CAVES VALLEY GOLF CLUB FOUNDATION INC

EIN: 521900251 501(c)(3) Education

OWINGS MILLS, MD

Total Revenue
$868,765
Total Expenses
$980,541
Total Assets
$5,034,420
Net Assets
$5,024,223
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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
MD
Principal Officer
MR PRESTON ATHEY
Phone
4103561313
Tax Period
2023-01-01 to 2023-12-31

CAVES VALLEY GOLF CLUB FOUNDATION INC, founded in 1994, is a small nonprofit in the Education sector that reported $869K in total revenue in fiscal year 2023. Revenue surged 260% from the prior year, signaling strong growth momentum. Expenses of $981K exceeded revenue, resulting in a 13% operating deficit.

Mission

GOLF IS AN ANCIENT AND HONORABLE GAME. MANY OF LIFE'S LESSONS AND VALUES ARE LEARNED AND REINFORCED THROUGH GOLF. CAVES VALLEY NOT ONLY PROVIDES THE SETTING AND FACILITY TO ENJOY AND PASS ON OUR LOVE AND RESPECT FOR THE GAME, BUT IS ALSO A VEHICLE TO BRING AND ENHANCE THE VALUES RECEIVED BY YOUNG PEOPLE FROM GOLF. CAVES VALLEY GOLF CLUB FOUNDATION IS DEDICATED TO IMPROVING THE LIVES OF YOUNG PEOPLE THROUGH EXPOSURE TO GOLF'S CUSTOMS, TRADITIONS AND RULES OF FAIR PLAY. TO THIS END THE FOUNDATION SPONSORS A VARIETY OF ACTIVITIES TO: (I) INTRODUCE GOLF'S VALUES TO YOUNG PEOPLE ESPECIALLY THOSE WHO MIGHT OTHERWISE NEVER HAVE THIS OPPORTUNITY, (II) ASSIST CADDIES FURTHER THEIR FORMAL EDUCATION THROUGH COLLEGE SCHOLARSHIPS, AND (III) PARTNER WITH OTHER ORGANIZATIONS SIMILARLY FOCUSED ON MAKING A DIFFERENCE FOR YOUNG PEOPLE THROUGH THE GAME OF GOLF.

Program Service Accomplishments

Program 1
Expenses: $162,505

THE FOUNDATION HAS ESTABLISHED AN EDUCATIONAL SCHOLARSHIPPROGRAM FOR INDIVIDUALS PROVIDING SERVICES AS CADDIES AT CAVESVALLEY GOLF CLUB (CLUB) AND AT OTHER BALTIMORE METROPOLITAN AREAGOLF CLUBS. THE...

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THE FOUNDATION HAS ESTABLISHED AN EDUCATIONAL SCHOLARSHIPPROGRAM FOR INDIVIDUALS PROVIDING SERVICES AS CADDIES AT CAVESVALLEY GOLF CLUB (CLUB) AND AT OTHER BALTIMORE METROPOLITAN AREAGOLF CLUBS. THE PURPOSE OF THE PROGRAM IS TO AFFORD THE FINANCIAL ASSISTANCE TO INDIVIDUALS PROVIDING SERVICES AS CADDIES IN ACHIEVING THEIR HIGHER EDUCATION GOALS. THE PROGRAM AWARDS SCHOLARSHIPS BASEDON A SELECTIVE APPLICATION AND APPROVAL PROCESS. THE SCHOLARSHIPSPROVIDE FINANCIAL TUITION ASSISTANCE AND ARE RENEWED ANNUALLY, UPTO A MAXIMUM OF THREE (3) YEARS, PROVIDED ELIGIBILITY REQUIREMENTSCONTINUE TO BE MET.THE FOUNDATION ALSO OFFERS SCHOLARSHIPS (UMES SCHOLARSHIPS) WITHTHE UNIVERSITY OF MARYLAND EASTERN SHORE (UMES) TO ASSIST UMES TO RECRUIT AND RETAIN THE HIGHEST CALIBER STUDENTS FOR ENROLLMENT INUMES' PGA GOLF MANAGEMENT PROGRAM. THE UMES SCHOLARSHIPPROVIDES FINANCIAL ASSISTANCE COVERING THE COSTS OF TUITION, ROOMAND BOARD, BOOKS AND A LAPTOP DURING THE DURATION OF THE STUDENT'SPARTICIPATION IN THE PROGRAM, CONTINGENT UPON ELIGIBILITYREQUIREMENTS CONTINUING TO BE MET.

Program 2
Expenses: $500,000

IN CONNECTION WITH CAVES VALLEY GOLF CLUB'S AGREEMENT WITH THE PGA TOUR AND THE WESTERN GOLF ASSOCIATION TO HOST THE 2021 BMW CHAMPIONSHIP, THE FOUNDATION AGREED TO DONATE $2 MILLION TO THE EVANS...

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IN CONNECTION WITH CAVES VALLEY GOLF CLUB'S AGREEMENT WITH THE PGA TOUR AND THE WESTERN GOLF ASSOCIATION TO HOST THE 2021 BMW CHAMPIONSHIP, THE FOUNDATION AGREED TO DONATE $2 MILLION TO THE EVANS SCHOLARS FOUNDATION TO SUPPORT THE EVANS SCHOLARS FOUNDATION AT THE UNIVERSITY OF MARYLAND, COLLEGE PARK AND THE CAVES VALLEY EVANS SCHOLARSHIP HOUSE AT THE UNIVERSITY OF MARYLAND, COLLEGE PARK. CAVES VALLEY GOLF CLUB AGREED TO ASSIST THE FOUNDATION IN RAISING AT LEAST $1 MILLION OF THE $2 MILLION DONATION. THE DONATION WAS CONTINGENT UPON THE 2021 BMW CHAMPIONSHIP BEING HELD AT CAVES VALLEY GOLF CLUB, WHICH OCCURRED IN AUGUST 2021. THE INITIAL DONATION OF $2 MILLION IS BEING PAID IN FOUR INSTALLMENTS OF $500,000, ENDING JUNE 2023. FOR EACH OF THE YEARS ENDED DECEMBER 31, 2022 AND 2021, THE FOUNDATION DONATED $500,000 TO THE EVANS SCHOLARS FOUNDATION.IN AUGUST 2022 CAVES VALLEY GOLF CLUB ENTERED INTO AN AGREEMENT WITH THE PGA TOUR AND THE WESTERN GOLF ASSOCIATION TO HOST THE 2025 BMW CHAMPIONSHIP. IN CONNECTION WITH THIS AGREEMENT, THE FOUNDATION HAS AGREED TO DONATE AN ADDITIONAL $3 MILLION TO THE EVANS SCHOLARS FOUNDATION TO SUPPORT THE EVANS SCHOLARS FOUNDATION AT THE UNIVERSITY OF MARYLAND, COLLEGE PARK. THE DONATION WILL BE PAID IN THREE ANNUAL INSTALLMENTS OF $1 MILLION BEGINNING AUGUST 1, 2024 AND ENDING AUGUST 1, 2026. THE DONATION IS CONTINGENT UPON THE 2025 BMW CHAMPIONSHIP BEING HELD AT CAVES VALLEY GOLF CLUB. SHOULD THE EVANS SCHOLARS FOUNDATION BE UNSUCCESSFUL AT ESTABLISHING A PROGRAM AND SCHOLARSHIP HOUSE AT THE UNIVERSITY OF MARYLAND, COLLEGE PARK, ANY AND ALL PAYMENTS RECEIVED BY THE EVANS SCHOLARS FOUNDATION FROM THE FOUNDATION PRIOR TO THE DATE OF THE DETERMINATION OF THE UNSUCCESSFUL PROGRAMS WILL BE USED TO FUND OTHER EVANS SCHOLARS FOUNDATION PROGRAMMING.

Program 3
Expenses: $217,500

UNCONDITIONAL GRANTS MADE BY THE FOUNDATION TO FIRST TEE OF BALTIMORE, MARYLAND STATE GOLF ASSOCIATION, BOYS & GIRLS CLUBS OF METROPOLITAN BALTIMORE AND OTHER ORGANIZATIONS AS LISTED ON SCHEDULE I.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $816,631
Program Service Revenue $0
Investment Income $52,134
Other Revenue $0
TOTAL REVENUE $868,765

Expense Breakdown

Grants Paid $880,005
Salaries & Benefits $0
Fundraising Expenses $31,455
Program Expenses $880,005
Other Expenses $100,536
TOTAL EXPENSES $980,541

Year-over-Year Comparison

2023 2022 Change
Revenue $868,765 $241,622 +2.6%
Expenses $980,541 $892,567 +0.1%
Net Income $-111,776 $-650,945 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MR GARY L ATTMAN CHAIRMAN 1.00
Officer Director
$0 $0 $0
MR THEO C RODGERS PRESIDENT 1.00
Officer Director
$0 $0 $0
MR BRETT INGERMAN SECRETARY 1.00
Officer Director
$0 $0 $0
MR PRESTON ATHEY TREASURER 1.00
Officer Director
$0 $0 $0
MR STEVEN B FADER TRUSTEE 1.00
Director
$0 $0 $0
MR LAWRENCE MOODY TRUSTEE 1.00
Director
$0 $0 $0
MR SCOTT E DORSEY TRUSTEE 1.00
Director
$0 $0 $0
MR JM SCHAPIRO TRUSTEE 1.00
Director
$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
2024 No data No data No data No data
2023 $868,765 $980,541 $5,034,420 $-111,776
2022 $241,622 $892,567 $4,538,890 $-650,945
2021 $3,142,213 $802,808 $6,293,620 $2,339,405
2020 $856,888 $729,732 $3,695,823 $127,156
2019 $376,096 $255,472 $3,112,898 $120,624
2018 $1,052,291 $787,536 $2,505,688 $264,755
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