HOBCAW YACHT CLUB (EIN 576006774) - 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

1957

Legal Domicile

Principal Officer

DANIEL ISAAC

Phone

8436935368

Tax Period

2024-01-01 to 2024-12-31

HOBCAW YACHT CLUB, founded in 1957, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 51% operating margin.

Mission

HOBCAW YACHT CLUB IS A COMMUNITY BASED SOCIAL CLUB.

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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 $1,673,660

Program Service Revenue $297,259

Investment Income $38,443

Other Revenue $50,718

TOTAL REVENUE $2,060,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,380

Fundraising Expenses $0

Program Expenses $885,584

Other Expenses $932,382

TOTAL EXPENSES $1,004,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,060,080	$1,197,854	+0.7%
Expenses	$1,004,762	$988,567	+0.0%
Net Income	$1,055,318	$209,287	+4.0%

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
DANIEL ISAAC	COMMODORE	N/A	Officer	$0	$0	$0
PAUL BUTLER	REAR COMMODO	N/A	Officer	$0	$0	$0
JIM MAJESKI	POOL CHAIR	N/A	Officer	$0	$0	$0
DAN BRADLEY	HOUSE & GROU	N/A	Officer	$0	$0	$0
ROSS CAMPBELL	SECRETARY	N/A	Officer	$0	$0	$0
DAVID HAWKINS JR	BAR CHAIR	N/A	Officer	$0	$0	$0
TAMERA HAWSEY	FACILITIES R	N/A	Officer	$0	$0	$0
MARIE KELLY STALEY	ENTERTAINMEN	N/A	Officer	$0	$0	$0
NATE HARRIS	SAILING CHAI	N/A	Officer	$0	$0	$0
ANDREW DE HOLL	IT CHAIR	N/A	Officer	$0	$0	$0
SHERYL SCHNELL	MEMBERSHIP	N/A	Officer	$0	$0	$0
BRETT ELROD	VICE COMMODO	N/A	Officer	$0	$0	$0
KATIE CATALANA	TREASURER	N/A	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
2024	$2,060,080	$1,004,762	$3,108,340	$1,055,318
2023	$1,197,854	$988,567	$2,061,819	$209,287
2022	$1,077,688	$1,015,110	$1,934,860	$62,578
2021	$974,680	$1,231,967	$1,816,370	$-257,287
2020	$879,720	$815,515	$2,140,795	$64,205
2019	$851,737	$782,794	$2,146,667	$68,943
2018	$859,132	$844,641	$2,142,559	$14,491

HOBCAW YACHT CLUB