MINERVA CLUB OF SANTA MARIA (EIN 951010118) - 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

1906

Legal Domicile

Principal Officer

BARBARA STEVESON

Phone

8059258729

Tax Period

2023-06-01 to 2024-05-31

MINERVA CLUB OF SANTA MARIA, founded in 1906, is a small nonprofit that reported $130K in total revenue in fiscal year 2023. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $83K, a strong 64% operating margin.

Mission

TO AID WORTHY CAUSES

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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 $0

Program Service Revenue $22,040

Investment Income $2,112

Other Revenue $105,727

TOTAL REVENUE $129,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $23,197

Other Expenses $46,396

TOTAL EXPENSES $46,396

Year-over-Year Comparison

	2023	2022	Change
Revenue	$129,879	$75,348	+0.7%
Expenses	$46,396	$69,442	-0.3%
Net Income	$83,483	$5,906	+13.1%

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

N/A

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
MARGIE MAUPIN	DIRECTOR	10.00	Director	$0	$0	$0
KAREN RANSOME	DIRECTOR	10.00	Director	$0	$0	$0
JUDY VAN SANT	DIRECTOR	10.00	Director	$0	$0	$0
LYNN DELLA CROCE	DIRECTOR	10.00	Director	$0	$0	$0
SUZANNE HAJNIK	DIRECTOR	10.00	Director	$0	$0	$0
NORMA LENIHAN	DIRECTOR	10.00	Director	$0	$0	$0
BARBARA STEVENSON	TREASURER	25.00	Officer	$0	$0	$0
DOTTIE LYONS	MEMBERSHIP SECRETARY	30.00	Officer	$0	$0	$0
PERNELLE MCCALIP	PARLIAMENTARIAN	10.00	Officer	$0	$0	$0
LINDA MCCOLLISTER	CO-PRESIDENT	10.00	Officer	$0	$0	$0
ROBIN HANSHAW	CORRESPONDING SECRETARY	10.00	Officer	$0	$0	$0
ETHEL DONATI	CO-PRESIDENT	10.00	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
2025	No data	No data	No data	No data
2024	$129,879	$46,396	$660,489	$83,483
2023	$75,348	$69,442	$577,006	$5,906
2022	$53,874	$56,053	$571,100	$-2,179
2021	$31,737	$44,139	$573,279	$-12,402
2020	$102,805	$63,074	$585,681	$39,731
2019	$104,293	$69,032	$539,971	$35,261

MINERVA CLUB OF SANTA MARIA