EASTERN POINT 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

1930

Legal Domicile

Principal Officer

JACQUELYN C BELL

Phone

9782833520

Tax Period

2023-01-01 to 2023-12-31

EASTERN POINT YACHT CLUB, founded in 1930, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 11% surplus.

Mission

THE CLUB AFFORDS MEMBERS AND GUESTS A TRULY UNIQUE LOCATION WITH A CHARMING CLUBHOUSE, DINING FACILITIES AND ACCOMMODATIONS, AS WELL AS FUNCTION AND SPECIAL EVENT CAPABILITIES.

Program Service Accomplishments

Program 1

CONDUCTING NORMAL OPERATIONS OF A YACHT CLUB FOR THE BENEFIT OF ITS MEMBERS.

Program 2

WATERFRONT FACILITIES FOR THE USE OF MEMBERS TO ACCESS AND LAUNCH THEIR BOATS.

Program 3

JUNIOR SAILING, RACING AND CRUISING, GUEST ROOM RENTALS.

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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 $1,611,107

Investment Income $7,735

Other Revenue $-2,211

TOTAL REVENUE $1,616,631

Expense Breakdown

Grants Paid $0

Salaries & Benefits $719,193

Fundraising Expenses $0

Other Expenses $723,112

TOTAL EXPENSES $1,442,305

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,616,631	$1,533,083	+0.1%
Expenses	$1,442,305	$1,337,472	+0.1%
Net Income	$174,326	$195,611	-0.1%

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

$194,827

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STUART HUNZIKER	COMMODORE	10.00	Officer Director	$0	$0	$0
MIKE LUCY	VICE COMMODORE	10.00	Officer Director	$0	$0	$0
PETER STRONG	REAR COMMODORE	10.00	Officer Director	$0	$0	$0
TOM JANIS	SECRETARY	10.00	Officer Director	$0	$0	$0
JACQUELYN BELL	TREASURER	10.00	Officer Director	$0	$0	$0
MIMI TAMBONE	GOVERNOR	5.00	Director	$0	$0	$0
CATHY ROSSANO	GOVERNOR	5.00	Director	$0	$0	$0
SARA DEL RIO	GOVERNOR	5.00	Director	$0	$0	$0
SABRINA EDUARDO	GOVERNOR	5.00	Director	$0	$0	$0
RUFUS CLARK	GOVERNOR	5.00	Director	$0	$0	$0
BEN RICHARDSON	GOVERNOR	5.00	Director	$0	$0	$0
SCOTT MARSHALL	GOVERNOR	5.00	Director	$0	$0	$0
TRACY DAVIS	GOVERNOR	5.00	Director	$0	$0	$0
TIMOTHY HART	GENERAL MANAGER	40.00	Officer	$160,252	$34,575	$194,827

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	No data	No data	No data	No data
2023	$1,616,631	$1,442,305	$2,156,441	$174,326
2022	$1,533,083	$1,337,472	$2,017,269	$195,611
2021	$1,503,224	$1,349,021	$1,975,749	$154,203
2020	$1,245,120	$1,240,648	$1,654,303	$4,472
2019	$1,436,581	$1,228,983	$1,679,303	$207,598
2018	$1,379,441	$1,136,539	$1,507,264	$242,902