STOCKDALE COUNTRY CLUB (EIN 951268397) - 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

1909

Legal Domicile

Principal Officer

SUSAN GREER

Phone

6618320310

Tax Period

2024-04-01 to 2025-03-31

STOCKDALE COUNTRY CLUB, founded in 1909, is a community nonprofit that reported $7.9M in total revenue in fiscal year 2024.

Mission

STOCKDALE COUNTRY CLUB IS A PRIVATE, RELAXED MEMBER-ONLY SETTING, WHERE MEMBERS EXPERIENCE THE BEST GOLF AND CLUB AMENITIES IN CENTRAL CALIFORNIA.

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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 $6,187,586

Investment Income $33,688

Other Revenue $1,634,878

TOTAL REVENUE $7,856,152

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,732,445

Fundraising Expenses $0

Program Expenses $7,031,269

Other Expenses $3,404,421

TOTAL EXPENSES $8,136,866

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,856,152	$7,440,752	+0.1%
Expenses	$8,136,866	$7,218,982	+0.1%
Net Income	$-280,714	$221,770	-2.3%

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

130

Volunteers

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

$160,354

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT VOORHEES	PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT HORRISBERGER	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
ADAM BELTER	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
GARY HORACE II	ASSISTANT SEC/TREAS	0.50	Director	$0	$0	$0
JAN MEYER	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
VYN GOODMON	DIRECTOR	0.50	Director	$0	$0	$0
DENNIS THELEN	DIRECTOR AT LARGE	0.50	Officer Director	$0	$0	$0
LORI OCHOA	DIRECTOR	0.50	Director	$0	$0	$0
NICOLE LAZZERINI	DIRECTOR	0.50	Director	$0	$0	$0
GRANT FRICK	DIRECTOR	0.50	Director	$0	$0	$0
DAN TOWERY	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN GREER	GENERAL MANAGER	40.00	Officer	$160,354	$0	$160,354

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	$7,856,152	$8,136,866	$8,327,065	$-280,714
2024	$7,440,752	$7,218,982	$8,784,906	$221,770
2023	$7,241,354	$7,174,417	$7,769,864	$66,937
2022	$6,932,675	$5,655,656	$7,971,323	$1,277,019
2021	$5,690,857	$4,642,342	$6,727,183	$1,048,515
2020	$6,132,701	$6,092,068	$5,866,975	$40,633
2019	$5,860,819	$6,241,218	$5,923,035	$-380,399

STOCKDALE COUNTRY CLUB