THE PRIORY

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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

1977

Legal Domicile

Principal Officer

Kelly Alpert

Phone

4157281469

Tax Period

2024-01-01 to 2024-12-31

THE PRIORY, founded in 1977, is a small nonprofit that reported $152K in total revenue in fiscal year 2024. Net assets of $784K represent 62 months of operating reserves.

Mission

The Priory is a neighborhood club which promotes exercise and socialization among neighbors by providing to its members social activities and facilities and instruction for tennis, swimming, and Bocce.

Program Service Accomplishments

Program 1

Provided tennis facilities, instruction and activities to members.

Program 2

Provided swimming facilities, instruction and activities to members.

Program 3

Provided Bocce facilities and activities to 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 $143,450

Program Service Revenue $1,875

Investment Income $0

Other Revenue $6,726

TOTAL REVENUE $152,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,740

Fundraising Expenses $0

Program Expenses $0

Other Expenses $142,824

TOTAL EXPENSES $149,564

Year-over-Year Comparison

	2024	2023	Change
Revenue	$152,051	$144,320	+0.1%
Expenses	$149,564	$130,438	+0.1%
Net Income	$2,487	$13,882	-0.8%

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
Kelly Alpert	President	7	Officer Director	$0	$0	$0
Kurt Klimenko	Treasurer	4	Officer Director	$0	$0	$0
Dennis Ryan	Secretary	4	Officer Director	$0	$0	$0
Ashley Harris	Vice-President	5	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	$152,051	$149,564	$798,016	$2,487
2023	$144,320	$130,438	$802,778	$13,882
2022	$132,832	$189,906	$591,196	$-57,074
2021	$109,156	$104,580	$646,270	$4,576
2020	$94,838	$89,982	$631,834	$4,856