LAKE ZURICH BEARS HOCKEY CLUB INC (EIN 364247671) - 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

2001

Legal Domicile

Principal Officer

Amy Pleasant

Phone

8474099680

Tax Period

2024-07-01 to 2025-06-30

LAKE ZURICH BEARS HOCKEY CLUB INC, founded in 2001, is a small nonprofit in the Recreation & Sports sector that reported $269K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $242K left a modest 10% surplus.

Mission

PROVIDE SPORTS ACTIVITY FOR HIGH SCHOOL ATHLETES

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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 $248,348

Investment Income $0

Other Revenue $20,227

TOTAL REVENUE $268,575

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $240,528

Other Expenses $241,590

TOTAL EXPENSES $241,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$268,575	$204,718	+0.3%
Expenses	$241,590	$232,638	+0.0%
Net Income	$26,985	$-27,920	-2.0%

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
Amy Pleasant	President	2.00	Officer Director	$0	$0	$0
Mark Borst	Vice President	2.00	Officer Director	$0	$0	$0
Michele Storz	Treasurer	2.00	Officer Director	$0	$0	$0
Michelle Wise	Secretary	2.00	Officer Director	$0	$0	$0
Suzanna Rush	Registrar	2.00	Officer Director	$0	$0	$0
Daniel Tibus	Equipment	2.00	Director	$0	$0	$0
Dave Haronik	Rules and Ethics	2.00	Director	$0	$0	$0
Matthew Gurklis	Hockey Director	2.00	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	$268,575	$241,590	$52,072	$26,985
2024	$204,718	$232,638	$25,087	$-27,920
2023	$203,502	$231,169	$54,756	$-27,667
2023	$203,502	$231,169	$54,756	$-27,667
2023	$203,502	$231,169	$54,756	$-27,667
2022	$236,289	$169,792	$82,423	$66,497

LAKE ZURICH BEARS HOCKEY CLUB INC