LENA GOLF CLUB (EIN 361377865) - 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

1928

Legal Domicile

Principal Officer

JAMIE ALTFILLISCH

Phone

8153694513

Tax Period

2023-01-01 to 2023-12-31

LENA GOLF CLUB, founded in 1928, is a small nonprofit that reported $204K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $80K, a strong 39% operating margin.

Mission

LENA GOLF CLUB HAS A CHAMPIONSHIP GOLF COURSE THAT PROVIDES AN 18 HOLE COURSE TO ITS MEMBERS.

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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 $112,480

Program Service Revenue $91,099

Investment Income $422

Other Revenue $-241

TOTAL REVENUE $203,760

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,471

Fundraising Expenses $0

Other Expenses $98,100

TOTAL EXPENSES $123,571

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,760	$172,604	+0.2%
Expenses	$123,571	$121,389	+0.0%
Net Income	$80,189	$51,215	+0.6%

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

198

Independent Members

198

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
ROY DOWNING	VICE PRESIDENT	005.00	Officer Director	$0	$0	$0
MERYLE KLOBES	TREASURER	012.00	Officer Director	$0	$0	$0
DARYL CANON	PRESIDENT	005.00	Officer Director	$0	$0	$0
GARRETT MILLER	BD MEMB	005.00	Director	$0	$0	$0
KARRIE FRITS	SECRETARY	005.00	Officer Director	$0	$0	$0
MIKE HOLVERSON	BD MEMB	005.00	Director	$0	$0	$0
MICHAEL SMITH	BD MEMB	005.00	Director	$0	$0	$0
BRAD AUGER	BD MEMB	005.00	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	No data	No data	No data	No data
2023	$203,760	$123,571	$1,089,425	$80,189
2022	$172,604	$121,389	$1,080,205	$51,215
2021	$210,648	$147,280	$1,067,805	$63,368
2020	$198,120	$158,843	$1,052,326	$39,277
2019	$207,948	$153,092	$1,059,170	$54,856
2018	$158,858	$151,173	$1,053,630	$7,685

LENA GOLF CLUB