YPO GOLD WISCONSIN CHAPTER INC (EIN 237066138) - 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

1969

Legal Domicile

Principal Officer

SHAWN SULLIVAN

Phone

2623671040

Tax Period

2024-08-01 to 2025-07-31

YPO GOLD WISCONSIN CHAPTER INC, founded in 1969, is a small nonprofit that reported $640K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 15% operating margin.

Mission

TO PROVIDE EDUCATIONAL PROGRAMS TO ITS MEMBERS.

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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 $0

Program Service Revenue $632,957

Investment Income $6,831

Other Revenue $0

TOTAL REVENUE $639,788

Expense Breakdown

Grants Paid $0

Salaries & Benefits $91,178

Fundraising Expenses $0

Other Expenses $449,720

TOTAL EXPENSES $540,898

Year-over-Year Comparison

	2024	2023	Change
Revenue	$639,788	$514,657	+0.2%
Expenses	$540,898	$395,377	+0.4%
Net Income	$98,890	$119,280	-0.2%

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

Volunteers

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
WENDY BURKE	MEMBER ENGAGEMENT OFFICER	1.00	Director	$0	$0	$0
MEG NELSON	AT LARGE	1.00	Director	$0	$0	$0
BRYAN SADOFF	AT LARGE	1.00	Director	$0	$0	$0
PETER KORDUS	CHAPTER DIRECTOR	1.00	Director	$0	$0	$0
PAUL SIEPMANN	CHAPTER DIRECTOR	1.00	Director	$0	$0	$0
DON SCHLIDT	AT LARGE	1.00	Director	$0	$0	$0
KENT LORENZ	CHAPTER DIRECTOR	1.00	Director	$0	$0	$0
MARY BROWN	CHAPTER CHAIR	1.00	Officer	$0	$0	$0
MIKE VICTORSON	CHAPTER LEARNING OFFICER	1.00	Officer	$0	$0	$0
KRISTA GALBRAITH	CHAPTER ASSISTANT LEARNING	1.00	Officer	$0	$0	$0
MIKE DOWLING	FINANCE OFFICER	1.00	Officer	$0	$0	$0
CHRIS ANGUIL	CHAPTER FORUM OFFICER	1.00	Officer	$0	$0	$0
WENDE GORNIAK	CHAPTER SPOUSE/PARTNER & F	1.00	Officer	$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	$639,788	$540,898	$460,808	$98,890
2024	$514,657	$395,377	$361,918	$119,280
2023	$325,245	$339,042	$242,638	$-13,797
2022	$457,492	$371,029	$256,435	$86,463
2021	$240,878	$204,998	$169,972	$35,880
2020	$148,877	$273,239	$134,092	$-124,362
2019	$355,079	$326,888	$258,454	$28,191

YPO GOLD WISCONSIN CHAPTER INC