$0	$0	$0
ASHLE TORGERSON	SECRETARY/DI	10.00	Officer Director	$0	$0	$0
MARI TORGERSON	TREASURER/DI	30.00	Officer Director	$0	$0	$0
NANNETTE WILLIAMS	VP OF MEMBER	10.00	Officer 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	$694,218	$191,143	$915,219	$503,075
2024	$471,744	$281,773	$603,700	$189,971
2023	$631,628	$504,797	$422,046	$126,831

FORT MYERS BEACH WOMENS CLUB INC