SAN DIEGO YPO INC (EIN 205561828) - 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

2006

Legal Domicile

Principal Officer

ADAM BLAKE

Phone

7604346070

Tax Period

2024-07-01 to 2025-06-30

SAN DIEGO YPO INC, founded in 2006, is a small nonprofit that reported $758K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO ENHANCE DECISION MAKING SKILLS OF THE ORGANIZATION'S MEMBERS THROUGH THE USE OF EDUCATIONAL FORUMS AND DISCUSSION GROUPS.

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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 $754,000

Program Service Revenue $0

Investment Income $3,585

Other Revenue $0

TOTAL REVENUE $757,585

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $740,421

Other Expenses $790,576

TOTAL EXPENSES $790,576

Year-over-Year Comparison

	2024	2023	Change
Revenue	$757,585	$678,759	+0.1%
Expenses	$790,576	$658,886	+0.2%
Net Income	$-32,991	$19,873	-2.7%

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	Role	Reportable Comp	Other Comp	Total
TIM GLEESON	CHAPTER CHAIR	Officer Director	$0	$0	$0
JOSHUA VOLEN	FORUM OFFICER	Officer Director	$0	$0	$0
KRISTIN CARROLL	IMPACT OFFICER	Officer Director	$0	$0	$0
NIKO GUBERNATOR	MEMBERSHIP CHAIR	Officer Director	$0	$0	$0
JOSEPH BURNETT	LEARNING OFFICER	Officer Director	$0	$0	$0
ANDREW FEGHALI	MEMBER ENGAGEMENT OFFICER	Officer Director	$0	$0	$0
ADAM BLAKE	TREASURER	Officer Director	$0	$0	$0
KRISTINA CHANG	CHAIRMAN EMERITUS	Officer Director	$0	$0	$0
MICHAEL GIFFORD	MEMBER ENGAGEMENT OFFICER	Officer Director	$0	$0	$0
BROCK HECKMANN	ASSISTANT LEARNING OFFICER	Officer Director	$0	$0	$0
MIKE GLANZ	FAMILY OFFICER	Officer Director	$0	$0	$0
YANINE SIMPSER	SPOUSAL FORUM OFFICER	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
2025	$757,585	$790,576	$324,017	$-32,991
2024	$678,759	$658,886	$627,008	$19,873
2023	$567,099	$768,805	$337,135	$-201,706
2022	$633,107	$840,109	$682,841	$-207,002
2021	$349,344	$280,664	$745,843	$68,680
2020	$522,929	$260,466	$677,163	$262,463
2019	$551,500	$512,559	$414,700	$38,941

SAN DIEGO YPO INC