CALIFORNIA YACHT BROKERS ASSOCIATIO (EIN 412077754) - 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

1975

Legal Domicile

Principal Officer

Mark White

Tax Period

2024-01-01 to 2024-12-31

CALIFORNIA YACHT BROKERS ASSOCIATIO, founded in 1975, is a small nonprofit that reported $282K in total revenue in fiscal year 2024. Revenue surged 1121% from the prior year, signaling strong growth momentum. Expenses of $321K exceeded revenue, resulting in a 14% operating deficit.

Mission

Education and training for boat owners

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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 $161,307

Program Service Revenue $105,908

Investment Income $1,565

Other Revenue $12,970

TOTAL REVENUE $281,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $24,500

Fundraising Expenses $0

Program Expenses $142,721

Other Expenses $296,355

TOTAL EXPENSES $320,855

Year-over-Year Comparison

	2024	2023	Change
Revenue	$281,750	$23,066	+11.2%
Expenses	$320,855	$23,234	+12.8%
Net Income	$-39,105	$-168	+231.8%

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
Chareels Ullman	Director	2.00	Director	$0	$0	$0
George Sikich	Director	2.00	Director	$0	$0	$0
Wayne Goldman	Director	2.00	Director	$0	$0	$0
Nick Friedman	Director	2.00	Director	$0	$0	$0
Ty Mellott	Executive Director	10.00	Director Key Emp	$0	$0	$0
Leilani Wales	2nd Vice President	2.00	Officer Director	$0	$0	$0
Peter Zaleski	Treasurer	2.00	Officer Director	$0	$0	$0
Dean West	Vice President	2.00	Officer Director	$0	$0	$0
James Murrell	Secretary	2.00	Officer Director	$0	$0	$0
Mark White	President	2.00	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
2024	$281,750	$320,855	$103,309	$-39,105
2023	$221,679	$232,353	$164,301	$-10,674

CALIFORNIA YACHT BROKERS ASSOCIATIO