OAKLAND YACHT CLUB INC (EIN 940727720) - 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

1913

Legal Domicile

Principal Officer

AL LEONARD

Phone

5105226868

Tax Period

2023-01-01 to 2023-12-31

OAKLAND YACHT CLUB INC, founded in 1913, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Net assets of $4.3M represent 42 months of operating reserves.

Mission

CONTINUAL OFFERING OF SOCIAL AND RECREATIONAL PROGRAMS FOR THE BENEFIT OF CLUB MEMBERS

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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 $271,253

Program Service Revenue $744,736

Investment Income $24,888

Other Revenue $171,187

TOTAL REVENUE $1,212,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $459,218

Fundraising Expenses $0

Other Expenses $746,179

TOTAL EXPENSES $1,205,397

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,212,064	$1,161,827	+0.0%
Expenses	$1,205,397	$1,097,742	+0.1%
Net Income	$6,667	$64,085	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OWEN BOTTLER	COMMODORE	2.00	Officer Director	$0	$0	$0
JOHN TOROLA	VICE COMMODORE	2.00	Officer Director	$0	$0	$0
TRACY REIGELMAN	REAR COMMODORE	2.00	Officer Director	$0	$0	$0
STEVE HALL	SECRETARY	2.00	Officer Director	$0	$0	$0
AL LEONARD	TREASURER	2.00	Officer Director	$0	$0	$0
MATT MCDEARMID	MEMBERSHIP CHAIR	2.00	Officer Director	$0	$0	$0
JULIE CHENG	STAFF COMMODORE	2.00	Officer Director	$0	$0	$0
TOM BURNS	PORT CAPTAIN	2.00	Officer Director	$0	$0	$0
JACK MCGILLIS	MEASURER	2.00	Officer Director	$0	$0	$0
JOSH DURAN	DIRECTOR	2.00	Director	$0	$0	$0
PAUL CONROW	DIRECTOR	2.00	Director	$0	$0	$0
HAL REYNOLDS	DIRECTOR	2.00	Director	$0	$0	$0
BENJAMIN YAMANAKA	GENERAL MANAGER	40.00	Highest	$116,699	$0	$116,699

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	$1,212,064	$1,205,397	$4,573,459	$6,667
2022	$1,161,827	$1,097,742	$4,563,340	$64,085
2021	$1,132,862	$968,240	$4,405,166	$164,622
2020	$1,174,045	$879,580	$4,073,993	$294,465

OAKLAND YACHT CLUB INC