OAKMONT COUNTRY CLUB (EIN 250699130) - 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

1904

Legal Domicile

Principal Officer

EDWARD J GREFENSTETTE

Phone

4128288000

Tax Period

2024-04-01 to 2025-03-31

OAKMONT COUNTRY CLUB, founded in 1904, is a mid-sized nonprofit that reported $17.2M in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.9M, a strong 29% operating margin.

Mission

THE ORGANIZATION PROVIDES RECREATIONAL AND SOCIAL BENEFITS / SERVICES FOR ITS 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 (2024)

Revenue Breakdown

Contributions & Grants $2,000,000

Program Service Revenue $8,463,920

Investment Income $22,872

Other Revenue $6,676,598

TOTAL REVENUE $17,163,390

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,745,148

Fundraising Expenses $0

Other Expenses $7,469,495

TOTAL EXPENSES $12,214,643

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,163,390	$10,164,254	+0.7%
Expenses	$12,214,643	$11,034,740	+0.1%
Net Income	$4,948,747	$-870,486	-6.7%

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

333

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

$487,605

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN W LYNCH	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOEL P ADAMS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
EDWARD J GREFENSTETTE	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE LEONE	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD BERGLUND	GOVERNOR	1.00	Director	$0	$0	$0
FRED BROAD	GOVERNOR	1.00	Director	$0	$0	$0
CHARLES A NETTLES	GOVERNOR	1.00	Director	$0	$0	$0
E RONALD SALVITTI II	GOVERNOR	1.00	Director	$0	$0	$0
STEVE THOMAS	GOVERNOR	1.00	Director	$0	$0	$0
ANDREW SWANK	GOVERNOR	1.00	Director	$0	$0	$0
JAY ADAMS	GOVERNOR	1.00	Director	$0	$0	$0
BILL WATTS	GOVERNOR	1.00	Director	$0	$0	$0
ADAM PLETCHER	GENERAL MANAGER	50.00	Key Emp	$438,450	$49,155	$487,605
MIKE MCCORMICK	GROUNDS SUPERINTENDENT	50.00	Highest	$359,841	$49,155	$408,996
JAKE ADAMONIS	EXECUTIVE CHEF	50.00	Highest	$189,408	$19,890	$209,298
JIM SPRINGBORN	SPECIAL PROJECTS MANAGER	50.00	Highest	$190,916	$24,301	$215,217
LUKE FISCHER	CONTROLLER	50.00	Highest	$169,292	$18,859	$188,151

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	$17,163,390	$12,214,643	$59,071,974	$4,948,747
2024	$10,164,254	$11,034,740	$33,374,465	$-870,486
2023	$12,723,185	$10,438,402	$26,640,557	$2,284,783
2022	$13,845,117	$11,256,959	$24,321,495	$2,588,158
2021	$8,410,526	$9,401,962	$22,085,335	$-991,436
2020	$11,898,237	$12,033,270	$22,145,088	$-135,033
2019	$12,586,187	$11,433,164	$22,810,437	$1,153,023
2018	$11,490,173	$10,926,091	$22,215,068	$564,082

OAKMONT COUNTRY CLUB