HACIENDA GOLF CLUB (EIN 952367140) - 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

1920

Legal Domicile

Principal Officer

W BERZAS

Phone

5626941081

Tax Period

2024-04-01 to 2025-03-31

HACIENDA GOLF CLUB, founded in 1920, is a community nonprofit that reported $9.6M in total revenue in fiscal year 2024. Expenses of $8.3M left a modest 14% surplus.

Mission

THE CLUB IS COMMITTED TO PROVIDING A SUPERIOR GOLF, SOCIAL AND DINING EXPERIENCE TO ITS MEMBERS AND THEIR FAMILIES.

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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 $8,403,863

Investment Income $2,326

Other Revenue $1,222,173

TOTAL REVENUE $9,628,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,985,893

Fundraising Expenses $0

Other Expenses $3,290,287

TOTAL EXPENSES $8,276,180

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,628,362	$9,277,160	+0.0%
Expenses	$8,276,180	$8,260,399	+0.0%
Net Income	$1,352,182	$1,016,761	+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

121

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
G LAGREGA	PRESIDENT	5.00	Officer Director	$0	$0	$0
M GORNEY	V.P	4.00	Officer Director	$0	$0	$0
R HANZ	SECRETARY	4.00	Director	$0	$0	$0
BRINEHART	TREASURER	5.00	Officer Director	$0	$0	$0
D MCLEOD	DIR	2.00	Director	$0	$0	$0
PHAN	DIR	2.00	Director	$0	$0	$0
J BARGANSKI	DIR	2.00	Director	$0	$0	$0
D KENNEY	DIR	2.00	Director	$0	$0	$0
J KLASSEN	DIR	4.00	Director	$0	$0	$0
W BERZAS REPORTED ON W-2	GM-COO	60.00	Director	$0	$0	$0
J VON STEINBERGS	AUXILIARY	4.00	Director	$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
2025	$9,628,362	$8,276,180	$14,665,732	$1,352,182
2024	$9,277,160	$8,260,399	$9,537,879	$1,016,761
2023	$9,138,118	$7,870,609	$8,123,370	$1,267,509
2022	$7,725,549	$7,604,277	$8,065,803	$121,272
2021	$6,706,621	$6,380,211	$8,593,423	$326,410
2020	$6,558,904	$6,542,862	$8,195,387	$16,042
2019	$5,808,511	$6,477,846	$9,096,780	$-669,335
2018	$5,844,281	$6,043,860	$10,106,876	$-199,579

HACIENDA GOLF CLUB