Santa Fe Country Club & Golf Association (EIN 850106227) - 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

1951

Legal Domicile

Principal Officer

Frank Zamora

Phone

5054712626

Tax Period

2024-12-01 to 2025-11-30

Santa Fe Country Club & Golf Association, founded in 1951, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Expenses of $2.4M left a modest 5% surplus.

Mission

To provide a quality golfing experience for its members, guests and public players.

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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 $1,316,196

Program Service Revenue $115,968

Investment Income $0

Other Revenue $1,103,583

TOTAL REVENUE $2,535,747

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,318,808

Fundraising Expenses $0

Program Expenses $993,617

Other Expenses $1,081,486

TOTAL EXPENSES $2,400,294

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,535,747	$2,430,094	+0.0%
Expenses	$2,400,294	$2,337,034	+0.0%
Net Income	$135,453	$93,060	+0.5%

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

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
Gary Hodge	Golf Course Superintendent	40.00		$88,000	$0	$88,000
David Nowell	General Manager	40.00		$78,600	$0	$78,600
Frank Zamora	President	2.00	Officer Director	$0	$0	$0
Robert Romero	Vice President	2.00	Officer Director	$0	$0	$0
John Mikkelsen	Treasurer	2.00	Officer Director	$0	$0	$0
Liz Gonzales	Secretary	2.00	Officer Director	$0	$0	$0
Jeremy Tercero	Director	2.00	Director	$0	$0	$0
Tara Block-Archuleta	Director	2.00	Director	$0	$0	$0
Caryn Fiorina	Director	2.00	Director	$0	$0	$0
Tom Velarde	Director	2.00	Director	$0	$0	$0
Art Trujillo	Director	2.00	Director	$0	$0	$0
Henry Valdez	Director	2.00	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
2025	$2,535,747	$2,400,294	$1,092,430	$135,453
2024	$2,430,094	$2,337,034	$1,026,714	$93,060
2023	$2,237,612	$2,250,399	$1,061,739	$-12,787
2022	$2,049,638	$2,042,769	$1,138,904	$6,869
2021	$1,888,341	$1,667,088	$1,352,580	$221,253
2020	$1,021,396	$1,102,987	$1,357,837	$-81,591
2019	$1,299,342	$1,408,158	$1,245,692	$-108,816
2018	$1,327,527	$1,339,725	$1,023,722	$-12,198

Santa Fe Country Club & Golf Association