LOS ALTOS GOLF & COUNTRY CLUB (EIN 940639250) - 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

1923

Legal Domicile

Principal Officer

JAMES SHAFER

Phone

6509481024

Tax Period

2023-11-01 to 2024-10-31

LOS ALTOS GOLF & COUNTRY CLUB, founded in 1923, is a mid-sized nonprofit that reported $18.8M in total revenue in fiscal year 2023.

Mission

TO PROVIDE SOCIAL AND RECREATIONAL PROGRAMS FOR THE BENEFIT OF CLUB MEMBERS.

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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 $14,166,736

Investment Income $193,486

Other Revenue $4,418,610

TOTAL REVENUE $18,778,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,769,011

Fundraising Expenses $0

Other Expenses $7,631,742

TOTAL EXPENSES $19,400,753

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,778,832	$17,749,531	+0.1%
Expenses	$19,400,753	$18,189,217	+0.1%
Net Income	$-621,921	$-439,686	+0.4%

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

240

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

$750,358

Total Directors

Key Employees

$379,477

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON RAYDEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAUL GLASER	TREASURER	2.00	Officer Director	$0	$0	$0
BARBARA WILBUR	DIRECTOR	2.00	Director	$0	$0	$0
BRAD DINSMORE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DIANA RUSSELL	DIRECTOR	2.00	Director	$0	$0	$0
ED GRAZIANI	DIRECTOR	2.00	Director	$0	$0	$0
ALIX APFELBERG	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS BRYANT	DIRECTOR	2.00	Director	$0	$0	$0
HU LIANG	DIRECTOR	2.00	Director	$0	$0	$0
RANDALL BERTAO	GENERAL MANAGER	40.00	Officer	$410,533	$50,368	$460,901
SUSAN BLACKMORE	CFO/SECRETARY	40.00	Officer	$258,055	$31,402	$289,457
JAMES SHAFER	GENERAL MANAGER	40.00	Officer	$0	$0	$0
MICHAEL SIMPSON	GROUNDS SUPERINTENDENT	40.00	Key Emp	$343,702	$35,775	$379,477
TRUMAN JONES	EXECUTIVE CHEF	40.00	Highest	$209,761	$36,713	$246,474
JASON MARTIN	DIRECTOR OF AQUATICS	40.00	Highest	$199,778	$47,759	$247,537
GAYLE JAN	SPECIAL EVENTS DIRECTOR	40.00	Highest	$189,029	$35,764	$224,793
MICHAEL STEVENSON	HEAD GOLF PROFESSIONAL	40.00	Highest	$286,726	$10,609	$297,335
MERSIHA HAMZIC	SR DINING ROOM MANAGER	40.00	Highest	$188,930	$51,999	$240,929

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	$18,778,832	$19,400,753	$29,625,755	$-621,921
2023	$17,749,531	$18,189,217	$30,104,555	$-439,686
2022	$17,119,297	$16,288,571	$31,036,431	$830,726
2021	$15,701,239	$12,946,356	$30,864,685	$2,754,883
2020	$14,389,618	$12,244,927	$28,211,787	$2,144,691
2019	$15,676,064	$15,146,270	$26,871,667	$529,794
2018	$14,096,810	$14,884,647	$26,957,957	$-787,837

LOS ALTOS GOLF & COUNTRY CLUB