BERKSHIRE COUNTRY CLUB

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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

1899

Legal Domicile

Principal Officer

TIMOTHY KRAFT

Phone

6103748244

Tax Period

2023-10-01 to 2024-09-30

BERKSHIRE COUNTRY CLUB, founded in 1899, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 18% operating margin.

Mission

PROMOTION OF WELL-BEING OF ITS MEMBERS IN BOTH A PHYSICAL AND SOCIAL WAY. MEMBERS ARE PROVIDED WITH THE OPPORTUNITY TO MAINTAIN FITNESS BY UTILIZING THE GOLF COURSE, TENNIS COURTS OR POOL LOCATED ON THE GROUNDS. THE BERKSHIRE COUNTRY CLUB ALSO PROVIDES SOCIAL (SEE SCHEDULE D)INTERACTION FOR ITS MEMBERS THROUGH THE VARIOUS FUNCTIONS HELD.

Program Service Accomplishments

Program 1

TAX EXEEMPT CLUB ACTIVITIES

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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 $7,081,677

Investment Income $51,161

Other Revenue $-1,125,241

TOTAL REVENUE $6,007,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,136,294

Fundraising Expenses $0

Other Expenses $2,799,284

TOTAL EXPENSES $4,935,578

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,007,597	$4,479,652	+0.3%
Expenses	$4,935,578	$4,633,387	+0.1%
Net Income	$1,072,019	$-153,735	-8.0%

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

189

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

Total Directors

Key Employees

$211,716

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAULA BARRETT	PRESIDENT	2.00	Officer Director	$0	$0	$0
HEIDI MASANO	VICE PRESIDENT/SECRETARY	2.00	Officer Director	$0	$0	$0
TIMOTHY KRAFT	TREASURER	2.00	Officer Director	$0	$0	$0
MICHAEL HERR	DIRECTOR	2.00	Director	$0	$0	$0
JACQUES JACOBSON	DIRECTOR	2.00	Director	$0	$0	$0
JAMEY MAACK	DIRECTOR	2.00	Director	$0	$0	$0
LOU MEHOSS	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER VAN HORN	DIRECTOR	2.00	Director	$0	$0	$0
CAROL WELLS	DIRECTOR	2.00	Director	$0	$0	$0
PAUL BOVENZI	GENERAL MANAGER/COO	40.00	Key Emp	$203,712	$8,004	$211,716
THOMAS MICHAELS	HEAD GOLF PROFESSIONAL	40.00	Highest	$180,368	$10,124	$190,492

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	$6,007,597	$4,935,578	$19,991,968	$1,072,019
2023	$4,479,652	$4,633,387	$12,473,460	$-153,735
2022	$4,302,485	$3,853,233	$11,468,197	$449,252
2021	$4,686,338	$4,102,493	$11,815,141	$583,845
2020	$4,402,921	$3,788,430	$10,866,397	$614,491
2019	$4,206,417	$4,163,680	$10,678,063	$42,737
2018	$4,127,859	$4,070,354	$10,772,080	$57,505