OAK ORCHARD YACHT CLUB INC

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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

1938

Legal Domicile

Principal Officer

CHRISTINE ZIMMERMAN

Phone

7164321421

Tax Period

2023-01-01 to 2023-12-31

OAK ORCHARD YACHT CLUB INC, founded in 1938, is a micro nonprofit that reported $90K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE THE SPORT OF SAILING AND YOUTH INSTRUCTION OF SAILING

Program Service Accomplishments

Program 1

THE CLUB PROVIDES MEMBERS WITH THE RESOURCES AND STRUCTURE TO GO SAILING,LEARN HOW TO SAIL, RELAX, AND SOCIALIZE IN THE LOUNGE/RESTAURANT

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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 $71,933

Program Service Revenue $10,938

Investment Income $64

Other Revenue $6,742

TOTAL REVENUE $89,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,809

Fundraising Expenses $0

Other Expenses $84,750

TOTAL EXPENSES $94,559

Year-over-Year Comparison

	2023	2022	Change
Revenue	$89,677	$75,789	+0.2%
Expenses	$94,559	$84,485	+0.1%
Net Income	$-4,882	$-8,696	-0.4%

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
PHIL ABEL	VICE COMMODO	1.00	Director	$0	$0	$0
BETTU BENOIT	EXEC. SECRET	1.00	Director	$0	$0	$0
PAUL GRAY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HODGINS	COMMODORE	1.00	Director	$0	$0	$0
DARREN LEONARD	FLEET CAPTAI	1.00	Director	$0	$0	$0
SUE ELWYN ROBERTS	REAR COMMODO	1.00	Director	$0	$0	$0
JEFF THUMAN	MARKETING DI	1.00	Director	$0	$0	$0
LARRY TRAVIS	DOCKMASTER	1.00	Director	$0	$0	$0
CHRISTINE ZIMMERMAN	TREASURER	1.00	Director	$0	$0	$0
JOHN ZIMMERMAN	FLEET CAPTAI	1.00	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	$89,677	$94,559	$55,460	$-4,882
2022	$75,789	$84,485	$60,388	$-8,696
2021	$91,248	$89,548	$69,038	$1,700
2020	$46,392	$63,918	$67,338	$-17,526
2019	$59,493	$71,518	$82,217	$-12,025
2018	$55,125	$58,160	$95,623	$-3,035