EXCEL SWIM ASSOCIATION (EIN 911612870) - 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

1993

Legal Domicile

Principal Officer

CHRIS MATSUMOTO

Phone

2067810880

Tax Period

2024-09-01 to 2025-08-31

EXCEL SWIM ASSOCIATION, founded in 1993, is a small nonprofit in the Recreation & Sports sector that reported $769K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $139K, a strong 18% operating margin.

Mission

INSTRUCT AND TRAIN SWIMMERS AGE 5-19 IN ALL COMPETITIVE STROKES AND ALL ASPECTS OF AMATEUR COMPETITION SWIMMING AND AMATEUR ATHLETICISM; TO PROMOTE AMATEUR SWIMMING COMPETITION FOR EDUCATION AND TEAM COMPETITION AT ALL LEVELS. IN FOSTERING AMATEUR COMPETITION, EXCEL WILL NOT DISCRIMINATE ON THE BASIS OF AGE, SEX, RACE, RELIGION, NATIONAL ORIGIN, SEXUAL ORIENTATION, GENDER IDENTITY, OR PHYSICAL OR MENTAL DISABILITY.

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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 $0

Program Service Revenue $768,585

Investment Income $0

Other Revenue $0

TOTAL REVENUE $768,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $368,058

Fundraising Expenses $0

Program Expenses $543,100

Other Expenses $261,208

TOTAL EXPENSES $629,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$768,585	$676,007	+0.1%
Expenses	$629,266	$605,936	+0.0%
Net Income	$139,319	$70,071	+1.0%

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

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

$128,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS STONER	COACH	35.00	Officer	$85,350	$0	$85,350
MEGAN RADVIK	EXECUTIVE DI	20.00	Officer	$42,850	$0	$42,850
BRENDAN HALFFMAN	SECRETARY	2.00	Officer	$0	$0	$0
KAREN HUH	COMM. SECRET	2.00	Officer	$0	$0	$0
CHRIS MATSUMOTO	PRESIDENT	4.00	Officer	$0	$0	$0
MEGAN SUN MCINTOSH	TREASURER	2.00	Officer	$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	$768,585	$629,266	$552,955	$139,319
2024	$676,007	$605,936	$414,164	$70,071
2023	$722,819	$599,602	$344,689	$123,217
2022	$487,812	$404,383	$221,180	$83,429
2021	$300,672	$252,646	$136,923	$48,026

EXCEL SWIM ASSOCIATION