THE COTILLION CLUB (EIN 320645362) - 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

2020

Legal Domicile

Principal Officer

SPENCER LAMB

Phone

3185721000

Tax Period

2023-09-01 to 2024-08-31

THE COTILLION CLUB, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $658K in total revenue in fiscal year 2023. Expenses of $727K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO ESTABLISH, MAINTAIN AND CONDUCT A SOCIAL CLUB, TO PROMOTE FRATERNAL, INTELLECTUAL, AND SOCIAL INTERCOURSE AMONG ITS MEMBERS, AND TO PROVIDE SUCH FORMS OF RECREATION, AMUSEMENT, AND ENTERTAINMENT, AS APPERTAIN TO THE USUAL CONDUCT OF A SOCIAL CLUB.

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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 $375,965

Program Service Revenue $278,115

Investment Income $3,448

Other Revenue $0

TOTAL REVENUE $657,528

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $568,532

Other Expenses $727,419

TOTAL EXPENSES $727,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$657,528	$611,678	+0.1%
Expenses	$727,419	$668,608	+0.1%
Net Income	$-69,891	$-56,930	+0.2%

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

N/A

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
AMY NOLES	2025 BALL CHAIRMAN	1.00	Director	$0	$0	$0
LILA KNICELY	2023 BALL CHAIRMAN	1.00	Director	$0	$0	$0
LARA YERGER	2024 BALL CHAIRMAN	1.00	Director	$0	$0	$0
MICHEL FRITZE	2025 BALL CO-CHAIRMAN	1.00	Director	$0	$0	$0
KATHERINE SALE	SECRETARY	1.00	Officer	$0	$0	$0
SPENCER H LAMB	TREASURER	1.00	Officer	$0	$0	$0
LLOYD BROWN	2024 PRESIDENT	1.00	Officer	$0	$0	$0
PATRICK LUKACS	PRESIDENT	1.00	Officer	$0	$0	$0
ALVIN OLSAN	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JOHN PICKENS	2023 PRESIDENT	1.00	Officer	$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	No data	No data	No data	No data
2024	$657,528	$727,419	$463,092	$-69,891
2023	$611,678	$668,608	$484,607	$-56,930
2022	$622,454	$719,366	$512,974	$-96,912

THE COTILLION CLUB