WAVERLY COUNTRY CLUB (EIN 240754220) - 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

1911

Legal Domicile

Principal Officer

HEATHER ACKER

Phone

5705861822

Tax Period

2025-01-01 to 2025-12-31

WAVERLY COUNTRY CLUB, founded in 1911, is a small nonprofit that reported $423K in total revenue in fiscal year 2025. Expenses of $395K left a modest 7% surplus.

Mission

THE PRIMARY PURPOSE IS TO PROVIDE SOCIAL AND RECREATIONAL ACTIVITIES TO THE CLUB'S 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 (2025)

Revenue Breakdown

Contributions & Grants $500

Program Service Revenue $204,228

Investment Income $6

Other Revenue $218,457

TOTAL REVENUE $423,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $203,231

Fundraising Expenses $0

Other Expenses $191,479

TOTAL EXPENSES $394,710

Year-over-Year Comparison

	2025	2024	Change
Revenue	$423,191	$414,065	+0.0%
Expenses	$394,710	$432,991	-0.1%
Net Income	$28,481	$-18,926	-2.5%

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

N/A

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
CAROLINE MUNLEY	PRESIDENT	1.50	Officer Director	$0	$0	$0
SUE HOUCK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIN WEINBERGER	SECRETARY	2.00	Officer Director	$0	$0	$0
HEATHER ACKER	TREASURER	5.00	Officer Director	$0	$0	$0
YVONNE CRONKEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DOUGHERTY	DIRECTOR	0.50	Director	$0	$0	$0
MAGGIE FARLEY	DIRECTOR	0.50	Director	$0	$0	$0
LAURA FRIEDER	DIRECTOR	1.00	Director	$0	$0	$0
PATTI STAPLES	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
2025	$423,191	$394,710	$224,802	$28,481
2024	No data	No data	No data	No data
2023	$432,873	$398,886	$225,827	$33,987
2022	$459,399	$362,575	$188,762	$96,824
2021	$277,995	$340,230	$233,753	$-62,235
2020	$285,127	$346,362	$259,682	$-61,235
2019	$272,661	$342,158	$334,851	$-69,497
2018	$264,930	$264,573	$380,516	$357

WAVERLY COUNTRY CLUB