Westlake 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

1969

Legal Domicile

Phone

8188894820

Tax Period

2023-10-01 to 2024-09-30

Westlake Yacht Club, founded in 1969, is a small nonprofit that reported $590K in total revenue in fiscal year 2023. The organization ran a surplus of $168K, a strong 28% operating margin.

Mission

Provide sailing and social activities to its members and provide sailing education and racing for members and the greater community.

Program Service Accomplishments

Program 1

Provide sailing and social activities to its members and provide sailing education and racing for members and the greater community.

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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 $271,390

Program Service Revenue $355,399

Investment Income $23,187

Other Revenue $-59,480

TOTAL REVENUE $590,496

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,189

Fundraising Expenses $0

Other Expenses $376,241

TOTAL EXPENSES $422,430

Year-over-Year Comparison

	2023	2022	Change
Revenue	$590,496	$611,727	0.0%
Expenses	$422,430	$401,421	+0.1%
Net Income	$168,066	$210,306	-0.2%

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

100

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
Arvid Raulinaitis	Vice President	5.00	Officer Director	$0	$0	$0
Christine Wheeler	Director	2.00	Director	$0	$0	$0
Julie Trussell	Vice President	2.00	Officer Director	$0	$0	$0
Cookie Webb	Vice President	5.00	Officer Director	$0	$0	$0
Greg Morrow	President	10.00	Officer Director	$0	$0	$0
Francine Meyberg	Director	2.00	Director	$0	$0	$0
Pat Adams	Director	2.00	Director	$0	$0	$0
Charles Harley	Director	2.00	Director	$0	$0	$0
Charles Bornhauser	Director	2.00	Director	$0	$0	$0
Jim Harrison	Director	2.00	Director	$0	$0	$0
Rosemary McLarty	Director	2.00	Director	$0	$0	$0
Chet Schreiber	Director	2.00	Director	$0	$0	$0
Michelle Vardanian	Past President	2.00	Director	$0	$0	$0
Allan Rosenthal	Treasurer	5.00	Officer	$0	$0	$0
Judie Tetzlaff	Secretary/Direc	5.00	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
2024	$590,496	$422,430	$3,463,488	$168,066
2023	$611,727	$401,421	$3,252,409	$210,306
2022	$625,604	$365,372	$3,153,957	$260,232
2021	$450,094	$277,325	$2,948,945	$172,769
2020	$395,416	$218,221	$2,586,221	$177,195
2019	$550,398	$415,076	$2,346,935	$135,322
2018	$537,111	$398,615	$2,137,927	$138,496