Club Profile
Tell us about your membership.
Total Members
All categories combined. Enter 0 if daily fee with no membership.
Please enter total members.
Is Membership Mandatory?
For HOA or bundled communities where property owners must hold a membership.
Please select an option.
Member Category Breakdown
Approximate percentages. Should total roughly 100%. Leave blank if not applicable.
Club Profile
Tell us about your revenue.
Total Annual Operating Revenue
Excluding initiation fees. Based on most recent full fiscal year.
Please select a revenue range.
Total Annual Rounds
All rounds — member, guest, outing, public.
Please enter total annual rounds.
Financial Health
Let's look at your labor and food costs.
All figures should reflect your most recent full fiscal year.
Total Labor Cost as % of Revenue
Wages and salaries only — exclude benefits, payroll taxes, and bonuses.
Please select a response.
F&B Labor Cost as % of F&B Revenue
Wages and salaries only for F&B department.
Please select a response.
F&B Cost of Goods Sold %
Food cost as a percentage of F&B revenue.
Please select a response.
Financial Health
Beverage, membership, and margin.
Beverage Cost of Goods Sold %
Beverage cost as a percentage of beverage revenue.
Please select a response.
Annual Member Attrition Rate
Percentage of members who resigned or were removed in the last 12 months.
Please select a response.
Operating Margin (Excluding Initiation Fees)
Net operating income ÷ total operating revenue, with IFs excluded from both.
Please select a response.
Financial Health
Pro shop, vendors, and budgeting.
Pro Shop / Golf Shop COGS %
Merchandise cost of goods sold as a percentage of shop revenue.
Please select a response.
When Were Your Top 5 Vendor Contracts Last Competitively Rebid?
Not auto-renewed — actually put out for competitive bids.
Please select a response.
Formal Annual Budget With Monthly Variance Reporting?
A documented budget approved before the fiscal year, with actual-vs-budget review monthly.
Please select a response.
Financial Health
Strategic planning and capital.
When Was Your Last Strategic Plan Completed?
A documented strategic plan reviewed and approved by the board or ownership.
Please select a response.
Does a Capital Reserve Study Exist?
A documented analysis of long-term capital needs with a funded reserve plan.
Please select a response.