SANTA BARBARA 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

1894

Legal Domicile

Principal Officer

LINDA SPANN

Phone

8059656547

Tax Period

2023-01-01 to 2023-12-31

SANTA BARBARA CLUB, founded in 1894, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2023.

Mission

TO ENABLE MEMBERS TO ENJOY EXCEPTIONAL DINING FACILITIES WITH BOTH INDOOR AND OUTDOOR VENUES, SMALL MEETING AND EVENTS ROOMS FOR PRIVATE OCCASIONS AND THE WARMTH OF FRIENDSHIPS DEVELOPED OVER MANY YEARS.

Program Service Accomplishments

Program 1

MEMBER AMENITIES: OPERATION AND MAINTENANCE OF A SOCIAL CLUB. DINING SERVICES FOR BREAKFAST, LUNCH AND DINNER. EVENTS FOR MEMBERS IN HOUSE AND OFF SITE. RENTALS FOR MEMBERS. (MEMBER DUES, OFFICE...

MEMBER AMENITIES: OPERATION AND MAINTENANCE OF A SOCIAL CLUB. DINING SERVICES FOR BREAKFAST, LUNCH AND DINNER. EVENTS FOR MEMBERS IN HOUSE AND OFF SITE. RENTALS FOR MEMBERS. (MEMBER DUES, OFFICE RENTALS, WINE LOCKER RENTALS, DINING, CLUB ACTIVITIES AND INITIATION FEES.)

Program 2

MEMBER HOSTED: OPERATION AND MAINTENANCE OF A SOCIAL CLUB. DINING FACILITIES, COCKTAIL BAR, MEETING ROOMS AND SPECIAL EVENTS FOR MEMBERS.

Program 3

NON MEMBER: SPECIAL EVENTS FOR NON-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 (2023)

Revenue Breakdown

Contributions & Grants $182,416

Program Service Revenue $3,078,284

Investment Income $158,293

Other Revenue $85,131

TOTAL REVENUE $3,504,124

Expense Breakdown

Grants Paid $750

Salaries & Benefits $2,222,865

Fundraising Expenses $0

Other Expenses $1,253,119

TOTAL EXPENSES $3,476,734

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,504,124	$3,250,160	+0.1%
Expenses	$3,476,734	$3,276,064	+0.1%
Net Income	$27,390	$-25,904	-2.1%

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

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

$283,639

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA SPANN	GENERAL MANAGER	40.00	Officer	$258,348	$25,291	$283,639
HUMBERTO PEREZ	EXECUTIVE CHEF	40.00	Highest	$145,000	$16,850	$161,850
ALEJANDRA CACIQUE	EVENT COORDINATOR	40.00	Highest	$121,213	$13,643	$134,856
JULIE STEELE	SALES MANAGER	40.00	Highest	$111,541	$17,048	$128,589
LYNDA NAHRA	PRESIDENT	6.00	Officer Director	$0	$0	$0
WILLIAM MACFADYEN	VP	6.00	Officer Director	$0	$0	$0
SALLY ARNOLD	TREASURER	6.00	Officer Director	$0	$0	$0
ELLEN ROBINSON	SECRETARY	3.00	Officer Director	$0	$0	$0
KATHERINE BRADSTREET	DIRECTOR	3.00	Director	$0	$0	$0
THOMAS CRAVEIRO	DIRECTOR	3.00	Director	$0	$0	$0
CODY MAKELA	DIRECTOR	3.00	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	$3,504,124	$3,476,734	$2,109,552	$27,390
2022	$3,250,160	$3,276,064	$2,112,992	$-25,904
2021	$3,030,552	$2,600,390	$2,097,144	$430,162
2020	$1,673,933	$1,872,114	$1,504,136	$-198,181
2019	$2,103,110	$2,056,014	$1,645,058	$47,096
2018	$1,829,300	$1,948,545	$1,434,460	$-119,245