LOCH LOMOND BEACH CLUB INC (EIN 910849566) - 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

1968

Legal Domicile

Principal Officer

FRANK FETZER

Phone

7153543400

Tax Period

2024-04-01 to 2025-03-31

LOCH LOMOND BEACH CLUB INC, founded in 1968, is a small nonprofit in the Recreation & Sports sector that reported $682K in total revenue in fiscal year 2024. The organization ran a surplus of $135K, a strong 20% operating margin.

Mission

FOSTER AND MAINTAIN FRIENDSHIP AMONG MEMBERS AND MAINTAIN CLUB PROPERTIES

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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 $0

Program Service Revenue $583,379

Investment Income $19,605

Other Revenue $79,138

TOTAL REVENUE $682,122

Expense Breakdown

Grants Paid $0

Salaries & Benefits $194,488

Fundraising Expenses $0

Program Expenses $494,985

Other Expenses $352,773

TOTAL EXPENSES $547,261

Year-over-Year Comparison

	2024	2023	Change
Revenue	$682,122	$636,725	+0.1%
Expenses	$547,261	$541,418	+0.0%
Net Income	$134,861	$95,307	+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

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
JIM LUDWIG	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVE MEYER	SECRETARY	1.00	Officer Director	$0	$0	$0
TONY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CHRISTOPHERSEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TOM GOODWIN	DIRECTOR	1.00	Director	$0	$0	$0
TED DEGRAW	DIRECTOR	1.00	Director	$0	$0	$0
FRANK FETZER	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	$682,122	$547,261	$2,648,998	$134,861
2024	$636,725	$541,418	$2,644,069	$95,307
2023	$594,761	$500,772	$2,647,180	$93,989
2022	$554,017	$524,904	$2,701,350	$29,113
2021	$460,078	$467,868	$2,793,865	$-7,790
2020	$238,939	$352,997	$2,165,451	$-114,058
2019	$381,666	$377,288	$1,576,749	$4,378

LOCH LOMOND BEACH CLUB INC