ROCHESTER YACHT CLUB

EIN: 16-0613575 · ROCHESTER, NY · Data spans: TY2020–TY2025

Most recent filing: Tax Year 2025.

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 basisCompiled / reviewedAudit committeePart XII · TY2025
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.

$3,524,357

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.

$3,005,734

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

$7,836,549

Net Assetsℹ️Form 990, Part X — Total assets minus total liabilities. When positive, assets exceed liabilities; when negative, liabilities exceed assets. Also called 'fund balance.'

$5,879,750

112 W-2 employees reported (Form W-3, most recent filing — contractors and volunteers excluded) · TY2025 · 990

Total compensation, benefits & payroll taxes (Part IX)

TY2025

$1,445,419

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

~$13,000 per employee average across 112W-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 $312,159. The remaining $1,133,260is unlisted staff labor cost — includes benefits & payroll taxes for all employees, not any one person's salary.

Professional & consulting fees (Part IX, line 11)

TY2025

$20,189

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 $1,465,608.

Legal$750
Accounting$15,600
Other$3,839

Functional Expense Allocation (Part IX)

TY2025

$3,005,734total functional expenses

Part IX functional expense detail (program / management / fundraising allocation) was not reported in this filing. This is common for organizations whose filing form does not require the breakout, including many 501(c)(7) recreational clubs.

Historical Trends

Revenue vs. Expenses

Net Revenue / Operating Margin

Net Assets

Revenue Trend

Tax YearPeriodFormRevenueExpensesNet RevenueNet Assets
TY20202020–2021990N/AN/AN/A
TY20202020–2021990$2,532,857$2,382,574$150,283$2,708,034
TY20212020–2021990N/AN/AN/A
TY20212020–2021990$3,238,835$2,364,613$874,222$3,602,193
TY20222022+990N/AN/AN/A
TY20222022+990$3,296,093$2,472,493$823,600$4,402,944
TY20232022+990N/AN/AN/A
TY20232022+990$3,065,283$2,553,292$511,991$4,970,168
TY20242022+990N/AN/AN/A
TY20242022+990$3,379,924$2,995,671$384,253$5,354,421
TY20252022+990$3,524,357$3,005,734$518,623$5,879,750

Revenue trend is a filing-history view. It helps you compare operating periods, not infer the club's live condition today.

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
12Total revenue$3,524,357
1fAll other contributions, gifts, grants$150,000
1gNoncash contributions included in 1a-1f$150,000
1hTotal contributions and grants$150,000
2aMEMBERSHIP DUES$1,731,279
2bSUMMER MOORING FEES$431,859
2cWINTER STORAGE FEES$158,379
2dJUNIOR SAIL LESSONS$110,312
2eLOCKER & FLOOR RENTAL$77,341
2fTotal program service revenue$2,580,324
3Investment income$117,753

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)

$224,094

Ending endowment balance as of TY2025

Ending balance — 5-year trend

TY2021

$219,999

TY2022

$194,113

TY2023

$202,332

TY2024

$219,426

TY2025

$224,094

TY2025 rollforward

Beginning balance$219,426
Investment earnings / losses$12,477
Ending balance$224,094

Allocation

1%

Board-designated

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

Balance Sheet (Part X)

TY2025
LineDescriptionBOYEOY
16Total assets$7,306,545$7,836,549
26Total liabilities$1,952,124$1,956,799
33Total net assets or fund balances$5,354,421$5,879,750

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): 200

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
JOSEPH STEODIRECTOR - JOINED DURING THE YEAR5Volunteer
LINDSAY CRANEDIRECTOR - JOINED DURING THE YEAR5Volunteer
BEN KOERTRECORDING SECRETARY - JOINED DURING THE YEAR5Volunteer
LINDA BOWENCORRESPONDING SECRETARY - JOINED DURING THE YEAR5Volunteer
JEAN CLOSETREASURER - JOINED DURING THE YEAR20Volunteer
PETER PAPEREAR-COMMODORE - JOINED DURING YEAR20Volunteer
WILLIAM BUMPUSDIRECTOR5Volunteer
MARGARET ALLOCCODIRECTOR5Volunteer
BILLY FARMERDIRECTOR5Volunteer
KRISTOF WERNERDIRECTOR - TERM ENDED DURING THE YEAR5Volunteer
DAVID TUFTSDIRECTOR - TERM ENDED DURING THE YEAR5Volunteer
CHRIS GOLDSMITHDIRECTOR5Volunteer
FRANK SKLARSKYDIRECTOR - TERM ENDED DURING THE YEAR5Volunteer
VERONICA LYONSCORRESPONDING SECRETARY - TERM ENDED DURING THE YE5Volunteer
PATRICK BASSETTREASURER - TERM ENDED DURING THE YEAR20Volunteer
KIM GANLEYVICE-COMMODORE20Volunteer
JACK DEPETERSCOMMODORE20Volunteer
JOE DIVINCENZOPAST COMMODORE - TERM ENDED DURING THE YEAR20Volunteer
PETER MENDICKPAST COMMODORE20Volunteer

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
PETER ROGERSGENERAL MANAGER$120,750
MARY SMITH THRU AUG 2020CLUBHOUSE MANAGER$109,409
PETER ROGERSGENERAL MANAGER$82,000

Compensation shown is reportable compensation from this organization only, as disclosed in Part VII. The $150,000 individual disclosure threshold provides useful 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 reflects that the organization employs paid management rather than relying entirely on unpaid volunteers. Revenue scale, headcount, and operating complexity all shape what compensation levels are common for an organization of a given size. The filing shows what was paid and to whom; only people with inside knowledge of the organization can explain the context behind those numbers.

Independent Compensation Consultant

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

Schedule J not required for this organization.

Schedule J is only filed when at least one individual in Part VII received more than $150,000 in total compensation. This organization doesn’t meet that threshold, so this schedule is not required. Among the 35.7% of organizations in this corpus that do file Schedule J, 35.7% used an independent compensation consultant. When Schedule J IS required, this question asks whether the board hired an outside firm — unconnected to the organization — to benchmark executive pay against market rates. It reduces the risk that a board approves whatever the ED requests rather than what comparable organizations actually pay.

Equity-Based Compensation

Schedule J, Part II — Per-person compensation detail

Schedule J not required for this organization.

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

13

Independent Members

13

Total Employees

112

Total Volunteers

75

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 A, LINE 4

-- RECLASSIFICATION OF MEMBERSHIP CATEGORIES, CHANGE IN AGE PARAMETERS FOR STUDENTS TO 18-29 YEARS OLD, AND CHANGE IN MEMBER DEPENDENTS FROM 19 TO 21 YEARS OLD. -- AUDIT AND HR COMMITTEES WERE ABSORBED INTO OTHER EXISTING COMMITTEES, ADDED ENTERTAINMENT. -- DUTIES OF INDIVIDUAL OFFICERS WAS CLARIFIED.

FORM 990, PART VI, SECTION A, LINE 6

THE CLUB HAS APPROXIMATELY 185 VOTING MEMBERS.

FORM 990, PART VI, SECTION A, LINE 7A

THE MEMBERS ELECT THE GOVERNING BODY.

FORM 990, PART VI, SECTION A, LINE 7B

CERTAIN DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO MEMBER APPROVAL.

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

THE CLUB'S FINANCE COMMITTEE (WHICH ALSO CONSISTS OF MEMBERS OF THE EXECUTIVE COMMITTEE) IS PRESENTED WITH A DRAFT OF THE FORM 990 BY ITS TREASURER, AND THE COMMITTEE REVIEWS AND APPROVES THE FORM. IN PRIOR YEARS, THE TREASURER WOULD PRESENT THE DRAFT OF THE FORM 990 TO ALL EXECUTIVE BOARD MEMBERS AT A CLOSED BOARD MEETING FOR THEIR APPROVAL PRIOR TO SUBMISSION TO VARIOUS TAXING AUTHORITIES. GOING FORWARD, THE TREASURER WILL MAKE AVAILABLE TO THE OTHER BOARD MEMBERS WHO ARE NOT PART OF THE FINAN…

Mission

THE PURPOSE OF THE CLUB SHALL BE TO PROMOTE INTEREST IN YACHTS AND YACHTING, TO TEACH AND PROMOTE THE PRINCIPLES OF SEAMANSHIP AND NAVIGATION, TO ENCOURAGE THE TRADITION OF YACHTING, TO ENCOURAGE AND TEACH YOUNG PEOPLE IN SEAMANSHIP AND YACHTING, TO PROVIDE AND MAINTAIN A SUITABLE CLUBHOUSE, ANCHORAGE AND FACILITIES FOR THE USE AND RECREATION OF ITS MEMBERS AND TO MAKE ANY AND ALL RULES AND TO DO ANY OTHER ACT OR THING INCIDENTAL TO OR CONNECTED WITH THE FOREGOING PURPOSES OR IN ADVANCEMENT THEREOF.

As stated in the organization's 990 filing.

IRS Source Filings

TY2025 (990)TY2024 (990)TY2024 (990)TY2023 (990)TY2023 (990)TY2022 (990)TY2022 (990)TY2021 (990)TY2021 (990)TY2020 (990)TY2020 (990)

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.

Similar Organizations

Finding peer organizations…

Capacity Signals

Auto-detected patterns from this organization's own IRS filing history. Signals are relative to this org's trend only — not peer comparisons, not judgments.

Private clubs are naturally labor-heavy. Always interpret signals against this organization's own context before drawing conclusions.

Minor

Revenue per employee rose sharply

Revenue per employee grew 26% over two years (TY2023–TY2025), well above typical inflation. This can reflect genuine revenue growth, reduced staffing relative to revenue, or a one-time revenue event.

Why it matters: High revenue per employee can reflect operational efficiency — or understaffing. The program model and revenue mix should be checked before drawing conclusions.

Operator question: Did the revenue base change (new programs, dues increase, capital campaign receipt), or did staffing fall behind revenue growth?

Phase 2 signals (contractor substitution, benefits share changes) require Part IX line-level data and are not yet available. All computations use IRS-filed data only; no external benchmarks or CPI adjustments beyond a 3% per year inflation proxy.

📡 Filing Signals (3 total)

Trends and shifts computed from this organization's own public filings across all available years. Signals highlight where numbers changed — not whether those changes are good or bad. Only people with inside knowledge of this organization can interpret what these signals mean.

Signals describe filing history, not the club's live operating state. The newest filing may still lag current reality by many months.

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