WEDGEWOOD SWIM CLUB (EIN 210686800) - 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

1955

Legal Domicile

Phone

8566736254

Tax Period

2024-11-01 to 2025-10-31

WEDGEWOOD SWIM CLUB, founded in 1955, is a small nonprofit in the Recreation & Sports sector that reported $632K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $114K, a strong 18% operating margin.

Mission

TO ESTABLISH AND MAINTAIN A PRIVATE CLUB FOR THE ATHLETIC, RECREATIONAL, AND SOCIAL ENJOYMENT OF ITS 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $622,924

Investment Income $9,230

Other Revenue $0

TOTAL REVENUE $632,154

Expense Breakdown

Grants Paid $0

Salaries & Benefits $181,433

Fundraising Expenses $0

Other Expenses $336,289

TOTAL EXPENSES $517,722

Year-over-Year Comparison

	2024	2023	Change
Revenue	$632,154	$544,013	+0.2%
Expenses	$517,722	$435,238	+0.2%
Net Income	$114,432	$108,775	+0.1%

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
BEN LEHMAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
GEORGE KELLY	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
GUS PELAGATTI	SECRETARY	5.00	Officer Director	$0	$0	$0
KAREN GIORGIO	MEMBERSHIP/DIVE	5.00	Director	$0	$0	$0
JULIE JELLIG	SOCIAL	3.00	Director	$0	$0	$0
JOHN BAEK	TECHNOLOGY	3.00	Director	$0	$0	$0
LAURA MOORE	SOCIAL	3.00	Director	$0	$0	$0
TIM CRERAN	BUILDING/GROUNDS	3.00	Director	$0	$0	$0
KATE O'NEILL	DIVE TEAM REP	3.00	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	$632,154	$517,722	$1,339,168	$114,432
2024	$544,013	$435,238	$1,242,222	$108,775
2023	$507,409	$496,495	$1,120,342	$10,914
2022	$460,053	$434,772	$1,094,984	$25,281
2021	$373,477	$406,315	$1,049,736	$-32,838
2020	$356,806	$326,577	$1,083,557	$30,229
2019	$395,558	$414,016	$1,052,807	$-18,458
2018	$377,138	$333,437	$1,073,086	$43,701

WEDGEWOOD SWIM CLUB