BERKELEY CITY CLUB CONSERVANCY

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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

1965

Legal Domicile

Phone

5108839710

Tax Period

2023-01-01 to 2023-12-31

BERKELEY CITY CLUB CONSERVANCY, founded in 1965, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $75K in total revenue in fiscal year 2023. The organization ran a surplus of $60K, a strong 80% operating margin.

Mission

THE BERKELEY CITY CLUB CONSERVANCY IS A NONPROFIT ORGANIZATION DEDICATED TO PRESERVING THE HISTORIC BERKELEY CITY CLUB BUILDING AND TO PROMOTING THE LEGACY OF JULIA MORGAN, ITS EXTRAORDINARY ARCHITECT.

Program Service Accomplishments

Program 1

Expenses: $6,149

RESTORATION OF DESIGNATED HISTORIC LANDMARK BUILDING AT 2315 DURANT AVENUE, BERKELEY, CALIFORNIA. THIS BUILDING WAS DESIGNED BY JULIA MORGAN. RESTORATION WORK DONE (IN ACCORDANCE WITH IRS-APPROVED...

RESTORATION OF DESIGNATED HISTORIC LANDMARK BUILDING AT 2315 DURANT AVENUE, BERKELEY, CALIFORNIA. THIS BUILDING WAS DESIGNED BY JULIA MORGAN. RESTORATION WORK DONE (IN ACCORDANCE WITH IRS-APPROVED EASEMENT IN PERPETUITY) INCLUDES WORK ON THE FACADE, GARDENS, INDOOR SWIMMING POOL, AND SECOND ELEVATOR.

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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 $64,218

Program Service Revenue $1,991

Investment Income $8,339

Other Revenue $0

TOTAL REVENUE $74,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,827

Fundraising Expenses $2,508

Program Expenses $6,149

Other Expenses $12,033

TOTAL EXPENSES $14,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$74,548	N/A	N/A
Expenses	$14,860	N/A	N/A
Net Income	$59,688	N/A	N/A

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
SUSAN VEIT	Secretary	4.00	Officer Director	$0	$0	$0
MAUREEN BEHRENDT	Board Member	2.00	Director	$0	$0	$0
ROBERT HAMILTON	Board Member	2.00	Director	$0	$0	$0
SARAH GILL	Board Member	2.00	Director	$0	$0	$0
CHRISTIE MCCARTHY	Board Member	5.00	Director	$0	$0	$0
BARBARA WESTOVER	Board Member	2.00	Director	$0	$0	$0
BARBARA JACOBITTI	Director	2.00	Director	$0	$0	$0
LORRAINE PENA	Board Member	2.00	Director	$0	$0	$0
CLAUDIA FALCONER	President	10.00	Officer Director	$0	$0	$0
MARY MACDONALD	Vice President	2.00	Officer Director	$0	$0	$0
MARY BULOTA	Director	2.00	Director	$0	$0	$0
DANIEL KOMOROSKE	Treasurer	15.00	Officer 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	$74,548	$14,860	$522,285	$59,688