University Place Aquatic Club 2000 (EIN 711025349) - 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

2007

Legal Domicile

Principal Officer

Margo Newman

Phone

2532790660

Tax Period

2025-01-01 to 2025-12-31

University Place Aquatic Club 2000, founded in 2007, is a small nonprofit in the Recreation & Sports sector that reported $323K in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year. Expenses of $389K exceeded revenue, resulting in a 21% operating deficit.

Mission

To provide swimming instruction to area youth

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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 (2025)

Revenue Breakdown

Contributions & Grants $196,196

Program Service Revenue $126,855

Investment Income $15

Other Revenue $0

TOTAL REVENUE $323,066

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,401

Fundraising Expenses $0

Program Expenses $378,508

Other Expenses $206,011

TOTAL EXPENSES $389,412

Year-over-Year Comparison

	2025	2024	Change
Revenue	$323,066	$365,888	-0.1%
Expenses	$389,412	$360,822	+0.1%
Net Income	$-66,346	$5,066	-14.1%

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

250

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	Reportable Comp	Other Comp	Total
Bryce Wakefield	Meet Director	2.00	$0	$0	$0
John Cotter	President	10.00	$0	$0	$0
Stark Porter	Vice President	5.00	$0	$0	$0
Julie Thorne	Membership	5.00	$0	$0	$0
Margo Newman	Treasurer	10.00	$0	$0	$0
Jodi Herchold	Board Member	2.00	$0	$0	$0
Jessica Nappi	Board Member	2.00	$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	$323,066	$389,412	$36,399	$-66,346
2024	$365,888	$360,822	$102,116	$5,066
2023	$281,921	$311,853	$95,351	$-29,932
2022	$264,901	$214,155	$125,763	$50,746
2018	$250,027	$246,172	No data	$3,855

University Place Aquatic Club 2000