SANTA MONICA RUGBY 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

1999

Legal Domicile

Principal Officer

BETH O'ROURKE

Phone

3107298249

Tax Period

2023-09-01 to 2024-08-31

SANTA MONICA RUGBY CLUB, founded in 1999, is a small nonprofit in the Recreation & Sports sector that reported $197K in total revenue in fiscal year 2023. The organization ran a surplus of $65K, a strong 33% operating margin.

Mission

SPONSORSHIP AND PROMOTION OF AMATEUR RUGBY.

Program Service Accomplishments

Program 1

Expenses: $19,741

FACILITATION AND ADVANCEMENT OF YOUTH RUGBY. THE CLUB HAS NUMEROUS YOUTH TEAMS IN MULTIPLE AGE DIVISIONS. WE COMBINED WITH OTHER LOCAL RUGBY CLUBS IN VARIOUS AGE GROUPS IN ORDER TO FIELD FULL TEAMS. 2023-2024 SEASON INCLUDED PLAYERS IN CO-ED U8 AND U12, BOYS U14, BOYS U16 & BOYS U18 ALL COMPETING IN OUR LOCAL SOUTHERN CALIFORNIA YOUTH RUGBY LEAGUE. IN ADDITIONAL WE HAD 7S TEAMS AT THE BOYS U18 LEVEL IN THE SUMMER SEASON. A HANDFUL OF OUR HIGH SCHOOL BOYS AND GIRLS GO ON TO PLAY RUGBY IN COLLEGE AND MANY CHOOSE COLLEGES THAT HAVE RUGBY PROGRAMS.

Program 2

Expenses: $71,605

SPONSORSHIP AND PROMOTION OF AMATEUR ADULT RUGBY. IN 2023-2024, THE CLUB FIELDED FOUR ADULT TEAMS: MEN - DIVISION TWO (ONE TEAM), MEN - SOCIAL TEAM, WOMEN - DIVISION ONE (ONE TEAM) AND WOMEN -...

SPONSORSHIP AND PROMOTION OF AMATEUR ADULT RUGBY. IN 2023-2024, THE CLUB FIELDED FOUR ADULT TEAMS: MEN - DIVISION TWO (ONE TEAM), MEN - SOCIAL TEAM, WOMEN - DIVISION ONE (ONE TEAM) AND WOMEN - DIVISION TWO (ONE TEAM). BOTH THE MEN'S AND WOMEN'S TEAMS HAD SUMMER 7S TEAMS. THE MEN'S D2 PLAYED IN THE NATIONAL 7S TOURNAMENT.

Program 3

Expenses: $39,149

EVERYONE PLAYS REGARDLESS OF THEIR SOCIOECONOMIC SITUATION. WE OFFERED FULL AND PARTIAL SCHOLARSHIPS FOR DUES AS WELL AS OBTAIN DONATED GEAR AND FOR FINANCIALLY IMPACTED PLAYERS.

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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 $182,126

Program Service Revenue $0

Investment Income $20,298

Other Revenue $-5,158

TOTAL REVENUE $197,266

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,991

Other Expenses $131,991

TOTAL EXPENSES $131,991

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,266	N/A	N/A
Expenses	$131,991	N/A	N/A
Net Income	$65,275	N/A	N/A

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

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
DANIEL CARPIO	DIRECTOR	N/A	Director	$0	$0	$0
MILES COTTON	DIRECTOR	N/A	Director	$0	$0	$0
STEVEN JOHNSON	CHAIRMAN	N/A	Officer Director	$0	$0	$0
ANNA KOBARA	DIRECTOR	N/A	Director	$0	$0	$0
BETH O'ROURKE	TREASURER	N/A	Officer Director	$0	$0	$0
BRIAN O'ROURKE	SECRETARY	N/A	Officer Director	$0	$0	$0
KEVIN LA ROUCHE	DIRECTOR	N/A	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	$197,266	$131,991	$270,327	$65,275