Tracy Golf and Country Club (EIN 941337927) - 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

1955

Legal Domicile

Phone

2098359320

Tax Period

2024-01-01 to 2024-12-31

Tracy Golf and Country Club, founded in 1955, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.5M left a modest 12% surplus.

Mission

To conduct and operate a golf and country club and to develop social companionship which may arise from participation in golf and country club activities.

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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 $1,538,600

Investment Income $0

Other Revenue $192,760

TOTAL REVENUE $1,731,360

Expense Breakdown

Grants Paid $0

Salaries & Benefits $404,200

Fundraising Expenses $0

Program Expenses $1,430,129

Other Expenses $1,123,966

TOTAL EXPENSES $1,528,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,731,360	$1,588,507	+0.1%
Expenses	$1,528,166	$1,471,892	+0.0%
Net Income	$203,194	$116,615	+0.7%

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

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
Michael Lowery	President	0.50	Officer Director	$0	$0	$0
Robert WIlliams	Vice President	0.25	Officer Director	$0	$0	$0
Greg Williamson	Vice President	0.25	Officer Director	$0	$0	$0
Fred Strauss	Treasurer	0.25	Officer Director	$0	$0	$0
Natalie Perdue	Secretary	0.25	Officer Director	$0	$0	$0
John Palmer	Director	0.25	Director	$0	$0	$0
Brian Wagner	Director	0.25	Director	$0	$0	$0
Michael Kiester	Director	0.25	Director	$0	$0	$0
Colleen Murphy	Director	0.25	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	$1,731,360	$1,528,166	$1,679,373	$203,194
2023	$1,588,507	$1,472,114	$1,659,030	$116,393
2022	$1,279,897	$1,490,325	$1,425,088	$-210,428
2021	$1,492,025	$1,269,365	$1,661,104	$222,660
2020	$1,412,216	$1,215,717	$1,657,976	$196,499
2019	$1,008,418	$1,030,621	$1,472,818	$-22,203

Tracy Golf and Country Club