Lake Waggoner Golf Course Association (EIN 237401463) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1977

Legal Domicile

Principal Officer

Jack Heinz

Phone

6058592211

Tax Period

2023-01-01 to 2023-12-31

Lake Waggoner Golf Course Association, founded in 1977, is a small nonprofit that reported $144K in total revenue in fiscal year 2018. Revenue surged 79% from the prior year, signaling strong growth momentum. Expenses of $131K left a modest 9% surplus.

Mission

Provide recreation for all people

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $61,366

Program Service Revenue $41,639

Investment Income $1,135

Other Revenue $26,550

TOTAL REVENUE $130,690

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,901

Fundraising Expenses $0

Program Expenses $146,855

Other Expenses $96,154

TOTAL EXPENSES $161,055

Year-over-Year Comparison

	2023	2022	Change
Revenue	$130,690	$115,071	+0.1%
Expenses	$161,055	$141,286	+0.1%
Net Income	$-30,365	$-26,215	+0.2%

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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jack Heinz	President	1.00	Officer	$0	$0	$0
Avery Johnson	Director	1.00	Director	$0	$0	$0
Brittany Smith	Sec/Treas	1.00	Officer	$0	$0	$0
Casey Sawvell	Director	1.00	Director	$0	$0	$0
Casey Slovek	Director	1.00	Director	$0	$0	$0
Jacob Jedlicka	Vice President	1.00	Officer	$0	$0	$0
Jen Henrie	Director	1.00	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	No data	No data	No data	No data
2023	$130,690	$161,055	$78,769	$-30,365
2022	$115,071	$141,286	$109,028	$-26,215
2021	$117,541	$124,641	$135,264	$-7,100
2020	$101,832	$105,990	$142,872	$-4,158
2019	$89,628	$113,527	$146,958	$-23,899
2018	$144,333	$131,051	$174,265	$13,282

Lake Waggoner Golf Course Association