WAUCOMA YACHT CLUB (EIN 060882860) - 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

1910

Legal Domicile

Principal Officer

SUSAN REGAN

Phone

2035353724

Tax Period

2023-01-01 to 2023-12-31

WAUCOMA YACHT CLUB, founded in 1910, is a small nonprofit that reported $172K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $36K, a strong 21% operating margin.

Mission

TO PROVIDE A CLUBHOUSE, MARINA AND FACILITIES WHERE CLUB MEMBERS CAN GATHER AND INTERACT IN A SOCIAL SETTING.

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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 $111,886

Investment Income $8

Other Revenue $59,986

TOTAL REVENUE $171,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $136,360

TOTAL EXPENSES $136,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,880	$157,622	+0.1%
Expenses	$136,360	$124,015	+0.1%
Net Income	$35,520	$33,607	+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

N/A

Volunteers

165

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
ANDRES DUSSAN	COMMODORE	N/A	Officer	$0	$0	$0
OWEN DAVIS	FINANCIAL SE	N/A	Officer	$0	$0	$0
AMY WHITE	RECORDING SE	N/A	Officer	$0	$0	$0
DAVID MOLSTER	VICE COMMODO	N/A	Officer	$0	$0	$0
DAN BARVIR	REAR COMMODO	N/A	Officer	$0	$0	$0
SAL BENELLI	SARGEANT-AT-	N/A	Officer	$0	$0	$0
ANTHONY BONI	FLEET CAPTAI	N/A	Officer	$0	$0	$0
ROY FERREIRA	MEASURER	N/A	Officer	$0	$0	$0
SUSAN REGAN	TREASURER	N/A	Officer Director	$0	$0	$0
KENNETH WALDRON	HEAD TRUSTEE	N/A	Director	$0	$0	$0
PHILIP MARSH	HOUSE CHAIR	N/A	Director	$0	$0	$0
MARCIA HEIMANN	REGATTA CHAI	N/A	Director	$0	$0	$0
ROBERT ABATE	AUDIT CHAIR	N/A	Director	$0	$0	$0
FANCIS ADINOLFI	BAR LIASON	N/A	Director	$0	$0	$0
LAURIE FERRARO	ENTERTAINMEN	N/A	Director	$0	$0	$0
JOHN LUDINGTON	AT LARGE	N/A	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
2024	No data	No data	No data	No data
2023	$171,880	$136,360	$479,058	$35,520
2022	$157,622	$124,015	$462,207	$33,607
2021	$106,020	$107,894	$427,454	$-1,874
2020	$118,739	$106,435	$428,023	$12,304
2019	$158,837	$131,995	$407,357	$26,842
2019	$171,037	$155,009	$402,898	$16,028
2018	$134,424	$129,247	$389,060	$5,177

WAUCOMA YACHT CLUB