OAKWOOD SWIM & RACQUET CLUB INC (EIN 630481499) - 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

1963

Legal Domicile

Principal Officer

SHANNON BLAKE

Phone

2513423848

Tax Period

2024-01-01 to 2024-12-31

OAKWOOD SWIM & RACQUET CLUB INC, founded in 1963, is a small nonprofit that reported $135K in total revenue in fiscal year 2018. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $158K exceeded revenue, resulting in a 18% operating deficit.

Mission

SWIMMING, TENNIS, & PICKLEBALL 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $232,474

Investment Income $0

Other Revenue $4,565

TOTAL REVENUE $237,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,490

Fundraising Expenses $0

Program Expenses $223,803

Other Expenses $151,313

TOTAL EXPENSES $223,803

Year-over-Year Comparison

	2024	2023	Change
Revenue	$237,039	$227,059	+0.0%
Expenses	$223,803	$237,071	-0.1%
Net Income	$13,236	$-10,012	-2.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON BLAKE	PRESIDENT	N/A	Officer Director	$0	$0	$0
DELIA CAMP	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LISA WARREN	TREASURER	N/A	Officer Director	$0	$0	$0
AMY KENDALL	SECRETARY	N/A	Officer Director	$0	$0	$0
ANGELE BALTHROP	BOARD MEMBER	N/A	Director	$0	$0	$0
TENA BAINE	BOARD MEMBER	N/A	Director	$0	$0	$0
ARLENE VOLNOFF	BOARD MEMBER	N/A	Director	$0	$0	$0
DAVE UPTON	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRISTINA HUNT	BOARD MEMBER	N/A	Director	$0	$0	$0
JOHN HILL	BOARD MEMBER	N/A	Director	$0	$0	$0
MERIDY JONES	BOARD MEMBER	N/A	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	$237,039	$223,803	$155,076	$13,236
2023	$227,059	$237,071	$162,810	$-10,012
2022	$217,340	$220,269	$216,377	$-2,929
2021	$216,387	$202,926	$189,513	$13,461
2020	$179,061	$166,096	$191,121	$12,965
2019	$172,419	$169,597	$147,100	$2,822
2018	$134,626	$158,424	$157,840	$-23,798

OAKWOOD SWIM & RACQUET CLUB INC