TULSA COUNTRY CLUB (EIN 730488390) - 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

1908

Legal Domicile

Principal Officer

JARED JORDAN

Phone

9185858151

Tax Period

2023-01-01 to 2023-12-31

TULSA COUNTRY CLUB, founded in 1908, is a community nonprofit that reported $9.5M in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 32% operating margin.

Mission

PROVIDE DINING AND RECREATIONAL ACTIVITIES FOR THE MEMBERS THROUGHOUT THE YEAR.

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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 $8,685,762

Investment Income $41,166

Other Revenue $748,253

TOTAL REVENUE $9,475,181

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,599,557

Fundraising Expenses $0

Other Expenses $2,858,396

TOTAL EXPENSES $6,457,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,475,181	$6,221,319	+0.5%
Expenses	$6,457,953	$5,995,755	+0.1%
Net Income	$3,017,228	$225,564	+12.4%

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

237

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

$371,237

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON FISCUS	GM/COO	40.00	Officer	$206,304	$0	$206,304
RICHARD FINTON	MANAGER	40.00	Officer	$164,933	$0	$164,933
JUSTIN CLOSE	DIRECTOR	5.00	Director	$0	$0	$0
JW CLUSTER	DIRECTOR	5.00	Director	$0	$0	$0
SHANNON CROWLEY	DIRECTOR	5.00	Director	$0	$0	$0
TIM ELLSWORTH	PRESIDENT	5.00	Officer Director	$0	$0	$0
BOB FITZ-PATRICK	DIRECTOR	5.00	Director	$0	$0	$0
DEREK GIPSON	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
JANI HAGEN	SECRETARY/DI	5.00	Officer Director	$0	$0	$0
BROOKE HAMILTON	DIRECTOR	5.00	Director	$0	$0	$0
MARK HELMER	DIRECTOR	5.00	Director	$0	$0	$0
BRAD MILANOWSKI	DIRECTOR	5.00	Director	$0	$0	$0
BOB O'NEAL	CO-TREASURER	5.00	Officer Director	$0	$0	$0
JOSHUA ROBY	DIRECTOR	5.00	Director	$0	$0	$0
STUART VANDEWIELE	PRESIDENT	N/A	Officer Director	$0	$0	$0
JOBY WOOD	DIRECTOR	5.00	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
2023	$9,475,181	$6,457,953	$11,358,405	$3,017,228
2022	$6,221,319	$5,995,755	$5,680,339	$225,564
2021	$5,331,615	$5,421,988	$6,030,592	$-90,373
2020	$5,183,973	$5,074,774	$6,124,531	$109,199
2019	$5,280,136	$5,213,583	$6,787,618	$66,553
2018	$5,363,734	$5,278,191	$7,734,743	$85,543

TULSA COUNTRY CLUB