CHAGRIN LAGOONS YACHT CLUB (EIN 340835152) - 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

1946

Principal Officer

TOM FINK

Phone

4409420299

Tax Period

2024-01-01 to 2024-12-31

CHAGRIN LAGOONS YACHT CLUB, founded in 1946, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 13% surplus.

Mission

SOCIAL AND RECREATIONAL CLUB PROMOTING SAFE BOATING AND 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 (2024)

Revenue Breakdown

Contributions & Grants $710,911

Program Service Revenue $677,069

Investment Income $13,293

Other Revenue $3,828

TOTAL REVENUE $1,405,101

Expense Breakdown

Grants Paid $0

Salaries & Benefits $281,439

Fundraising Expenses $0

Program Expenses $1,079,292

Other Expenses $939,743

TOTAL EXPENSES $1,221,182

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,405,101	$1,334,540	+0.1%
Expenses	$1,221,182	$1,302,138	-0.1%
Net Income	$183,919	$32,402	+4.7%

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

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
AARON BOLTON	TRUSTEE	1.00	Director	$0	$0	$0
DAVE D'AMICO	TRUSTEE	1.00	Director	$0	$0	$0
DON HUNT	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL IACOBUCCI	TRUSTEE	1.00	Director	$0	$0	$0
GARY KALIS	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS KUNC	TRUSTEE	1.00	Director	$0	$0	$0
STEVE ORLANDO	TRUSTEE	1.00	Director	$0	$0	$0
JEFF ZIKA	VICE COMMODO	2.00	Director	$0	$0	$0
JUSTIN COX	COMMODORE	2.00	Officer	$0	$0	$0
JOE CRINITI	FLEET CAPTAI	2.00	Officer	$0	$0	$0
TOM FINK	TREASURER	5.00	Officer	$0	$0	$0
LEADELE REESE	SECRETARY	2.00	Officer	$0	$0	$0
AARON ROSEUM	MEASURER	2.00	Officer	$0	$0	$0
JOHN SEIFARTH	REAR COMMODO	2.00	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
2024	$1,405,101	$1,221,182	$4,121,350	$183,919
2023	$1,334,540	$1,302,138	$3,943,530	$32,402
2022	$1,228,428	$1,504,744	$3,817,660	$-276,316
2021	$1,086,960	$981,508	$3,687,838	$105,452
2020	$1,032,585	$790,328	$3,528,263	$242,257
2019	$1,124,299	$879,301	$3,315,211	$244,998
2018	$931,573	$721,982	$3,044,997	$209,591

CHAGRIN LAGOONS YACHT CLUB