SUDBURY SWIM & TENNIS (EIN 042428007) - 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

1971

Legal Domicile

Principal Officer

MERIDITH PALMER

Phone

5086123326

Tax Period

2023-01-01 to 2023-12-31

SUDBURY SWIM & TENNIS, founded in 1971, is a small nonprofit that reported $442K in total revenue in fiscal year 2023. The organization ran a surplus of $109K, a strong 25% operating margin.

Mission

COMMUNITY PHYSICAL FITNESS

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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 $431,881

Investment Income $10,617

Other Revenue $0

TOTAL REVENUE $442,498

Expense Breakdown

Grants Paid $0

Salaries & Benefits $134,200

Fundraising Expenses $0

Program Expenses $321,718

Other Expenses $199,505

TOTAL EXPENSES $333,705

Year-over-Year Comparison

	2023	2022	Change
Revenue	$442,498	$425,416	+0.0%
Expenses	$333,705	$312,621	+0.1%
Net Income	$108,793	$112,795	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

N/A

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
LORI ARTHUR	BOARD MEMBER	5.00	Director	$0	$0	$0
CHARLOTTE JANIGIAN	BOARD MEMBER	5.00	Director	$0	$0	$0
ROB MOSSI	BOARD MEMBER	5.00	Director	$0	$0	$0
VALERIE SALES GEARY	CLERK	5.00	Officer Director	$0	$0	$0
KERRY PILLION	BOARD MEMBER	5.00	Director	$0	$0	$0
KATIE CARROLL	BOARD MEMBER	5.00	Director	$0	$0	$0
MELISSA NASH	BOARD MEMBER	0.00	Director	$0	$0	$0
DREW GOLDSTEIN	BOARD MEMBER	0.00	Director	$0	$0	$0
MAURA CARTY	PRESIDENT	5.00	Officer	$0	$0	$0
MERIDITH PALMER	TREASURER	5.00	Officer	$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
2024	No data	No data	No data	No data
2023	$442,498	$333,705	$714,227	$108,793
2022	$425,416	$312,621	$624,192	$112,795
2021	$387,862	$345,132	$542,618	$42,730
2020	$362,033	$289,761	$530,977	$72,272
2019	$376,492	$288,518	$488,150	$87,974
2018	$359,996	$281,365	$427,642	$78,631

SUDBURY SWIM & TENNIS