SANTA MARIA COUNTRY CLUB INC

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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

1947

Legal Domicile

Principal Officer

VINCENT MARTINEZ

Phone

8059372025

Tax Period

2023-01-01 to 2023-12-31

SANTA MARIA COUNTRY CLUB INC, founded in 1947, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2023.

Mission

TO ENRICH ANS IMPROVE THE QUALITY OF THE LIVES OF ALL THE MEMBERS BY PROVIDING GOLF ANS OTHER RECREATIONAL ACTIVITIES THAT SPONSOR LEARNING AND SOCIAL ENRICHMENT.

Program Service Accomplishments

Program 1

OPERATION AND MAINTENANCE OF A COUNTRY CLUB THAT INCLUDES A GOLF COURSE, TENNIS FACILITIES AND SWIMMING FACILITIES ALONG WITH A CLUB HOUSE, DINING ROOM AND COCTAIL BAR.

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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 $2,666,224

Investment Income $0

Other Revenue $1,146,236

TOTAL REVENUE $3,812,460

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,811,790

Fundraising Expenses $0

Other Expenses $2,106,904

TOTAL EXPENSES $3,918,694

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,812,460	$3,849,900	0.0%
Expenses	$3,918,694	$4,277,148	-0.1%
Net Income	$-106,234	$-427,248	-0.8%

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

N/A

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

$81,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW LANE	PRESIDENT	1.00	Officer Director	$0	$0	$0
DENNIS OZZINO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TONY COSSA	SECRETARY	1.00	Officer Director	$0	$0	$0
DAN BLOUGH	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
VINCENT MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
RON EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
DONNA DENHAM	GENERAL MANAGER	40.00	Officer	$81,500	$0	$81,500

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	$3,812,460	$3,918,694	$2,966,629	$-106,234
2022	$3,849,900	$4,277,148	$3,073,115	$-427,248
2021	$3,717,494	$2,808,239	$3,337,126	$909,255
2020	$2,710,367	$2,481,646	$2,368,808	$228,721
2019	$3,224,116	$3,411,358	$2,459,511	$-187,242
2018	$2,877,139	$3,167,608	$2,694,461	$-290,469