Willowood Swim Club (EIN 231488175) - 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

7173673000

Tax Period

2024-12-01 to 2025-11-30

Willowood Swim Club, founded in 1955, is a small nonprofit that reported $417K in total revenue in fiscal year 2024. The organization ran a surplus of $71K, a strong 17% operating margin.

Mission

Operation of swim club facilities

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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 $311,883

Program Service Revenue $81,420

Investment Income $24,122

Other Revenue $0

TOTAL REVENUE $417,425

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,903

Fundraising Expenses $0

Program Expenses $346,851

Other Expenses $162,948

TOTAL EXPENSES $346,851

Year-over-Year Comparison

	2024	2023	Change
Revenue	$417,425	$417,881	0.0%
Expenses	$346,851	$354,857	0.0%
Net Income	$70,574	$63,024	+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

N/A

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

$12,487

Total Directors

$12,487

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea Famous	Treasurer	5.00	Officer Director	$12,487	$0	$12,487
Tom Rotondo	Vice President	1.00	Officer Director	$0	$0	$0
Manny Williams	N/A	1.00	Director	$0	$0	$0
Sue Smith	President	1.00	Officer Director	$0	$0	$0
Dan Heim	N/A	1.00	Director	$0	$0	$0
Dan McNally	N/A	1.00	Director	$0	$0	$0
Mark Roda	N/A	1.00	Director	$0	$0	$0
Brian Stricker	N/A	1.00	Director	$0	$0	$0
Derrick McDonald	N/A	1.00	Director	$0	$0	$0
Heather Jenkins	N/A	1.00	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	$417,425	$346,851	$981,552	$70,574
2024	$417,881	$354,857	$890,942	$63,024
2023	$360,066	$331,521	$804,395	$28,545
2022	$283,868	$257,765	$749,207	$26,103
2021	$207,528	$196,722	$707,522	$10,806
2020	$150,559	$193,560	$659,104	$-43,001
2019	$188,948	$183,772	$684,065	$5,176
2018	$170,407	$165,827	$656,096	$4,580

Willowood Swim Club