BERKELEY COUNTRY CLUB (EIN 941251025) - 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

1953

Legal Domicile

Principal Officer

CLAUDE LABEEUW

Phone

5102337550

Tax Period

2024-01-01 to 2024-12-31

BERKELEY COUNTRY CLUB, founded in 1953, is a community nonprofit that reported $6.4M in total revenue in fiscal year 2024.

Mission

PROMOTION OF RECREATIONAL SOCIAL ACTIVITIES 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,863,372

Investment Income $10,780

Other Revenue $1,489,473

TOTAL REVENUE $6,363,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,510,747

Fundraising Expenses $0

Other Expenses $3,393,095

TOTAL EXPENSES $6,903,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,363,625	$6,294,585	+0.0%
Expenses	$6,903,842	$6,772,067	+0.0%
Net Income	$-540,217	$-477,482	+0.1%

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

101

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

$290,982

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAUDE LABEEUW	PRESIDENT	8.00	Officer Director	$0	$0	$0
RUDY YU	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ERIC JOHNSON	SECRETARY	2.00	Officer Director	$0	$0	$0
MADHAV MEHRA	TREASURER	2.00	Officer Director	$0	$0	$0
MARK FORBES	DIRECTOR	1.00	Director	$0	$0	$0
AMY GUTIERREZ	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BROWN	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE SELTZER	FINANCE MANAGER	40.00	Officer	$122,549	$2,673	$125,222
RYAN WILSON	GENERAL MANAGER/COO (THROUGH 3/24)	40.00	Officer	$66,516	$4,958	$71,474
JEFFREY PERRY	GENERAL MANAGER (AS OF 5/24)	40.00	Officer	$94,286	$0	$94,286
MICHELLE SAND	SALES DIRECTOR	40.00	Highest	$118,058	$31,798	$149,856
ADAM LEVINSOHN	GOLF COURSE SUPERINTENDENT	40.00	Highest	$165,238	$4,544	$169,782
DAVID WOLERT	HEAD GOLF PRO	40.00	Highest	$129,998	$27,590	$157,588
DANIEL TORRESAN	HEAD CHEF	40.00	Highest	$113,780	$17,213	$130,993
ZHEENA ELER	MEMBERSHIP MANAGER	40.00	Highest	$105,765	$9,124	$114,889

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	$6,363,625	$6,903,842	$10,134,344	$-540,217
2023	$6,294,585	$6,772,067	$9,976,021	$-477,482
2022	$6,037,751	$6,832,697	$10,171,731	$-794,946
2021	$5,448,759	$6,040,465	$10,217,622	$-591,706
2020	$3,227,223	$4,386,849	$10,877,083	$-1,159,626
2019	$573,150	$616,739	$10,083,538	$-43,589
2018	$813,846	$1,231,033	$9,187,901	$-417,187

BERKELEY COUNTRY CLUB