Lake View Country Club (EIN 251092288) - 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

1958

Legal Domicile

Principal Officer

Kelly Montefiori

Phone

8147259644

Tax Period

2024-01-01 to 2024-12-31

Lake View Country Club, founded in 1958, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

To provide social and recreational facilities for club members and their guest

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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 $0

Program Service Revenue $1,704,948

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,704,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $967,203

Fundraising Expenses $0

Program Expenses $1,767,841

Other Expenses $800,638

TOTAL EXPENSES $1,767,841

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,704,948	$1,401,594	+0.2%
Expenses	$1,767,841	$1,605,244	+0.1%
Net Income	$-62,893	$-203,650	-0.7%

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

107

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
Thomas Mack	President	2.00	Officer Director	$0	$0	$0
Drew Weinheimer	Director	2.00	Director	$0	$0	$0
Chad Ball	Secretary	2.00	Officer Director	$0	$0	$0
Kelly Montefiori	Treasurer	2.00	Officer Director	$0	$0	$0
Aaron Ollinger	Director	2.00	Director	$0	$0	$0
John Dudzinski	Director	2.00	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	$1,704,948	$1,767,841	$526,995	$-62,893
2023	$1,401,594	$1,605,244	$613,655	$-203,650
2022	$1,645,776	$1,585,740	$957,770	$60,036
2021	$1,709,348	$1,415,334	$1,085,366	$294,014
2020	$1,496,324	$1,284,826	$444,461	$211,498
2019	$1,475,700	$1,506,865	$282,141	$-31,165
2018	$1,498,409	$1,431,793	$289,838	$66,616

Lake View Country Club