San Jose Womans Club

Nonprofit profile at a glance

EIN
940838510
IRS 990 coverage
2014–2024
Forms available
Form 990 2024, Form 990-EZ 2020
Location
San Jose, CA, USA
Phone
4082946919
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Educational Services and Schools - Other

Reported finances

Revenue
$209,397
Expenses
$91,022
Assets
$935,789
Liabilities
$514,667

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • LISA BUCHANAN (President)
  • CLAUDIA CORINO (Vice President)

Highest reported compensation

  • ENRIQUE FLORES (HOUSE MANAGER): $54,671 total reported compensation
  • CHARITY M BURTON (Comm Director): $7,357 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To engage in cultural, educational, community, and charitable pursuits including the awarding of scholarships to students at san jose state university; and to preserve our landmark clubhouse.

What it reported doing in 2024

As we continue our goal of reducing our environmental impact and modernizing the Clubhouse, be sure to look up member information, group details and other information at the SJWC website at www.sjwomansclub.org. From your mobile or desktop, you can find member information, upcoming events, and Club history. And speaking of events, we have had a successful year supporting our mission. This Years Achievements and ProgramsOur calendar was rich with events celebrating our past and shaping our future:?130th Anniversary Celebration: We successfully hosted our 130th Anniversary Celebration in May, a tremendous event that honored our rich history and the vibrant community weve built.? Civic and Social Engagement: We kicked off the year by walking in the Rose, White and Blue Parade and the Gay Pride Parade. Our events included the City of San Jose District 3 Candidates Forum in March, the elegant Opera with the Stars Gala Luncheon in April, and the festive Irish Pub Party. We also inaugurated our new Salon Talks series, focusing on creativity and creation.? Charitable Giving and Groups: Our commitment to community service saw tangible results. Our Best Furry Friends (BFF) group - in partnership with 13th St Cat Rescue, Bay Area Cats and 9Lives, had a landmark year, facilitating the trapping, neutering, and return of over 200 cats to their communities. BFF successfully raised funds for foster cat Lyras dental surgery and placed over 12 cats and kittens in to homes. We also officially established our new Mind, Body and Soil Gardening Group this year and saw the continued success of Antiques, Arts and Culture, Artists Collective, Besse Books & Culture, Mahjong and Womans Club Walking Society groups as they hosted meetings, events and get togethers. .Building and Infrastructure ProgressThis year was defined by major facility improvements:? HVAC air conditioning and heating: We successfully determined our vendor, signed the contract and installed the new HVAC system providing cooling and heating to the Club. We extend grateful thanks to the County of Santa Clara Parks & Recreation Department and the Rotary Club of San Jose Foundation for their grants to fund electrical, cooling, and new flooring upgrades.? Security and Operations: We completed the installation of new, higher-quality security cameras and added a new freezer to better support our events and renters.

Operating model

Revenue model
Donor-supported. 82% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 67% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 57
  • Transparency & Controls: 90
  • Accountability: 90
  • Sustainability: 72
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 44%; rating input score 44
  • Program expense ratio: 97.4%; rating input score 97
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 26th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 56.5%; rating input score 93; 93rd percentile among comparable filings
  • Total-asset coverage ratio: 10.28; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.55; rating input score 10; 10th percentile among comparable filings
  • Officer compensation ratio: 68.1%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: 4.1% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: -3% per year; rating input score 0; 14th percentile among comparable filings
  • Asset growth: 8.7% per year; rating input score 100; 62nd percentile among comparable filings

Details

  • Where the money goes: 44% of revenue deployed · 97.4% of spending went to programs
  • Governance: 11 of 11 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $89K in reported program spending
  • Leadership: top reported pay $55K · 11 people listed
  • Consistency: 17 of 18 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 10 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 2/100.
  • High — Sustainability: Liabilities to assets ratio scored 10/100.