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Data from public IRS Form 990 · ProPublica Nonprofit Explorer

MILW501(c)(7) · MEDIUMNAICS 713910EIN 39-0476050

Milwaukee Country Club

River Hills, WI · founded 1942

13 filings on recordFY 2011–2023medium confidence

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FY23 Total Revenue

$7.31M

▲ 4.1% YoY

FY23 Total Expenses

$7.22M

▲ 6.7% YoY

Operating Margin

1.2%

revenue minus expenses ÷ revenue

Employees

337

headcount as reported on filing

The Five-Year Picture

FY2019 — FY2023 · as filed

Revenue

$7.3M

▼ 1.6% / 5y

Expenses

$7.2M

▲ 1.8% / 5y

Total Assets

$18.5M

▲ 54.5% / 5y

Total Liabilities

$5.6M

▲ 686.2% / 5y

Year-on-year detail

from IRS Form 990

Line	FY19	FY20	FY21	FY22	FY23	Δ total
Revenue	$7.4M	$8.0M	$8.0M	$7.0M	$7.3M	-1.6%
Expenses	$7.1M	$6.3M	$6.3M	$6.8M	$7.2M	+1.8%
Net surplus	$332K	$1.7M	$1.7M	$255K	$86K	-74.0%
Total assets	$12.0M	$13.4M	$13.4M	$13.5M	$18.5M	+54.5%
Total liabilities	$711K	$767K	$767K	$636K	$5.6M	+686.2%
Net assets	$11.3M	$12.6M	$12.6M	$12.9M	$13.0M	+14.8%

Officer & staff compensation

FY23 · from IRS Form 990

Officer · Employee	Reportable	Other
ANN LUCK General Manager· 40h/wk	$299,885	$13,995
OLIVIER BIDARD Sous Chef· 40h/wk	$204,279	$23,733
GEORGE D SIMONDS Head Golf Professional· 40h/wk	$185,913	$23,147
BRADLEY WAGNER SUPERINTENDENT OF GROUNDS· 40h/wk	$152,448	$27,712

+ 15 unpaid officers/directors as reported (DANIEL M HESS, DAVID TARANTINO, JEFFREY T BROWN, +12 more)

Top contractors

FY23 · vendors paid $100k+ as reported

Vendor	Service	Paid
George D Simonds III RIVER HILLS, WI	Management services	$981,346

Revenue by activity

FY23 · dues, greens fees, dining, and other sources

Line item	Amount
MEMBERSHIP DUES	$6,515,061
GREENS FEES	$380,312
GOLF CART RENTAL	$164,840
LOCKER RENTAL	$122,140
GUEST FEES	$76,196

Balance sheet & capital

FY23 · IRS Form 990, Part X

Mortgages & notes payable

—

end of year

Net land, buildings & equipment

$10.1M

book value, net of depreciation

Facility age

63%

accumulated depreciation ÷ cost — higher = older plant

Debt over time

Mortgages & notes payable is the club’s reported long-term debt. A year-over-year rise typically signals a capital project being financed; a fall signals deleveraging. A dash marks a line the filing did not report — not a zero.

Operating expenses

FY23 · Form 990, Part IX

Insurance	$135,072
Occupancy	$754,154
Depreciation & depletion	$1,136,554
Office expenses	$416,571
Legal fees	$1,821
Accounting fees	$28,325
Other professional fees	$221,122

Selected functional-expense lines as itemized on Form 990, Part IX. A reported management-fee line indicates the club pays an outside management company. Lines the filing left blank are omitted.

Retirement & benefit plans

DOL Form 5500 · plan sponsors

MILWAUKEE COUNTRY CLUB 401(K) PROFIT SHARING PLAN

pension · 130 participants · $6.7M assets · FY2024

Retirement and welfare plans the club sponsors, from its DOL Form 5500 filing. Listed providers are the recordkeepers, insurers, and advisors paid $5,000 or more (Schedule C) — the incumbent benefits vendors.

MFounded in 1942, Milwaukee Country Club reported $7.31M of revenue for FY23, at an operating margin of 1.2%. Revenue moved up 4.1% against the prior posted return. Every figure on this page is drawn from the club’s Form 990 as filed; a dash marks a value the filing did not report.

Source documents

▸ Form 990, FY2023 · period ending Sat Sep 30 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

▸ Form 990, FY2022 · period ending Fri Sep 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

▸ Form 990, FY2021 · period ending Thu Sep 30 2021 00:00:00 GMT+0000 (Coordinated Universal Time)

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