COUNTRY CLUB OF BIRMINGHAM

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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

1922

Legal Domicile

Principal Officer

JEFF ORKUS

Phone

2058795611

Tax Period

2023-01-01 to 2023-12-31

COUNTRY CLUB OF BIRMINGHAM, founded in 1922, is a mid-sized nonprofit in the Recreation & Sports sector that reported $26.1M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE COUNTRY CLUB OF BIRMINGHAM IS A PRIVATE CLUB DEVOTED PRIMARILY TO SOCIAL ACTIVITIES; MAINLY DINING, ENTERTAINMENT, SWIMMING, GOLF AND TENNIS. THE CLUB GRANTS CREDIT TO MEMBERS, SUBSTANTIALLY ALL OF WHOM ARE LOCAL RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $25,732,061

ALL EXPENDITURES ARE MADE IN FURTHERANCE OF THE SOCIAL ACTIVITIES OF THE ORGANIZATION'S 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 $21,473,225

Investment Income $0

Other Revenue $4,646,366

TOTAL REVENUE $26,119,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,358,029

Fundraising Expenses $0

Program Expenses $25,732,061

Other Expenses $12,374,032

TOTAL EXPENSES $25,732,061

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,119,591	$23,942,510	+0.1%
Expenses	$25,732,061	$24,583,721	+0.0%
Net Income	$387,530	$-641,211	-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

1379

Independent Members

1379

Employees

510

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

$651,890

Total Directors

Key Employees

$1,506,247

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AUSTIN DAVIS	BOARD MEMBER & FACILITIES CHAIR	1.00	Director	$0	$0	$0
CAL DODSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CASEY MOORE	BOARD MEMBER & HOUSE CHAIR	1.00	Director	$0	$0	$0
CHIP GRIZZLE	BOARD MEMBER AND LEGAL COUNSEL	1.00	Director	$0	$0	$0
CHRIS HARMON	BOARD MEMBER & POOL/FAMILY SERVICES CHAIR	1.00	Director	$0	$0	$0
CHUCK REDDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JACK BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY BRANDRUP	BOARD MEMBER & TENNIS CHAIR	1.00	Director	$0	$0	$0
JENNIFER GRAY	BOARD MEMBER & 125TH ANNIVERSARY CHAIR	1.00	Director	$0	$0	$0
JIM RICHARDSON	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
JOHN GROSS	BOARD MEMBER & FITNESS CHAIR	1.00	Director	$0	$0	$0
JOHN SMITH T	PRESIDENT	1.00	Officer Director	$0	$0	$0
NELSON BEAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PART WILLINGS	BOARD MEMBER & GOLF CHAIR	1.00	Director	$0	$0	$0
PAUL SIMMONS	BOARD MEMBER & HISTORY CHAIR	1.00	Director	$0	$0	$0
TREY CLEGG	PAST CHAIRMAN	1.00	Director	$0	$0	$0
WARD LACY	BOARD MEMBER & COMMUNICATIONS CHAIR	1.00	Director	$0	$0	$0
JEFF ORKUS	GENERAL MANAGER & CEO	40.00	Officer	$438,025	$25,341	$463,366
SALLY HUBBARD	CFO	40.00	Officer	$188,524	$0	$188,524
ERIC ESHLEMAN	DIRECTOR OF GOLF	40.00	Key Emp	$450,309	$24,400	$474,709
JASON KNOWLTON	EXECUTIVE CHEF	40.00	Key Emp	$192,447	$0	$192,447
JAY WEINACKER	DIRECTOR OF TENNIS	40.00	Key Emp	$255,232	$0	$255,232
LEE MCLEMORE	DIRECTOR OF GOLF COURSE MAINTENANCE	40.00	Key Emp	$279,750	$20,500	$300,250
TARA ROBERTSON	DIRECTOR OF FITNESS	40.00	Key Emp	$283,609	$0	$283,609

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	No data	No data	No data	No data
2023	$26,119,591	$25,732,061	$44,169,089	$387,530
2022	$23,942,510	$24,583,721	$47,198,662	$-641,211
2021	$23,076,044	$22,218,539	$47,639,454	$857,505
2020	$21,714,171	$18,314,111	$48,583,712	$3,400,060
2019	$27,042,406	$18,735,346	$40,028,346	$8,307,060
2018	$18,273,801	$17,101,967	$29,853,386	$1,171,834