Young Presidents' Organization Windy City Chapter (EIN 201202043) - 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

2004

Legal Domicile

Principal Officer

Mike Travalini

Phone

3126232393

Tax Period

2024-07-01 to 2025-06-30

Young Presidents' Organization Windy City Chapter, founded in 2004, is a small nonprofit that reported $743K in total revenue in fiscal year 2018. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $827K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROMOTE AND IMPROVE THE COMMON BUSINESS INTERESTS OF THE MEMBER'S COMMERCIAL BUSINESSES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,052,395

Program Service Revenue $293,740

Investment Income $24,207

Other Revenue $0

TOTAL REVENUE $1,370,342

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,356,691

TOTAL EXPENSES $1,357,691

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,370,342	$944,885	+0.5%
Expenses	$1,357,691	$944,550	+0.4%
Net Income	$12,651	$335	+36.8%

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

N/A

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
Bobbi Bacci	Chapter Chair	2.0	Director	$0	$0	$0
Milan Rubenstein	Past Chapter Chair	0.0	Director	$0	$0	$0
Jay Leonard	ALO	1.0	Director	$0	$0	$0
Phil Penton	Vice Chapter Chair	0.0	Director	$0	$0	$0
Lance Neuhauser	Learning Officer	3.0	Director	$0	$0	$0
Erin Stutland	Spouse Forum	0.0	Director	$0	$0	$0
Myca Stahl	Chapter Manager	0.0	Director	$0	$0	$0
Brian Ortiz	Forum Chair	2.0	Director	$0	$0	$0
Nirav Batavia	Finance Chair	1.0	Director	$0	$0	$0
Austin Rabine	Membership Chair	3.0	Director	$0	$0	$0
Cayse Llorens	Member Engagement Officer	0.0	Director	$0	$0	$0
Keerthy Batavia	Spouse/Partner/Family	0.0	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
2025	$1,370,342	$1,357,691	$1,040,449	$12,651
2024	$944,885	$944,550	$1,107,652	$335
2023	$1,209,576	$821,622	$719,601	$387,954
2022	$947,774	$938,464	$517,423	$9,310
2021	$714,639	$512,034	$397,055	$202,605
2020	$638,310	$603,283	$136,036	$35,027
2019	$743,361	$827,057	$291,862	$-83,696

Young Presidents' Organization Windy City Chapter