Buenaventura Swim Club (EIN 952553752) - 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

1966

Legal Domicile

Principal Officer

EMILY ELLISON

Phone

8056500400

Tax Period

2023-09-01 to 2024-08-31

Buenaventura Swim Club, founded in 1966, is a small nonprofit in the Recreation & Sports sector that reported $413K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $370K left a modest 10% surplus.

Mission

Youth 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $340,506

Investment Income $19

Other Revenue $72,114

TOTAL REVENUE $412,639

Expense Breakdown

Grants Paid $0

Salaries & Benefits $224,438

Fundraising Expenses $0

Program Expenses $424,273

Other Expenses $145,238

TOTAL EXPENSES $369,676

Year-over-Year Comparison

	2023	2022	Change
Revenue	$412,639	$457,890	-0.1%
Expenses	$369,676	$364,253	+0.0%
Net Income	$42,963	$93,637	-0.5%

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

N/A

Independent Members

N/A

Employees

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
EMILY ELLISON	President	N/A	Officer Director	$0	$0	$0
MELISSA MILLER	Treasurer BoD	N/A	Officer Director	$0	$0	$0
KRISTI ARMSTRONG	Vice President BoD	N/A	Officer Director	$0	$0	$0
AMARIE WRIGHT	Treasurer BoD	N/A	Officer Director	$0	$0	$0
YVETTE GRIMALDI	Director	N/A	Director	$0	$0	$0
AMY WIGGINS	Director	5.000	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	$412,639	$369,676	$164,490	$42,963
2023	$457,890	$364,253	$191,200	$93,637
2022	$379,488	$321,770	$146,426	$57,718
2021	$255,738	$239,647	$79,231	$16,091
2020	$369,713	$335,143	$43,998	$34,570
2019	$429,735	$470,211	$31,238	$-40,476
2018	$430,184	$439,855	$49,905	$-9,671
2017	$406,290	$411,879	$59,576	$-5,589

Buenaventura Swim Club