BENT TREE COUNTRY CLUB INC (EIN 751386704) - 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

1972

Legal Domicile

Principal Officer

DAN BURKETT

Phone

9729317326

Tax Period

2023-01-01 to 2023-12-31

BENT TREE COUNTRY CLUB INC, founded in 1972, is a mid-sized nonprofit that reported $22.9M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $21.0M left a modest 8% surplus.

Mission

TO PROVIDE SOCIAL & RECREATIONAL SERVICES FOR THE BENEFIT OF ITS MEMBERS & THEIR GUESTS.

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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 $18,468,286

Investment Income $160,064

Other Revenue $4,241,086

TOTAL REVENUE $22,869,436

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,712,254

Fundraising Expenses $0

Other Expenses $11,239,226

TOTAL EXPENSES $20,951,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,869,436	$19,647,046	+0.2%
Expenses	$20,951,480	$20,341,560	+0.0%
Net Income	$1,917,956	$-694,514	-3.8%

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

303

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

$530,430

Total Directors

Key Employees

$893,421

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LANCE LOGAN	PRESIDENT/DIRECTOR	4.00	Officer Director	$0	$0	$0
GREG JONES	VICE PRESIDENT/DIRECTOR	4.00	Officer Director	$0	$0	$0
JOHN NASSEN	SECRETARY/DIRECTOR	4.00	Officer Director	$0	$0	$0
DAVID WEST	TREASURER/DIRECTOR	4.00	Officer Director	$0	$0	$0
MICHAEL BROWN	DIRECTOR	4.00	Director	$0	$0	$0
CURT CROZIER	DIRECTOR	4.00	Director	$0	$0	$0
PHILIP DE BRUYN	DIRECTOR	4.00	Director	$0	$0	$0
ZAK EVERSON	DIRECTOR	4.00	Director	$0	$0	$0
EVAN GRIFFITHS	DIRECTOR	4.00	Director	$0	$0	$0
MICHAEL KEELEY	DIRECTOR	4.00	Director	$0	$0	$0
STEPHAN MORTON	DIRECTOR	4.00	Director	$0	$0	$0
ROB WILLS	DIRECTOR	4.00	Director	$0	$0	$0
ANDREW OBRIOTTI	FORMER TRUSTEE	4.00	Director	$0	$0	$0
GIL ERNST	FORMER PRESIDENT/DIRECTOR	4.00	Officer Director	$0	$0	$0
MATT BENDER	FORMER VICE PRESIDENT/DIRECTOR	4.00	Officer Director	$0	$0	$0
TROY SCHIERMEYER	FORMER SECRETARY/DIRECTOR	4.00	Officer Director	$0	$0	$0
SHARMILA PREWITT	FORMER CHIEF FINANCIAL OFFICER	40.00	Officer	$197,109	$1,200	$198,309
DAN BURKETT	CEO/GENERAL MANAGER	40.00	Officer	$319,121	$13,000	$332,121
DANIEL COUGHLAN	HEAD GOLF PROFESSIONAL	40.00	Key Emp	$456,170	$5,000	$461,170
CRAIG BELL	DIRECTOR OF TENNIS	40.00	Key Emp	$231,863	$0	$231,863
LANCE WARREN	EXECUTIVE CHEF	40.00	Key Emp	$197,388	$3,000	$200,388
CHRISTOPHER CARY WRIGHT	GOLF COURSE SUPERINTENDENT	40.00	Highest	$206,166	$2,400	$208,566
JAMES INTERMAGIO	DIRECTOR OF FITNESS	40.00	Highest	$129,999	$0	$129,999
LISA ANN HEWARD	DIRECTOR OF MARKETING	40.00	Highest	$157,477	$0	$157,477
JILL ALLISON KEMPA	CLUBHOUSE MANAGER	40.00	Highest	$200,222	$1,200	$201,422

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	$22,869,436	$20,951,480	$54,610,662	$1,917,956
2022	$19,647,046	$20,341,560	$53,013,146	$-694,514
2021	$18,703,072	$14,845,099	$52,898,770	$3,857,973
2020	$15,544,611	$9,309,147	$29,935,284	$6,235,464
2019	$11,272,594	$12,793,463	$16,112,139	$-1,520,869
2018	$13,607,952	$12,657,782	$17,310,787	$950,170

BENT TREE COUNTRY CLUB INC