WESTWOOD COUNTRY CLUB OF AUSTIN

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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

1955

Legal Domicile

Principal Officer

RYAN DALTON

Phone

5126100403

Tax Period

2023-10-01 to 2024-09-30

WESTWOOD COUNTRY CLUB OF AUSTIN, founded in 1955, is a mid-sized nonprofit that reported $16.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $14.9M left a modest 9% surplus.

Mission

PRIVATE SOCIAL AND RECREATIONAL CLUB PROVIDES SOCIAL OPPORTUNITIES AND RECREATIONAL FACILITIES TO OVER 900 MEMBERS. SERVICES INCLUDE SWIMMING, TENNIS, FITNESS AND YOUTH PROGRAMS, AND DINING BEVERAGE SERVICES.

Program Service Accomplishments

Program 1

TAX EXEMPT CLUB ACTIVITIES.

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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 $9,962,488

Investment Income $156

Other Revenue $6,419,836

TOTAL REVENUE $16,382,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,766,723

Fundraising Expenses $0

Other Expenses $4,152,654

TOTAL EXPENSES $14,919,377

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,382,480	$15,093,955	+0.1%
Expenses	$14,919,377	$13,681,841	+0.1%
Net Income	$1,463,103	$1,412,114	+0.0%

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

291

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

$297,061

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSS SARTAIN	PRESIDENT	3.00	Officer Director	$0	$0	$0
KRISTI MORIARTY	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LESLIE DAVENPORT	SECRETARY	3.00	Officer Director	$0	$0	$0
RYAN DALTON	TREASURER	3.00	Officer Director	$0	$0	$0
LANDON HERTEL	DIRECTOR	2.00	Director	$0	$0	$0
TONY KAYSER	DIRECTOR	2.00	Director	$0	$0	$0
KAYE KNOX	DIRECTOR	2.00	Director	$0	$0	$0
CAROL GORMIN	DIRECTOR	2.00	Director	$0	$0	$0
CAMI HAWKINS	DIRECTOR	2.00	Director	$0	$0	$0
MATT MURPHY	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN SCHOCH	DIRECTOR	2.00	Director	$0	$0	$0
BARON UNBEHAGEN	DIRECTOR	2.00	Director	$0	$0	$0
MARK WERNER	DIRECTOR	2.00	Director	$0	$0	$0
DAVID YOUNG	PAST PRESIDENT	2.00	Director	$0	$0	$0
IVAN BARRY	GENERAL MANAGER/COO	45.00	Officer	$279,000	$18,061	$297,061
BRIAN LUSSON	TENNIS DIRECTOR	40.00	Highest	$201,105	$20,396	$221,501
JULIE CASS	DIRECTOR OF LADIES PROGRAMS	35.00	Highest	$182,786	$16,100	$198,886
LAURA SMITH	CFO	45.00	Highest	$181,868	$19,470	$201,338
ANDREW MERRITT	DIRECTOR OF MENS PROGRAMS	41.00	Highest	$180,145	$14,112	$194,257
FREDERICK KOHLHAUSEN	AQUATICS DIRECTOR	45.00	Highest	$147,975	$14,611	$162,586

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	$16,382,480	$14,919,377	$19,042,163	$1,463,103
2023	$15,093,955	$13,681,841	$17,984,432	$1,412,114
2022	$12,715,715	$12,028,815	$19,781,488	$686,900
2021	$10,380,550	$9,961,678	$19,117,488	$418,872
2020	$9,068,211	$8,105,742	$18,423,490	$962,469
2019	$10,292,033	$9,207,190	$16,733,752	$1,084,843
2018	$8,559,963	$8,633,781	$14,793,029	$-73,818