WILLISTON SEA LIONS INC (EIN 450432456) - 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

1970

Legal Domicile

Principal Officer

ALEJANDRA BROSCHAT

Phone

7015729223

Tax Period

2022-10-01 to 2023-09-30

WILLISTON SEA LIONS INC, founded in 1970, is a small nonprofit in the Recreation & Sports sector that reported $249K in total revenue in fiscal year 2022. Expenses of $223K left a modest 10% surplus.

Mission

PROVIDE EVERY MEMEBER AN OPPORTUNITY TO IMPROVE SWIMMING SKILLS AND ACHIEVE SUCCESS AT HIS OR HER LEVEL OF ABILITY, FROM NOVICE TO INTERNATIONAL COMPETITOR.

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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 (2022)

Revenue Breakdown

Contributions & Grants $128,638

Program Service Revenue $81,014

Investment Income $2,411

Other Revenue $36,877

TOTAL REVENUE $248,940

Expense Breakdown

Grants Paid $0

Salaries & Benefits $105,131

Fundraising Expenses $0

Program Expenses $207,663

Other Expenses $117,800

TOTAL EXPENSES $222,931

Year-over-Year Comparison

	2022	2021	Change
Revenue	$248,940	$254,392	0.0%
Expenses	$222,931	$232,014	0.0%
Net Income	$26,009	$22,378	+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

120

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

$9,646

Total Directors

$9,646

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL CARTER-HURBRIS	PRESIDENT	10.00	Officer Director	$0	$0	$0
TIRRA HANCOCK	VICE PRESIDENT	6.25	Officer Director	$0	$0	$0
KRISTA PIERCE	SECRETARY	6.25	Officer Director	$9,646	$0	$9,646
SUSAN DRAPER	TREASURER	6.25	Officer Director	$0	$0	$0
CHRIS HURAVITCH	DIRECTOR	2.50	Director	$0	$0	$0
JOCELYN JACOBS	DIRECTOR	2.50	Director	$0	$0	$0
JESSICA HANSEN	DIRECTOR	2.50	Director	$0	$0	$0
ALEJANDRA BROSCHAT	DIRECTOR	2.50	Director	$0	$0	$0
ASHLEY BAUSTE	DIRECTOR	2.50	Director	$0	$0	$0
ERICA MYERS	DIRECTOR	2.50	Director	$0	$0	$0
AMBER NORPEL	DIRECTOR	2.50	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
2023	$248,940	$222,931	$250,170	$26,009
2022	$254,392	$232,014	$199,233	$22,378

WILLISTON SEA LIONS INC