OAK VIEW COUNTRY CLUB (EIN 361569920) - 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

1922

Legal Domicile

Principal Officer

MARK BIERI

Phone

3095825959

Tax Period

2023-01-01 to 2023-12-31

OAK VIEW COUNTRY CLUB, founded in 1922, is a small nonprofit that reported $429K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $401K left a modest 6% surplus.

Mission

OAK VIEW COUNTRY CLUB IS A MEMBER OWNED GOLF AND SOCIAL CLUB WITH APPROXIMATELY 160 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 $0

Program Service Revenue $195,203

Investment Income $0

Other Revenue $233,628

TOTAL REVENUE $428,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $204,763

Fundraising Expenses $0

Program Expenses $362,377

Other Expenses $196,698

TOTAL EXPENSES $401,461

Year-over-Year Comparison

	2023	2022	Change
Revenue	$428,831	$391,371	+0.1%
Expenses	$401,461	$381,174	+0.1%
Net Income	$27,370	$10,197	+1.7%

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
GIOVANNI LEE	Treasurer	5.00	Director	$0	$0	$0
MARK BIERI	President	5.00	Officer Director	$0	$0	$0
JOE HAMM	Vice President	5.00	Officer Director	$0	$0	$0
ERIC MILLER	Director	2.00	Director	$0	$0	$0
SHERRI LAGER	Secretary	2.00	Director	$0	$0	$0
ROGER MURPHY	Director	2.00	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	$428,831	$401,461	$688,679	$27,370
2022	$391,371	$381,174	$650,114	$10,197
2021	$339,442	$336,579	$647,748	$2,863
2020	$248,992	$241,092	$649,011	$7,900
2019	$301,170	$289,926	$654,347	$11,244
2018	$326,056	$324,707	$640,424	$1,349

OAK VIEW COUNTRY CLUB