PDR SWIMMING FOR SUCCESS (EIN 842777596) - 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

JAMES ELLIS

Phone

6106397840

Tax Period

2023-10-01 to 2024-09-30

PDR SWIMMING FOR SUCCESS, founded in 2019, is a small nonprofit in the Recreation & Sports sector that reported $271K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

REPRESENT PHILADELPHIA FROM A DIVERSITY STANDPOINT BY PROVIDING YOUTH AND YOUNG ADULTS FROM DIVERSE SOCIOECONOMIC BACKGROUNDS WITH ACCESS TO COMPETITIVE SWIMMING TO FOSTER SELF-CONFIDENCE, TEAM-BUILDING, SPORTSMANSHIP, RESPONSIBILITY, LEADERSHIP, AND ACADEMIC ACHIEVEMENT.

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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 $15,210

Program Service Revenue $255,745

Investment Income $0

Other Revenue $0

TOTAL REVENUE $270,955

Expense Breakdown

Grants Paid $13,000

Salaries & Benefits $140,326

Fundraising Expenses $0

Program Expenses $260,599

Other Expenses $114,741

TOTAL EXPENSES $268,067

Year-over-Year Comparison

	2023	2022	Change
Revenue	$270,955	$290,800	-0.1%
Expenses	$268,067	$245,428	+0.1%
Net Income	$2,888	$45,372	-0.9%

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

$38,000

Total Directors

$38,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES ELLIS	PRESIDENT	40.00	Officer Director	$38,000	$0	$38,000
BRIAN WALTERS	VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
CHRIS BAGLEY	TREASURER	15.00	Officer Director	$0	$0	$0
ALYSON GOODNER	SECRETARY	4.00	Officer 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	$270,955	$268,067	$73,016	$2,888
2023	$290,800	$245,428	$70,128	$45,372

PDR SWIMMING FOR SUCCESS