PETALUMA GOLF AND COUNTRY CLUB (EIN 941103091) - 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

1922

Legal Domicile

Principal Officer

MCKENZIE SMITH

Phone

7077627041

Tax Period

2023-01-01 to 2023-12-31

PETALUMA GOLF AND COUNTRY CLUB, founded in 1922, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023.

Mission

SOCIAL CLUB ORGANIZED AND OPERATED FOR THE BENEFIT OF ITS 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 $1,601,899

Investment Income $6

Other Revenue $199,871

TOTAL REVENUE $1,801,776

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,800,623

TOTAL EXPENSES $1,800,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,801,776	$1,741,394	+0.0%
Expenses	$1,800,623	$1,575,966	+0.1%
Net Income	$1,153	$165,428	-1.0%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
SCOTT TUCKER	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICHARD MARZO	DIRECTOR	2.00	Director	$0	$0	$0
BRENDA ROBERTS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
TONY PARMISANO	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER YOUNT	DIRECTOR	2.00	Director	$0	$0	$0
GAYLE GIACOMINI	DIRECTOR	2.00	Director	$0	$0	$0
MCKENZIE SMITH	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK THOMAS	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH SCHLESINGER	DIRECTOR	2.00	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	$1,801,776	$1,800,623	$1,760,019	$1,153
2022	$1,741,394	$1,575,966	$1,684,197	$165,428
2021	$1,673,363	$1,456,620	$1,530,513	$216,743
2020	$1,672,873	$1,437,372	$1,313,235	$235,501
2019	$1,581,257	$1,643,776	$1,112,774	$-62,519
2018	$1,512,728	$1,580,379	$1,204,268	$-67,651

PETALUMA GOLF AND COUNTRY CLUB