CLAGETT SAILING (EIN 271789166) - 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

2003

Legal Domicile

Principal Officer

STEPHANIE MCLENNAN

Phone

4018461353

Tax Period

2024-01-01 to 2024-12-31

CLAGETT SAILING, founded in 2003, is a small nonprofit in the Recreation & Sports sector that reported $298K in total revenue in fiscal year 2024. Net assets of $686K represent 28 months of operating reserves.

Mission

TO FOSTER NATIONAL AND INTERNATIONAL AMATEUR COMPETITIVE SAILING OPPORTUNITIES FOR SAILORS WITH PHYSICAL DISABILITIES AND HELP THEM ACHIEVE THEIR INDIVIDUAL GOALS IN SAILING THROUGH WORLD-CLASS COACHING AND COMPETITION.

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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 $208,355

Program Service Revenue $7,100

Investment Income $42,420

Other Revenue $40,603

TOTAL REVENUE $298,478

Expense Breakdown

Grants Paid $21,412

Salaries & Benefits $81,740

Fundraising Expenses $28,492

Program Expenses $225,932

Other Expenses $202,523

TOTAL EXPENSES $305,675

Year-over-Year Comparison

	2024	2023	Change
Revenue	$298,478	$299,452	0.0%
Expenses	$305,675	$276,272	+0.1%
Net Income	$-7,197	$23,180	-1.3%

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
STEPHANIE MCLENNAN	PRESIDENT	15.00	Officer Director	$0	$0	$0
SARAH EVERHART-SKEELS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ROBERTA M BENJAMIN	TREASURER	10.00	Officer Director	$0	$0	$0
CAROL BARROW	SECRETARY	3.00	Officer Director	$0	$0	$0
JOHN MACGOWAN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DANIEL HATCH	DIRECTOR	0.38	Director	$0	$0	$0
HEATHER MASON	DIRECTOR	1.00	Director	$0	$0	$0
SPENCER RAGGIO	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW HILL	DIRECTOR	0.38	Director	$0	$0	$0
CHARLES ROSENFIELD	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MCGUE	DIRECTOR	5.00	Director	$0	$0	$0
ANDREW PARISH	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ELIZABETH YORK	DIRECTOR	1.00	Director	$0	$0	$0
GRACE ELIZABETH ADAM	DIRECTOR	4.00	Director	$0	$0	$0
WILLIAM CASSIDY	DIRECTOR	0.38	Director	$0	$0	$0
RODERICK O'HANLEY	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH ISDALE	DIRECTOR	0.38	Director	$0	$0	$0
GREG KIELY	DIRECTOR	1.00	Director	$0	$0	$0
KAREN LLOYD	DIRECTOR	1.00	Director	$0	$0	$0
CATHERINE PEACOCK	DIRECTOR	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	$298,478	$305,675	$686,851	$-7,197
2023	$299,452	$276,272	$694,032	$23,180
2022	$280,572	$315,308	$629,963	$-34,736
2021	$356,452	$236,541	$712,758	$119,911
2020	$258,424	$198,711	$654,461	$59,713
2019	$303,815	$277,846	$557,928	$25,969
2018	$276,440	$231,348	$480,441	$45,092

CLAGETT SAILING