MONTEREY COUNTY SWISS RIFLE CLUB

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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

1900

Legal Domicile

Principal Officer

DAVID MORISOLI

Phone

8316783370

Tax Period

2023-01-01 to 2023-12-31

MONTEREY COUNTY SWISS RIFLE CLUB, founded in 1900, is a small nonprofit that reported $156K in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $35K, a strong 23% operating margin.

Mission

ORGANIZATION IS INVOLVED IN PROMOTING COMMUNITY SPIRIT AND INVOLVEMENT THROUGH CLUB MEMBERSHIP AND ARRANGED CATERED ANNUAL SHOOTS.

Program Service Accomplishments

Program 1

ORGANIZATION IS INVOLVED IN PROMOTING COMMUNITY SPIRIT AND INVOLVEMENT THROUGH CLUB MEMBERSHIP AND ARRANGED CATERED ANNUAL SHOOTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $111,725

Program Service Revenue $46,140

Investment Income $40

Other Revenue $-2,007

TOTAL REVENUE $155,898

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $120,775

TOTAL EXPENSES $120,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	$155,898	$174,832	-0.1%
Expenses	$120,775	$152,379	-0.2%
Net Income	$35,123	$22,453	+0.6%

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
Roger Vosti	President	1.00	Officer Director	$0	$0	$0
STAN BIANCHINI	Vice President	1.00	Officer Director	$0	$0	$0
SHAWN MARTIGNONI	Secretary	1.00	Officer Director	$0	$0	$0
DAVID MORISOLI	Treasurer	1.00	Officer Director	$0	$0	$0
PAUL GUIDOTTI	Director	1.00	Officer Director	$0	$0	$0
ELLIS ALMOND	Director	1.00	Director	$0	$0	$0
DAVID BASSETTI	Director	1.00	Director	$0	$0	$0
BRIAN CAPRARA	Director	1.00	Director	$0	$0	$0
GARY CARACCIOLI	Director	1.00	Director	$0	$0	$0
ROBERT DOMENIGHINI	Director	1.00	Director	$0	$0	$0
JOHN PEDEVILLA	Director	1.00	Director	$0	$0	$0
JACOB RIANDA	Director	1.00	Director	$0	$0	$0
CODY ROBBO	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	No data	No data	No data	No data
2023	$155,898	$120,775	$986,586	$35,123
2022	$174,832	$152,379	$959,926	$22,453
2021	$126,424	$77,126	$930,170	$49,298
2020	$65,928	$67,816	$879,712	$-1,888
2019	$173,756	$143,251	$881,600	$30,505
2018	$161,333	$141,780	$856,595	$19,553