OAKRIDGE COUNTRY CLUB (EIN 870231032) - 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

1955

Legal Domicile

Principal Officer

GORDON RAYMOND

Phone

8014512229

Tax Period

2023-01-01 to 2023-12-31

OAKRIDGE COUNTRY CLUB, founded in 1955, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 21% operating margin.

Mission

PROVIDE MEMBERS SOCIAL AND RECREATIONAL ACTIVITIES.

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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 $5,372,272

Investment Income $29,902

Other Revenue $1,368,931

TOTAL REVENUE $6,771,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,566,171

Fundraising Expenses $0

Program Expenses $3,057,506

Other Expenses $2,811,240

TOTAL EXPENSES $5,377,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,771,105	$5,007,731	+0.4%
Expenses	$5,377,411	$5,039,567	+0.1%
Net Income	$1,393,694	$-31,836	-44.8%

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

156

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
SPENCER JONES	BOARD MEMBER	10.00	Officer	$0	$0	$0
RYAN HALLIDAY	GOLF COMMITTEE	10.00	Officer	$0	$0	$0
JAMES BUYS	GREEN COMMITTEE	10.00	Officer	$0	$0	$0
BRIAN HULSE	GREEN COMMITTEE	10.00	Officer	$0	$0	$0
PATRICK NORD	HOUSE/MEMBERSHIP COMMITTEE	10.00	Officer	$0	$0	$0
BRIAN NUTTALL	HOUSE/MEMBERSHIP COMMITTEE	10.00	Officer	$0	$0	$0
BRYAN SEELEY	PAST PRESIDENT	10.00	Officer	$0	$0	$0
TAYLOR BERBERT	SECRETARY/TREASURER	10.00	Officer	$0	$0	$0
GORDON RAYMOND	PRESIDENT	10.00	Officer	$0	$0	$0
MARK JENSEN	GENERAL MANAGER	40.00	Highest	$176,553	$0	$176,553
WESLEY YORK	GROUNDS SUPERINTENDENT	40.00	Highest	$140,000	$0	$140,000
PETER VILLANO	MANAGER	40.00	Highest	$111,019	$0	$111,019
CARL SARAHS	MANAGER	40.00	Highest	$152,866	$0	$152,866
MONICA PEREZ	MANAGER	40.00	Highest	$115,463	$0	$115,463

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	$6,771,105	$5,377,411	$11,243,022	$1,393,694
2022	$5,007,731	$5,039,567	$10,156,315	$-31,836
2021	$4,729,078	$4,465,597	$10,174,613	$263,481
2020	$3,698,538	$3,927,464	$9,961,943	$-228,926
2019	$4,059,779	$3,820,250	$9,937,439	$239,529

OAKRIDGE COUNTRY CLUB