SHAMROCK INVITATIONAL INC (EIN 460537579) - Form 990 Financial Analysis & Trantor Score

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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

2012

Legal Domicile

Principal Officer

KIM D VON KRONENBERGER

Tax Period

2024-06-01 to 2025-05-31

SHAMROCK INVITATIONAL INC, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $142K in total revenue in fiscal year 2024. The organization ran a surplus of $40K, a strong 28% operating margin.

Mission

TO OPERATE AN ANNUAL GOLF TOURNAMENT FOR THE PURPOSE OF RAISING MONEY FOR CHARITABLE ORGANIZATIONS IN MECOSTA COUNTY, MICHIGAN, AS WELL AS AWARDING COLLEGE SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $142,069

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $142,069

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $64,714

Program Expenses $24,972

Other Expenses $101,735

TOTAL EXPENSES $101,735

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,069	$143,095	0.0%
Expenses	$101,735	$148,849	-0.3%
Net Income	$40,334	$-5,754	-8.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHIP ISSETTE	TRUSTEE	N/A	Director	$0	$0	$0
GARY LEWANDOWSKI	TRUSTEE	N/A	Director	$0	$0	$0
KEVIN SWEENEY	TRUSTEE	N/A	Director	$0	$0	$0
D JEFFEREY BOLLMAN	SECRETARY	N/A	Officer	$0	$0	$0
KIM D VON KRONENBERGER	PRESIDENT	N/A	Officer	$0	$0	$0
TOM TACIA	TREASURER	N/A	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	$142,069	$101,735	$117,242	$40,334
2024	No data	No data	No data	No data
2023	$152,514	$130,322	$82,662	$22,192
2022	$144,142	$116,696	$60,470	$27,446
2021	$122,873	$127,588	$33,024	$-4,715
2020	$101,833	$98,099	$37,739	$3,734
2019	$94,969	$90,437	$34,005	$4,532

SHAMROCK INVITATIONAL INC