OAK RIDGE COUNTRY CLUB (EIN 410453357) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

MATTHEW GRIMM

Phone

9529395466

Tax Period

2024-04-01 to 2025-03-31

OAK RIDGE COUNTRY CLUB, founded in 1990, is a community nonprofit that reported $9.3M in total revenue in fiscal year 2024.

Mission

OAK RIDGE, FOUNDED AS A JEWISH COUNTRY CLUB IN 1921, EXISTS TODAY TO PROVIDE PREMIUM AMENITIES AND EXPERIENCES TO A DIVERSE MEMBERSHIP.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $629,763

Program Service Revenue $7,084,112

Investment Income $10,304

Other Revenue $1,533,390

TOTAL REVENUE $9,257,569

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,595,308

Fundraising Expenses $0

Other Expenses $3,806,247

TOTAL EXPENSES $9,401,555

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,257,569	$9,619,031	0.0%
Expenses	$9,401,555	$9,783,370	0.0%
Net Income	$-143,986	$-164,339	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

243

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

$404,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON SONDELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
BLAKE APPELHOF	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE SCHACHTMAN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KARA FRANK	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA KETOVER	TREASURER	1.00	Officer Director	$0	$0	$0
STUART GOLDENBERG	DIRECTOR	1.00	Director	$0	$0	$0
ERIN HARTING	DIRECTOR THROUGH SEPTEMBER	1.00	Director	$0	$0	$0
BRETT HELTNE	DIRECTOR	1.00	Director	$0	$0	$0
CINDY KANTER	DIRECTOR	1.00	Director	$0	$0	$0
GUS KELLOM	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN KELNER	DIRECTOR	1.00	Director	$0	$0	$0
RAVI NORMAN	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY RUTZICK	DIRECTOR	1.00	Director	$0	$0	$0
SARAH STENSLAND	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW GRIMM	GENERAL MANAGER	40.00	Officer	$226,856	$763	$227,619
JESSICA JOHNSON	CHIEF FINANCIAL OFFICER	40.00	Officer	$176,409	$722	$177,131
TODD KRANZ	DIRECTOR OF AGRONOMY	40.00	Highest	$191,861	$10,261	$202,122
KELLIE HOINESS	DIRECTOR OF GOLF	40.00	Highest	$167,595	$14,879	$182,474
BARBARA MEYER	TENNIS PROFESSIONAL	1.00	Highest	$124,185	$13,773	$137,958

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	$9,257,569	$9,401,555	$12,233,466	$-143,986
2024	$9,619,031	$9,783,370	$12,765,831	$-164,339
2023	$7,677,433	$9,213,817	$13,429,855	$-1,536,384
2022	$8,175,238	$7,272,335	$13,821,924	$902,903
2021	$5,406,396	$5,571,255	$12,929,351	$-164,859
2020	$6,314,436	$6,718,572	$13,131,450	$-404,136
2019	$6,301,455	$6,548,268	$13,427,631	$-246,813

OAK RIDGE COUNTRY CLUB