Switzerland of Ohio Country Club (EIN 340840761) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

Bryan Duffy

Tax Period

2023-01-01 to 2023-12-31

Switzerland of Ohio Country Club, founded in 1957, is a small nonprofit in the Recreation & Sports sector that reported $513K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $83K, a strong 16% operating margin.

Mission

To provide recreation in the form of golf, and other entertainment and sports normally associated with country clubs for its members and guests.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $59,698

Program Service Revenue $114,890

Investment Income $21,418

Other Revenue $317,244

TOTAL REVENUE $513,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,098

Fundraising Expenses $0

Program Expenses $422,334

Other Expenses $282,267

TOTAL EXPENSES $430,365

Year-over-Year Comparison

	2023	2022	Change
Revenue	$513,250	$793,057	-0.4%
Expenses	$430,365	$277,921	+0.5%
Net Income	$82,885	$515,136	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Lawrence Pack	Board Member	3.00	Director	$0	$0	$0
Mike W Elliott	Board Member	5.00	Director	$0	$0	$0
Todd Blake	Board Member	3.00	Director	$0	$0	$0
Mark Yontz	Board Member	3.00	Director	$0	$0	$0
Josh Duffy	Board Member	3.00	Director	$0	$0	$0
Bryan Duffy	President	5.00	Officer	$0	$0	$0
Mark Wells	Treasurer	5.00	Officer	$0	$0	$0
Andrew Schumacher	Secretary	5.00	Officer	$0	$0	$0
Jeff Woodby	Vice President	5.00	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
2024	No data	No data	No data	No data
2023	$513,250	$430,365	$2,415,552	$82,885
2022	$759,087	$277,921	$2,073,267	$481,166
2021	$571,408	$262,406	$1,810,523	$309,002
2020	$232,577	$269,248	$1,453,960	$-36,671
2019	$361,126	$275,385	$1,469,409	$85,741
2018	$518,968	$255,158	$1,353,529	$263,810

Switzerland of Ohio Country Club