SOUTH BEACH YACHT CLUB (EIN 943078390) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

AARON GRAY

Phone

4154952295

Tax Period

2023-01-01 to 2023-12-31

SOUTH BEACH YACHT CLUB, founded in 1988, is a small nonprofit in the Recreation & Sports sector that reported $491K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 17% operating margin.

Mission

YACHT CLUB

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $304,256

Program Service Revenue $106,626

Investment Income $4,440

Other Revenue $75,990

TOTAL REVENUE $491,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,648

Fundraising Expenses $0

Other Expenses $402,485

TOTAL EXPENSES $410,133

Year-over-Year Comparison

	2023	2022	Change
Revenue	$491,312	$395,668	+0.2%
Expenses	$410,133	$408,007	+0.0%
Net Income	$81,179	$-12,339	-7.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

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
DAN COURTER	COMMODORE	6.00	Officer Director	$0	$0	$0
BRIAN ISAAC	VICE COMMODORE	6.00	Officer Director	$0	$0	$0
MIKE SATTERLUND	REAR COMMODORE	6.00	Officer Director	$0	$0	$0
AARON GRAY	TREASURER	8.00	Officer Director	$0	$0	$0
SUNI PETERSEN	SECRETARY	4.00	Officer Director	$0	$0	$0
PATTY MANGAN	MEMBERSHIP CHAIR	4.00	Officer Director	$0	$0	$0
TOM GIAMMONA	DIRECTOR	1.00	Director	$0	$0	$0
CHELSEA CHEN	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON KASTNER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS NAUGHTON	DIRECTOR	1.00	Director	$0	$0	$0
LYNN HADJIAN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE MACDAIRMID	DIRECTOR	1.00	Director	$0	$0	$0
TREY QUINN	BOARD CHAIR	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
2024	No data	No data	No data	No data
2023	$491,312	$410,133	$1,540,429	$81,179
2022	$395,668	$408,007	$1,467,273	$-12,339
2021	$398,408	$343,922	$1,467,910	$54,486
2020	$311,851	$273,154	$1,404,666	$38,697

SOUTH BEACH YACHT CLUB