LOWER MERION AQUATIC CLUB INC (EIN 263229917) - 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

2008

Legal Domicile

Principal Officer

CHRISTOPHER KLOCK

Phone

6106682051

Tax Period

2024-07-01 to 2025-06-30

LOWER MERION AQUATIC CLUB INC, founded in 2008, is a small nonprofit in the Recreation & Sports sector that reported $285K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

DEVELOP SKILLS IN THE SPORTS OF COMPETITIVE SWIMMING AND DIVING; TO HELP ATHLETES USE THOSE SKILLS TO EXCELL IN THEIR CHOSEN SPORT; TO TEACH GOOD SPORTSMANSHIP; TO OFFIVER CHILDREN OF ALL AGES A MEANS TO IMPROVE PHYSICAL FITNESS; AND TO PROVIDE A MEANS OF HEALTHY SELF-EXPRESSION FOR THOSE PARTICIPATING.

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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 $278,611

Investment Income $6,385

Other Revenue $0

TOTAL REVENUE $284,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,200

Fundraising Expenses $0

Program Expenses $276,788

Other Expenses $147,191

TOTAL EXPENSES $283,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,996	$257,388	+0.1%
Expenses	$283,391	$278,554	+0.0%
Net Income	$1,605	$-21,166	-1.1%

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

$56,706

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN MCKEONE	WEBMASTER/HE	40.00	Director	$28,647	$0	$28,647
SALLY WOLFE	HEAD COACH	40.00	Director	$28,059	$0	$28,059
JASON CHOU	VICE PRESID	2.00	Officer Director	$0	$0	$0
SARA DEHORATIUS	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTOPHER KLOCK	TREASURER	2.00	Officer Director	$0	$0	$0
KIMBERLY PETRUCCI	PRESIDENT	2.00	Officer 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	$284,996	$283,391	$154,991	$1,605
2024	$257,388	$278,554	$153,386	$-21,166
2023	$322,107	$293,456	$174,552	$28,651
2022	$313,551	$279,885	$145,901	$33,666
2021	$218,141	$241,025	$139,492	$-22,884
2020	$257,401	$215,907	$161,687	$41,494
2019	$299,249	$263,021	$93,625	$36,228

LOWER MERION AQUATIC CLUB INC