CLUBCORP EMPLOYEE PARTNER ASSISTANCE FUND (EIN 208762246) - 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

2007

Legal Domicile

Principal Officer

MONIKA DAVIS

Phone

9724067816

Tax Period

2024-01-01 to 2024-12-31

CLUBCORP EMPLOYEE PARTNER ASSISTANCE FUND, founded in 2007, is a small nonprofit in the Human Services sector that reported $591K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.0M exceeded revenue, resulting in a 75% operating deficit.

Mission

OUR MISSION IS TO SUPPORT INVITED EMPLOYEES DURING TIMES OF TEMPORARY HARDSHIP SO THAT THEY MAY CONTINUE TO THRIVE.

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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 $557,090

Program Service Revenue $0

Investment Income $33,952

Other Revenue $0

TOTAL REVENUE $591,042

Expense Breakdown

Grants Paid $974,302

Salaries & Benefits $14,921

Fundraising Expenses $0

Program Expenses $974,302

Other Expenses $42,895

TOTAL EXPENSES $1,032,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$591,042	$509,926	+0.2%
Expenses	$1,032,118	$749,262	+0.4%
Net Income	$-441,076	$-239,336	+0.8%

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

N/A

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
MONIKA DAVIS	President	2.00	Officer Director	$0	$0	$0
PAUL DEVINE	Director	1.00	Director	$0	$0	$0
SUSIE MAXEY	Treasurer	1.00	Officer Director	$0	$0	$0
EMILY DECKER	EXEC ADVISOR	1.00	Director	$0	$0	$0
RICK KRONER	Director	1.00	Director	$0	$0	$0
PATRICK PETTIT	Director	1.00	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
2024	$591,042	$1,032,118	$2,180,900	$-441,076
2023	$509,926	$749,262	$2,618,875	$-239,336
2022	$1,065,990	$618,022	$2,911,892	$447,968
2021	$1,038,458	$638,019	$2,020,268	$400,439
2020	$798,409	$961,348	$2,024,606	$-162,939
2019	$717,172	$971,072	$2,206,318	$-253,900
2018	$886,440	$1,074,266	$2,429,473	$-187,826

CLUBCORP EMPLOYEE PARTNER ASSISTANCE FUND