SOUTH BAR CLUB INC (EIN 610945679) - 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

1978

Legal Domicile

Principal Officer

MARINA CARLSON

Phone

5024264376

Tax Period

2025-01-01 to 2025-12-31

SOUTH BAR CLUB INC, founded in 1978, is a small nonprofit that reported $394K in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $336K left a modest 15% surplus.

Mission

PRIVATE SOCIAL CLUB

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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 (2025)

Revenue Breakdown

Contributions & Grants $605,203

Program Service Revenue $0

Investment Income $1,460

Other Revenue $-213,140

TOTAL REVENUE $393,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $335,858

TOTAL EXPENSES $335,858

Year-over-Year Comparison

	2025	2024	Change
Revenue	$393,523	$298,957	+0.3%
Expenses	$335,858	$377,726	-0.1%
Net Income	$57,665	$-78,769	-1.7%

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

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
JACK KOCH	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT GREENHILL	PRESIDENT	2.00	Officer Director	$0	$0	$0
KALITA BLESSING	DIRECTOR	2.00	Director	$0	$0	$0
DALE DELLACQUA	COO	2.00	Officer Director	$0	$0	$0
DON MORIN	SECRETARY	2.00	Officer Director	$0	$0	$0
NEIL BALAS	DIRECTOR	2.00	Director	$0	$0	$0
MARINA CARLSON	CFO	2.00	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	$393,523	$335,858	$12,052,232	$57,665
2024	$298,957	$377,726	$11,487,213	$-78,769
2023	$170,676	$315,845	$11,619,159	$-145,169
2022	$279,194	$252,213	$11,916,833	$26,981
2021	$229,295	$225,673	$12,110,615	$3,622
2020	$223,214	$215,561	$11,045,042	$7,653

SOUTH BAR CLUB INC