Daleview Inc (EIN 520688001) - 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

1956

Legal Domicile

Principal Officer

Amy Zandarski-Pica

Tax Period

2024-01-01 to 2024-12-31

Daleview Inc, founded in 1956, is a small nonprofit that reported $433K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $114K, a strong 26% operating margin.

Mission

To provide safe, healthy recreational swimming and related activities for children and adults. Daleview is a Charter Member of the Montgomery County (MD) Swim League. We provide swim lessons to members and non-members, and we maintain a 4.13 acre tract which includes a natural habitat for wildlife and green space within the Washington, DC Beltway.

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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 $269,272

Program Service Revenue $156,355

Investment Income $7,046

Other Revenue $0

TOTAL REVENUE $432,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,444

Fundraising Expenses $0

Program Expenses $290,335

Other Expenses $280,080

TOTAL EXPENSES $318,524

Year-over-Year Comparison

	2024	2023	Change
Revenue	$432,673	$395,806	+0.1%
Expenses	$318,524	$374,146	-0.1%
Net Income	$114,149	$21,660	+4.3%

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

350

Independent Members

N/A

Employees

Volunteers

650

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 Zandarski-Pica	President	5.00	Officer Director	$0	$0	$0
Andy Delfino	Vice President	3.00	Officer Director	$0	$0	$0
Lucille Dickinson	Treasurer	5.00	Officer Director	$0	$0	$0
Stefanie Alfonso-Frank	Director	3.00	Director	$0	$0	$0
Emily Boyer	Director	3.00	Director	$0	$0	$0
Laura Barclay	Director	3.00	Director	$0	$0	$0
Wilma Brier	Director	3.00	Director	$0	$0	$0
John Staub	Director	3.00	Director	$0	$0	$0
Mary Hanisco	Director	3.00	Director	$0	$0	$0
Elizabeth Adams	Secretary	4.00	Officer Director	$0	$0	$0
Laura Barclay	Director	3.00	Director	$0	$0	$0
Chris Campbell	Director	3.00	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
2024	$432,673	$318,524	$811,507	$114,149
2023	$395,806	$374,146	$792,897	$21,660
2022	$303,054	$311,124	$757,141	$-8,070
2021	$264,076	$280,763	$797,714	$-16,687
2020	$189,346	$190,768	$809,744	$-1,422
2019	$326,846	$288,438	$813,187	$38,408
2018	$322,042	$310,801	$979,666	$11,241

Daleview Inc