THE WALTON CLUB OF FAIRFIELD IOWA (EIN 420615819) - 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

1929

Legal Domicile

Principal Officer

TROY WAUGH

Phone

6414724909

Tax Period

2024-10-01 to 2025-09-30

THE WALTON CLUB OF FAIRFIELD IOWA, founded in 1929, is a small nonprofit that reported $389K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $353K left a modest 9% surplus.

Mission

GOLF AND SOCIAL CLUB

🔒

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 $128,635

Program Service Revenue $33,472

Investment Income $153

Other Revenue $227,089

TOTAL REVENUE $389,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,313

Fundraising Expenses $0

Other Expenses $241,043

TOTAL EXPENSES $353,356

Year-over-Year Comparison

	2024	2023	Change
Revenue	$389,349	$358,422	+0.1%
Expenses	$353,356	$354,744	0.0%
Net Income	$35,993	$3,678	+8.8%

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

300

Independent Members

300

Employees

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
TROY WAUGH	PRESIDENT	1.00	Officer	$0	$0	$0
JEN STEVER	SECRETARY	1.00	Officer	$0	$0	$0
SPENCER PETERMAN	TREASURER	1.00	Officer	$0	$0	$0
KEAGAN DRISH	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HIGDON	DIRECTOR	1.00	Director	$0	$0	$0
JASON VORHIES	DIRECTOR	1.00	Director	$0	$0	$0
AILEEN METCALF	DIRECTOR	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	$389,349	$353,356	$342,781	$35,993
2024	$358,422	$354,744	$253,130	$3,678
2023	$288,800	$327,585	$214,141	$-38,785
2022	$284,331	$303,788	$218,800	$-19,457
2021	$306,145	$272,185	$224,621	$33,960

THE WALTON CLUB OF FAIRFIELD IOWA