THE OLDE FOREST RACQUET CLUB INC (EIN 237221475) - 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

1972

Legal Domicile

Principal Officer

ALISON UPTON

Phone

3364497121

Tax Period

2023-10-01 to 2024-09-30

THE OLDE FOREST RACQUET CLUB INC, founded in 1972, is a small nonprofit that reported $891K in total revenue in fiscal year 2023. Expenses of $780K left a modest 12% surplus.

Mission

TO PROVIDE RECREATIONAL ACTIVITIES FOR MEMBERS AND THEIR GUESTS.

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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 $764,354

Program Service Revenue $112,804

Investment Income $13,546

Other Revenue $0

TOTAL REVENUE $890,704

Expense Breakdown

Grants Paid $0

Salaries & Benefits $408,253

Fundraising Expenses $0

Other Expenses $371,975

TOTAL EXPENSES $780,228

Year-over-Year Comparison

	2023	2022	Change
Revenue	$890,704	$883,117	+0.0%
Expenses	$780,228	$774,744	+0.0%
Net Income	$110,476	$108,373	+0.0%

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

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
ALISON UPTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHANNON MARSHALL-HUGHES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KENNY WINTER	TREASURER	1.00	Officer Director	$0	$0	$0
WOODY PELTON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE MCPHERSON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT DOVE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL TAPLER	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
NELLIE ANGYAL	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	$890,704	$780,228	$1,330,375	$110,476
2023	$883,117	$774,744	$1,312,685	$108,373
2022	$790,107	$717,552	$1,256,002	$72,555
2021	$626,563	$692,728	$1,255,686	$-66,165
2020	$568,870	$643,399	$1,326,104	$-74,529
2019	$594,394	$621,768	$1,454,841	$-27,374
2018	$573,579	$563,696	$1,230,655	$9,883

THE OLDE FOREST RACQUET CLUB INC