SHARON HEIGHTS GOLF & COUNTRY CLUB

EIN: 941528424

MENLO PARK, CA

Total Revenue
$26,448,985
Total Expenses
$21,114,675
Total Assets
$81,650,719
Net Assets
$51,486,229
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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
1961
Legal Domicile
CA
Principal Officer
KEN PELOWSKI
Phone
6506818503
Tax Period
2024-04-01 to 2025-03-31

SHARON HEIGHTS GOLF & COUNTRY CLUB, founded in 1961, is a mid-sized nonprofit that reported $26.4M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.3M, a strong 20% operating margin.

Mission

THE ORGANIZATION'S ACTIVITIES ARE CONDUCTED AND OPERATED SUBSTANTIALLY FOR THE PLEASURE & RECREATION OF ITS MEMBERS. ALL PROGRAMS OF THE ORGANIZATION ARE RELATED TO THE PURPOSE OF PROVIDING SOCIAL & RECREATIONAL BENEFITS TO 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $14,831,430
Investment Income $293,551
Other Revenue $11,324,004
TOTAL REVENUE $26,448,985

Expense Breakdown

Grants Paid $0
Salaries & Benefits $11,441,004
Fundraising Expenses $0
Other Expenses $9,673,671
TOTAL EXPENSES $21,114,675

Year-over-Year Comparison

2024 2023 Change
Revenue $26,448,985 $22,362,307 +0.2%
Expenses $21,114,675 $17,249,268 +0.2%
Net Income $5,334,310 $5,113,039 +0.0%
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

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Governance

Voting Members
9
Independent Members
9
Employees
166
Volunteers
10

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
5
$1,099,241
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH DAVIS PRESIDENT 10.00
Officer Director
$0 $0 $0
JOHN ROBINSON TREASURER 2.00
Officer Director
$0 $0 $0
MARTY BITTER VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
KEN PELOWSKI DIRECTOR 2.00
Director
$0 $0 $0
JULIANNE WAGNER DIRECTOR 2.00
Director
$0 $0 $0
MARK BAKER DIRECTOR 2.00
Director
$0 $0 $0
MAUDE SCOTT DIRECTOR 2.00
Director
$0 $0 $0
JOE HOGAN DIRECTOR 2.00
Director
$0 $0 $0
CORITO TOLENTINO DIRECTOR 2.00
Director
$0 $0 $0
STEFANIE LUNA CFO 40.00
Officer
$335,172 $979 $336,151
AARON GRANT GENERAL MANAGER 40.00
Officer
$731,822 $31,268 $763,090
GARY ALSUP EXECUTIVE CHEF 40.00
Highest
$200,230 $11,951 $212,181
CHAD TWADDLE GOLF COURSE SUPERINTENDENT 40.00
Highest
$409,779 $8,212 $417,991
RONITA SANGANI DIRECTOR OF HR (THROUGH 5/24) 40.00
Highest
$160,276 $4,242 $164,518
SHAWN COX DIRECTOR OF GOLF (AS OF 2/24) 2.00
Highest
$309,775 $12,949 $322,724
AUGUSTO CORREA ASSISTANT GM (THROUGH 12/24) 2.00
Highest
$218,027 $33,502 $251,529
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 $26,448,985 $21,114,675 $81,650,719 $5,334,310
2024 $22,362,307 $17,249,268 $74,004,108 $5,113,039
2023 $30,151,540 $18,946,946 $62,240,444 $11,204,594
2022 $19,221,394 $15,975,125 $51,835,070 $3,246,269
2021 $15,768,923 $15,616,612 $48,662,448 $152,311
2020 $18,168,459 $18,685,346 $50,077,117 $-516,887
2019 $16,912,752 $16,471,180 $33,240,565 $441,572
2018 $17,383,188 $16,555,864 $33,136,476 $827,324
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