THE LAKEWOOD COUNTRY CLUB (EIN 840247380) - 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

JONATHAN M CLAY SR

Phone

3032334614

Tax Period

2023-01-01 to 2023-12-31

THE LAKEWOOD COUNTRY CLUB, founded in 1908, is a community nonprofit that reported $9.4M in total revenue in fiscal year 2023.

Mission

PRIVATE COUNTRY CLUB

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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 $7,570,837

Investment Income $70,318

Other Revenue $1,717,622

TOTAL REVENUE $9,358,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,173,875

TOTAL EXPENSES $9,173,875

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,358,777	$8,942,252	+0.0%
Expenses	$9,173,875	$8,626,902	+0.1%
Net Income	$184,902	$315,350	-0.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIT PROBST	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT KILGORE	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL HARMS	DIRECTOR	2.00	Director	$0	$0	$0
DAVE RAMSEY	DIRECTOR	2.00	Director	$0	$0	$0
TIM SANDHOFF	SECRETARY	2.00	Officer Director	$0	$0	$0
RICHARD BRADSBY	DIRECTOR	2.00	Officer Director	$0	$0	$0
MARIO A FICCO	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD MOWER	TREASURER	2.00	Officer Director	$0	$0	$0
BRANDON IDEKER	PRESIDENT	4.00	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	No data	No data	No data	No data
2023	$9,358,777	$9,173,875	$19,406,466	$184,902
2022	$8,942,252	$8,626,902	$19,353,337	$315,350
2021	$6,890,401	$5,656,416	$19,419,185	$1,233,985
2020	$6,224,051	$5,393,247	$19,791,342	$830,804
2019	$5,647,455	$5,344,499	$19,272,735	$302,956
2018	$5,632,888	$5,224,099	$19,358,413	$408,789

THE LAKEWOOD COUNTRY CLUB