SHELTON YACHT CLUB INC (EIN 911059899) - 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

DEBBIE CLEGG

Tax Period

2024-01-01 to 2024-12-31

SHELTON YACHT CLUB INC, founded in 1957, is a small nonprofit in the Recreation & Sports sector that reported $513K in total revenue in fiscal year 2024. The organization ran a surplus of $213K, a strong 42% operating margin.

Mission

TO MAINTAIN AND OPERATE THE YACHT CLUB AND MARINA FOR THE MEMBERS AND THE BROADER LOCAL COMMUNITY.

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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 $13,988

Program Service Revenue $501,915

Investment Income $-2,994

Other Revenue $302

TOTAL REVENUE $513,211

Expense Breakdown

Grants Paid $132

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $299,970

TOTAL EXPENSES $300,102

Year-over-Year Comparison

	2024	2023	Change
Revenue	$513,211	$491,655	+0.0%
Expenses	$300,102	$277,485	+0.1%
Net Income	$213,109	$214,170	0.0%

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
DEBBIE CLEGG	TREASURER	4.00	Officer Director	$0	$0	$0
GEORGE DALY	MARINA CHAIR	2.00	Officer Director	$0	$0	$0
DON ENTUS	BOARD CHAIRM	2.00	Officer Director	$0	$0	$0
RITA FORESTER	MARKETING CH	2.00	Officer Director	$0	$0	$0
JIM HARLAN	MEMBERSHIP C	2.00	Officer Director	$0	$0	$0
VICTORIA MCAFERTY	SECRETARY	3.00	Officer Director	$0	$0	$0
TERRY MEHL	COMMODORE	2.00	Officer Director	$0	$0	$0
BRUCE MONEYMAKER	HOUSE CHAIR	2.00	Officer Director	$0	$0	$0
CINDY PRATO	WAYS & MEANS	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	$513,211	$300,102	$1,755,528	$213,109
2023	$491,655	$277,485	$1,454,434	$214,170
2022	$507,781	$297,243	$1,160,978	$210,538
2021	$480,216	$376,524	$1,065,506	$103,692

SHELTON YACHT CLUB INC