AMERICAN SOKOL EDUCATIONAL AND PHYSICAL CULTURE ORGANIZATION (EIN 361795347) - 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

1938

Legal Domicile

Principal Officer

ADAM WILT

Phone

7082555397

Tax Period

2023-01-01 to 2023-12-31

AMERICAN SOKOL EDUCATIONAL AND PHYSICAL CULTURE ORGANIZATION, founded in 1938, is a small nonprofit in the Recreation & Sports sector that reported $358K in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $150K, a strong 42% operating margin.

Mission

PROVIDE FITNESS AND COMMUNITY FOR INDIVIDUALS AND FAMILIES THROUGH PHYSICAL, EDUCATIONAL, CULTURAL AND SOCIAL PROGRAMS.

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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 $226,791

Program Service Revenue $139,956

Investment Income $-9,103

Other Revenue $0

TOTAL REVENUE $357,644

Expense Breakdown

Grants Paid $100,190

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $171,492

Other Expenses $107,616

TOTAL EXPENSES $207,806

Year-over-Year Comparison

	2023	2022	Change
Revenue	$357,644	$219,565	+0.6%
Expenses	$207,806	$234,009	-0.1%
Net Income	$149,838	$-14,444	-11.4%

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

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM WILT	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARLA BREIDENBACH	1ST VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
NANCY SIJANSKY HELLEGERS	2ND VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
ANDREA SCHEIRER	SECRETARY	10.00	Officer Director	$0	$0	$0
ROBERT BARCAL	TREASURER	10.00	Officer Director	$0	$0	$0
ALLISON GERBER	FINANCIAL SECRETARY	5.00	Director	$0	$0	$0
MERIBETH TOOKE	FOUNDATION DIRECTOR	5.00	Director	$0	$0	$0
KATHY BARCAL	MEMBERSHIP DIRECTOR	5.00	Director	$0	$0	$0
ANNA COOKOVA	EDUCATIONAL DIRECTOR	5.00	Director	$0	$0	$0
MATT CARLOZZI	PUBLIC RELATIONS/MARKETING	5.00	Director	$0	$0	$0
MARY CUSHING	CO-PHYSICAL DIRECTOR	5.00	Director	$0	$0	$0
SHELLEY CAIRNS	BOARD MEMBER	5.00	Director	$0	$0	$0
DASA MERKOVA	BOARD MEMBER	5.00	Director	$0	$0	$0
JOAN SEDLACEK	BOARD MEMBER	5.00	Director	$0	$0	$0
RHONDA LISKA	BY-LAWS CHAIRMAN	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
2024	No data	No data	No data	No data
2023	$357,644	$207,806	$1,258,298	$149,838
2022	$219,565	$234,009	$971,512	$-14,444
2021	$162,986	$127,830	$1,168,200	$35,156
2020	$224,774	$123,802	$1,117,379	$100,972
2019	$192,837	$181,960	$995,625	$10,877
2018	$480,800	$433,114	$932,215	$47,686

AMERICAN SOKOL EDUCATIONAL AND PHYSICAL CULTURE ORGANIZATION