THE WINNETKA 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

1999

Legal Domicile

Principal Officer

NANCY NAGEL

Tax Period

2020-09-01 to 2021-08-31

THE WINNETKA CLUB, founded in 1999, is a micro nonprofit that reported $29K in total revenue in fiscal year 2020. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $64K exceeded revenue, resulting in a 122% operating deficit.

Mission

THE ORGANIZATION IS DEDICATED TO SUPPORTING COMMUNITY-BASED PROJECTS AND PROGRAMS BY PROVIDING FINANCIAL AND LEADERSHIP RESOURCES IN OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $20,719 Revenue: $23,533

PROMOTE THE PHILANTHROPIC AND INTELLECTUAL INTEREST OF OUR MEMBERS AND TO PROMOTE THE WELFARE OF THE COMMUNITY THROUGH PHILANTHROPY AND VOLUNTEER SERVICES BY HOSTING VARIOUS RECEPTIONS THIS FISCAL...

PROMOTE THE PHILANTHROPIC AND INTELLECTUAL INTEREST OF OUR MEMBERS AND TO PROMOTE THE WELFARE OF THE COMMUNITY THROUGH PHILANTHROPY AND VOLUNTEER SERVICES BY HOSTING VARIOUS RECEPTIONS THIS FISCAL YEAR. THE ORGANIZATION ALSO PROVIDES COLLEGE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO ARE RESIDENTS OF NEW TRIER TOWNSHIP.

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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 (2020)

Revenue Breakdown

Contributions & Grants $5,258

Program Service Revenue $1,938

Investment Income $21,595

Other Revenue $0

TOTAL REVENUE $28,791

Expense Breakdown

Grants Paid $203

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,719

Other Expenses $63,681

TOTAL EXPENSES $63,884

Year-over-Year Comparison

	2020	2019	Change
Revenue	$28,791	$22,234	+0.3%
Expenses	$63,884	$70,659	-0.1%
Net Income	$-35,093	$-48,425	-0.3%

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

N/A

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
DENISE AZIZIAN	VP PHIL/ DIR	1.00	Officer Director	$0	$0	$0
MARLA BAGAN	VP DEVELOPME	1.00	Officer Director	$0	$0	$0
MELINDA BRACHMANN	TREASURER	1.00	Officer Director	$0	$0	$0
NANCY NAGEL	VP FINANCE	2.00	Officer Director	$0	$0	$0
MARY SALETTA	SECRETARY	1.00	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
2021	$28,791	$63,884	$733,959	$-35,093
2020	$22,234	$70,659	$679,228	$-48,425
2019	$37,448	$69,626	$684,025	$-32,178
2018	$40,373	$69,854	$713,328	$-29,481