Northwestern Swim & Fitness Inc (EIN 833831251) - 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

2019

Legal Domicile

Principal Officer

Jan Sutermeister

Phone

6107608212

Tax Period

2022-01-01 to 2022-12-31

Northwestern Swim & Fitness Inc, founded in 2019, is a micro nonprofit in the Recreation & Sports sector that reported $8K in total revenue in fiscal year 2022. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $3K, a strong 38% operating margin.

Mission

To construct, operate and maintain a public swimming pool & recreation facility for community members, primarily residents of northwestern area of Lehigh County, PA

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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 $8,300

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $5,126

TOTAL EXPENSES $5,126

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,300	$7,104	+0.2%
Expenses	$5,126	$4,068	+0.3%
Net Income	$3,174	$3,036	+0.0%

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

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
Jan Sutermeister	President	30.00	Officer Director	$0	$0	$0
Beth Ann Alboucq	Secretary/Treasurer	0.50	Officer Director	$0	$0	$0
Tara Henninger	Director	2.00	Director	$0	$0	$0
David Tafler	Director	0.50	Director	$0	$0	$0
Larry Wiersch	Director	0.50	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
2022	$8,300	$5,126	$9,386	$3,174
2021	$7,104	$4,068	$6,212	$3,036

Northwestern Swim & Fitness Inc