THE PLANTATION GOLF 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

1994

Legal Domicile

Principal Officer

J CARBALLO

Phone

7607753688

Tax Period

2024-10-01 to 2025-09-30

THE PLANTATION GOLF CLUB, founded in 1994, is a community nonprofit in the Recreation & Sports sector that reported $8.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $7.7M left a modest 7% surplus.

Mission

THE PLANTATION GOLF CLUB MISSION IS TO OPERATE AN ELITE PRIVATE GOLF CLUB FOR ITS MEMBERSHIP

Program Service Accomplishments

Program 1

OPERATION OF ITS GOLF COURSE AND PROVIDING FOOD AND BEVERAGE SERVICEE FOR ITS MEMBERSHIP.

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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 $7,156,765

Investment Income $268,136

Other Revenue $861,904

TOTAL REVENUE $8,286,805

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,912,087

Fundraising Expenses $0

Other Expenses $3,771,651

TOTAL EXPENSES $7,683,738

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,286,805	$7,499,312	+0.1%
Expenses	$7,683,738	$6,815,318	+0.1%
Net Income	$603,067	$683,994	-0.1%

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

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
D MULLIN	PRESIDENT	5.00	Officer Director	$0	$0	$0
E ANTONINI	VP	5.00	Officer Director	$0	$0	$0
B MORGAN	SECRETARY	5.00	Officer Director	$0	$0	$0
R JOHNSON	TREASURER	5.00	Officer Director	$0	$0	$0
J SANDERS	DIR	5.00	Officer 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	$8,286,805	$7,683,738	$25,154,861	$603,067
2024	$7,499,312	$6,815,318	$22,190,809	$683,994
2023	$6,433,048	$6,088,899	$18,779,516	$344,149
2022	$5,565,994	$5,250,777	$17,349,355	$315,217
2021	$6,028,464	$4,857,908	$16,470,010	$1,170,556
2020	$4,458,043	$4,535,136	$13,838,139	$-77,093
2019	$4,417,782	$4,553,854	$13,928,541	$-136,072
2018	$4,071,026	$4,599,036	$14,178,737	$-528,010