Monterey Beach Club Inc

Monterey Beach Club Inc. maintains stable finances with no reported officer compensation.

EIN: 210729901 · Lavallette, NJ · Updated: 2026-03-28

$173KRevenue
$169KGross Revenue
$452KAssets
75/100Mission Score (Good)
Monterey Beach Club Inc Financial Summary
MetricValue
Total Revenue$173K
Total Expenses$159K
Program Spending80%
Net Assets$442K
Transparency Score75/100

Is Monterey Beach Club Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Monterey Beach Club Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Monterey Beach Club Inc

Monterey Beach Club Inc (EIN: 210729901) is a nonprofit organization based in Lavallette, NJ. The organization reported total revenue of $173K and total assets of $452K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Monterey Beach Club Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

55Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Monterey Beach Club Inc is a small nonprofit that has been operating for 55 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$163K
Total Expenses$159K
Surplus / Deficit+$4K
Total Assets$447K
Total Liabilities$5K
Net Assets$442K
Operating Margin2.5%
Debt-to-Asset Ratio1.1%
Months of Reserves33.8 months

Financial Health Grade: A

In 2023, Monterey Beach Club Inc reported a surplus of $4K with revenue exceeding expenses, holds 33.8 months of operating reserves (strong position), has a debt-to-asset ratio of 1.1% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Monterey Beach Club Inc's revenue has declined at a compound annual growth rate (CAGR) of -0.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023+0.9%-0.2%+1.1%
2022+1.0%+6.4%-3.3%
2021-7.1%-1.5%-0.4%
2020+20.3%+9.0%+1.4%
2019-13.7%+13.3%+2.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1971

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Monterey Beach Club Inc. demonstrates consistent financial stability with revenues generally exceeding expenses, as seen in the latest filing (202312) where revenue was $162,913 against expenses of $158,831. The organization maintains a healthy asset base, reported at $447,336 in 202312, with relatively low liabilities ($5,000 in 202312), indicating a strong balance sheet. The absence of reported officer compensation across all available filings suggests a volunteer-driven leadership, which is a positive indicator for donor confidence and efficient use of funds. However, without detailed expense breakdowns (program, administrative, fundraising) in the provided data, it's challenging to fully assess spending efficiency. The NTEE code is unknown, which limits understanding of its specific programmatic focus and impact. While the organization appears financially sound, a lack of transparency regarding program activities and detailed expense allocation prevents a comprehensive evaluation of its overall effectiveness and mission alignment. Given the consistent revenue and expense levels over the past decade, the organization appears to operate within a stable financial model. The consistent lack of officer compensation is a significant strength, implying that nearly all revenue is directed towards operational costs or retained for future activities. Further transparency on how expenses are categorized would greatly enhance the assessment of its spending efficiency and programmatic impact.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Monterey Beach Club Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Monterey Beach Club Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$163KTotal Revenue
$159KTotal Expenses
$447KTotal Assets
$5KTotal Liabilities
$442KNet Assets
  • The organization reported a surplus of $4K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 1.1%.

Executive Compensation Analysis

No officer compensation has been reported across all available filings, indicating a volunteer-led organization, which is highly favorable for resource allocation and donor trust.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Monterey Beach Club Inc's IRS 990 filings:

  • NTEE code is unknown, making it difficult to understand the organization's specific mission and compare it to peers.
  • Lack of detailed expense breakdown (program, administrative, fundraising) in the provided data limits transparency on spending efficiency.

Strengths

The following positive indicators were identified for Monterey Beach Club Inc:

  • Consistent financial stability with revenues generally exceeding expenses.
  • No reported officer compensation across all filings, indicating a volunteer-driven leadership and efficient use of funds.
  • Healthy asset base with significantly decreasing liabilities over time, demonstrating strong financial management.
  • Long filing history (13 filings) indicates consistent compliance and operational longevity.

Frequently Asked Questions about Monterey Beach Club Inc

Is Monterey Beach Club Inc a legitimate charity?

Monterey Beach Club Inc (EIN: 210729901) is a registered tax-exempt nonprofit based in New Jersey. Our AI analysis gives it a Mission Score of 75/100. It has 13 years of IRS 990 filings on record. Total revenue: $173K. 2 red flags identified. 4 strengths noted. Financial health grade: A.

How does Monterey Beach Club Inc spend its money?

Monterey Beach Club Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Monterey Beach Club Inc tax-deductible?

Monterey Beach Club Inc is registered as a tax-exempt nonprofit (EIN: 210729901). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Monterey Beach Club Inc's spending goes to programs?

Monterey Beach Club Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Monterey Beach Club Inc located?

Monterey Beach Club Inc is headquartered in Lavallette, New Jersey and files with the IRS under EIN 210729901.

How many years of IRS 990 filings does Monterey Beach Club Inc have?

Monterey Beach Club Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $173K in total revenue.

Is Monterey Beach Club Inc. a good charity?

Based on the available financial data, Monterey Beach Club Inc. appears to be a financially stable organization with no reported officer compensation, suggesting efficient use of funds. However, without detailed program spending information and an NTEE code, it's difficult to fully assess its programmatic impact and mission effectiveness.

How does Monterey Beach Club Inc. manage its finances?

The organization consistently manages its finances with revenues generally exceeding expenses, maintaining a stable asset base and low liabilities. For example, in 202312, revenue was $162,913 against expenses of $158,831, and assets were $447,336 with liabilities of $5,000.

What is the trend in the organization's assets and liabilities?

Assets have remained relatively stable, hovering around $450,000-$500,000 over the past decade. Liabilities have shown a positive trend, decreasing significantly from $114,490 in 201412 to just $5,000 in 202312, indicating improved financial health.

Filing History

IRS 990 filing history for Monterey Beach Club Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Monterey Beach Club Inc's revenue has declined by 1.1%, moving from $165K to $163K. Total assets increased by 31% over the same period, from $341K to $447K. Total functional expenses rose by 33.8%, from $119K to $159K. In its most recent filing year (2023), Monterey Beach Club Inc reported a surplus of $4K, with revenue exceeding expenses. The organization holds $5K in liabilities against $447K in assets (debt-to-asset ratio: 1.1%), resulting in net assets of $442K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $163K $159K $447K $5K
2022 $161K $159K $442K $1K View 990
2021 $160K $150K $457K $18K View 990
2020 $172K $152K $459K $30K
2019 $143K $139K $453K $44K View 990
2018 $166K $123K $444K $59K View 990
2017 $175K $141K $415K $71K View 990
2016 $174K $143K $502K $83K View 990
2015 $140K $133K $482K $94K View 990
2014 $141K $131K $496K $114K View 990
2013 $157K $114K $388K $17K View 990
2012 $115K $126K $331K $2K View 990
2011 $165K $119K $341K $2K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $163K, expenses of $159K, and assets of $447K (revenue +0.9% year-over-year).
  • 2022: Revenue of $161K, expenses of $159K, and assets of $442K (revenue +1.0% year-over-year).
  • 2021: Revenue of $160K, expenses of $150K, and assets of $457K (revenue -7.1% year-over-year).
  • 2020: Revenue of $172K, expenses of $152K, and assets of $459K (revenue +20.3% year-over-year).
  • 2019: Revenue of $143K, expenses of $139K, and assets of $453K (revenue -13.7% year-over-year).
  • 2018: Revenue of $166K, expenses of $123K, and assets of $444K (revenue -5.6% year-over-year).
  • 2017: Revenue of $175K, expenses of $141K, and assets of $415K (revenue +1.0% year-over-year).
  • 2016: Revenue of $174K, expenses of $143K, and assets of $502K (revenue +24.1% year-over-year).
  • 2015: Revenue of $140K, expenses of $133K, and assets of $482K (revenue -0.9% year-over-year).
  • 2014: Revenue of $141K, expenses of $131K, and assets of $496K (revenue -9.9% year-over-year).
  • 2013: Revenue of $157K, expenses of $114K, and assets of $388K (revenue +36.0% year-over-year).
  • 2012: Revenue of $115K, expenses of $126K, and assets of $331K (revenue -30.0% year-over-year).
  • 2011: Revenue of $165K, expenses of $119K, and assets of $341K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Monterey Beach Club Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Monterey Beach Club Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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