STURGEON BAY YACHT CLUB INC (EIN 390868594) - 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

Legal Domicile

Principal Officer

ELAINE CARMICHAEL

Phone

9207436934

Tax Period

2018-01-01 to 2018-12-31

STURGEON BAY YACHT CLUB INC, founded in 1946, is a small nonprofit that reported $456K in total revenue in fiscal year 2018. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $406K left a modest 11% surplus.

Mission

THE STURGEON BAY YACHT CLUB IS DEDICATED TO PROVIDING MEMBERS CONSISTENT, EXCELLENT MEALS, IN A FRIENDLY, PRIVATE CLUB SETTING, WHILE ENCOURAGING SAFE BOATING ACTIVITIES OF ALL KINDS

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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 (2018)

Revenue Breakdown

Contributions & Grants $595

Program Service Revenue $444,453

Investment Income $0

Other Revenue $11,261

TOTAL REVENUE $456,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,541

Fundraising Expenses $0

Other Expenses $377,825

TOTAL EXPENSES $406,366

Year-over-Year Comparison

	2018	2017	Change
Revenue	$456,309	$395,928	+0.2%
Expenses	$406,366	$414,835	0.0%
Net Income	$49,943	$-18,907	-3.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINE CARMICHAEL	COMMODORE	6.00	Officer Director	$0	$0	$0
ALISON WALKER	VICE COMMODO	4.00	Officer Director	$0	$0	$0
ED PIECHNA	REAR COMMODO	2.00	Officer Director	$0	$0	$0
MIKE CLUMPNER	TREASURER	5.00	Officer Director	$0	$0	$0
JON KRUSE	PAST COMMODO	1.00	Officer Director	$0	$0	$0
TIM GRAUL	DIRECTOR	1.00	Director	$0	$0	$0
SHARON PETERSON	DIRECTOR	2.00	Director	$0	$0	$0
ERIC PFEIFFER	DIRECTOR	1.00	Director	$0	$0	$0
MARK PUDLO	DIRECTOR	1.00	Director	$0	$0	$0
TERRY RIKER	DIRECTOR	4.00	Director	$0	$0	$0
DAVID SCHANOCK	DIRECTOR	1.00	Director	$0	$0	$0
AL STEINER	DIRECTOR	1.00	Director	$0	$0	$0
JANE WINEINGER	DIRECTOR	3.00	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
2018	$456,309	$406,366	$99,280	$49,943

STURGEON BAY YACHT CLUB INC