WASHINGTON C L U B CHARITY GOLF CLASSIC co Quest Investment Management LLC (EIN 912103401) - 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

2000

Legal Domicile

Principal Officer

JON BETTENDORF

Phone

5032489188

Tax Period

2023-01-01 to 2023-12-31

WASHINGTON C L U B CHARITY GOLF CLASSIC co Quest Investment Management LLC, founded in 2000, is a small nonprofit in the Youth Development sector that reported $121K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

To hold an annual golf tournament from which the net proceeds will go to support two qualified charitable organizations, including the Diabetes Research Institute Foundation and the Holly Ridge Center.

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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 $266,000

Program Service Revenue $0

Investment Income $0

Other Revenue $-144,674

TOTAL REVENUE $121,326

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,985

Other Expenses $985

TOTAL EXPENSES $125,985

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,326	$101,703	+0.2%
Expenses	$125,985	$100,581	+0.3%
Net Income	$-4,659	$1,122	-5.2%

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

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
Mark Riker	President	1.00	Officer Director	$0	$0	$0
JON BETTENDORF	Treasurer	1.00	Officer 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	$121,326	$125,985	$2,162	$-4,659
2022	$101,703	$100,581	$6,821	$1,122
2021	$82,884	$82,345	$5,699	$539
2019	$93,726	$90,441	$6,281	$3,285
2018	$92,023	$95,067	$2,996	$-3,044

WASHINGTON C L U B CHARITY GOLF CLASSIC co Quest Investment Management LLC