EDINA SWIM CLUB (EIN 411319472) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

TERRI THOMPSON

Phone

6123085362

Tax Period

2023-09-01 to 2024-08-31

EDINA SWIM CLUB, founded in 1976, is a small nonprofit that reported $941K in total revenue in fiscal year 2023.

Mission

TO DEVELOP SWIMMERS OF VARIOUS ABILITIES TO ACHIEVE THEIR FULL ATHLETIC POTENTIAL

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $914,512

Investment Income $17,247

Other Revenue $9,403

TOTAL REVENUE $941,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $513,000

Fundraising Expenses $0

Program Expenses $707,689

Other Expenses $407,435

TOTAL EXPENSES $920,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$941,162	$928,428	+0.0%
Expenses	$920,435	$888,712	+0.0%
Net Income	$20,727	$39,716	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

160

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

$111,215

Total Directors

$111,215

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF RODRIGUEZ	CEO/HEAD COACH	40.00	Officer Director	$109,175	$2,040	$111,215
TERESA THOMPSON	PRESIDENT	0.10	Officer Director	$0	$0	$0
BROOKE ALLOCCO	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
DEREK SCOTT	TREASURER	0.10	Officer Director	$0	$0	$0
KIM SENN	SECRETARY TO JULY 2024	0.10	Officer Director	$0	$0	$0
SALLY BERRY	SOCIAL CHAIR	0.10	Director	$0	$0	$0
HANNAH MODY	SPONSORSHIP CHAIR	0.10	Director	$0	$0	$0
DAN BRINKMAN	VOLUNTEER COORDINATOR	0.10	Director	$0	$0	$0
CALEB CRESWELL	MEMBER-AT-LARGE	0.10	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	$941,162	$920,435	$569,846	$20,727
2023	$928,428	$888,712	$552,117	$39,716
2022	$917,580	$875,692	$498,385	$41,888
2021	$736,378	$639,775	$440,938	$96,603
2020	$611,075	$554,692	$425,159	$56,383
2019	$732,087	$720,604	$282,942	$11,483
2018	$681,796	$696,096	$270,797	$-14,300

EDINA SWIM CLUB