The Windsor 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

1916

Legal Domicile

Principal Officer

Dan Egan

Phone

6175279871

Tax Period

2022-02-01 to 2023-01-31

The Windsor Club, founded in 1916, is a small nonprofit that reported $535K in total revenue in fiscal year 2022. Expenses of $517K left a modest 3% surplus.

Mission

The club provides a facility for athletic and social activities to its members

Program Service Accomplishments

Program 1

Expenses: $174,753 Revenue: $238,488

Staff and maintain a swimming pool and related programs for approximately 130 families.

Program 2

Expenses: $39,588 Revenue: $18,947

Arrangement of social events, dinners, family programs, children's programs and allow for the use of the facility for member rentals for approximately 400 families.

Program 3

Expenses: $15,242 Revenue: $59,757

Maintenance of tennis courts for approximately 150 families, individual and junior members

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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 (2022)

Revenue Breakdown

Contributions & Grants $211,188

Program Service Revenue $317,192

Investment Income $4

Other Revenue $6,396

TOTAL REVENUE $534,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $182,938

Fundraising Expenses $0

Program Expenses $229,583

Other Expenses $334,264

TOTAL EXPENSES $517,202

Year-over-Year Comparison

	2022	2021	Change
Revenue	$534,780	$512,164	+0.0%
Expenses	$517,202	$499,742	+0.0%
Net Income	$17,578	$12,422	+0.4%

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

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
Dan Egan	President	2.00	Officer Director	$0	$0	$0
Gretchen Morgan	Vice President	1.00	Officer Director	$0	$0	$0
John Dempsey	Treasurer	1.00	Officer Director	$0	$0	$0
Elizabeth Larson	Secretary	0.50	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
2023	$534,780	$517,202	$663,692	$17,578
2022	$512,164	$499,742	$650,074	$12,422
2021	$352,241	$372,039	$639,703	$-19,798
2020	$480,955	$470,283	$665,877	$10,672
2019	$461,223	$505,879	$661,119	$-44,656