Commodore Perry Yacht Club (EIN 237331256) - 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

1973

Legal Domicile

Phone

8148604859

Tax Period

2024-03-01 to 2025-02-28

Commodore Perry Yacht Club, founded in 1973, is a small nonprofit that reported $357K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $103K, a strong 29% operating margin.

Mission

Manage a boat yacht club for members

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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 (2024)

Revenue Breakdown

Contributions & Grants $111,200

Program Service Revenue $209,608

Investment Income $7,595

Other Revenue $28,248

TOTAL REVENUE $356,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $275

Other Expenses $253,730

TOTAL EXPENSES $254,005

Year-over-Year Comparison

	2024	2023	Change
Revenue	$356,651	$328,462	+0.1%
Expenses	$254,005	$274,053	-0.1%
Net Income	$102,646	$54,409	+0.9%

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

178

Independent Members

N/A

Employees

N/A

Volunteers

178

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
Richard Buser	Board member	4.00	Officer	$0	$0	$0
Sean A Bliley	Treasurer	7.00	Officer	$0	$0	$0
Randy McNaughton	Board member	4.00	Officer	$0	$0	$0
Dana Kane	Secretary	6.00	Officer	$0	$0	$0
Dave Brogdon	Board member	4.00	Officer	$0	$0	$0
Marge Kupniewski	Board member	4.00	Officer	$0	$0	$0
Jim Bohrer	Board member	4.00	Officer	$0	$0	$0
Chris Ward	Commodore	7.00	Officer	$0	$0	$0
Matt Whiteford	Board member	4.00	Officer	$0	$0	$0
Kevin Sinnott	Vice Commodore	7.00	Officer	$0	$0	$0
Joe Passerotti	Rear Commodore	7.00	Officer	$0	$0	$0
Mark Restifo	Board member	4.00	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
2025	$356,651	$254,005	$771,064	$102,646
2024	$328,462	$274,053	$605,680	$54,409
2023	$159,433	$244,067	$599,606	$-84,634
2023	$330,261	$244,067	$599,606	$86,194
2022	$318,909	$250,115	$540,666	$68,794
2021	$296,260	$221,768	$494,072	$74,492

Commodore Perry Yacht Club