SANTA ANA 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

1901

Legal Domicile

Phone

7145563000

Tax Period

2023-01-01 to 2023-12-31

SANTA ANA COUNTRY CLUB, founded in 1901, is a mid-sized nonprofit that reported $11.3M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

PROMOTE THE PLEASURE OF FELLOWSHIP AND RECREATION OF ITS MEMBERS, PARTICULARLY WITH THE SPORT OF GOLF.

Program Service Accomplishments

Program 1

PROGRAM SERVICE ACTIVITIES ARE ORGANIZED AND OPERATED FOR THE PLEASURE, RECREATION, AND SOCIAL 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 $11,390,834

Investment Income $213,782

Other Revenue $-268,941

TOTAL REVENUE $11,335,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,095,094

Fundraising Expenses $0

Other Expenses $6,133,391

TOTAL EXPENSES $11,228,485

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,335,675	$9,726,937	+0.2%
Expenses	$11,228,485	$9,997,686	+0.1%
Net Income	$107,190	$-270,749	-1.4%

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

133

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

$379,687

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN J GIUSTO	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOHN L GILCHRIST	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JOHN R HOUTEN	TREASURER	5.00	Officer Director	$0	$0	$0
TERRY L REED	SECRETARY	5.00	Officer Director	$0	$0	$0
DR RICHARD F AFABLE	DIRECTOR	2.00	Director	$0	$0	$0
JAY D AXELSON	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL R DILLON	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL E MEYER	DIRECTOR	2.00	Director	$0	$0	$0
JOHN A O'HARA	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW E SMITH	DIRECTOR	2.00	Director	$0	$0	$0
LUIS M YEAGER	DIRECTOR	2.00	Director	$0	$0	$0
ROB TANAKA	GENERAL MANAGER	40.00	Key Emp	$379,687	$0	$379,687
DANIEL CRUISE	GOLF COURSE SUPT	40.00	Highest	$291,856	$0	$291,856
DEAN LIUZZI	CONTROLLER	40.00	Highest	$158,892	$0	$158,892
GEOFFREY COCHRANE	HEAD GOLF PRO	40.00	Highest	$219,402	$0	$219,402
ROBERT J FINALET	EXECUTIVE CHEF	40.00	Highest	$158,493	$0	$158,493
NICHOLAS G KUMPIS	1ST ASSIST GOF PRO	40.00	Highest	$118,818	$0	$118,818

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	$11,335,675	$11,228,485	$24,285,469	$107,190
2022	$9,726,937	$9,997,686	$24,091,290	$-270,749
2021	$12,207,934	$8,754,197	$25,031,635	$3,453,737
2020	$8,860,285	$8,418,016	$17,500,943	$442,269
2019	$9,324,705	$9,586,693	$17,753,526	$-261,988
2018	$8,905,043	$9,020,153	$18,290,408	$-115,110