WESTMORELAND COUNTRY CLUB SCHOLARSHIP FD (EIN 364373816) - 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

2000

Legal Domicile

Principal Officer

CHERIE BOND

Phone

8472514600

Tax Period

2024-01-01 to 2024-12-31

WESTMORELAND COUNTRY CLUB SCHOLARSHIP FD, founded in 2000, is a small nonprofit in the Education sector that reported $268K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $94K, a strong 35% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS FOR COLLEGE AND VOCATIONAL SCHOOLS TO EMPLOYEES, THEIR FAMILIES AND THE CADDIES OF THE WESTMORELAND COUNTRY CLUB

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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 $103,975

Program Service Revenue $0

Investment Income $135,132

Other Revenue $29,209

TOTAL REVENUE $268,316

Expense Breakdown

Grants Paid $170,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,370

Other Expenses $4,541

TOTAL EXPENSES $174,791

Year-over-Year Comparison

	2024	2023	Change
Revenue	$268,316	$246,321	+0.1%
Expenses	$174,791	$188,996	-0.1%
Net Income	$93,525	$57,325	+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

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
CHERIE BOND	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATE MCBREEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL C GORDON	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN MCCORMICK	SECRETARY	1.00	Officer Director	$0	$0	$0
KATHLEEN BRAASCH	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA CALLAHAN	DIRECTOR	1.00	Director	$0	$0	$0
GREG COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
TRACEY FITZGERALD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL T KNEAFSEY	DIRECTOR	1.00	Director	$0	$0	$0
RISHI GOEL	DIRECTOR	1.00	Director	$0	$0	$0
DIANE WAYNE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE STEINBACK	DIRECTOR	1.00	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	$268,316	$174,791	$1,954,547	$93,525
2023	$246,321	$188,996	$1,779,842	$57,325
2022	$273,135	$153,205	$1,560,950	$119,930
2021	$136,471	$158,297	$1,745,887	$-21,826
2020	$260,779	$171,499	$1,552,011	$89,280
2019	$139,999	$163,717	$1,374,884	$-23,718

WESTMORELAND COUNTRY CLUB SCHOLARSHIP FD