BURKWOOD RECREATION ASSOCIATION INC

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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

1975

Legal Domicile

Principal Officer

STERLING DANIEL

Phone

8047302472

Tax Period

2024-01-01 to 2024-12-31

BURKWOOD RECREATION ASSOCIATION INC, founded in 1975, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Expenses of $2.6M left a modest 7% surplus.

Mission

TO ESTABLISH AND OPERATE A PRIVATE CLUB FOR THE USE, BENEFIT, AND ENJOYMENT OF IT'S MEMBERS AND THEIR QUALIFIED GUESTS.

Program Service Accomplishments

Program 1

Expenses: $2,609,430

TO PROVIDE AND MAINTAIN RECREATIONAL FACILITIES INCLUDING SWIMMING POOLS, TENNIS COURTS, PLAYGROUND AND CLUBHOUSE FOR APPROXIMATELY 1200 MEMBERS AND THEIR GUESTS.

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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 $2,364,861

Program Service Revenue $371,438

Investment Income $59,902

Other Revenue $4,100

TOTAL REVENUE $2,800,301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,373,653

Fundraising Expenses $0

Program Expenses $2,609,430

Other Expenses $1,235,777

TOTAL EXPENSES $2,609,430

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,800,301	$2,657,020	+0.1%
Expenses	$2,609,430	$2,427,883	+0.1%
Net Income	$190,871	$229,137	-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

235

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	Role	Reportable Comp	Other Comp	Total
DAVID MORRISON	DIRECTOR	Director	$0	$0	$0
HANNAH STORY	DIRECTOR	Director	$0	$0	$0
ALLY MARTIN	DIRECTOR	Director	$0	$0	$0
KIRK SWEENEY	DIRECTOR	Director	$0	$0	$0
WHITNEY WELCH	DIRECTOR	Director	$0	$0	$0
KEVIN GARDNER	DIRECTOR	Director	$0	$0	$0
AMY SIEFERT	DIRECTOR	Director	$0	$0	$0
STERLING DANIEL	PRESIDENT	Officer	$0	$0	$0
JIM DRIGGS	VICE PRESIDENT	Officer	$0	$0	$0
ADAM CIVILS	SECRETARY	Officer	$0	$0	$0
BRANDON OVITT	TREASURER	Officer	$0	$0	$0
DOUG HUNDLEY	VICE TREASURER	Officer	$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	$2,800,301	$2,609,430	$5,545,802	$190,871
2023	$2,657,020	$2,427,883	$5,467,259	$229,137
2022	$2,547,129	$2,138,210	$5,276,477	$408,919
2021	$2,143,788	$1,876,979	$4,730,258	$266,809
2020	$1,849,625	$1,786,365	$4,551,767	$63,260