POTOMAC WOODS SWIM CLUB INC (EIN 520849510) - 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

1966

Legal Domicile

Principal Officer

MR JONATHAN BURTON

Phone

3017627068

Tax Period

2024-04-01 to 2025-03-31

POTOMAC WOODS SWIM CLUB INC, founded in 1966, is a small nonprofit that reported $555K in total revenue in fiscal year 2024. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $233K, a strong 42% operating margin.

Mission

TO PROVIDE SWIMMING AND DIVING CLASSES TO CHILDREN BETWEEN 5 AND 16 YEARS OLD

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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 $475,390

Program Service Revenue $78,427

Investment Income $1,418

Other Revenue $0

TOTAL REVENUE $555,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $295,245

Other Expenses $322,520

TOTAL EXPENSES $322,520

Year-over-Year Comparison

	2024	2023	Change
Revenue	$555,235	$311,593	+0.8%
Expenses	$322,520	$311,022	+0.0%
Net Income	$232,715	$571	+406.6%

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

N/A

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

$4,000

Total Directors

$4,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JT BURTON	PRESIDENT	4.00	Officer Director	$0	$0	$0
RUSSELL SCHAFFER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JENNIFER ANSCHUTZ	TREASURER	2.00	Officer Director	$4,000	$0	$4,000
STEPHANIE HUBBARD	SECRETARY	2.00	Officer Director	$0	$0	$0
TAGGART HUTCHINSON	BOARD MEMBER	2.00	Director	$0	$0	$0
RANDI NECHES	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARON SUTTON	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNI TEMPLEMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
GREG BASALLA	BOARD MEMBER	2.00	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
2025	$555,235	$322,520	$913,855	$232,715
2024	$311,593	$311,022	$702,563	$571
2023	$395,149	$342,932	$724,556	$52,217
2022	$345,148	$245,951	$706,401	$99,197
2021	$166,455	$197,031	$593,883	$-30,576
2020	$319,839	$300,674	$654,145	$19,165
2019	$265,936	$253,730	$647,966	$12,206

POTOMAC WOODS SWIM CLUB INC