BOCA GRANDE HEALTH CLINIC INC (EIN 590966089) - 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

1947

Legal Domicile

Principal Officer

MARK DRISCOLL

Phone

9419642276

Tax Period

2023-10-01 to 2024-09-30

BOCA GRANDE HEALTH CLINIC INC, founded in 1947, is a community nonprofit in the Health Care sector that reported $4.7M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $4.1M left a modest 13% surplus.

Mission

OPERATE A HEALTH CARE CLINIC AND PROVIDE 24/7 PHYSICAN AVAILABILITY ON A BARRIER ISLAND.

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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 $4,129,565

Program Service Revenue $863,351

Investment Income $-222,325

Other Revenue $-26,897

TOTAL REVENUE $4,743,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,771,014

Fundraising Expenses $0

Program Expenses $3,303,862

Other Expenses $1,354,992

TOTAL EXPENSES $4,126,006

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,743,694	$4,184,646	+0.1%
Expenses	$4,126,006	$3,641,103	+0.1%
Net Income	$617,688	$543,543	+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

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

$871,742

Total Directors

$1,307,942

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAYMOND JAMES	MEDICAL DIRE	40.00	Officer Director	$323,400	$135,000	$458,400
BRET KUEBER	ASSIST. MEDI	40.00	Director	$301,200	$135,000	$436,200
EMILY HALY	PHYSICIAN	40.00	Highest	$301,200	$135,000	$436,200
MARK DRISCOLL	CEO/TREASURE	40.00	Officer Director	$398,342	$15,000	$413,342
MARK AMBROSIUS	SECRETARY	4.00	Officer Director	$0	$0	$0
SARAH FARISH	HONORARY MEM	4.00	Director	$0	$0	$0
DAVID HABIGER	CHAIR	4.00	Officer Director	$0	$0	$0
JON HAMMES	DIRECTOR	4.00	Director	$0	$0	$0
DEB LILLY	DIRECTOR	4.00	Director	$0	$0	$0
JAMIE MILLER	VICE CHAIR	4.00	Officer Director	$0	$0	$0
BARRY MILLS	DIRECTOR	4.00	Director	$0	$0	$0
MARY O'BANNON	DIRECTOR	4.00	Director	$0	$0	$0
GRANT PARR	DIRECTOR	4.00	Director	$0	$0	$0
BOB PRYOR	DIRECTOR	4.00	Director	$0	$0	$0
RANDY REID	DIRECTOR	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	$4,743,694	$4,126,006	$4,824,001	$617,688
2023	$4,184,646	$3,641,103	$3,972,860	$543,543
2022	$3,719,139	$3,331,253	$3,406,317	$387,886
2021	$3,601,195	$4,066,837	$3,256,677	$-465,642
2020	$2,499,903	$2,528,660	$3,222,228	$-28,757
2019	$2,599,115	$2,196,616	$3,173,333	$402,499
2018	$2,090,303	$2,139,640	$2,875,151	$-49,337

BOCA GRANDE HEALTH CLINIC INC