THE OAKLEY COUNTRY 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

1898

Legal Domicile

Principal Officer

SOLOMON F OWAYDA

Phone

6174842400

Tax Period

2024-01-01 to 2024-12-31

THE OAKLEY COUNTRY CLUB, founded in 1898, is a mid-sized nonprofit that reported $10.4M in total revenue in fiscal year 2024.

Mission

OAKLEY COUNTRY CLUB IS A PRIVATE ACCOMMODATION FOR ITS MEMBERS AND THEIR GUESTS TO ENJOY FRIENDSHIP, CAMARADERIE AND TO ADVANCE THEIR WELL BEING THROUGH SOCIAL AND RECREATIONAL PARTICIPATION.

Program Service Accomplishments

Program 1

TAX EXEMPT CLUB ACTIVITIES.

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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 $0

Program Service Revenue $7,254,974

Investment Income $125,355

Other Revenue $2,982,091

TOTAL REVENUE $10,362,420

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,330,601

Fundraising Expenses $0

Other Expenses $4,885,710

TOTAL EXPENSES $10,216,311

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,362,420	$9,619,839	+0.1%
Expenses	$10,216,311	$9,334,688	+0.1%
Net Income	$146,109	$285,151	-0.5%

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

227

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

$416,825

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHIL O'NEILL	PRESIDENT	15.00	Officer Director	$0	$0	$0
JOHN VERDERESE	VICE PRESIDENT	15.00	Officer Director	$0	$0	$0
SOLOMON OWAYDA	TREASURER	15.00	Officer Director	$0	$0	$0
PHIL JOHNSON	SECRETARY	15.00	Officer Director	$0	$0	$0
JANET KREVOLIN	BOARD MEMBER	15.00	Director	$0	$0	$0
PAUL RUFO	BOARD MEMBER	15.00	Director	$0	$0	$0
JEFFREY FOLDENAUER	BOARD MEMBER	15.00	Director	$0	$0	$0
MICHAEL KELLY	BOARD MEMBER	15.00	Director	$0	$0	$0
JOSEPH NOONE	BOARD MEMBER	15.00	Director	$0	$0	$0
CURTIS COLE	BOARD MEMBER	15.00	Director	$0	$0	$0
DAN MEE	BOARD MEMBER	15.00	Director	$0	$0	$0
EAMON CASEY	BOARD MEMBER	15.00	Director	$0	$0	$0
ANDREW COPELOTTI	BOARD MEMBER	15.00	Director	$0	$0	$0
PATRICK LANGE	GOLF COURSE SUPERINTENDENT	40.00	Key Emp	$230,708	$9,192	$239,900
HEATHER KORTE	CLUBHOUSE MANAGER	40.00	Key Emp	$165,769	$11,156	$176,925
SCOTT JOHNSON	HEAD GOLF PROFESSIONAL	40.00	Highest	$370,412	$22,146	$392,558
SUSAN BISHOP	CONTROLLER	40.00	Highest	$122,155	$4,525	$126,680
RACHEL KLEIN	EXECUTIVE CHEF	40.00	Highest	$153,461	$20,533	$173,994
MICHAEL MOFFETT	ASSISTANT CLUBHOUSE MANAGER	40.00	Highest	$114,231	$5,918	$120,149
TIMOTHY JENCUNAS	ASSISTANT COURSE SUPERINTENDENT	40.00	Highest	$108,511	$20,720	$129,231

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	$10,362,420	$10,216,311	$19,791,662	$146,109
2023	$9,619,839	$9,334,688	$20,266,117	$285,151
2022	$8,946,198	$8,869,512	$20,164,017	$76,686
2021	$9,027,669	$7,770,655	$19,643,392	$1,257,014
2020	$7,360,097	$6,603,025	$17,986,692	$757,072
2019	$7,365,475	$7,219,152	$17,965,749	$146,323
2018	$6,490,386	$6,411,741	$8,750,701	$78,645