Zonta Club of Newport Harbor Foundation (EIN 952273432) - 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

1960

Legal Domicile

Tax Period

2024-06-01 to 2025-05-31

Zonta Club of Newport Harbor Foundation, founded in 1960, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $164K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 15% operating margin.

Mission

Zonta Club of Newport Harbor Foundation is part of a global service organization of professionals working together to empower women worldwide through service and advocacy.

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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 $50,319

Program Service Revenue $0

Investment Income $94,494

Other Revenue $18,859

TOTAL REVENUE $163,672

Expense Breakdown

Grants Paid $85,745

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,673

Other Expenses $52,750

TOTAL EXPENSES $138,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$163,672	$135,816	+0.2%
Expenses	$138,495	$128,612	+0.1%
Net Income	$25,177	$7,204	+2.5%

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

N/A

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
Michele Birket	President	2.00	Officer Director	$0	$0	$0
Pamela Arends-King	Treasurer	1.00	Officer Director	$0	$0	$0
Marge Brannon	Secretary	1.00	Officer Director	$0	$0	$0
Karen Stuart	Director	0.50	Director	$0	$0	$0
Bonnie Bock	Director	0.50	Director	$0	$0	$0
Hilary Kaye	Director	0.50	Director	$0	$0	$0
Lani Miguel	Director	0.50	Director	$0	$0	$0
Jill Stites	Vice President	1.00	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	$163,672	$138,495	$1,453,584	$25,177
2023	$117,697	$115,460	$1,126,627	$2,237

Zonta Club of Newport Harbor Foundation