EBELL CLUB OF FULLERTON (EIN 951554182) - 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

1917

Legal Domicile

Tax Period

2023-06-01 to 2024-05-31

EBELL CLUB OF FULLERTON, founded in 1917, is a micro nonprofit that reported $6K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $56K exceeded revenue, resulting in a 775% operating deficit.

Mission

CHARITABLE, EDUCATIONAL AND SERVICES PROGRAM

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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 $0

Investment Income $0

Other Revenue $6,379

TOTAL REVENUE $6,379

Expense Breakdown

Grants Paid $37,762

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,762

Other Expenses $18,073

TOTAL EXPENSES $55,835

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,379	$40,010	-0.8%
Expenses	$55,835	$52,843	+0.1%
Net Income	$-49,456	$-12,833	+2.9%

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

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
JOANNE CARMONY	4TH VICE PRESIDENT-EVENTS	3.00	Officer	$0	$0	$0
TINA FORTE	3RD VICE PRESIDENT-PROGRAMS	3.00	Officer	$0	$0	$0
LORETTA WETZEL	4TH VICE PRESIDENT-EVENTS	3.00	Officer	$0	$0	$0
LYNN WINKLER	PARLIAMENTARIAN	3.00	Officer	$0	$0	$0
CHRISTINE TRUXAW	RECORDING SECRETARY	3.00	Officer	$0	$0	$0
MARY SPRAGUE	PRESIDENT	3.00	Officer	$0	$0	$0
BEVERLY NIHEI	TREASURER	3.00	Officer	$0	$0	$0
MARCIA WILLETT	1ST VICE PRESIENT-DEAN	3.00	Officer	$0	$0	$0
MERCEDES SZARKA	2ND VICE PRESIDENT-MEMBERSHIP	3.00	Officer	$0	$0	$0
NORMA GALLANT	2ND VICE PRESIENT-MEMBERSHIP	3.00	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
2024	$6,379	$55,835	$3,131,112	$-49,456
2023	$40,010	$52,843	$2,305,698	$-12,833
2022	$70,022	$74,366	$2,338,316	$-4,344
2021	$633,772	$40,221	$2,618,692	$593,551

EBELL CLUB OF FULLERTON