DANA WEST YACHT CLUB (EIN 953470608) - 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

1979

Legal Domicile

Principal Officer

Laura Muller

Phone

9496611185

Tax Period

2023-01-01 to 2023-12-31

DANA WEST YACHT CLUB, founded in 1979, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 9% surplus.

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 $681,200

Program Service Revenue $7,575

Investment Income $6,070

Other Revenue $580,916

TOTAL REVENUE $1,275,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $527,814

Fundraising Expenses $0

Program Expenses $1,155,785

Other Expenses $627,971

TOTAL EXPENSES $1,155,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,275,761	$1,177,939	+0.1%
Expenses	$1,155,785	$1,063,143	+0.1%
Net Income	$119,976	$114,796	+0.0%

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

N/A

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
Megan Noyes	Commodore	5.00	Officer Director	$0	$0	$0
Roger Salway	Vice Commodore	5.00	Officer Director	$0	$0	$0
Greg Carlson	Fleet Captain	5.00	Officer Director	$0	$0	$0
Cheryl Kelly	Secretary	5.00	Officer Director	$0	$0	$0
Leigh Ann Pack	Rear Commodore	5.00	Officer Director	$0	$0	$0
Sophie Lentini	Port Captain	5.00	Officer Director	$0	$0	$0
Laura Muller	Treasurer	5.00	Officer Director	$0	$0	$0
Nina McNeely	Jr. Staff Commodore	5.00	Officer Director	$0	$0	$0
Phil Eaton	Judge Advocate	5.00	Officer Director	$0	$0	$0
Nick Ingerto	Director	5.00	Officer Director	$0	$0	$0
Pat Chiku	Director	5.00	Officer Director	$0	$0	$0
Bruce Belanger	Director	5.00	Officer Director	$0	$0	$0
Kevin Riggs	Director	5.00	Officer Director	$0	$0	$0
Rich Blanco	Director	5.00	Officer Director	$0	$0	$0
Tom Rafferty	Director	5.00	Officer 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	$1,275,761	$1,155,785	$3,025,156	$119,976
2022	$1,177,939	$1,063,143	$3,123,637	$114,796
2021	$1,061,671	$928,617	$1,819,206	$133,054
2020	$882,086	$786,472	$1,644,416	$95,614
2019	$1,125,049	$930,858	$1,617,520	$194,191
2018	$1,050,279	$877,214	$1,546,073	$173,065

DANA WEST YACHT CLUB