Winard Yacht Club

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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

1949

Legal Domicile

Principal Officer

Robert Farmer

Phone

3102931076

Tax Period

2022-01-01 to 2022-12-31

Winard Yacht Club, founded in 1949, is a community nonprofit in the Recreation & Sports sector that reported $1.5M in total revenue in fiscal year 2022. The organization ran a surplus of $309K, a strong 20% operating margin.

Mission

Provide social and sailing facilities and services for members. Provide boat storage and dock facilities to members.

Program Service Accomplishments

Program 1

The Club provides slip and dock storage for member boats at the Club marina and on Catalina Island.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,321,299

Program Service Revenue $209,956

Investment Income $0

Other Revenue $5,831

TOTAL REVENUE $1,537,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $479,123

Fundraising Expenses $0

Other Expenses $749,233

TOTAL EXPENSES $1,228,356

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,537,086	$1,549,023	0.0%
Expenses	$1,228,356	$1,187,206	+0.0%
Net Income	$308,730	$361,817	-0.1%

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
Francie Hope	Commodore	012.00	Officer	$0	$0	$0
Dorian Harris	Vice Commodore	012.00	Officer	$0	$0	$0
Andy Beggs	Rear Commodore	012.00	Officer	$0	$0	$0
Janine Thompson	Secretary	010.00	Officer	$0	$0	$0
Robert Farmer	Treasurer	012.00	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	No data	No data	No data	No data
2022	$1,537,086	$1,228,356	$2,963,963	$308,730
2021	$1,549,023	$1,187,206	$2,650,717	$361,817
2020	$1,220,344	$1,018,931	$2,174,147	$201,413
2019	$1,509,917	$1,251,612	$1,989,579	$258,305
2018	$1,454,470	$1,216,651	$1,717,567	$237,819