YPO SAINT LOUIS GATEWAY CHAPTER

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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

MATTHEW PORTER

Phone

3142670845

Tax Period

2020-07-01 to 2021-06-30

YPO SAINT LOUIS GATEWAY CHAPTER, founded in 2006, is a small nonprofit that reported $217K in total revenue in fiscal year 2020. Revenue decreased 8% compared to the prior year. Expenses of $200K left a modest 8% surplus.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $93,007

MONTHLY CHAPTER MEETINGS, AREA CONFERENCES AND SEMINARS WERE PROVIDED TO EDUCATE FOR LEADERSHIP IN THE BUSINESS COMMUNITY THROUGH TRAINING AND VOLUNTEER INTERACTION

Program 2

RECOGNITION OF NEW MEMBERS AND HONORING PAST CHAIRMAN FOR SERVICE, DEVELOP LEADERSHIP AND RELATIONSHIPS WITH FELLOW MEMBERS

Program 3

PLANNING SESSIONS, BOARD MEETINGS AND FORUM MEETINGS PROMOTE INTERACTION AMONG MEMBERS FOR GROWTH AND LEARNING

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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 (2020)

Revenue Breakdown

Contributions & Grants $216,167

Program Service Revenue $0

Investment Income $594

Other Revenue $0

TOTAL REVENUE $216,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $93,007

Other Expenses $199,697

TOTAL EXPENSES $199,697

Year-over-Year Comparison

	2020	2019	Change
Revenue	$216,761	$235,681	-0.1%
Expenses	$199,697	$218,529	-0.1%
Net Income	$17,064	$17,152	0.0%

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	Role	Reportable Comp	Other Comp	Total
MATTHEW PORTER	CHAPTER CHAIRMAN	Director	$0	$0	$0
JASON PEACH	FINANCE CHAIR	Director	$0	$0	$0
TOM STREIB	FORUM CHAIR	Director	$0	$0	$0
JOE REINBERG	MEMBER ENGAGEMENT OFFICER	Director	$0	$0	$0
GEOFF GROSS	LEARNING CHAIR	Director	$0	$0	$0
ROSS TOOHEY	ASSISTANT LEARNING OFFICER	Director	$0	$0	$0
ROBERT GOLTERMANN	MEMBERSHIP CHAIR	Director	$0	$0	$0
MICHAEL EVELER	MEMBERSHIP OFFICER	Director	$0	$0	$0
DANIEL KRAUS	MEMBERSHIP OFFICER	Director	$0	$0	$0
MICHAEL KENNEDY	MEMBERSHIP OFFICER	Director	$0	$0	$0
ALI HOLEKAMP	SPOUSE FORUM OFFICER	Director	$0	$0	$0
ERIC PETERSON	FAMILY OFFICER	Director	$0	$0	$0
JENNIFER PETERSON	SPOUSE/PARTNER OFFICER	Director	$0	$0	$0
ERIN TOOHEY	CHAPTER RETREAT 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
2021	$216,761	$199,697	No data	$17,064
2020	$235,681	$218,529	$131,394	$17,152
2019	$265,898	$267,667	$131,403	$-1,769