OAKWOODS COUNTRY CLUB INC (EIN 560585495) - 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

1953

Legal Domicile

Principal Officer

JACKIE MALLORY

Phone

3368383011

Tax Period

2023-10-01 to 2024-09-30

OAKWOODS COUNTRY CLUB INC, founded in 1953, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 3% surplus.

Mission

OAKWOODS COUNTRY CLUB'S PRIMARY EXEMPT FUNCTION IS TO PROVIDE AND MAINTAIN A COUNTRY CLUB AND RELATED FACILITIES FOR ITS MEMBERS.

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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 $0

Program Service Revenue $1,396,528

Investment Income $150

Other Revenue $5,238

TOTAL REVENUE $1,401,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $532,576

Fundraising Expenses $0

Other Expenses $821,488

TOTAL EXPENSES $1,354,064

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,401,916	$1,317,064	+0.1%
Expenses	$1,354,064	$1,396,415	0.0%
Net Income	$47,852	$-79,351	-1.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL BENNETT	DIRECTOR	0.00	Director	$0	$0	$0
JOE CAMPBELL	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
ROB CRUMPTON	SECRETARY	0.00	Officer Director	$0	$0	$0
SHANNON GREENE	DIRECTOR	0.00	Director	$0	$0	$0
TOMMY GAMBILL	DIRECTOR	0.00	Director	$0	$0	$0
PAT HAWKINS	TREASURER	6.00	Officer Director	$0	$0	$0
BRADLEY LYON	DIRECTOR	0.00	Director	$0	$0	$0
JACKIE MALLORY	PRESIDENT	6.00	Officer Director	$0	$0	$0
MAC MAYBERRY	DIRECTOR	0.00	Director	$0	$0	$0
CURTIS SMITHEY	DIRECTOR	0.00	Director	$0	$0	$0
DAKOTA STONE	DIRECTOR	0.00	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	$1,401,916	$1,354,064	$1,028,431	$47,852
2024	$342,897	$297,684	$1,059,952	$45,213
2024	$353,005	$297,684	$1,075,489	$55,321
2024	$1,407,344	$1,354,064	$1,033,859	$53,280
2023	$1,317,064	$1,396,415	$1,039,507	$-79,351
2022	$1,427,378	$1,459,230	$1,283,531	$-31,852
2020	$1,189,624	$1,167,724	$931,419	$21,900
2019	$1,068,279	$1,023,074	$849,872	$45,205
2018	$1,271,632	$1,003,848	$802,833	$267,784

OAKWOODS COUNTRY CLUB INC