SWAN LAKE INC (EIN 520713603) - 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

1958

Legal Domicile

Principal Officer

ANTHONY TOSHEFF

Phone

4432574005

Tax Period

2024-01-01 to 2024-12-31

SWAN LAKE INC, founded in 1958, is a small nonprofit that reported $297K in total revenue in fiscal year 2024. Expenses of $287K left a modest 4% surplus.

Mission

SEASONAL COMMUNITY POOL MEMBER BASED RECREATIONAL

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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 $265,727

Program Service Revenue $0

Investment Income $118

Other Revenue $31,237

TOTAL REVENUE $297,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,288

Fundraising Expenses $0

Other Expenses $154,325

TOTAL EXPENSES $286,613

Year-over-Year Comparison

	2024	2023	Change
Revenue	$297,082	$282,252	+0.1%
Expenses	$286,613	$248,260	+0.2%
Net Income	$10,469	$33,992	-0.7%

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
JANE BLONDER	VP OF OPERATIONS	010.00	Officer Director	$0	$0	$0
ANTHONY TOSHEFF	TREASURER	015.00	Officer Director	$0	$0	$0
ROAN HORNING	SECRETARY	010.00	Director	$0	$0	$0
ALISON PIRIE	PRESIDENT	020.00	Officer Director	$0	$0	$0
SIDNEY CARPENTER	VP OF ADMINISTRATION	010.00	Director	$0	$0	$0
RUSSELL REZEK	BOARD MEMBER	002.00	Director	$0	$0	$0
ERIC COLES	BOARD MEMBER	002.00	Director	$0	$0	$0
DAVE HARDY	BOARD MEMBER	002.00	Director	$0	$0	$0
JORDAN DILLEN	BOARD MEMBER	002.00	Director	$0	$0	$0
EMILY FINTON	BOARD MEMBER	002.00	Director	$0	$0	$0
ROSALYN FULTON	BOARD MEMBER	002.00	Director	$0	$0	$0
ERIC SMYTHE	BOARD MEMBER	002.00	Director	$0	$0	$0
TAMMIE SZAFRAN	BOARD MEMBER	002.00	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	$297,082	$286,613	$439,517	$10,469
2023	$282,252	$248,260	$445,524	$33,992
2022	$272,863	$216,500	$427,313	$56,363
2021	$201,101	$206,612	$178,626	$-5,511
2020	$131,531	$102,130	$184,571	$29,401
2019	$211,148	$206,531	$155,744	$4,617
2018	$208,054	$211,426	$156,193	$-3,372

SWAN LAKE INC