SANTA MARIA SWIM CLUB INC (EIN 770044320) - 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

1984

Legal Domicile

Principal Officer

JOHN EDDS

Tax Period

2022-10-01 to 2023-09-30

SANTA MARIA SWIM CLUB INC, founded in 1984, is a small nonprofit in the Recreation & Sports sector that reported $506K in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $438K left a modest 13% surplus.

Mission

To provide swimming instruction and to promote physical fitness for approximately 300 area children

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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 (2022)

Revenue Breakdown

Contributions & Grants $8,677

Program Service Revenue $321,109

Investment Income $0

Other Revenue $175,746

TOTAL REVENUE $505,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $188,895

Fundraising Expenses $0

Program Expenses $420,253

Other Expenses $249,138

TOTAL EXPENSES $438,033

Year-over-Year Comparison

	2022	2021	Change
Revenue	$505,532	$463,994	+0.1%
Expenses	$438,033	$318,044	+0.4%
Net Income	$67,499	$145,950	-0.5%

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

Independent Members

Employees

Volunteers

150

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

$68,675

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Edds	President	1	Officer Director	$0	$0	$0
Ed Herman	1st Vice Pres	1	Officer Director	$0	$0	$0
Julie Hernande	2nd Vice Pres	1	Officer Director	$0	$0	$0
Geri Coats	3rd Vice Pres	1	Officer Director	$0	$0	$0
Megan Flick	Secretary	1	Officer Director	$0	$0	$0
Alisha Rhodes	Treasurer	5	Officer Director	$0	$0	$0
Michael Ashmor	HeadCoach/Mgr	40	Director	$68,675	$0	$68,675

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
2023	$505,532	$438,033	$286,881	$67,499
2022	$463,994	$318,044	$206,929	$145,950
2021	$251,060	$197,928	$61,021	$53,132
2020	$225,025	$244,741	$33,709	$-19,716
2019	$353,871	$383,694	$29,354	$-29,823

SANTA MARIA SWIM CLUB INC