PORTALES COUNTRY CLUB (EIN 850092885) - 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

1947

Legal Domicile

Principal Officer

JERRY PARTIN

Phone

5753568943

Tax Period

2022-05-01 to 2023-04-30

PORTALES COUNTRY CLUB, founded in 1947, is a small nonprofit in the Recreation & Sports sector that reported $253K in total revenue in fiscal year 2022. Revenue decreased 15% compared to the prior year.

Mission

TO OWN, ESTABLISH OR LEASE AND MAINTAIN A SOCIAL ORGANIZATION WITH CLUB HOUSE GOLF COURSE, SWIMMING POOL AND SUCH OTHER RECREATIONAL FACILITIES AS DETERMINED BY THE BOARD OF DIRECTORS

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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 $194,342

Program Service Revenue $58,626

Investment Income $0

Other Revenue $0

TOTAL REVENUE $252,968

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,703

Fundraising Expenses $0

Other Expenses $151,577

TOTAL EXPENSES $261,280

Year-over-Year Comparison

	2022	2021	Change
Revenue	$252,968	$298,207	-0.2%
Expenses	$261,280	$304,606	-0.1%
Net Income	$-8,312	$-6,399	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY PARTIN	PRESIDENT	20.00	Director	$0	$0	$0
SAMMY STANDEFER	VP	15.00	Director	$0	$0	$0
ALFONSO GOMEZ	DIRECTOR	10.00	Director	$0	$0	$0
OSCAR ROBINSON	DIRECTOR	10.00	Director	$0	$0	$0
ANDREA DURAN	DIRECTOR	10.00	Director	$0	$0	$0
MICHAEL TRUJILLO	SEC/TRES	15.00	Director	$0	$0	$0
SHERI CHENAULT	OFFICE MANAGER	25.00	Key Emp	$0	$0	$0
DARWIN CHENAULT	MANAGER	40.00	Key Emp	$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
2023	$252,968	$261,280	$375,405	$-8,312
2021	$284,064	$264,986	$344,897	$19,078

PORTALES COUNTRY CLUB