Calculating the Club's Net Worth Over Time

Is Your Club Growing, Declining or Standing Still?
Request a Free Net Worth & Balance Sheet Report for Your Club.

Capital planning can be a club's biggest challenge, but it is also represents the biggest opportunity for improvement. A key piece of the process is understanding whether the club's current trajectory of net worth reflects growth, decline or stagnation.

INSTRUCTIONS:

Complete the form below and click the submit button.
You'll be redirected to a page where you can upload PDFs of your three most recent fiscal year-end audited financials.
We'll process your information and email you a custom Net Worth & Balance Sheet Benchmark Report for your club.

TIP: Not-for-profit clubs should enter "Unrestricted Net Assets" from the yearly audited financial statements. For-profit clubs will enter "Owner's Equity."

** 2006 and 2024 data points MUST BE PROVIDED to accurately calculate compounded annual growth rate (CAGR)

Club Name*

State

E-mail Address*

Your Name*

First NameLast Name

2006 UNA/Owners Equity*

2007 UNA/Owners Equity*

2008 UNA/Owners Equity*

2009 UNA/Owners Equity*

2010 UNA/Owners Equity*

2011 UNA/Owners Equity*

2012 UNA/Owners Equity*

2013 UNA/Owners Equity*

2014 UNA/Owners Equity*

2015 UNA/Owners Equity*

2016 UNA/Owners Equity*

2017 UNA/Owners Equity*

2018 UNA/Owners Equity*

2019 UNA/Owners Equity*

2020 UNA/Owners Equity*

2021 UNA/Owners Equity*

2022 UNA/Owners Equity*

2023 UNA/Owners Equity*

2024 UNA/Owners Equity*

Your Club's
Compounded Annual
Growth Rate:

CAGR for Your Club

Recommended
Minimum CAGR

3.3%

Club Industry
Median CAGR

3.6%