GOLF CLUB OF AVON INCORPORATED (EIN 060294660) - Form 990 Financial Analysis & Trantor Score

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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

1913

Legal Domicile

Principal Officer

JOHN GIAMALIS

Phone

8606733216

Tax Period

2023-01-01 to 2023-12-31

GOLF CLUB OF AVON INCORPORATED, founded in 1913, is a community nonprofit in the Recreation & Sports sector that reported $5.3M in total revenue in fiscal year 2023.

Mission

PROVIDE SOCIAL, GOLF AND OTHER ACTIVITIES AT A HIGH LEVEL OF SERVICE IN QUALITY FACILITIES.

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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 $0

Program Service Revenue $6,414,161

Investment Income $192

Other Revenue $-1,109,218

TOTAL REVENUE $5,305,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,574,605

Fundraising Expenses $0

Other Expenses $3,164,520

TOTAL EXPENSES $5,739,125

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,305,135	$5,269,565	+0.0%
Expenses	$5,739,125	$5,285,668	+0.1%
Net Income	$-433,990	$-16,103	+26.0%

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

257

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

$151,055

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC WALLACE	PRESIDENT	5.00	Officer Director	$0	$0	$0
STEVEN HAHN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BRIAN CUDDEBACK	TREASURER	5.00	Officer Director	$0	$0	$0
REBECCA ESPOSITO	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHAEL BLACKWELL	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
JOHN GIAMALIS	DIRECTOR	5.00	Director	$0	$0	$0
GEOFF MATOUS	DIRECTOR	5.00	Director	$0	$0	$0
JAMES MARSH	DIRECTOR	5.00	Director	$0	$0	$0
KELLY GRIM	DIRECTOR	5.00	Director	$0	$0	$0
KIMBERLY PEREZ	COO/CFO	40.00	Officer	$151,055	$0	$151,055
JONATHAN CHARPINKSY	SUPERINTENDENT	40.00	Highest	$146,742	$0	$146,742
LISA WRIGHT	CLUBHOUSE MANAGER	40.00	Highest	$107,193	$0	$107,193

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	No data	No data	No data	No data
2023	$5,305,135	$5,739,125	$12,222,164	$-433,990
2022	$5,269,565	$5,285,668	$12,632,402	$-16,103
2021	$6,540,190	$5,576,370	$12,352,994	$963,820
2020	$4,931,624	$4,851,026	$10,571,100	$80,598
2019	$4,575,917	$4,872,125	$10,672,465	$-296,208
2018	$4,461,262	$4,769,901	$10,727,569	$-308,639

GOLF CLUB OF AVON INCORPORATED