Sausalito Womans Club Preservation Society (EIN 680225397) - 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

1990

Legal Domicile

Principal Officer

Dana H Whitson

Tax Period

2023-07-01 to 2024-06-30

Sausalito Womans Club Preservation Society, founded in 1990, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $59K in total revenue in fiscal year 2023. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 42% operating margin.

Mission

The Sausalito Womans Club Preservation Society raises funds restricted for the preservation of the Sausalito Womans Club certified historic structure located at 120 Central Ave in Sausalito, California.

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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 (2023)

Revenue Breakdown

Contributions & Grants $25,397

Program Service Revenue $0

Investment Income $1,465

Other Revenue $31,858

TOTAL REVENUE $58,720

Expense Breakdown

Grants Paid $28,849

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,849

Other Expenses $4,940

TOTAL EXPENSES $33,789

Year-over-Year Comparison

	2023	2022	Change
Revenue	$58,720	$31,697	+0.9%
Expenses	$33,789	$13,875	+1.4%
Net Income	$24,931	$17,822	+0.4%

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
Elizabeth Pierce	Director	1.00	Director	$0	$0	$0
EV Gilbreath	Director	1.00	Director	$0	$0	$0
Debbie Ford-Scriba	Director	1.00	Director	$0	$0	$0
Diane Barker	Director	1.00	Director	$0	$0	$0
Holly Stewart	Director	1.00	Director	$0	$0	$0
Renee Lee	Ex-Officio Director SWC Treas	1.00	Director	$0	$0	$0
Teri Lang	Director	1.00	Director	$0	$0	$0
Laurie Wright	Ex-Officio Director SWC Presi	1.00	Director	$0	$0	$0
Lisa Fredericks	Director	1.00	Director	$0	$0	$0
Leslie Harelik	Director	1.00	Director	$0	$0	$0
Ciji Ware	Director	1.00	Director	$0	$0	$0
Phoebe Fielding	Director	1.00	Director	$0	$0	$0
Denise Gustafsson	Director	1.00	Director	$0	$0	$0
Annika Toernqvist	Director	1.00	Director	$0	$0	$0
Bob Frazier	Director and Community Member	1.00	Director	$0	$0	$0
Heather Jones	Director	1.00	Director	$0	$0	$0
Frances Nelson	Vice Chair and Secretary	1.00	Officer Director	$0	$0	$0
Dana H Whitson	Director and Chair	1.00	Officer Director	$0	$0	$0
Naomi Fliflet	Director and Treasurer	1.00	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	No data	No data	No data	No data
2024	$58,720	$33,789	$696,059	$24,931

Sausalito Womans Club Preservation Society