WOODLEY RECREATION ASSOCIATION INC (EIN 540591854) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

Matthew Erwin

Phone

7035739852

Tax Period

2023-10-01 to 2024-09-30

WOODLEY RECREATION ASSOCIATION is a small nonprofit that reported $226K in total revenue in fiscal year 2017.

Mission

PROVIDES A PLACE FOR MEMBERS TO RELAX AND SWIM DURING THE SUMMER MONTHS. PROVIDES A SWIM AND DIVE TEAM FOR MEMBERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $246,498

Investment Income $4,710

Other Revenue $17,346

TOTAL REVENUE $268,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $324,378

TOTAL EXPENSES $324,378

Year-over-Year Comparison

	2023	2022	Change
Revenue	$268,554	$261,861	+0.0%
Expenses	$324,378	$261,223	+0.2%
Net Income	$-55,824	$638	-88.5%

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

250

Independent Members

N/A

Employees

N/A

Volunteers

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
Matt Erwin	PRESIDENT	10	Officer	$0	$0	$0
Matt Pollack	VICE PRESIDENT	3	Officer	$0	$0	$0
Augusta Niday	TREASURER	8	Officer	$0	$0	$0
Jon Clark	COMPTROLLER	5	Officer	$0	$0	$0
Anna Chu	SECRETARY	5	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	$268,554	$324,378	$424,088	$-55,824
2023	$261,861	$261,223	$407,132	$638
2022	$214,509	$212,547	$347,590	$1,962
2021	$211,314	$169,550	$328,239	$41,764
2020	$99,915	$146,622	$278,725	$-46,707
2019	$232,291	$213,349	$325,446	$18,942
2018	$226,447	$240,771	$329,931	$-14,324

WOODLEY RECREATION ASSOCIATION INC