PORTLAND YACHT CLUB

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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

1869

Legal Domicile

Principal Officer

ANDREW SAWYER

Phone

2077819820

Tax Period

2024-11-01 to 2025-10-31

PORTLAND YACHT CLUB, founded in 1869, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $1.4M left a modest 6% surplus.

Mission

THE CLUB PROMOTES MEMBER ENJOYMENT BY PROVIDING EASY ACCESS TO THE WATER FOR A VARIETY OF BOATING INTERESTS AND SAFEGUARDS THE RICH AND PROUD LEGACY OF YACHTING THROUGH STEWARDSHIP, PRESERVATION OF CLUB HISTORY AND EDUCATION OF YOUTH AND ADULTS.

Program Service Accomplishments

Program 1

Expenses: $735,791 Revenue: $341,597

THE CLUB PROVIDES MEMBER ENJOYMENT IN A VARIETY OF BOATING INTERESTS INCLUDING RACING, CRUISING, AND DAY TRIPS ON LARGE AND SMALL YACHTS. THE CLUB FOSTERS A STRONG, FRIENDLY, INTERNAL COMMUNITY WHERE MEMBERS AT EVERY STAGE OF LIFE CAN SOCIALIZE, PARTAKE IN FORMAL AND INFORMAL EDUCATIONAL OPPORTUNITIES, BUILD SKILLS, AND MAKE FRIENDS WHO ALSO LOVE THE WATER.

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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 $1,053,605

Program Service Revenue $357,400

Investment Income $19,159

Other Revenue $2,013

TOTAL REVENUE $1,432,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $604,352

Fundraising Expenses $0

Program Expenses $735,791

Other Expenses $748,701

TOTAL EXPENSES $1,353,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,432,177	$1,540,074	-0.1%
Expenses	$1,353,053	$1,490,953	-0.1%
Net Income	$79,124	$49,121	+0.6%

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

298

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
SARAH CAVEN	COMMODORE	4.00	Officer Director	$0	$0	$0
GEOFF EMANUEL	VICE COMMODORE	6.00	Officer Director	$0	$0	$0
MEG FENDERSON	REAR COMMODORE	4.00	Officer Director	$0	$0	$0
STEVEN WHIPPLE	SECRETARY	2.50	Officer Director	$0	$0	$0
ANDREW SAWYER	TREASURER	1.00	Officer Director	$0	$0	$0
PETER HEISSENBUTTEL	TRUSTEE	1.00	Director	$0	$0	$0
LISA LALUMIERE	TRUSTEE	1.00	Director	$0	$0	$0
PETER VENTRE	TRUSTEE	1.00	Director	$0	$0	$0
BURT RUSSELL	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2025	$1,432,177	$1,353,053	$1,762,828	$79,124
2024	$1,540,074	$1,490,953	$1,683,172	$49,121
2023	$1,346,964	$1,264,247	$1,613,990	$82,717
2022	$1,302,327	$1,160,122	$1,533,737	$142,205
2021	$1,212,591	$1,150,518	$1,410,858	$62,073
2020	$1,196,873	$998,028	$1,345,951	$198,845
2019	$1,228,857	$1,160,186	$1,127,139	$68,671
2018	$1,140,667	$1,203,634	$1,081,537	$-62,967