THE CLUB FOUNDATION (EIN 521642692) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

JEFFREY D MORGAN

Phone

7037399500

Tax Period

2023-11-01 to 2024-10-31

THE CLUB FOUNDATION, founded in 1988, is a small nonprofit in the Education sector that reported $771K in total revenue in fiscal year 2017. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $347K, a strong 45% operating margin.

Mission

THE CLUB FOUNDATION WAS FORMED FOR CHARITABLE AND EDUCATIONAL PURPOSES TO FOSTER INTELLECTUAL EXCELLENCE IN THE FIELD OF CLUB MANAGEMENT. THIS PURPOSE IS ACHIEVED BY AWARDING SCHOLARSHIPS OR RESEARCH GRANTS TO INDIVIDUALS AND BY MAKING GIFTS OR CONTRIBUTIONS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $533,299

Program Service Revenue $0

Investment Income $107,667

Other Revenue $-1,287

TOTAL REVENUE $639,679

Expense Breakdown

Grants Paid $312,215

Salaries & Benefits $0

Fundraising Expenses $115,582

Program Expenses $381,564

Other Expenses $245,751

TOTAL EXPENSES $557,966

Year-over-Year Comparison

	2023	2022	Change
Revenue	$639,679	$611,286	+0.0%
Expenses	$557,966	$509,130	+0.1%
Net Income	$81,713	$102,156	-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

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

$969,188

Total Directors

$706,857

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY D MORGAN FASAE CAE	PRESIDENT	5.00	Officer Director	$0	$78,089	$706,857
NICHOLAS J LAROCCA	CHAIRMAN	2.00	Officer Director	$0	$0	$0
LUANN GIOVANNELLI CCM CAM	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
RANDY RUDER CCM CCE	SECRETARY	2.00	Officer Director	$0	$0	$0
TODD MARSH CCM CCE	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL SEABROOK CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
JOE OSWALD	DIRECTOR	2.00	Director	$0	$0	$0
FRED PALMER JR	DIRECTOR	2.00	Director	$0	$0	$0
ADAM HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
JANINE BUDZIUS CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
TERRA S H WALDRON CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
JOE MENDEZ CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
CHEIKHOU DIAGNE	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD LAROCCA CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
BLAINE BURGESS CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
KELLY WILLIAMS CCM	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN SCHENKEL CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
JASON TATE	CFO	5.00	Officer	$0	$27,386	$262,331

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	$639,679	$557,966	$6,180,671	$81,713
2023	$611,286	$509,130	$5,237,386	$102,156
2022	$1,163,107	$497,653	$5,121,192	$665,454
2021	$820,522	$326,671	$5,582,121	$493,851
2020	$549,899	$402,587	$4,513,995	$147,312
2019	$738,649	$372,566	$4,395,312	$366,083
2018	$771,146	$424,357	$3,820,674	$346,789

THE CLUB FOUNDATION