STONE HORSE YACHT CLUB INC (EIN 042280071) - 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

1933

Legal Domicile

Principal Officer

JEFF WARD

Phone

5089452200

Tax Period

2023-01-01 to 2023-12-31

STONE HORSE YACHT CLUB INC, founded in 1933, is a small nonprofit that reported $377K in total revenue in fiscal year 2023. Expenses of $348K left a modest 8% surplus.

Mission

TO ENCOURAGE AND PROMOTE THE SPORT OF SAILING.

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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 $353,206

Investment Income $1,328

Other Revenue $22,899

TOTAL REVENUE $377,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $104,564

Fundraising Expenses $0

Other Expenses $243,296

TOTAL EXPENSES $347,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$377,433	$356,029	+0.1%
Expenses	$347,860	$354,513	0.0%
Net Income	$29,573	$1,516	+18.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS KARLSON	CLERK	15.00	Officer Director	$0	$0	$0
JOSEPH SANBORN	TREASURER	15.00	Officer Director	$0	$0	$0
LUCY STEERE	DIRECTOR	15.00	Officer Director	$0	$0	$0
JENNIFER VISCO	VICE PRESIDE	15.00	Officer Director	$0	$0	$0
JEFF WARD	PRESIDENT	15.00	Officer 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
2023	$377,433	$347,860	$673,806	$29,573
2022	$356,029	$354,513	$649,310	$1,516
2021	$348,538	$300,702	$650,170	$47,836
2020	$254,446	$286,637	$611,693	$-32,191
2019	$310,905	$326,786	$644,726	$-15,881
2018	$314,295	$307,081	$648,015	$7,214

STONE HORSE YACHT CLUB INC