THE BRIARWOOD (EIN 810391801) - 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

1985

Legal Domicile

Principal Officer

ROBERT JOHNSON

Phone

4062481215

Tax Period

2024-01-01 to 2024-12-31

THE BRIARWOOD, founded in 1985, is a community nonprofit in the Recreation & Sports sector that reported $2.7M in total revenue in fiscal year 2024. Expenses of $2.5M left a modest 9% surplus.

Mission

THE PRIMARY STRENGTH OF BRIARWOOD IS ITS' GOLF COURSE. BRIARWOOD IS TO BE MONTANA'S PREMIER PRIVATE COUNTRY CLUB VALUING A UNIQUE AND CHALLENGING GOLF EXPERIENCE ON A COURSE THAT IS PROFESSIONALLY GROOMED AND MAINTAINED. PROFESSIONAL COURTESY, SERVICE, AND FISCAL RESPONSIBILITY ARE VALUED, AND ALL DECISIONS WILL BE MADE FOR THE LONG-TERM BENEFIT OF THE ENTIRE MEMBERSHIP.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,514,120

Investment Income $616

Other Revenue $1,190,061

TOTAL REVENUE $2,704,797

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,216,579

Fundraising Expenses $0

Other Expenses $1,257,106

TOTAL EXPENSES $2,473,685

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,704,797	$2,573,171	+0.1%
Expenses	$2,473,685	$2,610,653	-0.1%
Net Income	$231,112	$-37,482	-7.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
TOM HEWETT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN UZELAC	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANTHONY MCCOY	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JOHN GATES	DIRECTOR	1.00	Director	$0	$0	$0
MARK TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
KELLY VARNES	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON WITTMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HILL	DIRECTOR	1.00	Director	$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	$2,704,797	$2,473,685	$3,144,201	$231,112
2023	$2,573,171	$2,610,653	$2,880,140	$-37,482
2022	$2,417,194	$2,378,870	$3,036,750	$38,324
2021	$2,390,021	$2,319,939	$3,017,402	$70,082
2020	$2,304,155	$1,915,890	$2,829,299	$388,265
2019	$1,704,397	$1,796,506	$2,340,057	$-92,109
2018	$1,561,448	$1,714,485	$2,425,159	$-153,037

THE BRIARWOOD