ST FRANCIS YACHT CLUB (EIN 940830750) - 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

1927

Legal Domicile

Principal Officer

LARRY SWIFT

Phone

4158203725

Tax Period

2023-01-01 to 2023-12-31

ST FRANCIS YACHT CLUB, founded in 1927, is a mid-sized nonprofit that reported $17.5M in total revenue in fiscal year 2023.

Mission

TO BIND ITS MEMBERS TOGETHER BY A COMMON OBJECTIVE DIRECTED AT PLEASURE AND RECREATION.

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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 $93,176

Program Service Revenue $8,646,014

Investment Income $559,855

Other Revenue $8,233,679

TOTAL REVENUE $17,532,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,463,368

Fundraising Expenses $0

Other Expenses $7,741,704

TOTAL EXPENSES $17,205,072

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,532,724	$17,274,887	+0.0%
Expenses	$17,205,072	$15,705,324	+0.1%
Net Income	$327,652	$1,569,563	-0.8%

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

183

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

$540,626

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEAU VROLYK	COMMODORE	2.00	Officer Director	$0	$0	$0
CHRIS PERKINS	VICE COMMODORE	2.00	Officer Director	$0	$0	$0
ADAM GAMBLE	REAR COMMODORE	2.00	Officer Director	$0	$0	$0
GREGORY WETTERSTEN	CHAIRMAN	2.00	Officer Director	$0	$0	$0
KEVIN KUHN	SECRETARY	2.00	Officer Director	$0	$0	$0
BETSY WEILER	ASSISTANT SECRETARY	2.00	Officer Director	$0	$0	$0
IAN CHARLES	TREASURER	2.00	Officer Director	$0	$0	$0
CALE MILLER	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
BRANDAN BRADLEY	DIRECTOR	2.00	Director	$0	$0	$0
STEVE KAPP	DIRECTOR	2.00	Director	$0	$0	$0
KIM MEEK	DIRECTOR	2.00	Director	$0	$0	$0
ERIN O'GRADY	DIRECTOR	2.00	Director	$0	$0	$0
DAMIR PRISKICH	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN RUHNE	DIRECTOR	2.00	Director	$0	$0	$0
LARRY SWIFT	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MEAGHER	GM/COO	40.00	Key Emp	$511,918	$28,708	$540,626
MARC PASSETTI	ASSISTANT GENERAL MANAGER	40.00	Highest	$192,577	$47,602	$240,179
ASIF EHSAN	CONTROLLER	40.00	Highest	$249,968	$50,350	$300,318
AARON JOHNSON	EXECUTIVE CHEF	40.00	Highest	$193,566	$41,043	$234,609
ROSS SCHIVELEY	TINSLEY ISLAND MANAGER	40.00	Highest	$183,011	$30,521	$213,532
NOEL OMILA	AGM-MEMBERSHIP	40.00	Highest	$177,832	$38,920	$216,752

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	$17,532,724	$17,205,072	$31,041,053	$327,652
2022	$17,274,887	$15,705,324	$29,839,100	$1,569,563
2021	$14,152,861	$12,481,502	$21,989,998	$1,671,359
2020	$934,601	$869,351	$19,642,356	$65,250
2020	$11,064,441	$11,518,624	$19,662,254	$-454,183
2019	$18,783,250	$17,863,484	$20,451,518	$919,766
2018	$18,568,420	$17,094,627	$19,065,491	$1,473,793

ST FRANCIS YACHT CLUB