NEWPORT HARBOR SAILING FOUNDATION (EIN 330759152) - 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

1997

Legal Domicile

Principal Officer

JEFFREY CONDON

Phone

7142964549

Tax Period

2023-01-01 to 2023-12-31

NEWPORT HARBOR SAILING FOUNDATION, founded in 1997, is a small nonprofit in the Recreation & Sports sector that reported $103K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $96K left a modest 7% surplus.

Mission

PROMOTION OF AMATEUR SAILING

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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 $41,263

Program Service Revenue $0

Investment Income $60,015

Other Revenue $1,724

TOTAL REVENUE $103,002

Expense Breakdown

Grants Paid $71,950

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,950

Other Expenses $23,737

TOTAL EXPENSES $95,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,002	$171,107	-0.4%
Expenses	$95,687	$149,992	-0.4%
Net Income	$7,315	$21,115	-0.7%

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

N/A

Employees

N/A

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
JIM BUCKINGHAM	PRESIDENT/TRUSTEE	2.00	Officer Director	$0	$0	$0
PAUL STEMLER	VP/TRUSTEE	2.00	Officer Director	$0	$0	$0
COLIN CAMPBELL	TREASURER/TRUSTEE	3.00	Officer Director	$0	$0	$0
CATHY KINNEY	SECRETARY/TRUSTEE	2.00	Officer Director	$0	$0	$0
JEFF CONDON	TRUSTEE	2.00	Officer Director	$0	$0	$0
KAYLA LA DOW	TRUSTEE	4.00	Officer 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	$103,002	$95,687	$1,230,152	$7,315
2022	$171,107	$149,992	$1,187,533	$21,115
2021	$155,144	$132,974	$1,283,646	$22,170
2020	$86,123	$103,037	$1,106,002	$-16,914
2019	$220,280	$225,370	$1,070,646	$-5,090
2018	$98,068	$139,905	$957,703	$-41,837

NEWPORT HARBOR SAILING FOUNDATION