SUNSET CLUB (EIN 910431755) - 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

1913

Legal Domicile

Principal Officer

PEGGY WALTON

Phone

2066242545

Tax Period

2024-04-01 to 2025-03-31

SUNSET CLUB, founded in 1913, is a community nonprofit in the Recreation & Sports sector that reported $3.0M in total revenue in fiscal year 2024. Expenses of $2.8M left a modest 5% surplus.

Mission

THE SUNSET CLUB WAS ESTABLISHED TO ENSURE THE SOCIAL AND INTELLECTUAL LIVES OF ITS MEMBERSHIP.

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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 $59,600

Program Service Revenue $1,904,990

Investment Income $54,067

Other Revenue $941,239

TOTAL REVENUE $2,959,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,468,507

Fundraising Expenses $0

Other Expenses $1,330,853

TOTAL EXPENSES $2,799,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,959,896	$2,864,158	+0.0%
Expenses	$2,799,360	$2,723,829	+0.0%
Net Income	$160,536	$140,329	+0.1%

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

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

$165,017

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGY WALTON	PRESIDENT	20.00	Officer Director	$0	$0	$0
PATRICIA H CHAR	PRESIDENT EL	10.00	Officer Director	$0	$0	$0
DIANE DAGGATT	TREASURER	10.00	Officer Director	$0	$0	$0
LISA O'KEEFE	SECRETARY	5.00	Officer Director	$0	$0	$0
POLLY KENEFICK	ACTIVITIES C	2.00	Director	$0	$0	$0
BEVERLY FUHS	BLDG & GROUN	2.00	Director	$0	$0	$0
BARBARA FEASEY	GOVERNANCE C	2.00	Director	$0	$0	$0
SHELLEY BUHLER	MEMBERSHIP C	2.00	Director	$0	$0	$0
ANNE BARKER	STRAT. PLANN	2.00	Director	$0	$0	$0
KATHLEEN MAUREL	TRUSTEE-AT-L	2.00	Director	$0	$0	$0
GENA SEARS	TRUSTEE-AT-L	2.00	Director	$0	$0	$0
HEATHER GAFFEY	GENERAL MANA	40.00	Key Emp	$155,026	$9,991	$165,017
CARRIE PEDEGANA	CONTROLLER	40.00	Highest	$106,564	$8,973	$115,537
RUBEN SOTO	EXECUTIVE CH	40.00	Highest	$114,786	$8,868	$123,654

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	$2,959,896	$2,799,360	$5,376,967	$160,536
2024	$2,864,158	$2,723,829	$5,097,356	$140,329
2023	$2,487,588	$2,444,649	$4,968,275	$42,939
2022	$2,300,493	$2,116,072	$4,994,681	$184,421
2021	$1,599,906	$1,596,511	$4,876,039	$3,395
2020	$2,085,424	$2,240,687	$4,489,170	$-155,263
2019	$2,359,848	$2,150,930	$4,704,907	$208,918
2018	$2,072,092	$1,949,054	$4,458,483	$123,038

SUNSET CLUB