OAKDALE GOLF AND 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

1959

Legal Domicile

Tax Period

2023-10-01 to 2024-09-30

OAKDALE GOLF AND COUNTRY CLUB, founded in 1959, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2023. Expenses of $5.4M left a modest 9% surplus.

Mission

PROVIDE FACILITIES FOR MEMBERS FOR SOCIAL AND RECREATIONAL PURPOSES.

Program Service Accomplishments

Program 1

The primary purpose of Oakdale Golf and Country Club is providing social, recreational, athletic activities, and entertainment for the members of the organization and their guests.

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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 $4,525,297

Investment Income $50,696

Other Revenue $1,382,962

TOTAL REVENUE $5,958,955

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,275,209

Fundraising Expenses $0

Other Expenses $2,163,355

TOTAL EXPENSES $5,438,564

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,958,955	$5,913,917	+0.0%
Expenses	$5,438,564	$5,167,344	+0.1%
Net Income	$520,391	$746,573	-0.3%

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

103

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
MIKE DOWD	GENERAL MANAGER	40.00		$195,356	$0	$195,356
KYLE BRANDT	Director	0.00	Director	$0	$0	$0
CODY BUTLER	Director	0.00	Director	$0	$0	$0
JERROLD KENNEDY	Director	0.00	Director	$0	$0	$0
JASON FINNE	Director	0.00	Director	$0	$0	$0
ROCKY BEAR	Director	0.00	Director	$0	$0	$0
MIKE ELLIS	President	0.00	Officer	$0	$0	$0
DAVE DUGGINS	Vice President	0.00	Officer	$0	$0	$0
DENNIS ROBERTS	Treasurer	0.00	Officer	$0	$0	$0
STEPHANIE MONTEY	Secretary	0.00	Officer	$0	$0	$0
JOEY TORRES	COURSE SUPERINTEND	40.00		$0	$0	$0
KERI ARNOLD-LANGLEY	GOLF PRO	40.00		$0	$0	$0
LACEY VIERRA	HUMAN RESOURCES/AP	40.00		$0	$0	$0
DOREEN KIRK	ACCOUNTS MANAGER	40.00		$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	$5,958,955	$5,438,564	$9,453,559	$520,391
2023	$5,913,917	$5,167,344	$6,816,270	$746,573
2022	$5,137,064	$5,184,513	$5,423,264	$-47,449
2021	$5,139,175	$4,661,144	$5,419,182	$478,031
2020	$4,112,659	$3,924,873	$5,084,687	$187,786