CATAWBA YACHT CLUB

EIN: 561783360

CHARLOTTE, NC

Total Revenue
$139,985
Total Expenses
$105,093
Total Assets
$457,193
Net Assets
$457,193
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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
1985
Legal Domicile
NC
Principal Officer
DAN ZAKERSKI
Phone
7043212249
Tax Period
2025-01-01 to 2025-12-31

CATAWBA YACHT CLUB, founded in 1985, is a small nonprofit that reported $140K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $35K, a strong 25% operating margin.

Mission

WATER - SALING, ROWING AND BOATING

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $137,847
Investment Income $648
Other Revenue $1,490
TOTAL REVENUE $139,985

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $87,330
Other Expenses $105,093
TOTAL EXPENSES $105,093

Year-over-Year Comparison

2025 2024 Change
Revenue $139,985 $128,167 +0.1%
Expenses $105,093 $98,210 +0.1%
Net Income $34,892 $29,957 +0.2%
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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
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
3
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY SMITH PRES/COMMODORE 0.00
Officer
$0 $0 $0
CAITLIN CARY SECRETARY 0.00
Officer
$0 $0 $0
DAN ZAKERSKI TREASURER 0.00
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 $139,985 $105,093 $457,193 $34,892
2024 No data No data No data No data
2023 $122,853 $151,924 $392,344 $-29,071
2022 $116,015 $160,595 $421,415 $-44,580
2021 $113,469 $82,299 $465,995 $31,170
2020 $97,268 $89,223 $434,825 $8,045
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