SANTA MONICA BAY WOMAN'S CLUB (EIN 951191834) - 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

1905

Legal Domicile

Principal Officer

BECKY UPCHURCH

Phone

3103951308

Tax Period

2024-06-01 to 2025-05-31

SANTA MONICA BAY WOMAN'S CLUB, founded in 1905, is a small nonprofit in the Community Improvement sector that reported $230K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $218K left a modest 5% surplus.

Mission

TO ENRICH THE LIVES OF MEMBERS AND THE COMMUNITY THROUGH OUR LEGACY OF WOMEN'S FELLOWSHIP AND CHARITABLE SERVICE, AND THROUGH STEWARDSHIP OF OUR HISTORIC BUILDING TO PROVIDE A PLACE FOR SOCIAL, EDUCATIONAL, CIVIC, AND CULTURAL PROGRAMS & EVENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,426

Program Service Revenue $68,142

Investment Income $33,056

Other Revenue $119,014

TOTAL REVENUE $229,638

Expense Breakdown

Grants Paid $63,800

Salaries & Benefits $30,718

Fundraising Expenses $0

Program Expenses $179,291

Other Expenses $123,622

TOTAL EXPENSES $218,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$229,638	$338,780	-0.3%
Expenses	$218,140	$253,659	-0.1%
Net Income	$11,498	$85,121	-0.9%

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

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
BECKY UPCHURCH	DIRECTOR, PRESIDENT	10.00	Officer Director	$0	$0	$0
MARCIA STEIN	DIRECTOR, 1ST VP	0.25	Officer Director	$0	$0	$0
HOLLY FRANKE	DIRECTOR, 2CD VP	0.25	Officer Director	$0	$0	$0
PAT WEBBER	DIRECTOR, ARCHIVES CHAIR	0.25	Officer Director	$0	$0	$0
BIRGITTE SORENSON	DIRECTOR, VP COMMUNICATION	1.00	Officer Director	$0	$0	$0
DENISE SIMON	DIRECTOR, TREASURER & SECR	0.50	Officer Director	$0	$0	$0
ALICIA SYRES	DIRECTOR, EVENTS CHAIR	3.00	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
2025	$229,638	$218,140	$1,574,091	$11,498
2024	$338,780	$253,659	$1,484,592	$85,121
2023	$310,669	$221,090	$1,313,926	$89,579
2022	$142,901	$178,153	$1,226,686	$-35,252
2021	$40,576	$152,051	$1,223,695	$-111,475
2020	$198,699	$213,335	$1,336,125	$-14,636
2019	$355,826	$299,157	$1,354,588	$56,669

SANTA MONICA BAY WOMAN'S CLUB