IDA LEWIS 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

1928

Legal Domicile

Principal Officer

WILLIAM O'HANLEY

Phone

4018461969

Tax Period

2025-01-01 to 2025-12-31

IDA LEWIS YACHT CLUB, founded in 1928, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2025.

Mission

PRESERVE LIME ROCK LIGHTHOUSE; FOSTER EXCELLENCE IN YACHTING & YACHT RACING, WITH AN EMPHASIS ON TRADITIONS, SPORTSMANSHIP, EDUCATION AND CAMARADERIE.

Program Service Accomplishments

Program 1

OPERATION OF CLUB'S DINING, RECREATIONAL AND ENTERTAINMENT FACILITIES

Program 2

OPERATION OF MEMBER SERVICES TO PROVIDE SLIPS, PIERS, FLOATS, MOORINGS, LAUNCH SERVICES, LOCKERS AND RELATED FACILITIES.

Program 3

PROVIDE AND MANAGE JUNIOR AND ADULT SAILING PROGRAMS FOR INSTRUCTION AND RACING.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,220,120

Investment Income $27,609

Other Revenue $28,795

TOTAL REVENUE $1,276,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $568,825

Fundraising Expenses $0

Other Expenses $694,558

TOTAL EXPENSES $1,263,383

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,276,524	$1,275,117	+0.0%
Expenses	$1,263,383	$1,357,218	-0.1%
Net Income	$13,141	$-82,101	-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

N/A

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
WILLIAM O'HANLEY	COMMODORE	1.00	Officer Director	$0	$0	$0
VERONICA BROWN	VICE COMMODORE	1.00	Officer Director	$0	$0	$0
JOHN BURNHAM	REAR COMMODORE	1.00	Officer Director	$0	$0	$0
EMILY BABBITT	SECRETARY	1.00	Officer Director	$0	$0	$0
DANIEL F DWYER III	TREASURER	1.00	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
2025	$1,276,524	$1,263,383	$1,602,035	$13,141
2024	$1,275,117	$1,357,218	$1,603,994	$-82,101
2023	$1,242,358	$1,064,805	$1,672,246	$177,553
2022	$1,271,086	$1,095,392	$1,573,010	$175,694
2021	$1,140,555	$920,873	$1,417,153	$219,682
2020	$1,008,559	$859,736	$1,173,863	$148,823