CLUB MANAGEMENT ASSOCIATION OF AMERICA (EIN 530235732) - 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

1927

Legal Domicile

Principal Officer

JEFFREY D MORGAN

Phone

7037399500

Tax Period

2023-11-01 to 2024-10-31

CLUB MANAGEMENT ASSOCIATION OF AMERICA, founded in 1927, is a mid-sized nonprofit that reported $11.0M in total revenue in fiscal year 2018. Expenses of $10.5M left a modest 5% surplus.

Mission

THE CLUB MANAGEMENT ASSOCIATION OF AMERICA ADVANCES THE PROFESSION OF CLUB MANAGEMENT BY FULFILLING THE EDUCATIONAL AND RELATED NEEDS OF ITS MEMBERS. WE ACCOMPLISH THIS BY PROVIDING STATE OF THE ART EDUCATIONAL PROGRAMS, REPRESENTING THE MEMBERS TO ALLIED ASSOCIATIONS, CLUB MEMBERS AND A BROADER PUBLIC.

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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 $76,415

Program Service Revenue $13,823,671

Investment Income $195,489

Other Revenue $43,842

TOTAL REVENUE $14,139,417

Expense Breakdown

Grants Paid $208,792

Salaries & Benefits $4,521,098

Fundraising Expenses $0

Other Expenses $8,910,024

TOTAL EXPENSES $13,639,914

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,139,417	$12,486,703	+0.1%
Expenses	$13,639,914	$11,951,830	+0.1%
Net Income	$499,503	$534,873	-0.1%

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

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	CHIEF EXECUTIVE OFFICER	35.00	Officer Director	$628,768	$78,089	$706,857
JOE MENDEZ CCM CCE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
RICHARD L LAROCCA CCM CCE	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
JANINE BUDZIUS CCM CCE	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL SEABROOK CCM CCE	IMMEDIATE PAST CHAIRMAN	2.00	Officer Director	$0	$0	$0
MITCHELL S PLATT MCM CCE	PAST CHAIRMAN THRU 02/28/24	2.00	Officer Director	$0	$0	$0
JOSEPH KRENN CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
CASEY NEWMAN CCM	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM SHONK CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
HAISSAM BAITYEH CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
JUDY HIGGINS CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
JACK SLAUGHTER CCM CCE	DIRECTOR	2.00	Director	$0	$0	$0
JEFF ISBEL CCM	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY CLARK WARREN CCM	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES JOHNSON CCM	DIRECTOR	2.00	Director	$0	$0	$0
JASON TATE	CHIEF FINANCIAL OFFICER	32.50	Officer	$234,945	$27,386	$262,331
KIMBERLY A PASQUALE	CHIEF OPERATING OFFICER	37.50	Highest	$253,369	$26,263	$279,632
JASON P KOENIGSFELD PHD CHE	CHIEF LEARNING OFFICER	37.50	Highest	$239,650	$21,926	$261,576
CHRISTOHER VELO	CHIEF INFORMATION OFFICER	37.50	Highest	$196,422	$12,411	$208,833
MELISSA LOW	VP, COMMUNICATION & ADVOCACY	37.50	Highest	$176,432	$21,252	$197,684
ERICA BENJAMIN	VP, MEMBER & CHAPTER RELATIONS	37.50	Highest	$128,508	$15,072	$143,580

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	$14,139,417	$13,639,914	$11,786,183	$499,503
2023	$12,486,703	$11,951,830	$10,399,641	$534,873
2022	$11,446,144	$10,886,259	$10,014,414	$559,885
2021	$8,552,388	$8,308,962	$9,061,595	$243,426
2021	$8,542,276	$8,341,476	$7,256,102	$200,800
2020	$9,391,015	$9,223,653	$5,953,642	$167,362
2019	$11,021,388	$10,450,051	$5,614,104	$571,337

CLUB MANAGEMENT ASSOCIATION OF AMERICA