WESTWOOD COUNTRY CLUB (EIN 740981680) - 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

2001

Legal Domicile

Principal Officer

RICHARD LYONS

Phone

7137743011

Tax Period

2023-01-01 to 2023-12-31

WESTWOOD COUNTRY CLUB, founded in 2001, is a community nonprofit that reported $7.1M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $6.1M left a modest 14% surplus.

Mission

THE ORGANIZATION IS A PRIVATE CLUB AND ITS MISSION IS TO PROVIDE SERVICESTO THE MEMBERS OF THE CLUB.

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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 $6,715,890

Investment Income $0

Other Revenue $392,855

TOTAL REVENUE $7,108,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,948,220

Fundraising Expenses $0

Other Expenses $3,136,873

TOTAL EXPENSES $6,085,093

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,108,745	$5,265,364	+0.4%
Expenses	$6,085,093	$5,661,677	+0.1%
Net Income	$1,023,652	$-396,313	-3.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT DAVIS	PRESIDENT	1.00	Officer	$0	$0	$0
JON BIRO	VICE PRESIDENT	1.00	Officer	$0	$0	$0
KYLE MCCLURE	TREASURER	1.00	Officer	$0	$0	$0
TODD RIFF	SECRETARY	1.00	Officer	$0	$0	$0
RICHARD LYONS	GENERAL MANAGER	50.00	Highest	$204,615	$0	$204,615
BRENT SCHILHAB	DIR OF GREENS/GROUND	50.00	Highest	$154,000	$0	$154,000
JENNIFER GONZALES	DIR OF MEMBERSHIP	50.00	Highest	$136,342	$0	$136,342
ALFREDO BARRIOS	EXECUTIVE CHEF	50.00	Highest	$122,250	$0	$122,250
ANDREW K RIDDLE	HEAD GOLF PROFESSIONAL	50.00	Highest	$119,501	$0	$119,501

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	No data	No data	No data	No data
2023	$7,108,745	$6,085,093	$11,536,263	$1,023,652
2022	$5,265,364	$5,661,677	$10,561,564	$-396,313
2021	$4,577,698	$5,218,105	$8,686,172	$-640,407
2020	$4,353,836	$4,745,227	$9,588,857	$-391,391
2019	$3,816,283	$4,122,164	$11,041,047	$-305,881
2018	$3,524,374	$3,712,530	$10,762,924	$-188,156

WESTWOOD COUNTRY CLUB