THE INSTITUTE GOLF CLUB (EIN 844165400) - 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

2020

Legal Domicile

Principal Officer

JEFFREY SANCHEZ

Phone

4083134828

Tax Period

2023-01-01 to 2023-12-31

THE INSTITUTE GOLF CLUB, founded in 2020, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Expenses of $4.2M exceeded revenue, resulting in a 85% operating deficit.

Mission

THE ORGANIZATION'S ACTIVITIES ARE CONDUCTED AND OPERATED SUBSTANTIALLY FOR THE PLEASURE & RECREATION OF ITS MEMBERS. ALL PROGRAMS OF THE ORGANIZATION ARE RELATED TO THE PURPOSE OF PROVIDING SOCIAL & RECREATIONAL BENEFITS TO ITS MEMBERS.

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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 $1,848,548

Investment Income $0

Other Revenue $433,102

TOTAL REVENUE $2,281,650

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,048,104

Fundraising Expenses $0

Other Expenses $2,168,056

TOTAL EXPENSES $4,216,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,281,650	$2,393,162	0.0%
Expenses	$4,216,160	$4,009,257	+0.1%
Net Income	$-1,934,510	$-1,616,095	+0.2%

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

N/A

Employees

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

$99,000

Total Directors

$99,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY SANCHEZ	PRESIDENT, CFO & SECRETARY	20.00	Officer Director	$99,000	$0	$99,000
MICHAEL FITZGERALD	GOLF PROFESSIONAL	40.00	Highest	$106,800	$8,263	$115,063
JUAN ALTAMIRANO	SUPERINTENDENT	40.00	Highest	$100,800	$23,045	$123,845

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	$2,281,650	$4,216,160	$758,060	$-1,934,510
2022	$2,393,162	$4,009,257	$603,450	$-1,616,095
2021	$1,811,429	$3,391,742	$444,370	$-1,580,313
2020	$959,664	$885,861	$123,803	$73,803

THE INSTITUTE GOLF CLUB