CIRCLE CITY AQUATICS (EIN 330846837) - 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

1999

Legal Domicile

Phone

9514547400

Tax Period

2024-04-01 to 2025-03-31

CIRCLE CITY AQUATICS, founded in 1999, is a small nonprofit in the Recreation & Sports sector that reported $670K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

CIRCLE CITY AQUATICS IS A YEAR ROUND COMPETITIVE SWIM CLUB FOSTERING AGE GROUP SWIM TRAINING AND SWIM COMPETITION.

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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 $388,613

Program Service Revenue $276,789

Investment Income $0

Other Revenue $4,463

TOTAL REVENUE $669,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $413,446

Fundraising Expenses $0

Program Expenses $639,401

Other Expenses $241,579

TOTAL EXPENSES $655,025

Year-over-Year Comparison

	2024	2023	Change
Revenue	$669,865	$764,995	-0.1%
Expenses	$655,025	$840,632	-0.2%
Net Income	$14,840	$-75,637	-1.2%

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

315

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
BRENNA ZUNG	President	5.00	Officer Director	$0	$0	$0
REBECCA BERKHEIMER	Vice President	5.00	Officer Director	$0	$0	$0
BRITTNEY PECORE	BUSI MGR	5.00	Director	$0	$0	$0
NINA TRAN	SVRS HRS COORD	5.00	Director	$0	$0	$0
CHARITY GREENWALT	Meet manager	5.00	Director	$0	$0	$0
JUDY QI	PRO SHOP	5.00	Director	$0	$0	$0
EDDIE MILKIE	Treasurer	5.00	Officer Director	$0	$0	$0
SUSANA VALDRIZ	WAYS & MEANS	5.00	Director	$0	$0	$0
KELLY POTTER	EVENT COOR	5.00	Director	$0	$0	$0
ALLISON MURPHY	Secretary	5.00	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	$669,865	$655,025	$70,391	$14,840
2024	$764,995	$840,632	$79,113	$-75,637
2023	$695,444	$661,043	$154,750	$34,401
2022	$513,046	$527,168	$194,138	$-14,122
2020	$638,425	$621,173	$206,241	$17,252
2019	$668,172	$552,397	$188,832	$115,775

CIRCLE CITY AQUATICS