OAK RIDGE SWIM CLUB INC (EIN 561010015) - 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

1972

Legal Domicile

Principal Officer

JENNIFER WELCH

Phone

3366441490

Tax Period

2023-01-01 to 2023-12-31

OAK RIDGE SWIM CLUB INC, founded in 1972, is a small nonprofit that reported $373K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $334K left a modest 10% surplus.

Mission

WE ARE A MEMBER-OWNED, PRIVATE SWIM CLUB THAT PROVIDES SUPERIOR VALUE TO OUR MEMBERS, AS WELL AS EXCELLENT SERVICE TO OUR GROWING COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $335,443

Investment Income $306

Other Revenue $37,642

TOTAL REVENUE $373,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,966

Fundraising Expenses $0

Other Expenses $202,393

TOTAL EXPENSES $334,359

Year-over-Year Comparison

	2023	2022	Change
Revenue	$373,391	$342,178	+0.1%
Expenses	$334,359	$329,519	+0.0%
Net Income	$39,032	$12,659	+2.1%

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

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

$18,563

Total Directors

$18,563

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVAN SMITH	PRESIDENT	9.00	Officer Director	$0	$0	$0
ANDREW ZACHAR	DIRECTOR	1.00	Director	$0	$0	$0
NICK MUNGAS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNE STEELE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER CAVEY	DIRECTOR	1.00	Director	$0	$0	$0
MARK CLAPP	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER WELCH	TREASURER	5.00	Officer Director	$18,563	$0	$18,563
SARAH GRENON	DIRECTOR	1.00	Director	$0	$0	$0
ERICA MCDOWELL	SECRETARY	1.00	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	No data	No data	No data	No data
2023	$373,391	$334,359	$843,223	$39,032
2022	$342,178	$329,519	$794,087	$12,659
2021	$298,329	$260,442	$771,087	$37,887
2020	$275,397	$265,766	$769,928	$9,631
2019	$290,003	$261,693	$769,795	$28,310
2018	$261,745	$232,438	$785,706	$29,307

OAK RIDGE SWIM CLUB INC