WEST BEND COUNTRY CLUB (EIN 390698065) - 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

1928

Legal Domicile

Principal Officer

HEATHER DUNN

Phone

2623349541

Tax Period

2023-11-01 to 2024-10-31

WEST BEND COUNTRY CLUB, founded in 1928, is a community nonprofit in the Recreation & Sports sector that reported $3.5M in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $3.3M 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.

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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 $3,258,068

Investment Income $108,632

Other Revenue $136,450

TOTAL REVENUE $3,503,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,492,414

Fundraising Expenses $0

Other Expenses $1,790,592

TOTAL EXPENSES $3,283,006

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,503,150	$4,054,526	-0.1%
Expenses	$3,283,006	$3,862,476	-0.2%
Net Income	$220,144	$192,050	+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

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
NICK NOVACZYK	PRESIDENT	2.00	Officer Director	$0	$0	$0
JIM BLISE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MIKE FORRESTER	SECRETARY	2.00	Officer Director	$0	$0	$0
HEATHER DUNN	TREASURER	2.00	Officer Director	$0	$0	$0
KEVIN BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
JODY HANSEN	DIRECTOR	1.00	Director	$0	$0	$0
KEN KLIEN	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER MOORE	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
TERRY WENDORFF	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN BONLENDER	SUPERINTENDENT	40.00	Highest	$123,290	$17,495	$140,785
KAY GIESE	OFFICE MANAGER	40.00	Highest	$100,716	$7,976	$108,692
THOMAS KUNICK	CLUBHOUSE MANAGER	40.00	Highest	$125,108	$8,417	$133,525

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	$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

WEST BEND COUNTRY CLUB