BIRCHWOOD SWIM & TENNIS CLUB INC (EIN 131971580) - 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

1961

Legal Domicile

Principal Officer

DOUGLAS SCHIZ

Phone

9146594740

Tax Period

2025-01-01 to 2025-12-31

BIRCHWOOD SWIM & TENNIS CLUB INC, founded in 1961, is a small nonprofit that reported $722K in total revenue in fiscal year 2025. Expenses of $642K left a modest 11% surplus.

Mission

BIRCHWOOD SWIM & TENNIS CLUB PROVIDES SELECTED RECREATIONAL FACILITIES AND SERVICES TO ITS ACTIVE MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $706,503

Investment Income $15,071

Other Revenue $0

TOTAL REVENUE $721,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $255,758

Fundraising Expenses $0

Other Expenses $386,525

TOTAL EXPENSES $642,283

Year-over-Year Comparison

	2025	2024	Change
Revenue	$721,574	$681,953	+0.1%
Expenses	$642,283	$642,894	0.0%
Net Income	$79,291	$39,059	+1.0%

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

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
JOSEPH GERSHMAN	PRESIDENT	2.50	Officer Director	$0	$0	$0
DOUGLAS SCHIZ	FINANCE	2.00	Officer Director	$0	$0	$0
RACHEL HUNGER	CORRESPONDING SECRETARY	2.00	Director	$0	$0	$0
IAN HELLER	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
GIORA PAYES	MEMBERSHIP CHAIR	2.00	Director	$0	$0	$0
LEIGH SHIRVAN	TENNIS CHAIR	2.00	Director	$0	$0	$0
DANA GORELICK	SOCIAL CHAIR	2.00	Director	$0	$0	$0
MIKE KANTER	HOUSE AND GROUNDS CHAIR	2.00	Director	$0	$0	$0
SHANNON JOHNSON	TECHNOLOGY & SWIM CHAIR	2.00	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	$721,574	$642,283	$882,286	$79,291
2024	No data	No data	No data	No data
2023	$690,153	$633,269	$754,525	$56,884
2022	$667,811	$579,350	$701,173	$88,461
2021	$620,577	$486,789	$609,458	$133,788
2020	$508,757	$489,409	$467,170	$19,348
2019	$540,193	$603,053	$444,986	$-62,860
2018	$573,690	$596,544	$498,486	$-22,854

BIRCHWOOD SWIM & TENNIS CLUB INC