SAN CLEMENTE SHORECLIFFS BEACH CLU… - Form 990 Financial Data

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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

1962

Legal Domicile

Principal Officer

KUMI ELSTON

Phone

8002327517

Tax Period

2023-01-01 to 2023-12-31

SAN CLEMENTE SHORECLIFFS BEACH CLUB ASSOCIATION, founded in 1962, is a small nonprofit that reported $260K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $290K exceeded revenue, resulting in a 12% operating deficit.

Mission

PROVIDE RECREATIONAL ACTIVITIES AND FACILITY MAINTENANCE FOR THE CONTINUED ENJOYMENT OF MEMBERS.

Program Service Accomplishments

Program 1

THE ASSOCIATION PROVIDES RECREATIONAL AND BEACH ACTIVITIES, INCLUDING LIFEGUARD PROTECTION, TO ITS MEMBERS AND GUESTS.

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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 $232,867

Investment Income $4,652

Other Revenue $22,688

TOTAL REVENUE $260,207

Expense Breakdown

Grants Paid $0

Salaries & Benefits $98,073

Fundraising Expenses $0

Other Expenses $192,138

TOTAL EXPENSES $290,211

Year-over-Year Comparison

	2023	2022	Change
Revenue	$260,207	$207,525	+0.3%
Expenses	$290,211	$238,591	+0.2%
Net Income	$-30,004	$-31,066	0.0%

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
CALE FOREMAN	DIRECTOR	2.00	Director	$0	$0	$0
MATT ROSE	DIRECTOR	2.00	Director	$0	$0	$0
DIANE WENZEL	DIRECTOR	2.00	Director	$0	$0	$0
NATE BROWN	DIRECTOR	2.00	Director	$0	$0	$0
TOBIAS HALBMAIER	DIRECTOR	2.00	Director	$0	$0	$0
KUMI ELSTON	PRESIDENT	2.00	Officer	$0	$0	$0
CHRIS WADE	VICE PRESIDE	2.00	Officer	$0	$0	$0
HAL KOLP	TREASURER	2.00	Officer	$0	$0	$0
ALLISON ANAWALT	SECRETARY	2.00	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	No data	No data	No data	No data
2023	$260,207	$290,211	$1,610,956	$-30,004
2022	$207,525	$238,591	$1,564,384	$-31,066
2021	$221,327	$230,809	$1,600,146	$-9,482
2020	$165,066	$212,678	$1,590,846	$-47,612
2019	$206,769	$223,245	$1,542,504	$-16,476
2018	$214,769	$252,164	$1,542,516	$-37,395

SAN CLEMENTE SHORECLIFFS BEACH CLUB ASSOCIATION