Berkeley Tennis Club (EIN 940319950) - 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

1906

Legal Domicile

Principal Officer

Roger Fields

Phone

5108411830

Tax Period

2024-06-01 to 2025-05-31

Berkeley Tennis Club, founded in 1906, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.7M left a modest 5% surplus.

Mission

THE BERKELEY TENNIS CLUB IS COMMITTED TO THE PROMOTION OF TENNIS FOR ITS MEMBERS AS WELL AS THE TENNIS COMMUNITY AT LARGE.

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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 $2,619,469

Investment Income $19,536

Other Revenue $242,439

TOTAL REVENUE $2,881,444

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,272,724

Fundraising Expenses $0

Program Expenses $1,772,751

Other Expenses $1,451,920

TOTAL EXPENSES $2,724,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,881,444	$2,580,285	+0.1%
Expenses	$2,724,644	$2,533,333	+0.1%
Net Income	$156,800	$46,952	+2.3%

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

Employees

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

$226,232

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brendan Curry	General Manager	40.00	Officer	$204,837	$21,395	$226,232
Cathy Lyon	Controller	35.00		$132,049	$12,272	$144,321
Peter Benko	Tennis Pro	30.00		$122,814	$15,439	$138,253
Cagatay Soke	Tennis Pro	30.00		$105,999	$7,294	$113,293
Sonia Steverson	Operations Mgr	40.00		$88,299	$12,067	$100,366
Anthony Petru	President	10.00	Officer Director	$0	$0	$0
Chris Ertel	Secretary	10.00	Officer Director	$0	$0	$0
Roger Fields	CFO	10.00	Officer Director	$0	$0	$0
Carrie Portis	Director	5.00	Director	$0	$0	$0
Bob Samuels	Director	5.00	Director	$0	$0	$0
Matthew Sade	Director	5.00	Director	$0	$0	$0
Carmen Gee	Director	5.00	Director	$0	$0	$0
Barrie Bulmore	Director	5.00	Director	$0	$0	$0
Cordell Ho	Director	5.00	Director	$0	$0	$0
Eliott Abraham	Director	5.00	Director	$0	$0	$0
Kendall Riding	Director	5.00	Director	$0	$0	$0
Anthony Grand	Director	5.00	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	$2,881,444	$2,724,644	$3,927,809	$156,800
2024	$2,580,285	$2,533,333	$3,786,547	$46,952
2023	$2,300,468	$2,261,202	$3,683,525	$39,266
2022	$2,587,848	$2,195,359	$3,688,047	$392,489
2021	$2,037,180	$1,863,452	$3,516,131	$173,728
2020	$2,026,037	$2,010,990	$3,314,681	$15,047
2019	$2,238,972	$2,123,621	$3,390,250	$115,351
2018	$2,119,158	$1,973,863	$3,577,138	$145,295

Berkeley Tennis Club