NORTH SHORE COUNTRY CLUB FOUNDATION INC (EIN 861423888) - 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

CY OELERICH

Phone

8477291200

Tax Period

2023-01-01 to 2023-12-31

NORTH SHORE COUNTRY CLUB FOUNDATION INC, founded in 2020, is a small nonprofit in the Education sector that reported $368K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $138K, a strong 38% operating margin.

Mission

PROVIDE EDUCATIONAL AND FINANCIAL ASSISTANCE TO CLUB STAFF AND FAMILIES

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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 $341,337

Program Service Revenue $0

Investment Income $26,556

Other Revenue $0

TOTAL REVENUE $367,893

Expense Breakdown

Grants Paid $182,069

Salaries & Benefits $0

Fundraising Expenses $31,109

Program Expenses $182,069

Other Expenses $47,754

TOTAL EXPENSES $229,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$367,893	$652,209	-0.4%
Expenses	$229,823	$203,560	+0.1%
Net Income	$138,070	$448,649	-0.7%

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
CY OELERICH	President	10.00	Officer Director	$0	$0	$0
ERIN LYNCH BURKE	Director	5.00	Director	$0	$0	$0
GREG BEDNAR	Treasurer	10.00	Officer Director	$0	$0	$0
PAT SHEA	Vice President	10.00	Officer Director	$0	$0	$0
JON CHIARIERI	Director	5.00	Director	$0	$0	$0
Grace Chensoff Nurre	Director	5.00	Director	$0	$0	$0
Tom Klonecki	Director	5.00	Director	$0	$0	$0
Jeff Kluckman	Director	5.00	Director	$0	$0	$0
Andrew Selby	Director	5.00	Director	$0	$0	$0
MAGGIE DONNELLAN REYNOLDS	Director	5.00	Director	$0	$0	$0
BILL SAVINO	Director	5.00	Director	$0	$0	$0
Matt Walch	Director	5.00	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
2024	No data	No data	No data	No data
2023	$367,893	$229,823	$642,490	$138,070
2022	$652,209	$203,560	$504,420	$448,649

NORTH SHORE COUNTRY CLUB FOUNDATION INC