LakeView Golf & Country Club

EIN: 420369873

Chariton, IA

Total Revenue
$292,456
Total Expenses
$221,672
Total Assets
$431,663
Net Assets
$427,458
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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
1936
Legal Domicile
IA
Principal Officer
Dave Hardie
Phone
6417745964
Tax Period
2024-11-01 to 2025-10-31

LakeView Golf & Country Club, founded in 1936, is a small nonprofit that reported $292K in total revenue in fiscal year 2024. The organization ran a surplus of $71K, a strong 24% operating margin.

Mission

Golf Course and Social 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $194,358
Investment Income $19,498
Other Revenue $78,600
TOTAL REVENUE $292,456

Expense Breakdown

Grants Paid $0
Salaries & Benefits $73,632
Fundraising Expenses $0
Other Expenses $148,040
TOTAL EXPENSES $221,672

Year-over-Year Comparison

2024 2023 Change
Revenue $292,456 $-6,206 -48.1%
Expenses $221,672 N/A N/A
Net Income $70,784 $-6,206 -12.4%
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

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Governance

Voting Members
7
Independent Members
N/A
Employees
16
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
4
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jamie Aulwes Director 0.00
Director
$0 $0 $0
Maureen White Vice President 0.00
Director
$0 $0 $0
Amanda Jensen Director 0.00
Director
$0 $0 $0
Dave Hardie President 5.00
Officer
$0 $0 $0
Kim Brandt Director 2.00
Officer
$0 $0 $0
Phil Allen Secretary 3.00
Officer
$0 $0 $0
Sue Frazier Treasurer 5.00
Officer
$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 $292,456 $221,672 $431,663 $70,784
2024 $281,877 $238,607 $381,765 $43,270
2023 $223,872 $189,919 $343,708 $33,953
2022 $246,634 $216,766 $336,293 $29,868
2021 $369,089 $239,543 $266,240 $129,546
2020 $174,553 $215,910 $171,426 $-41,357
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