EDGARTOWN YACHT CLUB (EIN 041278322) - 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

1905

Legal Domicile

Principal Officer

ANDREW C SMITH

Phone

5086274361

Tax Period

2024-10-01 to 2025-09-30

EDGARTOWN YACHT CLUB, founded in 1905, is a community nonprofit that reported $5.2M in total revenue in fiscal year 2024. The organization ran a surplus of $824K, a strong 16% operating margin.

Mission

RECREATIONAL ACTIVITIES AS WELL AS FOOD AND BEVERAGE SERVICES FOR CLUB MEMBERS.

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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 $5,165,878

Investment Income $214,706

Other Revenue $-154,523

TOTAL REVENUE $5,226,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,272,320

Fundraising Expenses $0

Other Expenses $2,129,335

TOTAL EXPENSES $4,401,655

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,226,061	$4,975,123	+0.1%
Expenses	$4,401,655	$4,180,663	+0.1%
Net Income	$824,406	$794,460	+0.0%

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

136

Volunteers

247

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
ANDREW C SMITH	COMMODORE	5.00	Officer Director	$0	$0	$0
HARALD B FINDLAY	VICE COMMODORE	5.00	Officer Director	$0	$0	$0
ROBERT L HURST	REAR COMMODORE	5.00	Officer Director	$0	$0	$0
LYNN M EVERDELL	TREASURER	4.00	Officer	$0	$0	$0
PATRICK E BRADLEY	SECRETARY	3.00	Officer	$0	$0	$0
ELIZABETH BALAY	TRUSTEE	2.00	Director	$0	$0	$0
JOSIAH BLACK	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH BLATT	TRUSTEE	2.00	Director	$0	$0	$0
JOHN COYLE	TRUSTEE	2.00	Director	$0	$0	$0
KENNETH DOBULER	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM A FINN	TRUSTEE	2.00	Director	$0	$0	$0
JONATHAN LINDENBERG	TRUSTEE	2.00	Director	$0	$0	$0
MARNIE MCLAGAN	TRUSTEE	2.00	Director	$0	$0	$0
ALLYSON R PACHIOS	TRUSTEE	2.00	Director	$0	$0	$0
AMANDA D PHILLIPS	TRUSTEE	2.00	Director	$0	$0	$0
ERIC REAMAN	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN REYNOLDS	TRUSTEE	2.00	Director	$0	$0	$0
JOSEPH HOLLAND	DIRECTOR OF TENNIS	40.00	Highest	$324,827	$41,641	$366,468
WILLIAM J ROMAN	CLUB MANAGER	52.00	Highest	$233,683	$41,874	$275,557
SCOTT FISH	CONTROLLER/ADMINISTRATIVE MANAGER	50.00	Highest	$175,156	$49,412	$224,568
EZRA AGNEW	MAINTENANCE SUPERVISOR	40.00	Highest	$121,966	$43,246	$165,212
KEVIN MURPHY	EXECUTIVE CHEF	40.00	Highest	$111,958	$32,004	$143,962

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	$5,226,061	$4,401,655	$24,675,251	$824,406
2024	$4,975,123	$4,180,663	$21,400,939	$794,460
2023	$4,511,549	$4,128,847	$20,156,058	$382,702
2022	$3,923,626	$3,732,647	$19,483,770	$190,979
2021	$4,212,332	$3,526,217	$19,969,676	$686,115
2020	$3,530,021	$3,158,030	$19,191,794	$371,991
2019	$4,026,687	$3,137,044	$19,558,320	$889,643

EDGARTOWN YACHT CLUB