SHERWOOD COUNTRY CLUB CHARITABLE FOUNDATION (EIN 364766803) - 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

2013

Legal Domicile

Principal Officer

GEORGE CARNEY

Phone

8054963036

Tax Period

2024-07-01 to 2025-06-30

SHERWOOD COUNTRY CLUB CHARITABLE FOUNDATION, founded in 2013, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024.

Mission

THE SHERWOOD COUNTRY CLUB CHARITABLE FOUNDATION WILL PROVIDE GRANTS TO 501(C)(3) ORGANIZATIONS.

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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 $2,197,256

Program Service Revenue $0

Investment Income $138,625

Other Revenue $-689,378

TOTAL REVENUE $1,646,503

Expense Breakdown

Grants Paid $1,579,705

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,579,705

Other Expenses $64,877

TOTAL EXPENSES $1,644,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,646,503	$1,565,504	+0.1%
Expenses	$1,644,582	$1,693,759	0.0%
Net Income	$1,921	$-128,255	-1.0%

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

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
GEORGE CARNEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
DINA FURASH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LISA FURFINE	SECRETARY	1.00	Officer Director	$0	$0	$0
DONALD LAVI	TREASURER	1.00	Officer Director	$0	$0	$0
JIM PIECZYNSKI	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL MCMASTER	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA VASS	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE GUBNER	BOARD MEMBER	1.00	Director	$0	$0	$0
GREG DAVIS	BOARD MEMBER	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
2025	$1,646,503	$1,644,582	$1,426,373	$1,921
2024	$1,592,575	$1,677,407	$1,556,876	$-84,832
2023	$1,400,820	$1,114,762	$1,431,090	$286,058
2022	$1,121,239	$841,425	$995,286	$279,814
2021	$794,118	$635,927	$848,134	$158,191
2020	$181,170	$768,418	$844,510	$-587,248
2019	$752,864	$657,336	$1,158,541	$95,528

SHERWOOD COUNTRY CLUB CHARITABLE FOUNDATION