BOCA GRANDE HEALTH CLINIC FNDTN INC (EIN 571160149) - 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

2003

Legal Domicile

Principal Officer

JUDD GREGG

Phone

9419640099

Tax Period

2023-10-01 to 2024-09-30

BOCA GRANDE HEALTH CLINIC FNDTN INC, founded in 2003, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.1M in total revenue in fiscal year 2023. Revenue surged 231% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.6M, a strong 58% operating margin.

Mission

RAISE FUNDS TO SUPPORT BOCA GRANDE HEALTH CLINIC, INC., A NOT-FOR-PROFIT HEALTH CLINIC LOCATED ON A BARRIER ISLAND IN FLORIDA.

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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 $8,883,622

Program Service Revenue $0

Investment Income $4,086,829

Other Revenue $171,061

TOTAL REVENUE $13,141,512

Expense Breakdown

Grants Paid $4,129,565

Salaries & Benefits $236,352

Fundraising Expenses $715,068

Program Expenses $4,343,431

Other Expenses $1,169,837

TOTAL EXPENSES $5,535,754

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,141,512	$3,964,300	+2.3%
Expenses	$5,535,754	$4,996,530	+0.1%
Net Income	$7,605,758	$-1,032,230	-8.4%

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

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

$413,314

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK DRISCOLL	TRUSTEE	4.00	Director	$0	$15,000	$413,314
ANN AIKENS	TRUSTEE	4.00	Director	$0	$0	$0
ROBERT A BAER	TRUSTEE	4.00	Director	$0	$0	$0
DANIEL H BAYLY	TRUSTEE	4.00	Director	$0	$0	$0
MARCUS BENNETT	TRUSTEE	4.00	Director	$0	$0	$0
HOPE VAN BEUREN	TRUSTEE	4.00	Director	$0	$0	$0
JOHN BISSELL	TRUSTEE	4.00	Director	$0	$0	$0
FRANCIS S BRANIN	TRUSTEE	4.00	Director	$0	$0	$0
CHRISTINE D BROWN	TRUSTEE	4.00	Director	$0	$0	$0
J THOMAS BURCHAM	TRUSTEE	4.00	Director	$0	$0	$0
BRUCE A CARBONARI	TRUSTEE	4.00	Director	$0	$0	$0
JAMES B COWPERTHWAIT	TRUSTEE	4.00	Director	$0	$0	$0
MICHAEL F DACEY	TRUSTEE	4.00	Director	$0	$0	$0
CONNIE DUCKWORTH	TRUSTEE	4.00	Director	$0	$0	$0
JOHN EDWARDSON	TRUSTEE	4.00	Director	$0	$0	$0
WILLIAM S FARISH	TRUSTEE	4.00	Director	$0	$0	$0
JOHN FISHER	TRUSTEE	4.00	Director	$0	$0	$0
ROBERT FLETCHER	TRUSTEE	4.00	Director	$0	$0	$0
ROBERT M FREEMAN	TRUSTEE	4.00	Director	$0	$0	$0
BILL GHRISKEY	TRUSTEE	4.00	Director	$0	$0	$0
JUDD GREGG	CHAIRMAN	4.00	Officer Director	$0	$0	$0
DAVE HABIGER	TRUSTEE	4.00	Director	$0	$0	$0
ROBERT HALL	TRUSTEE	4.00	Director	$0	$0	$0
NANCY G HAYDEN	TRUSTEE	4.00	Director	$0	$0	$0
SANDY K HEMM	TRUSTEE	4.00	Director	$0	$0	$0
JOAN L HILLENBRAND	TRUSTEE	4.00	Director	$0	$0	$0
JOHN HILLENBRAND	TRUSTEE	4.00	Director	$0	$0	$0
ROGER L HOWE	TRUSTEE	4.00	Director	$0	$0	$0
MARY HOWELL	TRUSTEE	4.00	Director	$0	$0	$0
JOHN JACKOBOICE	TRUSTEE	4.00	Director	$0	$0	$0
ROY H PARK JR	TRUSTEE	4.00	Director	$0	$0	$0
WILLIAM S FARISH JR	TRUSTEE	4.00	Director	$0	$0	$0
LEONARD GRUENBERG JR	TRUSTEE	4.00	Director	$0	$0	$0
WILLIAM LAPOINT	TRES. AND VI	4.00	Officer Director	$0	$0	$0
SHEILA LABRECQUE	TRUSTEE	4.00	Director	$0	$0	$0
JAMES E MARTIN	TRUSTEE	4.00	Director	$0	$0	$0
NANCY R MARTIN	TRUSTEE	4.00	Director	$0	$0	$0
DIANE M MAYER	TRUSTEE	4.00	Director	$0	$0	$0
GERALD M MILLER	TRUSTEE	4.00	Director	$0	$0	$0
HEBE S MURPHY	TRUSTEE	4.00	Director	$0	$0	$0
JAMES MURPHY	VICE CHAIRMA	4.00	Officer Director	$0	$0	$0
JAMES A RUNDE	TRUSTEE	4.00	Director	$0	$0	$0
ELSA A SODERBERG	TRUSTEE	4.00	Director	$0	$0	$0
SUSAN TINSLEY	TRUSTEE	4.00	Director	$0	$0	$0
JOHN WALTER	TRUSTEE	4.00	Director	$0	$0	$0
MARJORIE WEBB	TRUSTEE	4.00	Director	$0	$0	$0
JAY WHIPPLE	TRUSTEE	4.00	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	$13,141,512	$5,535,754	$69,953,078	$7,605,758
2023	$3,964,300	$4,996,530	$59,210,000	$-1,032,230
2022	$3,975,744	$4,044,521	$51,929,162	$-68,777
2021	$6,348,868	$3,771,146	$61,981,406	$2,577,722
2020	$4,172,334	$2,675,338	$52,418,540	$1,496,996
2019	$3,569,604	$2,714,021	$46,039,602	$855,583
2018	$4,995,304	$2,684,085	$43,623,436	$2,311,219

BOCA GRANDE HEALTH CLINIC FNDTN INC