Winter Park Blue Dolfins Foundation Inc (EIN 881662511) - 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

2022

Legal Domicile

Principal Officer

Joe Auer

Phone

4079379129

Tax Period

2024-01-01 to 2024-12-31

Winter Park Blue Dolfins Foundation Inc, founded in 2022, is a small nonprofit in the Recreation & Sports sector that reported $586K in total revenue in fiscal year 2024. The organization ran a surplus of $585K, a strong 100% operating margin.

Mission

Our mission is to create a state-of-the-art aquatic facility that priorities accessibility, ensuring swimmers of all abilities and backgrounds have the opportunity to thrive and enjoy the lifelong benefits of swimming.

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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 (2024)

Revenue Breakdown

Contributions & Grants $580,649

Program Service Revenue $0

Investment Income $13,881

Other Revenue $-8,134

TOTAL REVENUE $586,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,764

TOTAL EXPENSES $1,764

Year-over-Year Comparison

	2024	2023	Change
Revenue	$586,396	N/A	N/A
Expenses	$1,764	N/A	N/A
Net Income	$584,632	N/A	N/A

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

N/A

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
Joe Auer	President	10.00	Officer Director	$0	$0	$0
Elizabeth Auer	Secretary	6.00	Officer Director	$0	$0	$0
Leslie Bergquist	Treasurer	4.00	Officer Director	$0	$0	$0
Tom Chasser	Director	2.00	Director	$0	$0	$0
Kim Burke	Director	2.00	Director	$0	$0	$0
Catherine Wertenberger	Director	2.00	Director	$0	$0	$0
Annie Gustin	Director	4.00	Director	$0	$0	$0
Lauren Bradley	Director	4.00	Director	$0	$0	$0
Scott Caron	Director	4.00	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	$586,396	$1,764	$588,796	$584,632

Winter Park Blue Dolfins Foundation Inc