OAK GROVE RURITAN CLUB (EIN 566076466) - 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

1967

Legal Domicile

Principal Officer

TRUDY HOLDER

Phone

9195981122

Tax Period

2024-01-01 to 2024-12-31

OAK GROVE RURITAN CLUB, founded in 1967, is a micro nonprofit that reported $29K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $23K, a strong 78% operating margin.

Mission

TO ASSIST NEEDY FAMILIES OF THE COMMUNITY

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,453

Program Service Revenue $0

Investment Income $874

Other Revenue $25,918

TOTAL REVENUE $29,245

Expense Breakdown

Grants Paid $1,626

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,626

Other Expenses $4,933

TOTAL EXPENSES $6,559

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,245	$32,784	-0.1%
Expenses	$6,559	$8,052	-0.2%
Net Income	$22,686	$24,732	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL GEORGE	PRESIDENT	4.00	Officer	$0	$0	$0
BETH GEORGE	SECRETARY	5.00	Officer	$0	$0	$0
TRUDY HOLDER	TREASURER	4.00	Officer	$0	$0	$0
PATRICK ALFORD	VICE PRESIDENT	4.00	Officer	$0	$0	$0
STEVE HOLDER	DIRECTOR	4.00	Director	$0	$0	$0
JERRY BALDWIN	DIRECTOR	4.00	Director	$0	$0	$0
BARRY HOLDER	DIRECTOR	4.00	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
2025	No data	No data	No data	No data
2024	$29,245	$6,559	$397,996	$22,686
2023	$32,784	$8,052	$375,310	$24,732
2022	$22,210	$10,676	$350,578	$11,534
2021	$17,952	$6,117	$339,080	$11,835
2020	$-168	$7,222	$327,245	$-7,390
2019	$25,077	$20,703	$334,635	$4,374
2018	$17,090	$14,271	$330,261	$2,819

OAK GROVE RURITAN CLUB