SAMOAN CLUB OF THE MONTEREY PENINSULA (EIN 820998886) - 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

2017

Legal Domicile

Principal Officer

RACHEL SUA

Tax Period

2024-01-01 to 2024-12-31

SAMOAN CLUB OF THE MONTEREY PENINSULA, founded in 2017, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum.

Mission

PRESERVE AND PROMOTE SAMOAN CUSTOMS AND TRADITIONS AND PROVIDE ENTERTAINMENT AND SOCIAL ACTIVITIES FOR THE MEMBERS BUILDING STRONG RELATIONSHIPS AND ENHANCING AN ENVIRONMENT CONDUCIVE TO GOOD MORAL ORDER.

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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 $2,372,848

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,372,848

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,909,510

Program Expenses $288,910

Other Expenses $2,336,477

TOTAL EXPENSES $2,336,477

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,372,848	$1,535,501	+0.5%
Expenses	$2,336,477	$1,507,698	+0.5%
Net Income	$36,371	$27,803	+0.3%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
ALEENA TUPUOLA	TREASURER	Officer	$0	$0	$0
RACHEL SUA	PRESIDENT	Officer	$0	$0	$0
NICOLE FERNANDEZ	SECRETARY	Officer	$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	$2,372,848	$2,336,477	$72,674	$36,371
2023	$1,535,501	$1,507,698	$36,303	$27,803
2022	$898,177	$945,155	$8,500	$-46,978
2021	$351,307	$298,012	$55,478	$53,295
2020	$91,035	$93,485	$2,183	$-2,450
2019	$277,735	$285,051	$4,633	$-7,316

SAMOAN CLUB OF THE MONTEREY PENINSULA