MONTEREY PENINSULA JUNIOR GOLF ASSOCIATION INC (EIN 770194909) - 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

1988

Legal Domicile

Principal Officer

CHUCK REES

Phone

8316251555

Tax Period

2024-01-01 to 2024-12-31

MONTEREY PENINSULA JUNIOR GOLF ASSOCIATION INC, founded in 1988, is a small nonprofit in the Recreation & Sports sector that reported $221K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $213K left a modest 3% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO INTRODUCE THE GAME OF GOLF TO YOUNG PEOPLE BETWEEN THE AGES OF 7 AND 17 WHO LIVE AND ATTEND SCHOOL IN MONTEREY COUNTY. PROVIDE LOW-COST CLINICS, COURSE PLAY AND TOURNAMENTS. APPROXIMATELY 1,500 JUNIOR GOLFERS BENEFIT ANNUALLY FROM THE PROGRAMS CARRIED OUT BY THE ORGANIZATION.

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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 $158,767

Program Service Revenue $38,740

Investment Income $13,073

Other Revenue $10,054

TOTAL REVENUE $220,634

Expense Breakdown

Grants Paid $31,250

Salaries & Benefits $40,323

Fundraising Expenses $861

Program Expenses $187,657

Other Expenses $141,367

TOTAL EXPENSES $212,940

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,634	$243,705	-0.1%
Expenses	$212,940	$183,441	+0.2%
Net Income	$7,694	$60,264	-0.9%

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

Volunteers

110

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NETTIE PORTER	EXECUTIVE DIRECTOR	30.00		$17,395	$0	$17,395
RENE AYERS	Director	0.50	Director	$0	$0	$0
TRAVIS MCCABE	Director	0.50	Director	$0	$0	$0
JUSTIN BATES	Vice President	0.50	Officer Director	$0	$0	$0
PATRICK FREEMAN	Director	0.50	Director	$0	$0	$0
CHARLES REES	Treasurer	2.50	Officer Director	$0	$0	$0
VIC JACOBSEN	Director	0.50	Director	$0	$0	$0
ROBERT BURLISON	Director	0.50	Director	$0	$0	$0
AARON R HARTESVELDT	Director	0.50	Director	$0	$0	$0
RYAN LEHR	Vice President	0.50	Officer Director	$0	$0	$0
STEPHEN MALBON	Director	0.50	Director	$0	$0	$0
NICK NELSON	Director	0.50	Director	$0	$0	$0
MARC PRITCHARD	Director	0.50	Director	$0	$0	$0
PATRICK PARRISH	Assistant Treas	1.00	Director	$0	$0	$0
BRAD SHAREK	Director	0.50	Director	$0	$0	$0
CHRIS PRYOR	Director	0.50	Director	$0	$0	$0
KRISTIN RUSSO	Director	0.50	Director	$0	$0	$0
RYAN HANSEN	President	1.00	Officer 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
2024	$220,634	$212,940	$411,528	$7,694
2023	$243,705	$183,441	$404,554	$60,264
2022	$221,455	$164,415	$342,967	$57,040
2021	$189,387	$131,158	$287,613	$58,229
2020	$176,231	$137,622	$240,847	$38,609
2019	$151,857	$208,826	$190,251	$-56,969
2018	$198,731	$186,684	$249,704	$12,047

MONTEREY PENINSULA JUNIOR GOLF ASSOCIATION INC