CALEDONIAN CLUB OF SACRAMENTO (EIN 942914898) - 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

1975

Legal Domicile

Principal Officer

ROBYN MCBURNEY

Phone

9163955589

Tax Period

2016-07-01 to 2017-06-30

CALEDONIAN CLUB OF SACRAMENTO, founded in 1975, is a small nonprofit that reported $227K in total revenue in fiscal year 2016. Revenue decreased 8% compared to the prior year. Expenses of $257K exceeded revenue, resulting in a 13% operating deficit.

Mission

FOSTER SCOTTISH HERITAGE

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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 (2016)

Revenue Breakdown

Contributions & Grants $270

Program Service Revenue $224,122

Investment Income $177

Other Revenue $2,544

TOTAL REVENUE $227,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $220,792

Other Expenses $257,132

TOTAL EXPENSES $257,132

Year-over-Year Comparison

	2016	2015	Change
Revenue	$227,113	$247,141	-0.1%
Expenses	$257,132	$204,347	+0.3%
Net Income	$-30,019	$42,794	-1.7%

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

N/A

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
ROBYN MCBURNEY	PRESIDENT	5.00	Director	$0	$0	$0
MARCELLE BOWDEN	VICE PRESIDENT	5.00	Director	$0	$0	$0
KATE HARPER	SECRETARY	5.00	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
2017	$227,113	$257,132	$127,642	$-30,019

CALEDONIAN CLUB OF SACRAMENTO