MILBURN 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

1917

Legal Domicile

Principal Officer

TRINA DOLAN

Phone

9134320490

Tax Period

2024-04-01 to 2025-03-31

MILBURN COUNTRY CLUB, founded in 1917, is a mid-sized nonprofit that reported $10.8M in total revenue in fiscal year 2024. Expenses of $10.4M left a modest 3% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE SERVICES FOR FAMILIES AND ADULTS WHO ARE LOOKING FOR AN INVITING AND COMFORTABLE COUNTRY CLUB EXPERIENCE.

Program Service Accomplishments

Program 1

THE CLUB PROVIDES AN 18 HOLE CHAMPIONSHIP GOLF COURSE FOR ITS MEMBERSHIP.

Program 2

THE CLUB PROVIDES BANQUET AND DINING FACILITIES FOR THE ENJOYMENT OF ITS MEMBERS.

Program 3

THE CLUB PROVIDES A SWIMMING POOL OFFERING BOTH RECREATIONAL SWIMMING AS WELL AS MEMBERSHIP IN LOCAL SWIM AND DIVING COMPETITIVE PROGRAMS.

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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 $0

Program Service Revenue $8,631,872

Investment Income $29,611

Other Revenue $2,095,984

TOTAL REVENUE $10,757,467

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,613,455

Fundraising Expenses $0

Other Expenses $4,783,540

TOTAL EXPENSES $10,396,995

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,757,467	$10,091,408	+0.1%
Expenses	$10,396,995	$9,786,280	+0.1%
Net Income	$360,472	$305,128	+0.2%

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

326

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

$251,082

Total Directors

Key Employees

$371,068

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VERN BENNETT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAKE BALLARD	FINANCE COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
RANDY NAY	TREASURER AND FINANCE COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
PAUL PAUTLER	SECRETARY AND G&G COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
ROGER SAMUEL	VICE PRESIDENT AND GOLF COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
MICHELLE DECICCO HOWARD	GOVERNANCE/LEGAL CHAIR	1.00	Director	$0	$0	$0
SUSAN LEONARD	MEMBERSHIP/SOCIAL CHAIR	1.00	Director	$0	$0	$0
NICK REDDELL	DIRECTOR - PTF CHAIR	1.00	Director	$0	$0	$0
MARCELO VERGARA	GOLF COMMITTEE CHAIR	1.00	Director	$0	$0	$0
JAMES NANSON	GENERAL MANAGER	40.00	Officer	$234,343	$16,739	$251,082
STEVEN G WILSON	GOLF COURSE SUPERINTENDENT	40.00	Key Emp	$166,523	$8,326	$174,849
LUKE SMITH	DIRECTOR OF GOLF	40.00	Key Emp	$179,079	$17,140	$196,219
KEVIN BRENNAN	DIRECTOR OF TENNIS	40.00	Highest	$138,066	$15,373	$153,439
BRIAN WELCH	EXECUTIVE CHEF	40.00	Highest	$121,373	$19,489	$140,862
TRINA DOLAN	CFO / CONTROLLER	40.00	Highest	$134,581	$22,540	$157,121

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	$10,757,467	$10,396,995	$23,534,601	$360,472
2024	$10,091,408	$9,786,280	$24,479,969	$305,128
2023	$9,053,171	$8,772,746	$23,131,038	$280,425
2022	$8,473,498	$9,166,650	$21,359,349	$-693,152
2021	$8,662,483	$6,711,323	$21,419,899	$1,951,160
2020	$7,332,864	$6,753,047	$17,222,407	$579,817
2019	$6,624,797	$6,550,999	$17,195,229	$73,798