JACKSON YACHT CLUB (EIN 646013106) - 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

1960

Legal Domicile

Principal Officer

DALE CURRIE JR

Phone

6018568844

Tax Period

2023-01-01 to 2023-12-31

JACKSON YACHT CLUB, founded in 1960, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 15% operating deficit.

Mission

TO PROVIDE SERVICES TO DUES-PAYING MEMBERS OF THE JACKSON YACHT 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,018,298

Investment Income $21,424

Other Revenue $160,156

TOTAL REVENUE $1,199,878

Expense Breakdown

Grants Paid $0

Salaries & Benefits $383,232

Fundraising Expenses $0

Other Expenses $998,333

TOTAL EXPENSES $1,381,565

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,199,878	$1,343,000	-0.1%
Expenses	$1,381,565	$1,231,421	+0.1%
Net Income	$-181,687	$111,579	-2.6%

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
MERIDETH DRUMMOND	BOARD MEMBER	1.00	Director	$0	$0	$0
HAL CAUDELL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SCANLON	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID DUNN	BOARD MEMBER	1.00	Director	$0	$0	$0
JACKIE ELLENS	BOARD MEMBER	1.00	Director	$0	$0	$0
DONOVAN GUILBEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
DILLON ALLEN	COMMODORE	2.00	Officer Director	$0	$0	$0
DALE HUBBARD	IMMEDIATE PAST COMMODORE	2.00	Officer Director	$0	$0	$0
MARSHA THOMPSON	REAR COMMODORE	2.00	Officer Director	$0	$0	$0
STEVE BROWNING	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT MULLER	TREASURER	2.00	Officer Director	$0	$0	$0
DALE CURRIE	VICE COMMODORE	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	No data	No data	No data	No data
2023	$1,199,878	$1,381,565	$3,962,724	$-181,687
2022	$1,343,000	$1,231,421	$4,021,995	$111,579
2021	$1,195,016	$1,045,005	$3,694,019	$150,011
2020	$1,039,525	$996,716	$3,602,858	$42,809
2020	$1,125,254	$963,619	$3,602,858	$161,635
2019	$1,028,170	$1,001,468	$3,646,162	$26,702
2018	$1,096,631	$993,197	$3,660,934	$103,434

JACKSON YACHT CLUB