OAKWOOD COUNTRY CLUB (EIN 361570825) - 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

1929

Legal Domicile

Phone

3097993153

Tax Period

2024-03-01 to 2025-02-28

OAKWOOD COUNTRY CLUB, founded in 1929, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2024.

Mission

GOLF & SWIM CLUB - APPROX 345 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,770,146

Investment Income $36,011

Other Revenue $588,220

TOTAL REVENUE $2,394,377

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,321,370

Fundraising Expenses $0

Other Expenses $1,115,575

TOTAL EXPENSES $2,436,945

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,394,377	$2,234,818	+0.1%
Expenses	$2,436,945	$2,167,454	+0.1%
Net Income	$-42,568	$67,364	-1.6%

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

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
TERRY FRANCIS	Secretary	2.00	Director	$0	$0	$0
Gary McCormick	Treasurer	5.00	Officer Director	$0	$0	$0
Stephanie Crompton	Vice President	2.00	Director	$0	$0	$0
CHRIS LEMON	Director	2.00	Officer Director	$0	$0	$0
MIKE KNOCK	Director	2.00	Director	$0	$0	$0
Steve McCann	President	5.00	Officer Director	$0	$0	$0
JOHN BRADLEY	Director	2.00	Director	$0	$0	$0
Kirk Trede	Director	2.00	Officer Director	$0	$0	$0
JEFFREY O'CONNOR	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
2025	$2,394,377	$2,436,945	$3,547,684	$-42,568
2024	$2,234,818	$2,167,454	$3,676,119	$67,364
2023	$2,057,197	$2,013,769	$3,668,979	$43,428
2022	$1,921,750	$1,747,859	$3,704,578	$173,891
2021	$1,852,495	$1,744,934	$3,468,004	$107,561
2020	$1,828,524	$1,844,002	$3,414,736	$-15,478
2019	$1,931,452	$2,044,824	$3,528,373	$-113,372
2018	$1,949,679	$2,015,431	$3,841,433	$-65,752

OAKWOOD COUNTRY CLUB