APPLETON YACHT CLUB (EIN 237390178) - 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

1932

Legal Domicile

Principal Officer

BRANDON MARTINEK

Phone

9207339848

Tax Period

2024-01-01 to 2024-12-31

APPLETON YACHT CLUB, founded in 1932, is a small nonprofit that reported $561K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Net assets of $1.5M represent 31 months of operating reserves.

Mission

BOATING & SOCIAL ACTIVITIES 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 $0

Program Service Revenue $220,900

Investment Income $0

Other Revenue $340,272

TOTAL REVENUE $561,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $283,302

Fundraising Expenses $0

Other Expenses $280,138

TOTAL EXPENSES $563,440

Year-over-Year Comparison

	2024	2023	Change
Revenue	$561,172	$611,080	-0.1%
Expenses	$563,440	$616,764	-0.1%
Net Income	$-2,268	$-5,684	-0.6%

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

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
DIANE KUETHER	COMMODORE	8.00	Officer Director	$0	$0	$0
BRYAN MICK	VICE-COMMODORE	3.00	Officer Director	$0	$0	$0
CHUCK CERULL	SECRETARY	3.00	Officer Director	$0	$0	$0
BRANDON MARTINEK	TREASURER	4.00	Officer Director	$0	$0	$0
BILL FRAWLEY	MEASURER	1.00	Director	$0	$0	$0
DUSTIN MACK	DIRECTOR	1.00	Director	$0	$0	$0
GRAEME RATTRAY	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER PURDY	LT. FLEET CAPTAIN	1.00	Director	$0	$0	$0
JOHN YALE	SERGEANT AT ARMS	1.00	Director	$0	$0	$0
KEVIN LILLGE	DIRECTOR	1.00	Director	$0	$0	$0
KYLE SARGENT	DIRECTOR	2.00	Director	$0	$0	$0
PATTY KLINE	FLEET CAPTAIN	1.00	Director	$0	$0	$0
RAY GALIOTO	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT RUDEBECK	DIRECTOR	1.00	Director	$0	$0	$0
SHERYL BRUEMMER	FIRST MATES	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	$561,172	$563,440	$1,604,097	$-2,268
2023	$611,080	$616,764	$1,471,731	$-5,684
2022	$557,475	$499,388	$1,467,142	$58,087
2021	$451,071	$433,924	$1,407,162	$17,147
2020	$347,294	$371,467	$1,385,225	$-24,173
2019	$437,956	$373,250	$1,348,150	$64,706
2018	$450,791	$380,210	$1,484,402	$70,581

APPLETON YACHT CLUB