UTICA SHELBY SWIM CLUB (EIN 200597497) - 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

1973

Legal Domicile

Principal Officer

JULIE HUTTENLOCHER

Phone

5869142552

Tax Period

2023-09-01 to 2024-08-31

UTICA SHELBY SWIM CLUB, founded in 1973, is a small nonprofit in the Recreation & Sports sector that reported $699K in total revenue in fiscal year 2023. Expenses of $649K left a modest 7% surplus.

Mission

PROMOTE COMPETITIVE YOUTH AQUATIC PROGRAMS

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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 $30,121

Program Service Revenue $649,691

Investment Income $9,325

Other Revenue $9,596

TOTAL REVENUE $698,733

Expense Breakdown

Grants Paid $2,650

Salaries & Benefits $401,428

Fundraising Expenses $0

Program Expenses $615,306

Other Expenses $245,232

TOTAL EXPENSES $649,310

Year-over-Year Comparison

	2023	2022	Change
Revenue	$698,733	$679,083	+0.0%
Expenses	$649,310	$729,973	-0.1%
Net Income	$49,423	$-50,890	-2.0%

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

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

$22,067

Total Directors

$113,119

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENS KRISTENSEN	PRESIDENT	15.00	Officer Director	$0	$0	$0
ROB THRELKELD	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
JENNIFER SAM	SECRETARY	10.00	Officer Director	$0	$0	$0
JULIE HUTTENLOCHER	TREASURER	15.00	Officer Director	$22,067	$0	$22,067
TRACI VRANA	FUNDRAISER CHAIR	10.00	Director	$0	$0	$0
ERICA THOMAS	AQUATICS DIRECTOR	55.00	Director	$82,175	$8,877	$91,052

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	$698,733	$649,310	$645,810	$49,423
2023	$679,083	$729,973	$587,255	$-50,890
2022	$640,297	$538,204	$752,403	$102,093
2021	$409,662	$402,685	$615,776	$6,977
2020	$397,358	$371,437	$455,457	$25,921
2019	$525,752	$500,113	$465,051	$25,639
2018	$526,723	$463,045	$416,205	$63,678

UTICA SHELBY SWIM CLUB