BURLINGTON COUNTRY CLUB (EIN 030171220) - 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

1924

Legal Domicile

Principal Officer

JAMES CONNOLLY

Phone

8028644683

Tax Period

2024-01-01 to 2024-12-31

BURLINGTON COUNTRY CLUB, founded in 1924, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2024.

Mission

THE BURLINGTON COUNTRY CLUB HAS A PROUD HERITAGE AND TRADITION AS A PRIVATE, FAMILY-ORIENTED COUNTRY CLUB. WE ARE COMMITTED TO PROVIDING EXCEPTIONAL SERVICE, OUTSTANDING GOLF, RECREATION, AND SOCIAL EXPERIENCES.

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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 $3,561,438

Investment Income $83,423

Other Revenue $1,721,272

TOTAL REVENUE $5,366,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,931,340

Fundraising Expenses $0

Other Expenses $2,305,454

TOTAL EXPENSES $5,236,794

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,366,133	$5,381,740	0.0%
Expenses	$5,236,794	$4,635,295	+0.1%
Net Income	$129,339	$746,445	-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

167

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

$176,577

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON SHATTIE	CEO/GENERAL	40.00	Officer	$160,585	$15,992	$176,577
STEVE HOSACK	DIRECTOR OF	40.00	Highest	$132,489	$14,157	$146,646
JOSEPH MARTANIUK	COURSE SUPT	40.00	Highest	$120,150	$8,660	$128,810
PURVI SHUKLA	CONTROLLER	40.00	Highest	$105,648	$3,169	$108,817
ISRAEL MAYNARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
TOM STRETTON	TREASURER	2.00	Officer Director	$0	$0	$0
CATHERINE DINGLE	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT PLANTE	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT BALDWIN	DIRECTOR	2.00	Director	$0	$0	$0
BROOKS MCARTHUR	DIRECTOR	2.00	Director	$0	$0	$0
RILEY DICKIE	DIRECTOR	2.00	Director	$0	$0	$0
JON GUYETTE	DIRECTOR	2.00	Director	$0	$0	$0
ERIC FLEGENHEIMER	DIRECTOR	2.00	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
2024	$5,366,133	$5,236,794	$8,695,528	$129,339
2023	$5,381,740	$4,635,295	$9,018,951	$746,445
2022	$5,553,549	$4,356,195	$8,796,390	$1,197,354
2021	$3,994,116	$4,253,831	$8,744,193	$-259,715
2020	$4,398,340	$3,545,660	$9,005,887	$852,680
2018	$3,804,827	$3,681,969	$7,112,748	$122,858

BURLINGTON COUNTRY CLUB