CLUBCORP EMPLOYEE PARTNER ASSISTAN… - Form 990 Financial Data

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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

EMPLOYEE PARTNERS CARE FOUNDATION (E.P.C.F.) IS A 501(C)(3) FUND ESTABLISHED TO HELP EMPLOYEE PARTNERS OF CLUBCORP'S FAMILY OF CLUBS IN NEED OF FINANCIAL ASSISTANCE IN TIMES OF CRISIS. FUNDS FOR THE E.P.C.F. COME FROM EMPLOYEE PARTNER DONATIONS, AS WELL AS PRIVATE DONATIONS. THE E.P.C.F. IS AVAILABLE TO ASSIST WITH HARDSHIPS WITH REGARDS TO ILLNESS, INJURY, DEATH, FIRE, OR OTHER CATASTROPHIC EVENTS. THE E.P.C.F. DOES NOT PAY MEDICAL BILLS, HOWEVER THE FOUNDATION WILL ASSIST WITH LIVING EXPENSES TO OFFSET THE COST OF MEDICAL BILLS.

Program Service Accomplishments

Program 1

Expenses: $974,302

THE EMPLOYEE PARTNER ASSISTANCE FUND (E.P.C.F) IS AVAILABLE TO ASSIST WITH HARDSHIPS WITH HARDSHIPS DUE TO ILLNESS, INJURY, DEATH, FIRE, OR OTHER CATASTROPHIC EVENTS. THE E.P.C.F. DOES NOT PAY...

THE EMPLOYEE PARTNER ASSISTANCE FUND (E.P.C.F) IS AVAILABLE TO ASSIST WITH HARDSHIPS WITH HARDSHIPS DUE TO ILLNESS, INJURY, DEATH, FIRE, OR OTHER CATASTROPHIC EVENTS. THE E.P.C.F. DOES NOT PAY MEDICAL BILLS, HOWEVER THE FOUNDATION WILL ASSIST WITH LIVING EXPENSES TO OFFSET THE COST OF MEDICAL BILLS.During 2024, the E.P.C.F. transitioned to a digital platform managed by the Emergency Assistance Foundation to expedite and facilitate requests for grants in accordance with IRS guidelines in a non-partial, confidential forum. EMERGENCY ASSISTANCE FOUNDATION-HTTPS://EMERGENCYASSISTANCEFDN.ORG/-Transition to digital platform managed by Emergency Assistance Foundation (i.e., desktop or mobile, multilingual site and forms, repository for documents, 24/7 access).-Support docs can be provided in different formats and uploaded to a custom link each Employee gets when registering to apply.-24/7 support via phone, email and chat (multilingual support).-Non-partial review and confidentiality .-Grant review experts continue to comply with IRS rules. -Consistency in turn-around time; payout within 7-10 days after app approval.-Implemented an emergency grant process Immediate Response Grants that can be activated when FEMA/State agencies announce a location(s) to be a disaster area.

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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