JUBILEE YACHT CLUB (EIN 041490645) - 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

1896

Legal Domicile

Principal Officer

JOHN A O'NEIL

Phone

9789229611

Tax Period

2024-10-01 to 2025-09-30

JUBILEE YACHT CLUB, founded in 1896, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024.

Mission

YACHT CLUB

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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 $298,110

Program Service Revenue $807,672

Investment Income $11,883

Other Revenue $119,201

TOTAL REVENUE $1,236,866

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $413,358

Fundraising Expenses $0

Program Expenses $1,050,901

Other Expenses $797,765

TOTAL EXPENSES $1,215,123

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,236,866	$1,168,409	+0.1%
Expenses	$1,215,123	$1,293,735	-0.1%
Net Income	$21,743	$-125,326	-1.2%

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

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

$26,389

Total Directors

$404

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS PATROLIA	SECRETARY	1.00	Officer	$14,929	$0	$14,929
ANTHONY DRAGONETTI	REAR COMMODO	1.00	Officer	$9,128	$0	$9,128
JOHN WILSON	VICE COMMODO	1.00	Officer	$2,332	$0	$2,332
GEORGE STAIRS	PAST COMMODO	1.00	Director	$404	$0	$404
MICHAEL COUGHLIN	DIRECTOR	N/A	Director	$0	$0	$0
CHUCK TWOMBLY IV	DIRECTOR	N/A	Director	$0	$0	$0
JAN MACNEILL	DIRECTOR	N/A	Director	$0	$0	$0
BRIAN PEARSON	DIRECTOR	N/A	Director	$0	$0	$0
BART WELDON	DIRECTOR	N/A	Director	$0	$0	$0
JULIE FEMINO	COMMODORE, C	N/A	Officer	$0	$0	$0
JOHN A O'NEIL	PURSER	N/A	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
2025	$1,236,866	$1,215,123	$2,126,084	$21,743
2024	$1,168,409	$1,293,735	$2,097,897	$-125,326
2023	$1,192,347	$1,073,455	$2,152,226	$118,892
2022	$1,130,334	$1,099,260	$2,059,051	$31,074
2021	$891,978	$869,719	$2,035,601	$22,259
2020	$795,350	$766,214	$2,170,324	$29,136
2019	$1,021,693	$905,410	$2,132,115	$116,283
2018	$884,830	$797,701	$1,991,806	$87,129

JUBILEE YACHT CLUB