WEST BEND 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

1928

Legal Domicile

Principal Officer

HEATHER DUNN

Phone

2623349541

Tax Period

2024-11-01 to 2025-10-31

WEST BEND COUNTRY CLUB, founded in 1928, is a community nonprofit in the Recreation & Sports sector that reported $3.7M in total revenue in fiscal year 2024. Expenses of $3.5M left a modest 6% surplus.

Mission

PROVIDE MEMBERSHIP IN AN ORGANIZATION WHICH PROMOTES THE ART AND SPORT OF GOLF, AND ALSO PROVIDES OTHER SOCIAL AND RECREATIONAL ACTIVITIES FOR ITS MEMBERS.

Program Service Accomplishments

Program 1

MAINTAIN AND PROVIDE GOLF, LOCKER ROOM, AND RESTAURANT FACILITIES FOR THE BENEFIT OF ITS ACTIVE MEMBERS.

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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 $3,471,944

Investment Income $89,355

Other Revenue $133,287

TOTAL REVENUE $3,694,586

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,542,246

Fundraising Expenses $0

Other Expenses $1,946,652

TOTAL EXPENSES $3,488,898

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,694,586	$3,503,150	+0.1%
Expenses	$3,488,898	$3,283,006	+0.1%
Net Income	$205,688	$220,144	-0.1%

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

116

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
JIM BLISE	PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKE FORRESTER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KEVIN BRYANT	SECRETARY	2.00	Officer Director	$0	$0	$0
HEATHER DUNN	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES DANAHER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ESSER	DIRECTOR	1.00	Director	$0	$0	$0
JODY HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
KEN KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
MATT SCHMITZ	DIRECTOR	1.00	Director	$0	$0	$0
GARY SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN BONLENDER	SUPERINTENDENT	40.00	Highest	$123,290	$24,241	$147,531
KAY GIESE	OFFICE MANAGER	40.00	Highest	$100,716	$12,142	$112,858
THOMAS KUNICK	CLUBHOUSE MANAGER	40.00	Highest	$125,108	$8,837	$133,945

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
2025	$3,694,586	$3,488,898	$6,722,861	$205,688
2024	$3,503,150	$3,283,006	$6,435,098	$220,144
2023	$4,054,526	$3,862,476	$6,345,894	$192,050
2022	$4,364,708	$3,511,925	$5,974,564	$852,783
2021	$4,230,283	$3,323,141	$4,986,687	$907,142
2020	$2,993,778	$3,024,903	$4,128,070	$-31,125
2019	$2,879,862	$2,958,692	$4,472,382	$-78,830
2018	$2,995,860	$3,074,492	$4,568,228	$-78,632