COLUMBIA YACHT CLUB (EIN 360935520) - 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

1965

Legal Domicile

Principal Officer

LISA DESANTIS

Phone

3129383625

Tax Period

2023-01-01 to 2023-12-31

COLUMBIA YACHT CLUB, founded in 1965, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $3.7M left a modest 6% surplus.

Mission

TO PROMOTE THE SPORT OF YACHTING; THE SCIENCES OF SEAMANSHIP, NAVIGATION AND YACHT DESIGN; MAINTAIN A SUITABLE CLUB QUARTERS FOR THE ENTERTAINMENT AND CONVENIENCE OF 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 (2023)

Revenue Breakdown

Contributions & Grants $388,552

Program Service Revenue $2,317,347

Investment Income $39,096

Other Revenue $1,186,487

TOTAL REVENUE $3,931,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,204,519

Fundraising Expenses $0

Other Expenses $1,501,898

TOTAL EXPENSES $3,706,417

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,931,482	$3,348,956	+0.2%
Expenses	$3,706,417	$3,185,458	+0.2%
Net Income	$225,065	$163,498	+0.4%

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

$235,299

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK PHILP	GENERAL MANAGER	70.00	Officer	$137,609	$0	$137,609
THOMAS TRULIS	CONTROLLER	40.00	Officer	$97,690	$0	$97,690
LISA DESANTIS	COMMODORE	5.00	Officer Director	$0	$0	$0
JEFFREY VANDER MEADE	VICE COMMODORE	3.00	Officer Director	$0	$0	$0
GRETCHEN HORN	REAR COMMODORE	3.00	Officer Director	$0	$0	$0
JOSEPH MARCINIAK	PAST COMMODORE	1.00	Director	$0	$0	$0
JACK JENSEN	SECRETARY	3.00	Officer Director	$0	$0	$0
DAVID BAKER	TREASURER	3.00	Officer Director	$0	$0	$0
ALAN BLUM	DIRECTOR	1.00	Director	$0	$0	$0
COSTA LALLAS	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL COOLEY	DIRECTOR	1.00	Director	$0	$0	$0
DOMINIQUE MERRITT	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY KAWULA	DIRECTOR	1.00	Director	$0	$0	$0
PERRY WEINBERG	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL AHERN	DIRECTOR	1.00	Director	$0	$0	$0
RAMON CEPEDA	DIRECTOR	1.00	Director	$0	$0	$0
SUSSAN HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
TY ARENDS	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	No data	No data	No data	No data
2023	$3,931,482	$3,706,417	$5,670,018	$225,065
2022	$3,348,956	$3,185,458	$5,041,681	$163,498
2021	$2,774,724	$2,803,552	$3,474,625	$-28,828
2020	$2,490,734	$2,415,560	$3,424,223	$75,174
2019	$3,047,893	$3,090,724	$3,429,335	$-42,831
2018	$2,838,900	$2,773,120	$3,389,175	$65,780

COLUMBIA YACHT CLUB