THE MONTGOMERY COUNTRY CLUB AND BE… - 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

1903

Legal Domicile

Principal Officer

TOM P LEE

Phone

3342639308

Tax Period

2024-11-01 to 2025-10-31

THE MONTGOMERY COUNTRY CLUB AND BEAUVOIR CLUB, founded in 1903, is a community nonprofit that reported $8.2M in total revenue in fiscal year 2024.

Mission

THE CLUB WAS ESTABLISHED TO PROVIDE RECREATIONAL, SOCIAL AND OTHER NONPROFITABLE BENEFITS TO ITS MEMBERS.

Program Service Accomplishments

Program 1

CLUB ACTIVITIES FOR PLEASURE, RECREATION, AND OTHER NONPROFITABLE PURPOSES.

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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 $0

Program Service Revenue $6,237,428

Investment Income $9,289

Other Revenue $1,909,003

TOTAL REVENUE $8,155,720

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,566,996

Fundraising Expenses $0

Other Expenses $3,757,988

TOTAL EXPENSES $8,324,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,155,720	$7,667,013	+0.1%
Expenses	$8,324,984	$8,141,840	+0.0%
Net Income	$-169,264	$-474,827	-0.6%

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

Employees

182

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

$245,297

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM P LEE	CEO/GENERAL	40.00	Key Emp	$222,241	$23,056	$245,297
JEREMY SUTTON	GOLF SUPERIN	40.00	Highest	$120,226	$21,017	$141,243
JAMES HAMILTON	GOLF DIRECTO	40.00	Highest	$105,151	$7,638	$112,789
CLARK FINE	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARK SNEAD	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
RUSH RICE	EX-OFFICIO	2.00	Officer Director	$0	$0	$0
EVANS BRITTAIN	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM BARTON CRUM III	DIRECTOR	2.00	Director	$0	$0	$0
MARK DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
MORGAN BELL	DIRECTOR	2.00	Director	$0	$0	$0
MIKE BROCK	DIRECTOR	2.00	Director	$0	$0	$0
DANNY CARTER	DIRECTOR	2.00	Director	$0	$0	$0
SARA ELIZABETH FINNEY BURNHAM	DIRECTOR	2.00	Director	$0	$0	$0
HERB STEVENSON	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS TYSON	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	$8,155,720	$8,324,984	$10,210,342	$-169,264
2024	$7,667,013	$8,141,840	$10,153,780	$-474,827
2023	$7,185,387	$7,447,223	$11,446,529	$-261,836
2022	$7,099,014	$6,706,056	$10,624,300	$392,958
2021	$7,117,119	$6,067,925	$10,128,237	$1,049,194
2020	$5,746,111	$5,948,728	$9,412,648	$-202,617
2019	$6,369,474	$6,518,116	$9,543,114	$-148,642
2018	$6,300,453	$6,305,673	$9,560,718	$-5,220

THE MONTGOMERY COUNTRY CLUB AND BEAUVOIR CLUB