STRATTONWOOD SWIMMING CLUB (EIN 237063757) - 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

2001

Legal Domicile

Principal Officer

Jin Yamamoto

Phone

4258286171

Tax Period

2025-01-01 to 2025-12-31

STRATTONWOOD SWIMMING CLUB, founded in 2001, is a small nonprofit that reported $556K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $136K, a strong 24% operating margin.

Mission

Strattonwood Swim club is dedicated to the promotion of swimming as recreation and fitness for the lifespan. Strattonwood Swim club is operated as a social club for 130 member families.

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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 $134,323

Program Service Revenue $364,680

Investment Income $560

Other Revenue $56,145

TOTAL REVENUE $555,708

Expense Breakdown

Grants Paid $0

Salaries & Benefits $225,072

Fundraising Expenses $0

Program Expenses $419,561

Other Expenses $194,489

TOTAL EXPENSES $419,561

Year-over-Year Comparison

	2025	2024	Change
Revenue	$555,708	$507,753	+0.1%
Expenses	$419,561	$391,932	+0.1%
Net Income	$136,147	$115,821	+0.2%

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

135

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
Oscar Kozlowski	President - 1/1/25 to 10/20/25	15	Officer Director	$0	$0	$0
Adam Smith	President - 10/20/25 to 12/31/25	15	Officer Director	$0	$0	$0
Rachelle Keech	Secretary	6	Officer Director	$0	$0	$0
Jin Yamamoto	Treasurer	15	Officer Director	$0	$0	$0
Heather Filcik	Membership	6	Director	$0	$0	$0
Kendra Han	Communications	6	Director	$0	$0	$0
Kitty Chow	Swim Team Manager	15	Director	$0	$0	$0
Candy Wilson	Swim Team Manager	15	Director	$0	$0	$0
Kristen Bargmeyer	Swim Team Manager	15	Director	$0	$0	$0
Kevin Riffle	Maintenance	6	Director	$0	$0	$0
Devon Konikow	Swim Lessons	6	Director	$0	$0	$0
Alex Perez	Operations	6	Director	$0	$0	$0
Jennifer Zhang	Technology	6	Director	$0	$0	$0
Joanna Kim	Personnel	6	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	$555,708	$419,561	$267,970	$136,147
2024	No data	No data	No data	No data
2023	$314,538	$275,361	$118,172	$39,177
2022	$284,896	$233,943	$569,681	$50,953
2021	$207,405	$186,799	$528,785	$20,606
2020	$103,045	$92,400	$549,824	$10,645

STRATTONWOOD SWIMMING CLUB