SENIOR ESTATES GOLF AND COUNTRY CLUB (EIN 930546532) - 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

1962

Legal Domicile

Principal Officer

KEN BOURNE

Phone

5039821776

Tax Period

2023-01-01 to 2023-12-31

SENIOR ESTATES GOLF AND COUNTRY CLUB, founded in 1962, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $2.1M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE RECREATION AND SOCIAL ACTIVITIES FOR RESIDENT AND ASSOCIATE MEMBERS AGE 55 AND OLDER.

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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 $1,643,817

Investment Income $50,963

Other Revenue $115,777

TOTAL REVENUE $1,810,557

Expense Breakdown

Grants Paid $0

Salaries & Benefits $782,437

Fundraising Expenses $0

Other Expenses $1,294,449

TOTAL EXPENSES $2,076,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,810,557	$2,046,986	-0.1%
Expenses	$2,076,886	$2,012,300	+0.0%
Net Income	$-266,329	$34,686	-8.7%

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

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
SHARYN CORNETT	DIRECTOR	5.00	Director	$0	$0	$0
SHERMAN LACKEY	DIRECTOR	5.00	Director	$0	$0	$0
CONNIE JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
MARILYN SBARDELLATI	DIRECTOR	5.00	Director	$0	$0	$0
MARILYN PLOWMAN	DIRECTOR	5.00	Director	$0	$0	$0
KEN BOURNE	PRESIDENT	10.00	Officer Director	$0	$0	$0
STEVE GARNER	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
ALLAN LINDBERG	TREASURER	10.00	Officer Director	$0	$0	$0
KIM FARQUHARSON	SECRETARY	10.00	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	$1,810,557	$2,076,886	$3,963,842	$-266,329
2022	$2,046,986	$2,012,300	$3,839,852	$34,686
2021	$2,135,721	$1,949,705	$3,839,276	$186,016
2020	$1,784,555	$1,892,410	$4,021,078	$-107,855
2019	$1,845,448	$1,961,820	$3,933,804	$-116,372
2018	$1,775,485	$1,812,596	$3,917,987	$-37,111

SENIOR ESTATES GOLF AND COUNTRY CLUB