The Briar Club (EIN 741094814) - 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

1949

Legal Domicile

Principal Officer

Daniel Moreno

Phone

7136223667

Tax Period

2023-10-01 to 2024-09-30

The Briar Club, founded in 1949, is a mid-sized nonprofit that reported $18.8M in total revenue in fiscal year 2023.

Mission

Activities engaged in for the pleasure and recreation of the members in accordance the exempt purpose of a country club under code section 501(c)(7)

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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 $13,088,778

Investment Income $73,963

Other Revenue $5,670,333

TOTAL REVENUE $18,833,074

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,302,510

Fundraising Expenses $0

Other Expenses $10,125,269

TOTAL EXPENSES $19,427,779

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,833,074	$17,493,654	+0.1%
Expenses	$19,427,779	$18,623,426	+0.0%
Net Income	$-594,705	$-1,129,772	-0.5%

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

367

Volunteers

100

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

$515,599

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Moreno	General Manager/COO	40.0	Officer	$310,858	$10,243	$321,101
Michael Powell	Executive Chef	40.0	Highest	$189,126	$24,827	$213,953
Kari Foster	CFO	40.0	Officer	$187,042	$7,456	$194,498
Alberto Jimenez	Director of Racquets	40.0	Highest	$186,497	$184	$186,681
Robert J Pratt	Director of Fitness & Wellness	40.0	Highest	$137,213	$24,827	$162,040
Mark E Mazique	Tennis Professional	40.0	Highest	$117,118	$24,827	$141,945
Linda Benson	Membership Director	40.0	Highest	$117,015	$6,921	$123,936
Melissa Stryker	President & Physical Property	1.0	Officer Director	$0	$0	$0
Amy Munger	Vice President	1.0	Officer Director	$0	$0	$0
Marian Hilpert	Youth	1.0	Director	$0	$0	$0
Scott Dorfman	Secretary & Fitness	1.0	Officer Director	$0	$0	$0
Sergio Amelio	Treasurer & Finance	1.0	Officer Director	$0	$0	$0
Meredith Marshall	Food & Beverage	1.0	Director	$0	$0	$0
Lou Black	House Legal	1.0	Director	$0	$0	$0
Catherine Rentz	Membership	1.0	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	$18,833,074	$19,427,779	$42,934,395	$-594,705
2023	$17,493,654	$18,623,426	$42,232,749	$-1,129,772
2022	$16,112,611	$17,315,973	$46,243,373	$-1,203,362
2021	$13,689,453	$15,287,067	$45,723,367	$-1,597,614
2020	$14,281,168	$13,556,588	$44,395,573	$724,580
2019	$17,061,552	$14,954,680	$44,814,940	$2,106,872
2018	$15,871,813	$14,724,216	$43,988,279	$1,147,597

The Briar Club