BOCA GRANDE WOMAN'S CLUB INC (EIN 591727546) - 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

1948

Legal Domicile

Principal Officer

MEG PIERCE

Phone

9414757937

Tax Period

2023-05-01 to 2024-04-30

BOCA GRANDE WOMAN'S CLUB INC, founded in 1948, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $634K, a strong 45% operating margin.

Mission

TO RAISE FUNDS TO PROVIDE SUPPORT FOR THE COMMUNITY OF BOCA GRANDE AND IT'S NOT-FOR-PROFIT ORGANIZATIONS, AND TO PROVIDE SCHOLARSHIPS TO AREA STUDENTS.

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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 $119,618

Program Service Revenue $372,565

Investment Income $74,684

Other Revenue $842,175

TOTAL REVENUE $1,409,042

Expense Breakdown

Grants Paid $665,205

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $750,770

Other Expenses $109,721

TOTAL EXPENSES $774,926

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,409,042	$2,211,519	-0.4%
Expenses	$774,926	$2,090,176	-0.6%
Net Income	$634,116	$121,343	+4.2%

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

N/A

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
MEG PIERCE	PRESIDENT	4.00	Officer	$0	$0	$0
KATHY GREGG	2ND VICE PRE	4.00	Officer	$0	$0	$0
KATHY LAPOINT	1ST VICE PRE	4.00	Officer	$0	$0	$0
COURTNEY BORNTRAEGER	TREASURER	4.00	Officer	$0	$0	$0
ANN POUCHER	RECORDING SE	4.00	Officer	$0	$0	$0
DEBE LYKES	CORRESP. SEC	4.00	Officer	$0	$0	$0
LOULIE MAURAN	SUSTAINER RE	4.00	Officer	$0	$0	$0
MARY HOFFMAN	MEMBERSHIP C	4.00	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
2025	No data	No data	No data	No data
2024	$1,409,042	$774,926	$3,141,036	$634,116
2023	$2,211,519	$2,090,176	$2,379,959	$121,343
2022	$755,703	$501,170	$2,288,474	$254,533
2021	$711,899	$649,355	$2,111,886	$62,544
2020	$1,043,227	$637,589	$1,798,449	$405,638
2019	$689,448	$584,116	$1,399,797	$105,332

BOCA GRANDE WOMAN'S CLUB INC