SENIOR ESTATES GOLF AND COUNTRY CLUB

EIN: 930546532

WOODBURN, OR

Total Revenue
$3,338,974
Total Expenses
$2,045,667
Total Assets
$4,651,520
Net Assets
$3,091,410
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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
OR
Principal Officer
ALLAN LINDBERG
Phone
5039821776
Tax Period
2025-01-01 to 2025-12-31

SENIOR ESTATES GOLF AND COUNTRY CLUB, founded in 1962, is a community nonprofit that reported $3.3M in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 39% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE RECREATION AND SOCIAL ACTIVITIES FOR RESIDENT AND ASSOCIATE MEMBERS 55 YEARS OF AGE OR OLDER.

Program Service Accomplishments

Program 1

DURING 2025, THE ORGANIZATION CONTINUED TO PROVIDE RECREATIONAL AND SOCIAL ACTIVITIES TO IT'S RESIDENT AND ASSOCIATE MEMBERS 55 YEARS OF AGE AND OLDER, AS MUCH AS POSSIBLE WITH COVID-19 RESTRICTIONS...

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DURING 2025, THE ORGANIZATION CONTINUED TO PROVIDE RECREATIONAL AND SOCIAL ACTIVITIES TO IT'S RESIDENT AND ASSOCIATE MEMBERS 55 YEARS OF AGE AND OLDER, AS MUCH AS POSSIBLE WITH COVID-19 RESTRICTIONS AND SAFETY PRECAUTIONS. THE CLUB HAS 1,510 RESIDENTIAL UNITS.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,137,696
Investment Income $79,780
Other Revenue $121,498
TOTAL REVENUE $3,338,974

Expense Breakdown

Grants Paid $0
Salaries & Benefits $866,101
Fundraising Expenses $0
Other Expenses $1,179,566
TOTAL EXPENSES $2,045,667

Year-over-Year Comparison

2025 2024 Change
Revenue $3,338,974 $2,544,585 +0.3%
Expenses $2,045,667 $2,401,018 -0.1%
Net Income $1,293,307 $143,567 +8.0%
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

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Governance

Voting Members
9
Independent Members
9
Employees
30
Volunteers
61

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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID BOLTON DIRECTOR 5.00
Director
$0 $0 $0
RANDY DEGIOVANNI DIRECTOR 5.00
Director
$0 $0 $0
DOROTHY MONNIER DIRECTOR 5.00
Director
$0 $0 $0
LINDA HEPBURN DIRECTOR 5.00
Director
$0 $0 $0
SHERMAN LACKEY DIRECTOR 5.00
Director
$0 $0 $0
ALLAN LINDBERG PRESIDENT 10.00
Officer Director
$0 $0 $0
ANDREW NORDBY VICE PRESIDE 10.00
Officer Director
$0 $0 $0
MARILYN PLOWMAN TREASURER 10.00
Officer Director
$0 $0 $0
MARILYN SBARDELLATI 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
2025 $3,338,974 $2,045,667 $4,651,520 $1,293,307
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
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