THE OAKS COUNTRY CLUB (EIN 730551473) - 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

1923

Legal Domicile

Principal Officer

JUSTIN AWTREY

Phone

9184466161

Tax Period

2024-01-01 to 2024-12-31

THE OAKS COUNTRY CLUB, founded in 1923, is a community nonprofit that reported $6.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $5.9M left a modest 11% surplus.

Mission

PLEASURE RECREATION AS SPECIFIED IN 501(C)(7) OF IRC

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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 $7,547,705

Investment Income $38,086

Other Revenue $-878,692

TOTAL REVENUE $6,707,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,695,176

Fundraising Expenses $0

Other Expenses $3,248,090

TOTAL EXPENSES $5,943,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,707,099	$6,123,516	+0.1%
Expenses	$5,943,266	$5,413,300	+0.1%
Net Income	$763,833	$710,216	+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

314

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

$217,908

Total Directors

Key Employees

$164,045

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACH MALCHI	PRESIDENT	1.00	Officer Director	$0	$0	$0
CURTIS DINAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
WINK KOPCZYNSKI	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVE MILEY	DIRECTOR	1.00	Director	$0	$0	$0
BILL BACON	DIRECTOR	1.00	Director	$0	$0	$0
ANDY LUCAS	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT BLOSSER	DIRECTOR	1.00	Director	$0	$0	$0
MARK MORLEY	DIRECTOR	1.00	Director	$0	$0	$0
BRAD NELLIGAN SR	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN AWTREY	GENERAL MANA	40.00	Officer	$196,092	$21,816	$217,908
DERRICK VEST	GOLF PROFESS	40.00	Highest	$117,185	$3,215	$120,400
DAN ROBINSON	GREENS SUPER	40.00	Key Emp	$159,415	$4,630	$164,045

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	$6,707,099	$5,943,266	$11,523,536	$763,833
2023	$6,123,516	$5,413,300	$11,504,986	$710,216
2022	$5,610,098	$5,034,793	$10,917,711	$575,305
2021	$5,179,668	$4,550,945	$10,879,707	$628,723
2020	$4,581,444	$3,992,552	$10,783,180	$588,892
2019	$4,023,559	$3,974,117	$10,708,492	$49,442
2018	$4,698,437	$4,056,101	$9,143,111	$642,336

THE OAKS COUNTRY CLUB