SAUSALITO YACHT CLUB (EIN 941506261) - 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

1942

Legal Domicile

Phone

4153327400

Tax Period

2024-01-01 to 2024-12-31

SAUSALITO YACHT CLUB, founded in 1942, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2024. Expenses of $2.7M left a modest 9% surplus.

Mission

SOCIAL AND RECREATIONAL CLUB MEMBERS INTERESTED IN BOATING.

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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 $1,470,045

Program Service Revenue $1,437,953

Investment Income $62,130

Other Revenue $4,465

TOTAL REVENUE $2,974,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,298,792

Fundraising Expenses $0

Program Expenses $2,068,942

Other Expenses $1,399,755

TOTAL EXPENSES $2,698,547

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,974,593	$2,828,679	+0.1%
Expenses	$2,698,547	$2,665,320	+0.0%
Net Income	$276,046	$163,359	+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
PATTI BOTT	COMMODORE	10.00	Officer Director	$0	$0	$0
JOHN LERNER	TREASURER	5.00	Officer Director	$0	$0	$0
SKIP SPEAKS	CHAIR	5.00	Officer Director	$0	$0	$0
MICHAEL LEVINE	FINANCE CHAIR	5.00	Officer Director	$0	$0	$0
RICH LAUMAN	AUDIT CHAIR	5.00	Officer Director	$0	$0	$0
RUSSELL CROCE	VICE COMMODORE	5.00	Officer	$0	$0	$0
MARISA McARTHUR	REAR COMMODORE	5.00	Officer	$0	$0	$0
REBECCA KORNMEYER	Secretary	5.00	Officer	$0	$0	$0
NORIO SUGANO	PORT CAPTAIN	5.00	Officer	$0	$0	$0
MARK WATSON	MEMBERSHIP CHR	5.00	Officer	$0	$0	$0
BOB LALANNE	RACE CHAIR	5.00	Officer	$0	$0	$0
GEORGIA BEYER	SAIL INSTR CHR	5.00	Officer	$0	$0	$0
FRED ZIRDUNG	CRUISE CHAIR	5.00	Officer	$0	$0	$0
ALEXANDRA MAGUIRE	ENTERTMT CHR	5.00	Officer	$0	$0	$0
STEPHEN ACKROYD	COMM CHAIR	5.00	Officer	$0	$0	$0
MICHAEL LAPPERT	HOUSE CHAIR	5.00	Officer	$0	$0	$0
ANGIE LACKEY OLSON	AUXILIARY CHAIR	5.00	Officer	$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	$2,974,593	$2,698,547	$2,466,404	$276,046
2023	$2,828,679	$2,665,320	$2,174,340	$163,359
2022	$2,575,614	$2,472,629	$2,026,535	$102,985
2021	$2,021,747	$1,722,237	$1,909,846	$299,510
2020	$1,604,043	$1,455,793	$1,558,177	$148,250
2019	$2,441,457	$2,370,603	$1,450,440	$70,854
2018	$2,570,626	$2,403,165	$1,404,486	$167,461

SAUSALITO YACHT CLUB