BOCA WEST COUNTRY CLUB 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

1985

Legal Domicile

Principal Officer

MATTHEW LINDERMAN

Phone

5614886966

Tax Period

2023-10-01 to 2024-09-30

BOCA WEST COUNTRY CLUB INC, founded in 1985, is a mid-sized nonprofit that reported $84.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $96.5M exceeded revenue, resulting in a 15% operating deficit.

Mission

BOCA WEST COUNTRY CLUB IS A SOCIAL CLUB WHOSE EXEMPT PURPOSE IS TO PROMOTE SOCIAL INTERACTION OF CLUB MEMBERS BY PROVIDING DINING AND RECREATIONAL ACTIVITIES.

Program Service Accomplishments

Program 1

THE CLUB PROVIDES RESTAURANT, GOLF, TENNIS, FITNESS AND AQUATIC FACILIITES FOR ITS MEMBERS. TOTAL NON-MEMBER ROUNDS OF GOLF EQUALED 12 OUT OF 129,357 ROUNDS PLAYED

Program 2

TOTAL FOOD AND BEVERAGE REVENUE FOR THE YEAR WAS $16,933,170 OF WHICH $3,464,592 WAS NON-MEMBER

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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 $0

Program Service Revenue $76,282,157

Investment Income $451,611

Other Revenue $7,437,148

TOTAL REVENUE $84,170,916

Expense Breakdown

Grants Paid $48,725

Salaries & Benefits $48,506,875

Fundraising Expenses $0

Other Expenses $47,904,318

TOTAL EXPENSES $96,459,918

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,170,916	$74,273,797	+0.1%
Expenses	$96,459,918	$79,279,783	+0.2%
Net Income	$-12,289,002	$-5,005,986	+1.5%

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

1437

Volunteers

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

$1,697,127

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR PHILIP EDWARDS	CHAIRMAN (THRU 2/23/24)	40.00	Officer Director	$0	$0	$0
JEANINE BANKS	1ST VP (THRU 2/23/24)/CHAIRMAN (AS OF 2/24/24)	40.00	Officer Director	$0	$0	$0
ENID HOFFMAN	2ND VP (THRU 2/23/24)/TREASURER (AS OF 2/24/24)	20.00	Officer Director	$0	$0	$0
FRANK RICHARD	TREASURER (THRU 2/23/24)	20.00	Officer Director	$0	$0	$0
WILLIAM BERKOWITZ	SECRETARY (THRU 2/23/24)/DIRECTOR (AS OF 2/24/24)	5.00	Officer Director	$0	$0	$0
ROBERT SCHWARTZ	DIRECTOR (THRU 2/23/24)/2ND VP (AS OF 2/24/24)	20.00	Officer Director	$0	$0	$0
ARTHUR ADLER	DIRECTOR (THRU 2/23/24)/SECRETARY (AS OF 2/24/24)	20.00	Officer Director	$0	$0	$0
ARTHUR SCHWARTZMAN	DIRECTOR (THRU 2/23/24)/1ST VP (AS OF 2/24/24)	20.00	Officer Director	$0	$0	$0
ROBERT LERNER	DIRECTOR	5.00	Director	$0	$0	$0
STEVEN ROTH	DIRECTOR	5.00	Director	$0	$0	$0
JOHNATHAN SCHRAUB	DIRECTOR	5.00	Director	$0	$0	$0
DR DAVID SHIFRIN	DIRECTOR (THRU 2/23/24)	5.00	Director	$0	$0	$0
CHARLES WOLF	DIRECTOR (THRU 2/23/24)	5.00	Director	$0	$0	$0
ROBIN SHULMAN	DIRECTOR	5.00	Director	$0	$0	$0
MARK HABERMAN	DIRECTOR	5.00	Director	$0	$0	$0
JOAN ATTERMANN	DIRECTOR (AS OF 2/23/24)	5.00	Director	$0	$0	$0
BARRY ROBERTS	DIRECTOR (AS OF 2/23/24)	5.00	Director	$0	$0	$0
DANNY SCHULMAN	DIRECTOR (AS OF 2/23/24)	5.00	Director	$0	$0	$0
MATT LINDERMAN	PRESIDENT, COO, GENERAL MANAGER	60.00	Officer	$1,192,019	$80,829	$1,272,848
KATHY CAMPBELL	CFO	55.00	Officer	$357,072	$67,207	$424,279
ROGER BROCK	EXECUTIVE CHEF	55.00	Highest	$441,272	$70,214	$511,486
PETER BLACKLOCK	GENERAL COUNSEL	55.00	Highest	$304,817	$66,639	$371,456
JOHN COLLINGS	ASSISTANT GENERAL MANAGER	55.00	Highest	$317,174	$57,752	$374,926
TRAVIS WEHRS	DIRECTOR OF GOLF	55.00	Highest	$318,007	$49,199	$367,206
PAUL GRIFFIN	DIRECTOR OF CULINARY	55.00	Highest	$282,413	$60,851	$343,264

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	$84,170,916	$96,459,918	$218,694,268	$-12,289,002
2023	$74,273,797	$79,279,783	$197,675,299	$-5,005,986
2022	$64,987,847	$68,733,378	$185,782,191	$-3,745,531
2021	$54,212,550	$61,921,398	$152,991,211	$-7,708,848
2020	$54,656,441	$61,028,619	$141,782,280	$-6,372,178
2019	$54,556,873	$62,436,785	$139,320,047	$-7,879,912
2018	$52,248,636	$60,452,353	$136,074,703	$-8,203,717