WOODLAND POND SWIM & RACQUET CLUB (EIN 541503237) - 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

2000

Legal Domicile

Principal Officer

LORI HAWKINS

Phone

8048398391

Tax Period

2024-01-01 to 2024-12-31

WOODLAND POND SWIM & RACQUET CLUB, founded in 2000, is a small nonprofit that reported $151K in total revenue in fiscal year 2018. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $185K exceeded revenue, resulting in a 22% operating deficit.

Mission

to provide swimming, tennis, and banquet facilities to the club s members. These activities include providing a youth swim team, swim lessons, water aerobics, and tennis lessons.

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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 (2024)

Revenue Breakdown

Contributions & Grants $111,931

Program Service Revenue $28,226

Investment Income $0

Other Revenue $11,297

TOTAL REVENUE $151,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,129

Fundraising Expenses $845

Program Expenses $21,309

Other Expenses $137,299

TOTAL EXPENSES $149,428

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,454	$146,629	+0.0%
Expenses	$149,428	$141,385	+0.1%
Net Income	$2,026	$5,244	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE HELLYER	PRESIDENT	2	Officer	$0	$0	$0
SARA MORIN	VICE PRESIDENT	2	Officer	$0	$0	$0
LORI HAWKINS	TREASURER	2	Officer	$0	$0	$0
MEREDITH DALEY	SECRETARY	2	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	$151,454	$149,428	$103,437	$2,026
2023	$146,629	$141,385	$84,454	$5,244
2022	No data	No data	$74,094	No data
2021	$232,423	$232,423	$79,628	No data
2020	$104,112	$136,283	$590,003	$-32,171
2019	$147,607	$155,739	$622,174	$-8,132
2018	$151,162	$184,546	$630,306	$-33,384

WOODLAND POND SWIM & RACQUET CLUB