NORTH COAST AQUATICS TEAM (EIN 311538090) - 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

1997

Legal Domicile

Principal Officer

ERIC PETERSON

Phone

2162954163

Tax Period

2023-08-01 to 2024-07-31

NORTH COAST AQUATICS TEAM, founded in 1997, is a small nonprofit in the Recreation & Sports sector that reported $542K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE YEAR ROUND SWIMMING INSTRUCTION IN A COMPETITIVE SWIM PROGRAM

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,500

Program Service Revenue $514,166

Investment Income $0

Other Revenue $20,506

TOTAL REVENUE $542,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $375,736

Fundraising Expenses $0

Program Expenses $530,375

Other Expenses $189,324

TOTAL EXPENSES $565,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$542,172	$476,899	+0.1%
Expenses	$565,060	$538,736	+0.0%
Net Income	$-22,888	$-61,837	-0.6%

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

400

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

$76,805

Total Directors

$135,045

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY KUHEL	CHAIR	0.50	Officer Director	$0	$0	$0
STEPHANIE DUNCAN	CO-VICE CHAIR	0.50	Officer Director	$0	$0	$0
JODI PELEG	CO-VICE CHAIR	0.50	Officer Director	$0	$0	$0
ERIC PETERSON	EXECUTIVE DIRECTOR	35.00	Officer Director	$70,805	$0	$70,805
DAVID PERCHINSKE	HEAD SITE COACH	35.00	Director	$58,240	$0	$58,240
JENNIFER BOPPLE	TREASURER	3.00	Officer Director	$6,000	$0	$6,000
SHANNON COOCH	SECRETARY	0.50	Officer Director	$0	$0	$0
JASON HAN	MEMBER	0.50	Director	$0	$0	$0
JASON GRIMES	MEMBER	0.50	Director	$0	$0	$0
SARAH ONDREJKA	MEMBER	0.50	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
2024	$542,172	$565,060	$11,013	$-22,888
2023	$476,899	$538,736	$3,855	$-61,837
2022	$242,818	$245,817	$70,661	$-2,999
2022	$42,039	$70,502	$8,024	$-28,463
2021	$251,095	$221,725	$79,775	$29,370

NORTH COAST AQUATICS TEAM