STONE OAK COUNTRY CLUB (EIN 311569053) - 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

1989

Legal Domicile

Principal Officer

LEE WUNSCHEL

Phone

4198678400

Tax Period

2023-01-01 to 2023-12-31

STONE OAK COUNTRY CLUB, founded in 1989, is a community nonprofit in the Recreation & Sports sector that reported $3.9M in total revenue in fiscal year 2023.

Mission

TO OWN, OPERATE, AND MAINTAIN A PRIVATE GOLF, TENNIS, SWIMMING, DINING, AND SOCIAL CLUB FOR THE RECREATION AND PLEASURE OF ITS MEMBERS AND THEIR FAMILIES

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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 $0

Program Service Revenue $3,985,429

Investment Income $3,994

Other Revenue $-62,415

TOTAL REVENUE $3,927,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,987,145

Fundraising Expenses $0

Other Expenses $1,861,060

TOTAL EXPENSES $3,848,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,927,008	$3,836,888	+0.0%
Expenses	$3,848,205	$3,934,324	0.0%
Net Income	$78,803	$-97,436	-1.8%

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

211

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

$223,761

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD WANDTKE	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMIE HAPP	GOLF COMMITTEE	2.00	Director	$0	$0	$0
RON GUILIANI	GOLF COMMITTEE	2.00	Director	$0	$0	$0
LEE WUNSCHEL	TREASURER	2.00	Officer Director	$0	$0	$0
DOUG STANTON	GOLF COMMITTEE	2.00	Director	$0	$0	$0
JENNIFER KEARNS	SOCIAL COMMITEE	2.00	Director	$0	$0	$0
JOHN KRAUS	GOLF COMMITTEE	2.00	Director	$0	$0	$0
SHERRY ROLLINS	SECRETARY	2.00	Officer Director	$0	$0	$0
RAY ZAMMIT	VICE - PRESIDENT	2.00	Officer Director	$0	$0	$0
KEITH OLANDER	GENERAL MANAGER	40.00	Key Emp	$212,731	$11,030	$223,761
ROBERT RADACHI	DIRECTOR OF GROUNDS	40.00	Highest	$104,512	$2,520	$107,032

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	No data	No data	No data	No data
2023	$3,927,008	$3,848,205	$6,328,654	$78,803
2022	$3,836,888	$3,934,324	$6,706,395	$-97,436
2021	$3,654,615	$3,179,583	$6,452,880	$475,032
2020	$5,028,336	$4,396,803	$6,323,480	$631,533
2019	$4,685,225	$4,664,293	$5,944,529	$20,932
2018	$4,669,692	$4,359,765	$5,586,689	$309,927

STONE OAK COUNTRY CLUB