LA MESA WOMANS CLUB FOUNDATION (EIN 934969442) - 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

2023

Legal Domicile

Principal Officer

MARSHA MCDONALD

Phone

6194959456

Tax Period

2024-01-01 to 2024-12-31

LA MESA WOMANS CLUB FOUNDATION, founded in 2023, is a micro nonprofit in the Community Improvement sector that reported $59K in total revenue in fiscal year 2024. Revenue surged 49647% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 77% operating margin.

Mission

THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO ENGAGE SOLELY IN THE CHARITABLE ACTIVITIES WITHIN THE SCOPE OF 501(c)(3) OF THE IRC THAT FURTHERS THE CHARITABLE MISSION OF LA MESA WOMAN'S CLUB (THE "SUPPORTED ORGANIZATION"), A NONPROFIT CORPORATION INCORPORATED IN THE STATE OF ca ON MAY 22, 1912. THIS CORPORATION IS ORGANIZED AND WILL BE OPERATED EXCLUSIVELY TO CARRY OUT THE CHARITABLE FUNCTIONS, PURPOSES, AND/OR PROGRAMS OF THE SUPPORTED ORGANIZATION. THE CORPORATION IS A TYPE I SUPPORTING ORGANIZATIONS OF THE SUPPORTED ORGANIZATION, AS SUCH TERM IS DESCRIBED IN CODE SECT 509(a)(3)(B)(i).

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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 $524

Program Service Revenue $0

Investment Income $58,177

Other Revenue $0

TOTAL REVENUE $58,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,700

Other Expenses $13,227

TOTAL EXPENSES $13,227

Year-over-Year Comparison

	2024	2023	Change
Revenue	$58,701	$118	+496.5%
Expenses	$13,227	N/A	N/A
Net Income	$45,474	$118	+384.4%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
MARSHA MCDONALD	CO-PRESIDENT	Director	$0	$0	$0
SANDI PHOENIX	CO-PRESIDENT	Director	$0	$0	$0
PATRICIA KELLY	Treasurer	Director	$0	$0	$0
LYNN THALMAN	Secretary	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
2024	$58,701	$13,227	$1,816,259	$45,474
2023	$118	No data	$1,743,447	No data

LA MESA WOMANS CLUB FOUNDATION