CHARTIERS COUNTRY CLUB

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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

1924

Legal Domicile

Principal Officer

RICHARD PLATT JR

Phone

4129213780

Tax Period

2024-10-01 to 2025-09-30

CHARTIERS COUNTRY CLUB, founded in 1924, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2024.

Mission

TO PROVIDE RECREATION AND SOCIAL ACTIVITIES TO ITS MEMBERS AT ITS FACILITIES.

Program Service Accomplishments

Program 1

Expenses: $6,551,457 Revenue: $6,012,910

PROVIDING RECREATION AND SOCIAL ACTIVITIES TO MEMBERS AT THE FACILITIES.

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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 $4,423,275

Program Service Revenue $2,054,629

Investment Income $-178,453

Other Revenue $-286,541

TOTAL REVENUE $6,012,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,764,471

Fundraising Expenses $0

Program Expenses $6,551,457

Other Expenses $3,786,986

TOTAL EXPENSES $6,551,457

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,012,910	$6,060,653	0.0%
Expenses	$6,551,457	$6,051,952	+0.1%
Net Income	$-538,547	$8,701	-62.9%

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

198

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
ROBERT R DAVIS	SUPERINTENDE	N/A	Highest	$273,096	$25,821	$298,917
MARTIN THOMAS	EXECUTIVE CH	N/A	Highest	$153,423	$21,764	$175,187
RYAN T ADAIR	CONTROLLER	N/A	Highest	$108,154	$10,728	$118,882
BENJAMIN R HEWITT	SUPERINTENDE	N/A	Highest	$109,308	$6,466	$115,774
ERIK BERTRAND	DIRECTOR	N/A	Director	$0	$0	$0
JOSEPH BURGUNDER	DIRECTOR	N/A	Director	$0	$0	$0
JAMES SMITH III	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD PLATT JR	PRESIDENT	N/A	Officer Director	$0	$0	$0
MATTHEW LIZANICH	TREASURER	N/A	Officer Director	$0	$0	$0
JEFF MILLER	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
RONALD MOEHLER	DIRECTOR	N/A	Director	$0	$0	$0
DOUGLAS PRICE	DIRECTOR	N/A	Director	$0	$0	$0
ANTHONY SCOLIERI	DIRECTOR	N/A	Director	$0	$0	$0
ADAM SCUILLI	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN SPENCE	SECRETARY	N/A	Officer Director	$0	$0	$0
DANIEL TAYLOR	DIRECTOR	N/A	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	$6,012,910	$6,551,457	$10,487,134	$-538,547
2024	$6,060,653	$6,051,952	$8,294,867	$8,701
2023	$7,032,165	$6,645,563	$8,517,333	$386,602
2022	$6,052,269	$5,627,264	$8,022,536	$425,005
2021	$5,681,011	$5,108,385	$6,383,777	$572,626
2020	$3,774,626	$3,783,342	$6,289,494	$-8,716
2019	$4,067,268	$3,954,982	$5,383,279	$112,286
2018	$3,370,518	$3,813,221	$5,751,182	$-442,703