HELENA LIONS SWIM TEAM (EIN 237329723) - 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

PIPER LYNCH

Phone

4064599726

Tax Period

2024-09-01 to 2025-08-31

HELENA LIONS SWIM TEAM, founded in 1973, is a small nonprofit that reported $224K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 20% operating margin.

Mission

COMMUNITY-BASED COMPETITIVE SWIM TEAM, CHALLENGING SWIMMERS TO ACHIEVE PERSONAL EXCELLENCE IN SWIMMING AND IN LIFE.

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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 $149,274

Program Service Revenue $49,656

Investment Income $597

Other Revenue $24,032

TOTAL REVENUE $223,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,295

Fundraising Expenses $0

Program Expenses $164,221

Other Expenses $92,426

TOTAL EXPENSES $178,721

Year-over-Year Comparison

	2024	2023	Change
Revenue	$223,559	$154,252	+0.4%
Expenses	$178,721	$147,217	+0.2%
Net Income	$44,838	$7,035	+5.4%

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

$44,320

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC URBAN	PRESIDENT	5.00	Officer Director	$0	$0	$0
PAT SAMPSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PIPER LYNCH	TREASURER	5.00	Officer Director	$0	$0	$0
CASEY DRISCOLL	SECRETARY	0.50	Officer Director	$0	$0	$0
LAURA ALVEY	BOARD MEMBER	0.25	Director	$0	$0	$0
SARAH ELDRIDGE	BOARD MEMBER	0.25	Director	$0	$0	$0
SHELLY MCLAIN	BOARD MEMBER	0.25	Director	$0	$0	$0
EDGAR LARY JR	HEAD SWIM COACH	40.00	Officer	$44,320	$0	$44,320

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	$223,559	$178,721	$172,071	$44,838

HELENA LIONS SWIM TEAM