SAN JOSE COUNTRY CLUB

EIN: 940837870

SAN JOSE, CA

Total Revenue
$9,037,569
Total Expenses
$8,528,607
Total Assets
$9,103,134
Net Assets
$5,530,296
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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
1980
Legal Domicile
CA
Principal Officer
JOAO FREITAS
Phone
4082584901
Tax Period
2024-04-01 to 2025-03-31

SAN JOSE COUNTRY CLUB, founded in 1980, is a community nonprofit that reported $9.0M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $8.5M left a modest 6% surplus.

Mission

TAXPAYER IS AN EXEMPT ORGANIZATION UNDER IRC 501(C)(7) WHOSE PROGRAM SERVICE ACTIVITIES ARE ORGANIZED AND OPERATED SUBSTANTIALLY FOR PLEASURE AND RECREATION OF ITS MEMBERS. ALL PROGRAMS OF THE TAXPAYER ARE RELATED TO THE PURPOSE OF SOCIAL AND RECREATIONAL BENEFITS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $7,109,190
Investment Income $20,054
Other Revenue $1,908,325
TOTAL REVENUE $9,037,569

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,790,167
Fundraising Expenses $0
Other Expenses $3,738,440
TOTAL EXPENSES $8,528,607

Year-over-Year Comparison

2024 2023 Change
Revenue $9,037,569 $7,993,984 +0.1%
Expenses $8,528,607 $8,352,739 +0.0%
Net Income $508,962 $-358,755 -2.4%
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

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Governance

Voting Members
6
Independent Members
6
Employees
141
Volunteers
26

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
6
$452,301
Total Directors
6
$0
Key Employees
1
$172,563
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOAO FREITAS PRESIDENT 2.00
Officer Director
$0 $0 $0
JASON TOWNSEND VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
THOMAS SIMS SECRETARY 2.00
Officer Director
$0 $0 $0
MATT WHEELER TREASURER 2.00
Officer Director
$0 $0 $0
MIKE GOSSETT DIRECTOR 2.00
Director
$0 $0 $0
ROB OTTO DIRECTOR 2.00
Director
$0 $0 $0
LLOYD MARTINDALE GENERAL MANAGER 40.00
Officer
$255,750 $17,608 $273,358
DANIEL FISHER ASST. GENERAL MGR 40.00
Officer
$167,500 $11,443 $178,943
JOHN PINA COURSE SUPERINTENDENT 40.00
Key Emp
$172,000 $563 $172,563
JOSE CADENAS EXECUTIVE CHEF 40.00
Highest
$112,900 $11,898 $124,798
DANIEL LO CONTROLLER 40.00
Highest
$139,150 $10,636 $149,786
RICKY WASHINGTON FOOD & BEV DIRECTOR 40.00
Highest
$114,800 $18,072 $132,872
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 $9,037,569 $8,528,607 $9,103,134 $508,962
2024 $8,094,854 $8,355,311 $8,302,482 $-260,457
2023 $7,292,529 $7,779,393 $7,883,653 $-486,864
2023 $7,340,503 $7,732,168 $7,784,523 $-391,665
2022 $7,054,083 $7,284,111 $8,003,090 $-230,028
2021 $6,288,992 $5,657,936 $7,383,843 $631,056
2020 $6,142,584 $6,473,405 $6,607,412 $-330,821
2019 $5,678,364 $6,216,616 $7,159,854 $-538,252
2018 $6,194,134 $6,205,746 $7,396,004 $-11,612
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