Casa Abrego Club (EIN 941378960) - 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

1956

Legal Domicile

Phone

8313750626

Tax Period

2024-01-01 to 2024-12-31

Casa Abrego Club, founded in 1956, is a small nonprofit that reported $421K in total revenue in fiscal year 2024. Expenses of $359K left a modest 15% surplus.

Mission

We are proud to have had our part in permanently saving for Monterey and for California one of the fine old structures which embodies the good taste and warm spirit of Monterey's historic past.

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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 $47,500

Program Service Revenue $232,286

Investment Income $45,267

Other Revenue $96,068

TOTAL REVENUE $421,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $207,036

Fundraising Expenses $0

Other Expenses $152,329

TOTAL EXPENSES $359,365

Year-over-Year Comparison

	2024	2023	Change
Revenue	$421,121	$404,085	+0.0%
Expenses	$359,365	$372,314	0.0%
Net Income	$61,756	$31,771	+0.9%

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
Joan Little	President	2.00	Officer Director	$0	$0	$0
Lane Dowlen	Secretary	2.00	Officer Director	$0	$0	$0
Janeanne upp	Treasurer	2.00	Officer Director	$0	$0	$0
Stephanie Lee	Vice President	2.00	Officer Director	$0	$0	$0
Karen Fanoe	Director	1.00	Director	$0	$0	$0
Charlie Keeley	Secretary	2.00	Officer Director	$0	$0	$0
Christine Chin	Director	1.00	Director	$0	$0	$0
Debi Kennedy	Director	1.00	Director	$0	$0	$0
Diana Jacobson	Director	1.00	Director	$0	$0	$0
Madeline Van Zander	Director	1.00	Director	$0	$0	$0
Natalie Stewart	Director	1.00	Director	$0	$0	$0
Carlotta Mellon	Director	1.00	Director	$0	$0	$0
Elizabeth Lindsey	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
2024	$421,121	$359,365	$1,008,091	$61,756
2023	$404,085	$372,314	$918,802	$31,771
2022	$356,006	$344,237	$858,777	$11,769
2021	$366,260	$299,429	$918,306	$66,831
2020	$297,733	$274,855	$823,205	$22,878
2019	$306,505	$290,004	$787,763	$16,501
2018	$145,694	$117,715	$731,563	$27,979

Casa Abrego Club