CHEVERLY SWIM & RACQUET CLUB INC (EIN 520673436) - 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

1955

Legal Domicile

Tax Period

2023-11-01 to 2024-10-31

CHEVERLY SWIM & RACQUET CLUB INC, founded in 1955, is a small nonprofit that reported $752K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THE CHEVERLY SWIM & RACQUET CLUB IS A PRIVATE NON PROFIT ORGANZIATION ESTABLISHED IN 1955 TO OFFER SWIMMING, TENNIS AND OTHER RECREATIONAL ACTIVITIES TO THE RESIDENTS OF CHEVERLY AND THE SURRONDING ENVIRONS

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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 $565,128

Program Service Revenue $186,585

Investment Income $199

Other Revenue $0

TOTAL REVENUE $751,912

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,402

Fundraising Expenses $0

Program Expenses $498,231

Other Expenses $549,972

TOTAL EXPENSES $730,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$751,912	$660,434	+0.1%
Expenses	$730,374	$682,793	+0.1%
Net Income	$21,538	$-22,359	-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

Volunteers

N/A

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
TOREY POTTER	MEMBER AT LARGE	5.00	Director	$0	$0	$0
MARISA BOURGOIN	MEMBER AT LARGE	5.00	Director	$0	$0	$0
KYO FREEMAN	MEMEBR AT LARGE	5.00	Director	$0	$0	$0
JOE PUGLIESE	MEMBER AT LARGE	5.00	Director	$0	$0	$0
TED MCCANN	MEMBER AT LARGE	5.00	Director	$0	$0	$0
DOUG RAWALD	MEMBER AT LARGE	5.00	Director	$0	$0	$0
JEN ELDRIDGE	MEMBER AT LARGE	5.00	Director	$0	$0	$0
MARIA ESCHER	MEMBER AT LARGE	5.00	Director	$0	$0	$0
JEN ELDRIDGE	VICE PRESIDENT	12.00	Officer	$0	$0	$0
BECKY FLEESON	PRESIDENT	12.00	Officer	$0	$0	$0
SHIRLANNA CORREIA	TREASURER	12.00	Officer	$0	$0	$0
KENDRA BROWN	SECRETARY	12.00	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	$751,912	$730,374	$958,426	$21,538
2023	$660,434	$682,793	$946,131	$-22,359
2022	$616,057	$601,696	$904,977	$14,361
2020	$329,574	$379,944	$914,947	$-50,370
2019	$451,359	$595,875	$917,135	$-144,516
2018	$454,015	$436,101	$1,064,472	$17,914
2017	$454,541	$379,955	$1,059,134	$74,586

CHEVERLY SWIM & RACQUET CLUB INC