Oakwood Country Club (EIN 440375090) - 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

1881

Legal Domicile

Principal Officer

Aaron March

Phone

8167615501

Tax Period

2018-10-01 to 2019-09-30

Oakwood Country Club, founded in 1881, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2018. Expenses of $2.6M left a modest 4% surplus.

Mission

To provide a recreational area for members.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $1,887,810

Program Service Revenue $289,429

Investment Income $450

Other Revenue $507,823

TOTAL REVENUE $2,685,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,284,072

Fundraising Expenses $0

Other Expenses $1,305,701

TOTAL EXPENSES $2,589,773

Year-over-Year Comparison

	2018	2017	Change
Revenue	$2,685,512	$2,654,697	+0.0%
Expenses	$2,589,773	$2,560,400	+0.0%
Net Income	$95,739	$94,297	+0.0%

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

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

$97,552

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lynn Poskin	President	2.00	Officer Director	$0	$0	$0
Bill Intrater	Secretary	2.00	Officer Director	$0	$0	$0
Myron Haith	Director	1.00	Director	$0	$0	$0
Fred Greenbaum	Vice President	2.00	Officer Director	$0	$0	$0
Aaron March	Treasurer	2.00	Officer Director	$0	$0	$0
Tracy McHugh	Director	1.00	Director	$0	$0	$0
Meg Adkins	Director	1.00	Director	$0	$0	$0
Theresa Freilich	Director	1.00	Director	$0	$0	$0
Mel Paul	Director	1.00	Director	$0	$0	$0
Lisa Block	Director	1.00	Director	$0	$0	$0
Jim McMullen	Director	1.00	Director	$0	$0	$0
Mike Ellis	Director	1.00	Director	$0	$0	$0
Mark Maroon	General Manager	40.00	Officer	$93,726	$3,826	$97,552

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
2019	$2,685,512	$2,589,773	$3,627,187	$95,739
2018	$2,654,697	$2,560,400	$3,796,252	$94,297

Oakwood Country Club