PLUM HOLLOW COUNTRY CLUB (EIN 380933170) - 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

1921

Legal Domicile

Principal Officer

ANDREW MAKINS

Phone

2483575353

Tax Period

2023-10-01 to 2024-09-30

PLUM HOLLOW COUNTRY CLUB, founded in 1921, is a community nonprofit that reported $5.7M in total revenue in fiscal year 2023.

Mission

PRIVATE GOLF, TENNIS AND SWIM COUNTRY CLUB WITH DINING FACILITIES.

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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 $4,893,560

Investment Income $22,127

Other Revenue $832,771

TOTAL REVENUE $5,748,458

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,261,858

Fundraising Expenses $0

Other Expenses $3,400,106

TOTAL EXPENSES $5,661,964

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,748,458	$5,900,073	0.0%
Expenses	$5,661,964	$6,057,514	-0.1%
Net Income	$86,494	$-157,441	-1.5%

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

189

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
IVAN MELTZER	PRESIDENT	40.00	Officer Director	$0	$0	$0
ANDREW MAKINS	VICE PRESIDENT	40.00	Officer Director	$0	$0	$0
MARK JERANT	TREASURER	40.00	Officer Director	$0	$0	$0
JORDAN RONKETTO	SECTRETARY	40.00	Director	$0	$0	$0
BRIAN AARON	DIRECTOR	1.00	Director	$0	$0	$0
JEFF MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
TERRY BURNETT	DIRECTOR	1.00	Director	$0	$0	$0
ED LOWENFELD	DIRECTOR	1.00	Director	$0	$0	$0
ROBB KOZLESKI	DIRECTOR	1.00	Director	$0	$0	$0
RICK BURKARDT	GENERAL MANAGER	40.00	Highest	$163,566	$7,928	$171,494
DAVID MAKULSKI	DIRECTOR OF AGRONOMY	40.00	Highest	$129,635	$0	$129,635
THOMAS ROSE	HEAD GOLF PRO	40.00	Highest	$133,467	$12,468	$145,935

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	$5,748,458	$5,661,964	$10,859,788	$86,494
2023	$5,900,073	$6,057,514	$10,608,368	$-157,441
2022	$6,437,209	$6,035,485	$10,790,873	$401,724
2021	$4,833,981	$6,102,680	$10,131,457	$-1,268,699
2020	$4,944,867	$4,423,952	$10,460,776	$520,915
2019	$3,849,738	$3,967,990	$9,575,855	$-118,252
2018	$3,534,439	$3,468,115	$9,414,928	$66,324

PLUM HOLLOW COUNTRY CLUB