SUNSET COUNTRY CLUB

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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

1938

Legal Domicile

Principal Officer

TIM O'BRYAN

Phone

3148431100

Tax Period

2023-10-01 to 2024-09-30

SUNSET COUNTRY CLUB, founded in 1938, is a mid-sized nonprofit that reported $10.6M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $10.2M left a modest 5% surplus.

Mission

PROVIDING SERVICES SUCH AS GOLF COURSE, TENNIS COURTS, POOL, RESTAURANT, AND BAR FOR THE MEMBERS AND THEIR GUESTS.

Program Service Accomplishments

Program 1

PROVIDING A CLUBHOUSE, INCLUDING FOOD AND DRINK FOR THE CLUB'S MEMBERS, THEIR DEPENDENTS, AND GUESTS IN FURTHERANCE OF THE CLUB'S EXEMPT PURPOSE.

Program 2

PROVIDING SPORTS ACTIVITIES INCLUDING GOLF COURSE, TENNIS COURTS AND SWIMMING POOL FOR THE CLUB'S MEMBERS, DEPENDENTS, AND GUESTS IN FURTHERANCE OF THE CLUB'S EXEMPT PURPOSE.

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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 $10,394,027

Investment Income $99,052

Other Revenue $152,733

TOTAL REVENUE $10,645,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,690,872

Fundraising Expenses $0

Other Expenses $5,470,559

TOTAL EXPENSES $10,161,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,645,812	$9,312,705	+0.1%
Expenses	$10,161,431	$9,333,660	+0.1%
Net Income	$484,381	$-20,955	-24.1%

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

222

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

$199,984

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN ALLEGEYER	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF BOCK	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DR BOB SIGMUND	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JACK RHOADS	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF BOCK	TREASURER	2.00	Officer Director	$0	$0	$0
STEVE BODE	DIRECTOR	2.00	Director	$0	$0	$0
JOHN JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
BRYAN GRAIFF	DIRECTOR	2.00	Director	$0	$0	$0
RYAN PATTON	DIRECTOR	2.00	Director	$0	$0	$0
MIKE HARMAN	DIRECTOR	2.00	Director	$0	$0	$0
DON FENDLER	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS JONES	DIRECTOR	2.00	Director	$0	$0	$0
PAT BARRY	DIRECTOR	2.00	Director	$0	$0	$0
DEREK LAUR	PAST PRESIDENT	2.00	Director	$0	$0	$0
KEVIN OHLENDORF	DIRECTOR	2.00	Director	$0	$0	$0
ROB GOLTERMAN	GENERAL COUNCIL	2.00	Officer	$0	$0	$0
JOE LUCAS	CHIEF OPERATING OFFICER	40.00	Officer	$186,450	$13,534	$199,984
RYAN JOHNSON	EMPLOYEE	40.00	Highest	$167,013	$12,687	$179,700
TIM OBRYAN	EMPLOYEE	40.00	Highest	$123,177	$7,538	$130,715
NICK ZERR	EMPLOYEE	40.00	Highest	$160,107	$12,192	$172,299
RUSTY SNODGRASS	EMPLOYEE	40.00	Highest	$116,076	$4,815	$120,891

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	$10,645,812	$10,161,431	$12,539,547	$484,381
2023	$9,312,705	$9,333,660	$12,218,895	$-20,955
2022	$8,820,259	$8,806,172	$11,500,150	$14,087
2021	$7,298,721	$7,073,132	$11,897,999	$225,589
2020	$5,953,028	$6,798,603	$12,199,039	$-845,575
2019	$9,148,122	$7,782,330	$12,011,010	$1,365,792
2018	$8,910,469	$7,774,593	$10,702,829	$1,135,876