YPO SOUTHWEST FLORIDA GOLD CHAPTER INC (EIN 201451951) - 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

2011

Legal Domicile

Principal Officer

STEVEN B SMITH

Phone

2396916731

Tax Period

2024-07-01 to 2025-06-30

YPO SOUTHWEST FLORIDA GOLD CHAPTER INC, founded in 2011, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $201K, a strong 18% operating margin.

Mission

TO PROVIDE CONTINUED LEARNING AND LIFELONG PEER NETWORKING.

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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 $427,400

Program Service Revenue $690,845

Investment Income $22,155

Other Revenue $0

TOTAL REVENUE $1,140,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $804,128

Other Expenses $939,275

TOTAL EXPENSES $939,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,140,400	$543,191	+1.1%
Expenses	$939,275	$503,037	+0.9%
Net Income	$201,125	$40,154	+4.0%

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
STEVEN B SMITH	TREASURER & SECRETARY	1.00	Director	$0	$0	$0
LYNLEE ALTMAN	ASSISTANT FORUM OFFICER	1.00	Director	$0	$0	$0
HELMUT ADAM	ASSISTANT TREASURER	1.00	Director	$0	$0	$0
BRIAN DUNSIRN	EDUCATION VICE CHAIR/DIREC	1.00	Director	$0	$0	$0
MIKE KORCHMAR	CHAIRMAN	1.00	Director	$0	$0	$0
DON STRUMILLO	CHAIRMAN	1.00	Director	$0	$0	$0
BILL MATTAR	MEMBER INTEGRATION OFFICER	1.00	Director	$0	$0	$0
JASON STEPHENS	MEMBERSHIP OFFICER	1.00	Director	$0	$0	$0
CARL VIZZI	GOLD MEMBERSHIP OFFICER	1.00	Director	$0	$0	$0
MIKE RAINEN	LEARNING OFFICER	1.00	Director	$0	$0	$0
DOUG PERKS	FORUM OFFICER	1.00	Director	$0	$0	$0
JACK HOOPES	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MASCARI	ASSISTANT LEARNING OFFICER	1.00	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	$1,140,400	$939,275	$491,543	$201,125
2024	$543,191	$503,037	$493,418	$40,154
2023	$609,445	$651,139	$250,264	$-41,694
2022	$605,666	$485,553	$291,958	$120,113
2021	$273,071	$200,421	$171,845	$72,650
2020	$216,328	$268,532	$99,195	$-52,204
2019	$259,705	$161,084	$151,399	$98,621

YPO SOUTHWEST FLORIDA GOLD CHAPTER INC