THE SHENANDOAH CLUB (EIN 540377085) - 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

1893

Legal Domicile

Principal Officer

ROSE HAYWOOD

Phone

5403451576

Tax Period

2023-02-01 to 2024-01-31

THE SHENANDOAH CLUB, founded in 1893, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2018.

Mission

THE CLUB PROVIDES PLEASANT SURROUNDINGS FOR DINING, RELAXING, AND FELLOWSHIP BETWEEN THE APPROXIMATELY 400 MEMBERS.

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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 $0

Program Service Revenue $744,867

Investment Income $0

Other Revenue $549,115

TOTAL REVENUE $1,293,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,000,245

Fundraising Expenses $0

Other Expenses $485,542

TOTAL EXPENSES $1,485,787

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,293,982	$1,370,999	-0.1%
Expenses	$1,485,787	$1,144,823	+0.3%
Net Income	$-191,805	$226,176	-1.8%

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

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

$229,308

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER LIGHT	GENERAL MANA	40.00	Officer	$147,822	$8,112	$155,934
ROSE HAYWOOD	CONTROLLER	40.00	Officer	$65,428	$7,946	$73,374
CHRISTINA AGEE	DIRECTOR	0.00	Director	$0	$0	$0
PHILLIP ANDERSON	PRESIDENT	0.00	Officer Director	$0	$0	$0
GINGER AVIS	DIRECTOR	0.00	Director	$0	$0	$0
GRETCHEN BEEDLE	SEC-TREAS	0.00	Officer Director	$0	$0	$0
ANNE MEREDITH COLEMAN	DIRECTOR	0.00	Director	$0	$0	$0
JENNIFER EDDY	DIRECTOR	0.00	Director	$0	$0	$0
ERIC EVERSOLE	DIRECTOR	0.00	Director	$0	$0	$0
TODD HEARP	DIRECTOR	0.00	Director	$0	$0	$0
DR VICTOR IANNELO	DIRECTOR	0.00	Director	$0	$0	$0
DR LEE LEARMAN	DIRECTOR	0.00	Director	$0	$0	$0
PATTY LEMON	DIRECTOR	0.00	Director	$0	$0	$0
ALAN NOLAN	DIRECTOR	0.00	Director	$0	$0	$0
KENNETH ROBISON	FINANCE DIRE	0.00	Officer 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
2025	No data	No data	No data	No data
2024	$1,293,982	$1,485,787	$764,469	$-191,805
2023	$1,370,999	$1,144,823	$922,723	$226,176
2022	$1,080,922	$849,930	$706,174	$230,992
2021	$928,470	$964,643	$480,210	$-36,173
2020	$1,439,733	$1,533,283	$527,390	$-93,550
2019	$1,489,799	$1,556,611	$583,681	$-66,812

THE SHENANDOAH CLUB