Colony West Swim Club Inc

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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

Legal Domicile

Principal Officer

Nancy Shluter

Phone

6182920678

Tax Period

2023-11-01 to 2024-10-31

Colony West Swim Club Inc is a small nonprofit that reported $311K in total revenue in fiscal year 2023. Expenses of $355K exceeded revenue, resulting in a 14% operating deficit.

Mission

Swim club operation and maintenance of swim club solely for the pleasure and recreation of its members.

Program Service Accomplishments

Program 1

Instruction for beginning and advanced swimming skills. Group and individual lessons are available.

Program 2

To provide swim club facilities for non-members who are either providing childcare for member's child(ren) or for non-members who are minor children in the care of a member.

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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 $259,101

Program Service Revenue $47,708

Investment Income $5,528

Other Revenue $-898

TOTAL REVENUE $311,439

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,171

Fundraising Expenses $0

Other Expenses $188,386

TOTAL EXPENSES $354,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,439	$309,199	+0.0%
Expenses	$354,557	$345,953	+0.0%
Net Income	$-43,118	$-36,754	+0.2%

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

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
Nancy Schluter	Director	1.00	Director	$0	$0	$0
John Jordan	Director	1.00	Director	$0	$0	$0
Alexis Garrett	Director	1.00	Director	$0	$0	$0
Stefanie Paul	Director	1.00	Director	$0	$0	$0
Maggie Jordan	Director	1.00	Director	$0	$0	$0
Patrick Beveridge	Director	1.00	Director	$0	$0	$0
Patti Naylor	President	5.00	Officer	$0	$0	$0
Kathy Tolsdorf	Sec/Treasurer	2.00	Officer	$0	$0	$0
Joe Vespa	Vice President	2.00	Officer	$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	$311,439	$354,557	$1,047,129	$-43,118
2023	$309,199	$345,953	$1,090,247	$-36,754
2022	$392,240	$266,706	$1,127,001	$125,534
2021	$262,608	$256,463	$1,101,504	$6,145
2020	$93,315	$190,938	$995,322	$-97,623
2018	$300,445	$295,325	$1,075,754	$5,120