OKAUCHEE LAKE YACHT CLUB (EIN 391470044) - 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

1991

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

OKAUCHEE LAKE YACHT CLUB, founded in 1991, is a small nonprofit that reported $139K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $121K left a modest 13% surplus.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO FURTHER THE ADVANCEMENT OF SAILING ON INLAND LAKES.

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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 $850

Program Service Revenue $131,532

Investment Income $81

Other Revenue $6,764

TOTAL REVENUE $139,227

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,836

Other Expenses $120,893

TOTAL EXPENSES $120,893

Year-over-Year Comparison

	2023	2022	Change
Revenue	$139,227	$152,254	-0.1%
Expenses	$120,893	$123,936	0.0%
Net Income	$18,334	$28,318	-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

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
Cindy Amato	Member at Large	4.00	Director	$0	$0	$0
Tim Kay	Member at Large	4.00	Director	$0	$0	$0
Dan Schalk	Vice Commodore	4.00	Officer	$0	$0	$0
Don Wiseman	Commodore	4.00	Officer	$0	$0	$0
Alexander Kay	Rear Commodore	4.00	Officer	$0	$0	$0
Mike Pilgrim	Treasurer	4.00	Officer	$0	$0	$0
Matthew Prange	Secretary	4.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$139,227	$120,893	$297,569	$18,334
2022	$152,254	$123,936	$279,528	$28,318
2021	$138,596	$124,336	$251,749	$14,260
2020	$81,795	$77,929	$234,823	$3,866
2019	$118,141	$104,642	$231,990	$13,499
2018	$122,567	$98,620	$217,956	$23,947

OKAUCHEE LAKE YACHT CLUB