Aeolian Yacht Club (EIN 941436155) - 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

1907

Legal Domicile

Principal Officer

Diana Surber

Phone

5105232586

Tax Period

2024-11-01 to 2025-10-31

Aeolian Yacht Club, founded in 1907, is a small nonprofit that reported $365K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $344K left a modest 6% surplus.

Mission

Social club for boating and yachting enthusiasts.

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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 $78,710

Program Service Revenue $268,464

Investment Income $17,027

Other Revenue $706

TOTAL REVENUE $364,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,854

Fundraising Expenses $0

Program Expenses $0

Other Expenses $304,618

TOTAL EXPENSES $344,472

Year-over-Year Comparison

	2024	2023	Change
Revenue	$364,907	$390,545	-0.1%
Expenses	$344,472	$311,348	+0.1%
Net Income	$20,435	$79,197	-0.7%

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
Diana Surber	Commodore	5.00	Officer Director	$0	$0	$0
Kathie Boothby	Vice-Commodore	5.00	Officer Director	$0	$0	$0
Bill Davis	Port Captian	5.00	Officer Director	$0	$0	$0
Eva Johnson	Rear-Commodore	5.00	Officer Director	$0	$0	$0
Larry LaMar	Treasurer	5.00	Officer Director	$0	$0	$0
Vicki Dempsey	Membership Officer	3.00	Officer Director	$0	$0	$0
Gregor Robinson	Director	1.00	Director	$0	$0	$0
Pat McDaid	Director	1.00	Director	$0	$0	$0
Emma Williams	Secretary	3.00	Officer Director	$0	$0	$0
Bettie Laird	Director	1.00	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
2025	$364,907	$344,472	$1,522,117	$20,435
2024	$390,545	$311,348	$1,503,964	$79,197
2023	$411,655	$244,707	$1,468,353	$166,948
2022	$366,641	$317,816	$1,308,521	$48,825
2021	$379,805	$227,519	$994,147	$152,286
2020	$340,805	$239,150	$841,851	$101,655
2019	$366,861	$243,578	$739,667	$123,283
2018	$357,950	$296,938	$616,630	$61,012

Aeolian Yacht Club