BURL OAKS GOLF CLUB INC (EIN 411355360) - 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

1979

Legal Domicile

Principal Officer

JIM TIERNEY

Phone

9524727017

Tax Period

2025-01-01 to 2025-12-31

BURL OAKS GOLF CLUB INC, founded in 1979, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 29% operating margin.

Mission

PRIVATE MEMBER-OWNED GOLF CLUB AND FULL SERVICE EVENT FACILITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,002,289

Investment Income $88,251

Other Revenue $365,905

TOTAL REVENUE $4,456,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,911,481

Fundraising Expenses $0

Program Expenses $3,081,371

Other Expenses $1,246,872

TOTAL EXPENSES $3,158,353

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,456,445	$3,624,473	+0.2%
Expenses	$3,158,353	$3,218,022	0.0%
Net Income	$1,298,092	$406,451	+2.2%

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

105

Volunteers

N/A

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 TIERNEY	PRESIDENT	10.00	Officer Director	$0	$0	$0
DAVE LINK	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
AMY CHALLGREN	SECRETARY	4.00	Officer Director	$0	$0	$0
MARK KALAN	TREASURER	2.00	Officer Director	$0	$0	$0
CRAIG PETERSON	MEMBER AT LARGE	2.00	Officer Director	$0	$0	$0
MIKE ZENK	DIRECTOR	2.00	Director	$0	$0	$0
TED CARLSON	DIRECTOR	2.00	Director	$0	$0	$0
TOLIE HOCHHAUSEN	DIRECTOR	2.00	Director	$0	$0	$0
JOSH KRAUSE	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
2025	$4,456,445	$3,158,353	$10,435,067	$1,298,092
2024	$3,624,473	$3,218,022	$5,872,055	$406,451
2023	$3,646,337	$3,179,820	$5,036,483	$466,517
2022	$3,601,388	$2,963,732	$4,321,251	$637,656
2021	$3,043,297	$2,142,020	$3,753,071	$901,277
2020	$2,269,981	$1,926,935	$2,860,453	$343,046
2018	$1,783,017	$1,828,330	$2,998,194	$-45,313

BURL OAKS GOLF CLUB INC