IYRS SCHOOL OF TECHNOLOGY & TRADES

EIN: 05-0470320 · NEWPORT, RI · Data spans: TY2024–TY2024

Most recent filing: Tax Year 2024.

A more recent filing may not yet be published.

Sailing's public record, made legible. All numbers come directly from this organization's own sworn 990 filing. Patterns are computed from years of filings — not assessments or judgments.

Read trends in context: compare like with like, note the filing year, and treat major disruptions (like 2020–2021) as discontinuities rather than a continuous baseline.

Missing or N/A does not always mean absent. It can mean the item was not disclosed on that form, not collected on that filing type, or not available for that year.

Accrual basisAuditedAudit committeePart XII · TY2024
Total Revenueℹ️Form 990, Part VIII — Statement of Revenue. Includes contributions, grants, member dues, program service revenue, and investment income. Does NOT include borrowed funds or asset sales proceeds.

$5,381,659

Total Expensesℹ️Form 990, Part IX (full 990) or Part I Line 17 (990-EZ) — Total functional expenses. Includes program service expenses, management and general, and fundraising. The gap between revenue and expenses is the operating surplus or deficit for the year.

$5,323,374

Total Assetsℹ️Form 990, Part X — Balance Sheet, end of year. Includes cash, receivables, investments, land, buildings, and equipment.

$21,806,897

Net Assetsℹ️Form 990, Part X — Total assets minus total liabilities. Positive = financially solvent. Negative = liabilities exceed assets. Also called 'fund balance.'

$20,371,714

33 W-2 employees reported (Form W-3, most recent filing — contractors and volunteers excluded) · TY2024 · 990

Total compensation, benefits & payroll taxes (Part IX)

TY2024

$2,612,674

Full cost to employ everyone — wages + employer benefits + payroll taxes. Not officer pay alone.

~$79,000 per employee average across 33 W-2 employees; includes benefits & payroll taxes; part-time and seasonal staff counted at full weight.

Named officers/key employees (Part VII‑A) show reportable compensation only and are already included in the Part IX total above. They are not additive.

Named staff org comp sums to $476,801. The remaining $2,135,873 is unlisted staff labor cost — includes benefits & payroll taxes for all employees, not any one person's salary.

Professional & consulting fees (Part IX, line 11)

TY2024

$449,649

Payments to outside firms and independent contractors — not included in the Part IX labor total above. Combined with the labor total, full people cost is $3,062,323.

Legal$61,014
Accounting$62,900
Other$325,735

Functional Expense Allocation (Part IX)

TY2024

$5,323,374total functional expenses

74.2%

Program services

$3,948,745

17.6%

Management & general

$939,139

8.2%

Fundraising

$435,490

Source: Form 990, Part IX, line 25. A higher program-service percentage generally indicates more mission-directed spending.

Revenue Breakdown (Part VIII — most recent year)

Form 990, Part VIII — Statement of Revenue. Includes, but is not limited to: Line 1 = contributions and grants (including member dues reported as contributions). Lines 2a–2f = program service revenue (activities that directly further the organization's exempt purpose). Line 3 = investment income. The specific mix varies by organization type. Source: the organization's own sworn filing.

LineDescriptionAmount
11aOTHER INCOME$35,019
12Total revenue$5,381,659
1cFundraising events$645,723
1eGovernment grants (contributions)$656,352
1fAll other contributions, gifts, grants$979,232
1gNoncash contributions included in 1a-1f$111,267
1hTotal contributions and grants$2,281,307
2aSCHOOL$2,288,519
2bMARINA$365,560
2cMANAGEMENT FEES$171,702
2fTotal program service revenue$2,825,781
3Investment income$176,882
6cNet rental income or (loss)$135,800

Most revenue is reported in a single category this year. That can be normal for some org types; see the source filing for detail.

Endowment (Schedule D, Part V)

$592,890

Ending endowment balance as of TY2024

Ending balance — 5-year trend

TY2020

$597,150

TY2021

$591,738

TY2022

$556,324

TY2023

$595,178

TY2024

$592,890

TY2024 rollforward

Beginning balance$595,178
Investment earnings / losses$25,974
Ending balance$592,890

Allocation

0.92344%

Permanent endowment

0.07656%

Term endowment

Source: Form 990, Schedule D, Part V. Endowment funds reflect the organization's long-term investment reserves.

Balance Sheet (Part X)

TY2024
LineDescriptionBOYEOY
16Total assets$23,167,671$21,806,897
26Total liabilities$2,853,708$1,435,183
33Total net assets or fund balances$20,313,963$20,371,714

Source: Form 990, Part X, Balance Sheet.

Officers & Key Staff (Part VII)

How to read this section

This is not a full staff directory. It is the subset of people the organization had to disclose in Form 990, Part VII (the officer, director, trustee, key employee, and highest-compensated employee section of the filing). Why this matters: a missing name does not mean a person was not employed or involved.

Total Volunteer Board Hours/Week (Selected Year): 19

Hours per week are self-reported by each officer on Form 990, Part VII. They are not verified.

Officers and directors as reported on Form 990, Part VII. These are typically unpaid, elected positions. If an officer receives compensation, it will appear in the Paid Staff tab.

Operationally, this section is most useful for understanding disclosed leadership structure, compensation visibility, and board labor — not for reconstructing the full staffing model of a club.

NameTitleHours/WeekStatus
TERRY LANZATRUSTEE0.5Volunteer
SUSAN BALLOCHTRUSTEE0.5Volunteer
STEPHEN GLASCOCKCHAIRMAN0.5Volunteer
SEAN NEWTHTRUSTEE0.5Volunteer
RONALD P O'HANLEYVICE-CHAIRMAN0.5Volunteer
RONALD DUNBARTRUSTEE0.5Volunteer
ROBERT FLAXMANTRUSTEE0.5Volunteer
RIVES POTTSTRUSTEE0.5Volunteer
RALPH ISHAMTRUSTEE0.5Volunteer
PETER DENTONTRUSTEE0.5Volunteer
NEAL HARRELL JRTRUSTEE0.5Volunteer
MICHAEL J DOMINGUEZSECRETARY (TO 7/23)0.5Volunteer
MARTIN KEENTRUSTEE0.5Volunteer
MALCOLM D CLARKE JRTRUSTEE0.5Volunteer
LISA LEFORTTRUSTEE0.5Volunteer
LISA HINTZ CHEEKTRUSTEE0.5Volunteer
LAWRENCE GLENNTRUSTEE0.5Volunteer
LAUREN FLAHERTYTRUSTEE0.5Volunteer
JOHN KLINCK JRTRUSTEE (TO 7/23)0.5Volunteer
JOHN HALEYTRUSTEE0.5Volunteer
JOHN BROOKSTRUSTEE0.5Volunteer
J STEVE WHITETRUSTEE (TO 7/23)0.5Volunteer
HANNAH SWETTTRUSTEE0.5Volunteer
GEORGE BAKERTRUSTEE0.5Volunteer
DR KATHLEEN BARNESTRUSTEE0.5Volunteer
DOUGLAS L NEWHOUSETREASURER0.5Volunteer
DEBORAH HADLEYTRUSTEE (TO 9/23)0.5Volunteer
DARRELL CRATETRUSTEE0.5Volunteer
DANIEL OGDENTRUSTEE0.5Volunteer
DAISY D'ISERNIATRUSTEE0.5Volunteer
ALEX VALCICTRUSTEE0.5Volunteer
BILL FIRTHTRUSTEE0.5Volunteer
BILL MORONGTRUSTEE0.5Volunteer
CARTER RICHARDSONTRUSTEE0.5Volunteer
CONNELL CHRISTOPHER CANNONTRUSTEE0.5Volunteer
WILLIAM KAHANETRUSTEE0.5Volunteer
THOMAS FARRELLSECRETARY0.5Volunteer

Top Independent Contractors (Part VII-B)

$112,500across 1 contractor

TY2024
ContractorServicesCompensation
TALENT AGENT$112,500

Source: Form 990, Part VII, Section B. Lists each independent contractor paid more than $100,000.

Programs (Part III — most recent year)

Form 990, Part III — Statement of Program Service Accomplishments. These are the activities that directly further the organization's exempt purpose. Expenses, grants, and revenue are as reported in the organization's own sworn filing.

IYRS ALSO OWNS AND OPERATES A MARINA TO SHOWCASE CLASSIC AND OTHER BOATS WHICH PROVIDE STUDENTS OPPORTUNITIES FOR HANDS-ON WORK. IN ADDITION, IYRS MANAGES OTHER RELATED ORGANIZATIONS.

Expenses: $347,085Revenue: $673,062

Governance & Transparency Signals

The IRS Form 990 is a sworn disclosure document — not just a tax return. Beyond financials, it captures governance policies, compensation practices, and relationships between insiders and the organization. Every category below comes directly from that filing. When a field is blank, it is often because this form type doesn’t require it, or the org doesn’t meet the threshold that triggers disclosure. That context is itself worth knowing.

Conflict of Interest Policy

Form 990, Part VI — Line 12a

Yes

This organization has a written conflict of interest policy requiring officers, directors, and key employees to disclose any personal financial interest in a pending decision — and to step back from that vote. Examples in the sailing world: a board member whose construction company is bidding on a dock renovation, or a director who refers their spouse’s firm for the annual audit. Having a policy doesn’t eliminate conflicts; it creates a documented process for surfacing and managing them. Only 41% of organizations in this corpus report having one.

Whistleblower Protection Policy

Form 990, Part VI — Line 13

Yes

A formal process exists for employees, volunteers, or members to report suspected misconduct — and formal protection from retaliation for those who do. This creates a safe channel to flag irregular expense reimbursements, undisclosed vendor relationships, or cash handling questions. In a tight-knit club environment where a small officer corps controls both operations and finances, this protection matters more than the formal policy language might suggest. Only 27.5% of organizations in this corpus report having one.

Officer & Key Employee Compensation (Part VII)

Form 990, Part VII — Named individuals with reportable compensation

Part VII requires individual disclosure of all officers, directors, trustees, key employees, and the five highest-compensated employees earning above the reporting threshold. The individuals listed here are from the most recent available filing.

NameTitleComp from Org
JAY COOGANPRESIDENT/CEO (TO 7/23)$189,813
KERN MAASSPRESIDENT/CEO$149,507
MONIQUE COLLINSCFO$137,481

Compensation shown is reportable compensation from this organization only, as disclosed in Part VII. The $150,000 threshold is significant context: most volunteer-run sailing clubs report $0 for all officers. When professional staff — a General Manager, Executive Director, or Harbor Master — earns above that level, it signals an org operating more like a business than a volunteer collective. That’s not inherently good or bad: a $12M club with 45 full-time employees may well need a $200K GM. But a $400K club paying its Commodore $180K warrants scrutiny.

Independent Compensation Consultant

Schedule J, Part I — Organizations filing when comp exceeds $150K

No independent compensation consultant reported for the most recent year with Schedule J data (2024). Executive pay was set through internal board processes — a compensation committee, comparison to prior years, or board vote — without outside benchmarking. This is common and not inherently concerning for organizations paying market-rate salaries. It becomes more notable as compensation levels rise and the board’s judgment becomes harder to validate externally.

Equity-Based Compensation

Schedule J, Part II — Per-person compensation detail

None reported

No equity-based compensation reported — expected for a nonprofit. Nonprofits cannot issue ownership stakes because they have no shareholders. In the for-profit world, equity aligns executive incentives with long-term value creation; the nonprofit analog takes different forms (retention bonuses, deferred comp) but not equity. Zero percent of organizations in the sailing and yacht club corpus report this. If any did, it would immediately raise questions about whether the arrangement is consistent with tax-exempt status.

Related-Party Transactions (Schedule L)

Schedule L — Transactions with Interested Persons (officers, directors, their families, controlled entities)

Schedule L requires disclosure of loans, grants, and business transactions between the organization and its own insiders — board members, officers, key employees, and their family members or entities they control. Nonprofits are not prohibited from transacting with insiders, but they must disclose it, follow fair-market-value standards, and document that the transaction benefited the organization, not just the insider. These disclosures exist because self-dealing is the most direct way nonprofit assets can flow to those in control.

No related-party transactions found in our data for this organization. Schedule L is only required when transactions occur — absence means none were reported, not necessarily that none occurred.

Voting Board Members

34

Independent Members

33

Total Employees

33

Total Volunteers

37

Schedule O — Supplemental Information (most recent year)

Organizations use Schedule O to provide additional explanation for answers given on the main 990 form. These are direct excerpts from the filed document.

FORM 990, PART VI, SECTION B, LINE 11B

THE FORM 990 IS PREPARED BY THE EXTERNAL AUDITORS. THE CEO AND CFO BOTH REVIEW THE 990 PRIOR TO FILING AND WORK CLOSELY WITH THE EXTERNAL TAX TEAM. ONCE THEY ARE SATISFIED WITH THE FORM, IT IS SHARED WITH THE FINANCE COMMITTEE ELECTRONICALLY, AND THEN WITH THE BOARD OF TRUSTEES. THE COMMITTEE AND BOARD ARE ASKED IF THEY HAVE ANY QUESTIONS OR COMMENTS, WHICH ARE REVIEWED ELECTRONICALLY. ONCE THERE ARE NO FURTHER CHANGES, THE FORM IS SUBMITTED TO THE IRS.

FORM 990, PART VI, SECTION B, LINE 12C

THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES. ANNUALLY, THESE INDIVIDUALS ARE ASKED TO REVIEW THE POLICY AND SIGN A STATEMENT INDICATING THAT THEY UNDERSTAND THE POLICY, HAVE REPORTED ALL POTENTIAL CONFLICTS DURING THE PAST YEAR IN ACCORDANCE WITH THE POLICY AND WILL REPORT ALL POTENTIAL CONFLICTS DURING THE COMING YEAR. ALL POTENTIAL CONFLICTS ARE EVALUATED BY THE CHAIR OF THE BOARD OF TRUSTEES TO DETERMINE IF A CONFLICT ACTUALLY EXISTS.…

FORM 990, PART VI, SECTION B, LINE 15

ANNUALLY, THE COMPENSATION COMMITTEE OF THE BOARD CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE PRESIDENT, ESTABLISHING THE PRESIDENT'S COMPENSATION BASED ON THE EVALUATION OF THE PRESIDENT AND CONSIDERATION OF A SALARY SURVEY OF COMPARABLE POSITIONS OBTAINED FROM THE FORMS 990 OF SIMILAR ORGANIZATIONS. THE NEW PRESIDENT WAS HIRED AS OF JULY 15, 2023 WITH A 3 YEAR CONTRACT THROUGH JULY 1, 2026. THE PAY FOR ALL OTHER EMPLOYEES, INCLUDING THE CHIEF OPERATIONS & FINANCIAL OFFICER, KEY EMPLOYE…

FORM 990, PART VI, SECTION C, LINE 19

THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION WILL MAIL COPIES UPON REQUEST OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATION CHARGES FOR THE COPIES IN ACCORDANCE WITH IRS REGULATIONS.

FORM 990, PART XII, LINE 2C

THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

Mission

IYRS EMPOWERS STUDENTS THROUGH IMMERSIVE, HANDS-ON LEARNING TO REALIZE THEIR FULL POTENTIAL IN CAREERS AND IN LIFE.

As stated in the organization's 990 filing.

IRS Source Filings

Source filings are IRS e-file records in XML (Extensible Markup Language) format — a structured data standard used by the IRS for electronic filing. If you open one of these links, it will look like code. That's not an error — that's what XML looks like. Harbor Commons processes this raw XML and presents the structured, readable view you see above.

Why this matters: the XML is the receipt. Harbor Commons is the reading layer on top of that receipt. If you ever need to verify a number, wording choice, or disclosure, the source filing is where to check.

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