FOURTH OF JULY YACHT CLUB (EIN 952848155) - 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

1975

Legal Domicile

Principal Officer

LARRY HOLMES

Phone

5624953331

Tax Period

2023-01-01 to 2023-12-31

FOURTH OF JULY YACHT CLUB, founded in 1975, is a small nonprofit that reported $508K in total revenue in fiscal year 2023.

Mission

YACHT CLUB - PROMOTE BOATING ACTIVITIES

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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 (2023)

Revenue Breakdown

Contributions & Grants $507,946

Program Service Revenue $0

Investment Income $2

Other Revenue $0

TOTAL REVENUE $507,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,434

Fundraising Expenses $0

Other Expenses $454,373

TOTAL EXPENSES $540,807

Year-over-Year Comparison

	2023	2022	Change
Revenue	$507,948	$472,091	+0.1%
Expenses	$540,807	$397,825	+0.4%
Net Income	$-32,859	$74,266	-1.4%

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
WILLIAM FEDDE	DIRECTOR	5.00	Director	$0	$0	$0
LAUREN DANIELS	DIRECTOR	5.00	Director	$0	$0	$0
JOSEPH HARMON	DIRECTOR	5.00	Director	$0	$0	$0
NATALIE ZIFCAK	DIRECTOR	5.00	Director	$0	$0	$0
KEITH LUPTON	DIRECTOR	5.00	Director	$0	$0	$0
LARRY HOLMES	COMMODORE	5.00	Officer	$0	$0	$0
DIANE SCHNEIDER	FLEET SURGEON	5.00	Officer	$0	$0	$0
DARREN DANIELS	JUDGE ADVOCATE	5.00	Officer	$0	$0	$0
WILLIAM WALLER	PORT CAPTAIN	5.00	Officer	$0	$0	$0
JAY FERNS	REAR COMMODORE	5.00	Officer	$0	$0	$0
MEGAN MACIAS	SECRETARY	5.00	Officer	$0	$0	$0
CLARA HOLMES	TREASURER	5.00	Officer	$0	$0	$0
CHUCK PHILIPS	VICE COMMODORE	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	No data	No data	No data	No data
2023	$507,948	$540,807	$652,701	$-32,859
2022	$472,091	$397,825	$685,678	$74,266
2021	$445,730	$372,531	$611,041	$73,199
2020	$403,941	$365,111	$531,513	$38,830
2019	$436,704	$454,039	$878,552	$-17,335
2018	$367,769	$384,355	$641,897	$-16,586

FOURTH OF JULY YACHT CLUB