The Bellevue Club (EIN 940990020) - 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

1926

Legal Domicile

Phone

5109850505

Tax Period

2020-07-01 to 2021-06-30

The Bellevue Club, founded in 1926, is a community nonprofit that reported $9.2M in total revenue in fiscal year 2020. Revenue surged 888% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.7M, a strong 72% operating margin.

Mission

Social, educational and recreational programs for its members.

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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 (2020)

Revenue Breakdown

Contributions & Grants $353,456

Program Service Revenue $68,176

Investment Income $8,832,988

Other Revenue $-6,553

TOTAL REVENUE $9,248,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $646,418

Fundraising Expenses $0

Other Expenses $1,943,842

TOTAL EXPENSES $2,590,260

Year-over-Year Comparison

	2020	2019	Change
Revenue	$9,248,067	$935,583	+8.9%
Expenses	$2,590,260	$1,065,481	+1.4%
Net Income	$6,657,807	$-129,898	-52.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carole S Levenson	President	8.00	Officer Director	$0	$0	$0
Rose Mary Richmond	Vice President	5.00	Officer Director	$0	$0	$0
Victoria Hartsock	Secretary	1.00	Officer Director	$0	$0	$0
Elaine Oldham	Treasurer	2.00	Officer Director	$0	$0	$0
Ellin Firth	Director	4.00	Director	$0	$0	$0
Dr Robin Brandon	Director	1.00	Director	$0	$0	$0
Deborah Edgerly	Director	1.00	Director	$0	$0	$0
Marlene Zuehlsdorff	Director	1.00	Director	$0	$0	$0
Suzanne Royce	Director	1.00	Director	$0	$0	$0
Lenore Raffo	Corr. Secretary	1.00	Officer Director	$0	$0	$0
Carol Morris	Director	1.00	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
2021	$9,248,067	$2,590,260	No data	$6,657,807
2020	$935,583	$1,065,481	$786,184	$-129,898
2019	$1,126,346	$1,124,627	$791,710	$1,719
2018	$1,097,392	$1,077,957	$827,209	$19,435

The Bellevue Club