PELICAN'S NEST GOLF CLUB CHARITABLE GIVING FOUNDATION (EIN 823073644) - 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

2017

Legal Domicile

Principal Officer

GARY SCHWANDT

Phone

2399472282

Tax Period

2022-01-01 to 2022-12-31

PELICAN'S NEST GOLF CLUB CHARITABLE GIVING FOUNDATION, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $216K in total revenue in fiscal year 2022. The organization ran a surplus of $42K, a strong 19% operating margin.

Mission

THE FOUNDATION WAS ESTABLISHED TO PROVIDE ASSISTANCE TO EMPLOYEES IN TIMES OF NATURAL DISASTERS AND FOR EDUCATIONAL PURPOSES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $216,380

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $216,380

Expense Breakdown

Grants Paid $174,452

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $174,452

Other Expenses $0

TOTAL EXPENSES $174,452

Year-over-Year Comparison

	2022	2021	Change
Revenue	$216,380	N/A	N/A
Expenses	$174,452	N/A	N/A
Net Income	$41,928	$0	N/A

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

N/A

Volunteers

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
GARY SCHWANDT	PRESIDENT	1.00	Officer Director	$0	$0	$0
GEORGE HAMILTON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL MARTINO	TREASURER	1.00	Officer Director	$0	$0	$0
DANA BRIGGS	SECRETARY	1.00	Officer Director	$0	$0	$0
WAYNE BAUMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CREW	DIRECTOR	1.00	Director	$0	$0	$0
JIM SAITZ	DIRECTOR	1.00	Director	$0	$0	$0
SARA HADLEY	DIRECTOR	1.00	Director	$0	$0	$0
ALAN SHEETS	DIRECTOR	1.00	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
2022	$216,380	$174,452	$69,468	$41,928

PELICAN'S NEST GOLF CLUB CHARITABLE GIVING FOUNDATION