Shorewood Swim Club Foundation Inc (EIN 261799225) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Sarah Pagels

Phone

3125761567

Tax Period

2023-07-01 to 2024-06-30

Shorewood Swim Club Foundation Inc, founded in 2007, is a small nonprofit in the Recreation & Sports sector that reported $310K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

To support recreational and competitive swimmers of all skill levels using a progressive teaching and training curriculum to help them reach their potential.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $350

Program Service Revenue $308,144

Investment Income $1,613

Other Revenue $34

TOTAL REVENUE $310,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,078

Fundraising Expenses $0

Program Expenses $259,862

Other Expenses $158,048

TOTAL EXPENSES $330,126

Year-over-Year Comparison

	2023	2022	Change
Revenue	$310,141	$336,792	-0.1%
Expenses	$330,126	$291,109	+0.1%
Net Income	$-19,985	$45,683	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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

$92,362

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Westfahl	Executive Dir.	40.00	Director	$92,362	$0	$92,362
Sarah Pagels	President	5.00	Officer Director	$0	$0	$0
Jamie Reeve	Vice President	3.00	Officer Director	$0	$0	$0
Jennifer Swenson	Secretary	3.00	Officer Director	$0	$0	$0
Michael Antonelli	Treasurer	3.00	Officer Director	$0	$0	$0
Martha Bodden	Director	1.00	Director	$0	$0	$0
Michael Dahm	Director	1.00	Director	$0	$0	$0
Matthew Dean	Director	1.00	Director	$0	$0	$0
Bevan Dobberpuhl	Director	1.00	Director	$0	$0	$0
Hilary Kim	Director	1.00	Director	$0	$0	$0
Anna Kirk	Director	1.00	Director	$0	$0	$0
David Lotter	Director	1.00	Director	$0	$0	$0
Jake Miota	Director	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	No data	No data	No data	No data
2024	$310,141	$330,126	$184,388	$-19,985
2023	$336,792	$291,109	$198,616	$45,683
2022	$297,322	$252,186	$154,803	$45,136
2021	$234,119	$232,566	$138,000	$1,553

Shorewood Swim Club Foundation Inc