SOUTHWESTERN YACHT CLUB (EIN 951246150) - 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

1947

Legal Domicile

Principal Officer

STEVE GREENE

Phone

6192220438

Tax Period

2024-01-01 to 2024-12-31

SOUTHWESTERN YACHT CLUB, founded in 1947, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $5.6M left a modest 6% surplus.

Mission

PROVIDE A SITUS FOR THE MEMBERS TO ENJOY THEIR 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $4,670,795

Investment Income $142,090

Other Revenue $1,151,669

TOTAL REVENUE $5,964,554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,468,283

Fundraising Expenses $0

Other Expenses $3,166,184

TOTAL EXPENSES $5,634,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,964,554	$5,195,429	+0.1%
Expenses	$5,634,467	$5,298,375	+0.1%
Net Income	$330,087	$-102,946	-4.2%

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

106

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

$265,877

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
M PEARCY	COMMODORE	2.00	Officer Director	$0	$0	$0
J GOODRICH	VICE COMMODORE	2.00	Officer Director	$0	$0	$0
R RING	REAR COMMODORE	2.00	Officer Director	$0	$0	$0
J ROBEY	JR. STAFF COMMODORE	2.00	Officer Director	$0	$0	$0
LUCINDA LILLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
STEVE GREENE	TREASURER	2.00	Officer Director	$0	$0	$0
GORDEN HESS	DIRECTOR	2.00	Director	$0	$0	$0
ERIC HUIZAR	DIRECTOR	2.00	Director	$0	$0	$0
K OLSON	PORT CAPTAIN	2.00	Director	$0	$0	$0
S WERNER	DIRECTOR	2.00	Director	$0	$0	$0
P BLAKE	DIRECTOR	2.00	Director	$0	$0	$0
CORA CURRY	DIRECTOR	2.00	Director	$0	$0	$0
D POST KENNEDY	GENERAL MANAGER	60.00	Director	$247,502	$18,375	$265,877

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	$5,964,554	$5,634,467	$9,106,867	$330,087
2023	$5,195,429	$5,298,375	$9,207,692	$-102,946
2022	$4,884,038	$4,586,942	$9,829,983	$297,096
2021	$4,682,694	$3,887,543	$9,990,505	$795,151
2020	$4,106,498	$3,292,054	$9,550,687	$814,444
2019	$4,316,765	$3,970,485	$9,386,126	$346,280
2018	$4,138,471	$3,825,477	$9,354,427	$312,994

SOUTHWESTERN YACHT CLUB