THE UNIVERSITY CLUB OF WINTER PARK… - Form 990 Financial Data

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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

1937

Legal Domicile

Principal Officer

GLEN WINTER

Phone

4076446149

Tax Period

2023-05-01 to 2024-04-30

THE UNIVERSITY CLUB OF WINTER PARK INC, founded in 1937, is a small nonprofit in the Education sector that reported $339K in total revenue in fiscal year 2023. Expenses of $449K exceeded revenue, resulting in a 32% operating deficit.

Mission

PROMOTE EDUCATION AND ENGAGE IN LITERARY PURSUITS, AID WORTHY STUDENTS IN INSTITUTIONS OF HIGHER LEARNING, AND RENDER CHARITABLE BENEFITS, ASSISTING CHARITABLE ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $37,058

COMMUNITY ASSISTANCE - GRANTS WERE GIVEN TO SEVERAL LOCAL NON-PROFIT COMMUNITY SERVICE ORGANIZATIONS AND INSTITUTIONS OF HIGHER LEARNING.

Program 2

Expenses: $68,177

EDUCATIONAL DINNER AND LUNCHEON MEETINGS WERE HELD ON A SCHEDULED BASIS DURING THE YEAR. SPEAKERS INCLUDED WELL-KNOWN PROFESSIONALS IN THEIR FIELD. MEETINGS WERE OPEN TO THE PUBLIC AND HAD AN AVERAGE...

Program 3

Expenses: $273,917

OTHER EDUCATIONAL AND LITERARY ACTIVITIES WERE HELD DURING THE YEAR FOR WHICH CLUB OPERATIONAL OR OVERHEAD COSTS CANNOT BE READILY ALLOCATED. ATTENDANCE AT MANY OF THESE PROGRAMS WAS OPEN TO THE...

OTHER EDUCATIONAL AND LITERARY ACTIVITIES WERE HELD DURING THE YEAR FOR WHICH CLUB OPERATIONAL OR OVERHEAD COSTS CANNOT BE READILY ALLOCATED. ATTENDANCE AT MANY OF THESE PROGRAMS WAS OPEN TO THE PUBLIC. OVER 40 ACTIVITIES WERE AVAILABLE TO THE MEMBERSHIP.INCLUDED WERE: LITERARY INTERESTS, BOOK REVIEWS, WRITING CLASSES, FOREIGN LANGUAGE GROUPS, CLASSICAL MUSIC APPRECIATION, HISTORY, AND CURRENT EVENTS. THESE ACTIVITIES WERE LEAD BY CLUB MEMBERS. IN ADDITION, THE UNIVERSITY CLUB OF WINTER PARK PROVIDES, FREE OF CHARGE, THE USE OF THE BUILDING FOR THE SHOWING OF ART BY LOCAL ARTISTS FOR A PERIOD OF TWO MONTHS ON A ROTATING BASIS.

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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 $166,342

Program Service Revenue $70,569

Investment Income $97,932

Other Revenue $4,498

TOTAL REVENUE $339,341

Expense Breakdown

Grants Paid $37,058

Salaries & Benefits $186,058

Fundraising Expenses $0

Program Expenses $379,152

Other Expenses $225,841

TOTAL EXPENSES $448,957

Year-over-Year Comparison

	2023	2022	Change
Revenue	$339,341	$328,687	+0.0%
Expenses	$448,957	$391,557	+0.1%
Net Income	$-109,616	$-62,870	+0.7%

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

120

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
MARK COOPER	PRESIDENT	15.00	Officer Director	$0	$0	$0
GILDA GOMEZ	PRESIDENT EMERITUS	8.00	Officer Director	$0	$0	$0
JEANNIE SCHIFF	EXECUTIVE VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
SANDY RIZZO	VP DEVELOPMENT	2.00	Officer Director	$0	$0	$0
JIM FITCH	VP FINANCE	6.00	Officer Director	$0	$0	$0
ROGER MCDONALD	VP HOUSE AND GROUNDS	8.00	Officer Director	$0	$0	$0
ED KORRY	VP INTELECTUAL ACTIVITIES	6.00	Officer Director	$0	$0	$0
DICK OEHMLER	VP MEMBERSHIP	6.00	Officer Director	$0	$0	$0
GEORGIANA HAVILL	VP PROGRAMS	12.00	Officer Director	$0	$0	$0
MARIE DELOSE	SECRETARY	2.00	Officer Director	$0	$0	$0
GLEN WINTER	TREASURER	8.00	Officer Director	$0	$0	$0
ANN SAPP	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
RUTH EDWARDS	DIRECTOR	2.00	Director	$0	$0	$0
PAUL MANDELKERN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL KAKOS	DIRECTOR	2.00	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	$339,341	$448,957	$4,145,118	$-109,616
2023	$328,687	$391,557	$3,727,673	$-62,870
2022	$243,531	$359,905	$3,928,655	$-116,374
2021	$202,514	$288,433	$4,228,822	$-85,919
2020	$275,077	$360,584	$3,115,740	$-85,507
2019	$459,266	$366,785	$3,338,140	$92,481
2018	$312,602	$349,576	$3,141,942	$-36,974

THE UNIVERSITY CLUB OF WINTER PARK INC