SAINTE CLAIRE CLUB OF SAN JOSE (EIN 940831560) - 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

1944

Legal Domicile

Principal Officer

Mark Petersen

Phone

4082941242

Tax Period

2023-01-01 to 2023-12-31

SAINTE CLAIRE CLUB OF SAN JOSE, founded in 1944, is a community nonprofit in the Recreation & Sports sector that reported $1.3M in total revenue in fiscal year 2023.

Mission

PROVIDE RESTAURANT AND BAR OPERATIONS FOR 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 (2023)

Revenue Breakdown

Contributions & Grants $944,798

Program Service Revenue $0

Investment Income $631

Other Revenue $316,415

TOTAL REVENUE $1,261,844

Expense Breakdown

Grants Paid $0

Salaries & Benefits $931,497

Fundraising Expenses $0

Program Expenses $79,232

Other Expenses $344,115

TOTAL EXPENSES $1,275,612

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,261,844	$1,187,549	+0.1%
Expenses	$1,275,612	$1,190,129	+0.1%
Net Income	$-13,768	$-2,580	+4.3%

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

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
SHAWN ATKISSON	GENERAL MANAGER	40.00		$234,303	$0	$234,303
Dan Bozzuto	Director	0.35	Director	$0	$0	$0
Eugene Ashley	Director	0.35	Director	$0	$0	$0
John Kessler	DIRECTOR	0.35	Director	$0	$0	$0
Mark Biagini	DIRECTOR	0.35	Director	$0	$0	$0
Brian Sosine	Director	0.35	Director	$0	$0	$0
Steve Schultz	TREASURER	0.35	Officer	$0	$0	$0
Steve Gossett	SECRETARY	0.35	Officer	$0	$0	$0
Jeff Fischer	President	0.35	Officer	$0	$0	$0
Jeff Oneal	Vice President	0.35	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	No data	No data	No data	No data
2023	$1,261,844	$1,275,612	$1,699,202	$-13,768
2022	$1,187,549	$1,190,129	$1,730,901	$-2,580
2021	$1,164,232	$1,140,273	$1,694,317	$23,959
2020	$1,197,763	$1,164,121	$1,652,749	$33,642
2019	$1,105,322	$1,092,170	$1,582,998	$13,152
2018	$1,013,978	$1,025,987	$1,573,299	$-12,009

SAINTE CLAIRE CLUB OF SAN JOSE