INDIAN HARBOR YACHT CLUB FOUNDATION INC (EIN 273193524) - 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

2010

Legal Domicile

Principal Officer

ELIZABETH DAIGLE

Phone

2038692484

Tax Period

2023-10-01 to 2024-09-30

INDIAN HARBOR YACHT CLUB FOUNDATION INC, founded in 2010, is a small nonprofit in the Arts, Culture & Humanities sector that reported $725K in total revenue in fiscal year 2023. Revenue surged 193% from the prior year, signaling strong growth momentum. The organization ran a surplus of $637K, a strong 88% operating margin.

Mission

TO RAISE FUNDS TO PRESERVE AND RESTORE THE HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT CLUBHOUSE AND RELATED STRUCTURES AND GROUNDS (THE "PROPERTY") LOCATED IN GREENWICH, CONNECTICUT, AND OWNED BY THE INDIAN HARBOR YACHT CLUB, INCORPORATED (THE "CLUB"), AND TO FOSTER AWARENESS OF AND APPRECIATION FOR THE PROPERTY, THE SURROUNDING AREA AND OTHER HISTORIC AREAS IN GREENWICH, CONNECTICUT.

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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 $702,309

Program Service Revenue $0

Investment Income $22,534

Other Revenue $0

TOTAL REVENUE $724,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,212

Program Expenses $66,069

Other Expenses $88,229

TOTAL EXPENSES $88,229

Year-over-Year Comparison

	2023	2022	Change
Revenue	$724,843	$247,556	+1.9%
Expenses	$88,229	$317,283	-0.7%
Net Income	$636,614	$-69,727	-10.1%

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

N/A

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
DAVID BECHTEL	PRESIDENT	1.50	Officer Director	$0	$0	$0
ELIZABETH DAIGLE	TREASURER	2.00	Officer Director	$0	$0	$0
RAY GUSTIN	SECRETARY	1.50	Officer Director	$0	$0	$0
SUZANNE CLARKE	DIRECTOR	1.50	Director	$0	$0	$0
CORNELIA E FORBES	DIRECTOR	1.50	Director	$0	$0	$0
LEONARD SHAVEL	DIRECTOR	1.50	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	$724,843	$88,229	$774,818	$636,614
2023	$247,556	$317,283	$137,224	$-69,727

INDIAN HARBOR YACHT CLUB FOUNDATION INC