SEQUOYAH COUNTRY CLUB

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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

1913

Legal Domicile

Principal Officer

KATIE HALL

Phone

5106322900

Tax Period

2024-09-01 to 2025-08-31

SEQUOYAH COUNTRY CLUB, founded in 1913, is a mid-sized nonprofit that reported $14.0M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 16% operating margin.

Mission

TO BIND MEMBERS TOGETHER WITH A COMMON OBJECTIVE DIRECTED AT PLEASURE AND RECREATION.

Program Service Accomplishments

Program 1

THE TAXPAYER IS AN EXEMPT ORGANIZATION UNDER IRC SECTION 501(C)(7), WHOSE PROGRAM SERVICE ACTIVITIES ARE ORGANIZED AND OPERATED SUBSTANTIALLY FOR THE PLEASURE AND RECREATION OF ITS MEMBERS.

Program 2

ALL PROGRAMS OF THE TAXPAYER ARE RELATED TO THE SINGLE 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,573,619

Investment Income $13,745

Other Revenue $3,409,079

TOTAL REVENUE $13,996,443

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,495,570

Fundraising Expenses $0

Other Expenses $5,239,161

TOTAL EXPENSES $11,734,731

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,996,443	$10,889,309	+0.3%
Expenses	$11,734,731	$10,644,565	+0.1%
Net Income	$2,261,712	$244,744	+8.2%

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

171

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

$369,888

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON HOM	PRESIDENT	5.00	Officer Director	$0	$0	$0
JEFFREY ROSS	TREASURER	5.00	Officer Director	$0	$0	$0
DAVID HARDTKE	VICE-PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL LEGGIERI	DIRECTOR	5.00	Director	$0	$0	$0
TONY ELENTENY	DIRECTOR	5.00	Director	$0	$0	$0
SHARON CALLAWAY	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL PAEZ	DIRECTOR	5.00	Director	$0	$0	$0
MARY ELLEN TONG	DIRECTOR	5.00	Director	$0	$0	$0
ANDREW BACKER	DIRECTOR	5.00	Director	$0	$0	$0
KATIE HALL	GENERAL MANAGER/SECRETARY	40.00	Officer	$223,899	$6,183	$230,082
DAVID RUSSO	CONTROLLER	40.00	Officer	$122,997	$16,809	$139,806
ROGER SMIDSTRA	SUPERINTENDENT	40.00	Highest	$190,318	$16,691	$207,009
FRANK PALMER	EXECUTIVE CHEF	40.00	Highest	$119,947	$24,343	$144,290
SARA OTSUKA	F&B MANAGER	40.00	Highest	$206,327	$3,369	$209,696
JEREMY HIRSCHMAN	DIRECTOR OF INSTRUCTION	40.00	Highest	$134,525	$5,992	$140,517
GREG RODGERS	HEAD GOLF PROFESSIONAL	40.00	Highest	$117,965	$0	$117,965

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	$13,996,443	$11,734,731	$15,864,008	$2,261,712
2024	$10,889,309	$10,644,565	$13,491,528	$244,744
2023	$10,543,926	$10,170,732	$12,694,109	$373,194
2022	$9,431,030	$9,142,595	$13,140,164	$288,435
2021	$8,555,797	$7,537,635	$13,098,954	$1,018,162
2020	$6,938,160	$6,701,627	$11,597,141	$236,533
2019	$7,488,087	$7,696,489	$11,392,550	$-208,402
2018	$7,024,400	$7,149,285	$12,035,659	$-124,885