Catawba Country Club Inc (EIN 560490980) - Form 990 Financial Analysis & Trantor Score

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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

1945

Legal Domicile

Principal Officer

Stephen Busic

Phone

8282943727

Tax Period

2023-07-01 to 2024-06-30

Catawba Country Club Inc, founded in 1945, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $3.4M left a modest 8% surplus.

Mission

Catawba Country Club is a member owned private country club serving the greater Catawba County area. The Club provides high quality, value oriented facilities and services to meet the social and recreational needs of the families in the area, including golf, dining, tennis and swimming.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,279,072

Program Service Revenue $640,702

Investment Income $43,483

Other Revenue $676,726

TOTAL REVENUE $3,639,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,078,625

Fundraising Expenses $0

Program Expenses $2,479,355

Other Expenses $1,279,421

TOTAL EXPENSES $3,358,046

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,639,983	$3,861,213	-0.1%
Expenses	$3,358,046	$3,300,539	+0.0%
Net Income	$281,937	$560,674	-0.5%

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

131

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Peter Henderson	Board of Directors	0.25	Officer Director	$0	$0	$0
Greg Padgett	President	0.50	Officer Director	$0	$0	$0
Kenneth Lowe	Vice President	0.50	Officer Director	$0	$0	$0
Randy Good	Secretary	0.50	Officer Director	$0	$0	$0
Ryan Edwards	Treasurer	0.25	Director	$0	$0	$0
Brian Leonard	Board of Directors	0.25	Director	$0	$0	$0
Charlton Lindler	Board of Directors	0.25	Director	$0	$0	$0
Patrick Laney	Board of Directors	0.25	Director	$0	$0	$0
Matthew Duncan	Board of Directors	0.25	Director	$0	$0	$0
Stephen Busic	General Manager	40.00	Highest	$157,200	$0	$157,200

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	$3,639,983	$3,358,046	$6,028,410	$281,937
2023	$3,861,213	$3,300,539	$5,616,961	$560,674
2022	$3,199,278	$3,085,014	$4,735,467	$114,264
2021	$2,760,778	$2,299,930	$4,600,201	$460,848

Catawba Country Club Inc