GREAT OAKS COUNTRY CLUB (EIN 382274018) - 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

1979

Legal Domicile

Principal Officer

ANTHONY SANNA

Phone

2486515200

Tax Period

2024-01-01 to 2024-12-31

GREAT OAKS COUNTRY CLUB, founded in 1979, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2024. The organization ran a surplus of $1.9M, a strong 25% operating margin.

Mission

TO PROVIDE SERVICES AND ACTIVITIES FOR THE GENERAL MEMBERSHIP.

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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 $5,025,093

Investment Income $-211,210

Other Revenue $2,692,285

TOTAL REVENUE $7,506,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,401,526

Fundraising Expenses $0

Other Expenses $3,222,596

TOTAL EXPENSES $5,624,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,506,168	$7,435,158	+0.0%
Expenses	$5,624,122	$5,331,512	+0.1%
Net Income	$1,882,046	$2,103,646	-0.1%

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

264

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
JASON KRENTLER	BOARD MEMBER	2.00	Director	$0	$0	$0
AARON HAGER	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANTHONY SANNA	TREASURER	2.00	Officer Director	$0	$0	$0
MARK VRANA	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN LAMBERT	BOARD MEMBER	2.00	Director	$0	$0	$0
KRIS COLLINS	VICE - PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID WALBY	BOARD MEMBER	2.00	Director	$0	$0	$0
THOMAS PERKINS	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM BOLAND	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT GOEMMEL	BOARD MEMBER	2.00	Director	$0	$0	$0
BRANDON SHAYA	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM WICKERSHAM	SECRETARY	2.00	Officer Director	$0	$0	$0
DON KNOP	GREENS SUPERINTENDENT	40.00	Highest	$164,662	$17,038	$181,700
NATHAN LEWIS	EXECUTIVE CHEF	40.00	Highest	$139,811	$4,464	$144,275
SHAWN SCHROEDER	GENERAL MANAGER	40.00	Highest	$166,983	$7,761	$174,744
MARK MARAS	HEAD GOLF PROFESSIONAL	40.00	Highest	$127,256	$7,233	$134,489

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	$7,506,168	$5,624,122	$15,000,573	$1,882,046
2023	$7,435,158	$5,331,512	$13,513,272	$2,103,646
2022	$6,752,353	$4,815,221	$11,394,288	$1,937,132
2021	$4,892,243	$3,683,142	$9,248,926	$1,209,101
2020	$3,475,855	$3,210,995	$8,207,946	$264,860
2019	$5,435,060	$5,292,138	$8,274,596	$142,922
2018	$5,654,716	$5,386,888	$6,503,146	$267,828

GREAT OAKS COUNTRY CLUB