MISSION VIEJO SWIM AND RACQUET CLUB (EIN 952470105) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

SHERI AUNE

Phone

9497163998

Tax Period

2024-01-01 to 2024-12-31

MISSION VIEJO SWIM AND RACQUET CLUB, founded in 1965, is a small nonprofit that reported $420K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

THE MISSION VIEJO SWIM AND RACQUET CLUB PROVIDES THE COMMUNITY WITH A WIDE RANGE OF AMENITIES TO BE ENJOYED BY THE MEMBERS OF THE COMMUNITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $385,400

Investment Income $8,217

Other Revenue $26,822

TOTAL REVENUE $420,439

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153,785

Fundraising Expenses $0

Program Expenses $300,632

Other Expenses $285,013

TOTAL EXPENSES $438,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$420,439	$483,406	-0.1%
Expenses	$438,798	$444,074	0.0%
Net Income	$-18,359	$39,332	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
SHERI AUNE	PRESIDENT	3.00	Officer	$0	$0	$0
JOE BOLICH	VICE PRESIDE	3.00	Officer	$0	$0	$0
MICHELE LOTTS	TREASURER	3.00	Officer	$0	$0	$0
JAMES MORRISON	SECRETARY	3.00	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
2024	$420,439	$438,798	$654,271	$-18,359
2023	$483,406	$444,074	$634,064	$39,332
2022	$368,452	$385,299	$605,506	$-16,847
2021	$400,691	$395,088	$570,720	$5,603
2020	$376,566	$331,468	$543,309	$45,098

MISSION VIEJO SWIM AND RACQUET CLUB