Preserve Shady Rest Inc (EIN 463897718) - 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

2013

Legal Domicile

Principal Officer

Thomas Donatelli

Phone

9083973552

Tax Period

2025-01-01 to 2025-12-31

Preserve Shady Rest Inc, founded in 2013, is a micro nonprofit in the Recreation & Sports sector that reported $38K in total revenue in fiscal year 2025. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $91K exceeded revenue, resulting in a 138% operating deficit.

Mission

Shady Rest County Club is one of Americas first Black-owned golf country clubs. Our mission is to preserve its history and restore its clubhouse to its former glory.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $35,143

Program Service Revenue $0

Investment Income $0

Other Revenue $3,149

TOTAL REVENUE $38,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,433

Program Expenses $83,503

Other Expenses $89,632

TOTAL EXPENSES $91,065

Year-over-Year Comparison

	2025	2024	Change
Revenue	$38,292	$84,004	-0.5%
Expenses	$91,065	$24,700	+2.7%
Net Income	$-52,773	$59,304	-1.9%

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

N/A

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
Thomas Donatelli	Chairman	4.00	Officer	$0	$0	$0
James Checchio	Vice Chairman	1.00	Officer	$0	$0	$0
Stephen Steinbergher	Treasurer	1.00	Officer	$0	$0	$0
Kelly Price	Secretary	1.00	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	$38,292	$91,065	$42,520	$-52,773
2024	$84,004	$24,700	$95,293	$59,304

Preserve Shady Rest Inc