PERRY YACHT CLUB INC (EIN 237159544) - 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

1971

Legal Domicile

Principal Officer

ELIZABETH A NELSON

Phone

7852491903

Tax Period

2023-01-01 to 2023-12-31

PERRY YACHT CLUB INC, founded in 1971, is a small nonprofit that reported $294K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $369K exceeded revenue, resulting in a 25% operating deficit.

Mission

PROMOTE THE SPORT OF SAILING, SEAMANSHIP AND SAIL EDUCATION. INCREASE THE REGION'S AWARENESS AND PARTICIPATION IN SAILING THROUGH OUR FACILITIES AND PROGRAMS.

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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 $271,841

Investment Income $1,232

Other Revenue $21,372

TOTAL REVENUE $294,445

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,991

Fundraising Expenses $0

Other Expenses $348,320

TOTAL EXPENSES $369,311

Year-over-Year Comparison

	2023	2022	Change
Revenue	$294,445	$351,967	-0.2%
Expenses	$369,311	$360,237	+0.0%
Net Income	$-74,866	$-8,270	+8.1%

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

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
ELIZABETH A NELSON	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID DOHERTY	IMMEDIATE PAST COMMODORE	1.00	Officer Director	$0	$0	$0
RICK GEPFORD	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC PHARR	COMMODORE	1.00	Officer Director	$0	$0	$0
TINA BREEDLOVE	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD EBERHARDT	DIRECTOR, BUILDINGS AND GROUNDS	1.00	Director	$0	$0	$0
DAN BREEDLOVE	HARBORMASTER	1.00	Director	$0	$0	$0
TARA HOWARD	SOCIAL DIRECTOR	1.00	Director	$0	$0	$0
JENNESSEE PHARR	CO-SOCIAL DIRECTOR	1.00	Director	$0	$0	$0
MIKE ALLENBRAND	DOCKMASTER	1.00	Director	$0	$0	$0
DEBORAH MURPHY	COMMUNICATIONS CHAIR	1.00	Director	$0	$0	$0
SEAN KALIC	SAIL EDUCATION	1.00	Director	$0	$0	$0
RON HOLM	REAR COMMODORE	1.00	Officer Director	$0	$0	$0
JD MARTIN	BOARD MEMBER AT LARGE	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$294,445	$369,311	$2,005,773	$-74,866
2022	$351,967	$360,237	$2,107,141	$-8,270
2021	$1,652,873	$271,191	$2,144,054	$1,381,682
2020	$534,388	$478,609	$559,878	$55,779
2019	$251,341	$243,891	$504,099	$7,450
2018	$257,043	$233,601	$524,430	$23,442

PERRY YACHT CLUB INC