YPO INC COASTAL SAN DIEGO CHAPTER (EIN 262060577) - 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

2008

Legal Domicile

Principal Officer

HEATHER MOYER

Phone

8583350655

Tax Period

2024-07-01 to 2025-06-30

YPO INC COASTAL SAN DIEGO CHAPTER, founded in 2008, is a small nonprofit that reported $785K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 40% operating deficit.

Mission

TO CREATE BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE. WE PROVIDE COMPELLING AND FULLFILLING EXPERIENCES THAT ELEVATE LEADERSHIP.

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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 $788,797

Investment Income $23

Other Revenue $-3,658

TOTAL REVENUE $785,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $952,229

Other Expenses $1,098,512

TOTAL EXPENSES $1,098,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$785,162	$899,309	-0.1%
Expenses	$1,098,512	$622,131	+0.8%
Net Income	$-313,350	$277,178	-2.1%

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

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
KIM HARRELL	LEARNING OFFICER	6.00	Officer	$0	$0	$0
ADAM ROBINSON	VICE LEARNING OFFICER	6.00	Officer	$0	$0	$0
ERIC ELLINGSEN	FINANCE OFFICER	6.00	Officer	$0	$0	$0
KEVIN SCHNEIDER	LEARNING OFFICER	6.00	Officer	$0	$0	$0
ANDY CASTIGLIONE	LEARNING OFFICER	6.00	Officer	$0	$0	$0
CAITLIN WEGE	MEMBERSHIP OFFICER	6.00	Officer	$0	$0	$0
DAVID SZEKERES	MEMBERSHIP OFFICER	6.00	Officer	$0	$0	$0
MATT THORN	FORUM OFFICER	6.00	Officer	$0	$0	$0
JEFF KLENNER	FORUM OFFICER	6.00	Officer	$0	$0	$0
DYLAN SLATER	ALLIANCE OFFICER	6.00	Officer	$0	$0	$0
MARK NAVARRA	ALLIANCE OFFICER	6.00	Officer	$0	$0	$0
KRISTEN SIEFFERT	NETWORK OFFICER	6.00	Officer	$0	$0	$0
LESLIE BASHAM	NETWORK OFFICER	6.00	Officer	$0	$0	$0
RYAN PEDDYCORD	MEMBER ENGAGEMENT OFFICER	6.00	Officer	$0	$0	$0
KRIS ALLOS	MEMBER ENGAGEMENT OFFICER	6.00	Officer	$0	$0	$0
MICHAEL PERSALL	PRESIDENTS RETREAT OFFICER	6.00	Officer	$0	$0	$0
NICOLE CHECK	SPOUSEPARTNER OFFICER	6.00	Officer	$0	$0	$0
MUMTAZ SCHNEIDER	SPOUSEFORUM OFFICER	6.00	Officer	$0	$0	$0
CHANDLER ALLRED	BOARD ACTIVITY OFFICER	6.00	Officer	$0	$0	$0
HEATHER MOYER	CHAPTER CHAIR	6.00	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	$785,162	$1,098,512	$899,115	$-313,350
2024	$899,309	$622,131	$992,910	$277,178
2023	$795,084	$920,383	$765,127	$-125,299
2022	$973,126	$1,065,066	$827,453	$-91,940
2021	$607,576	$592,488	$1,027,379	$15,088
2020	$400,933	$472,527	$364,291	$-71,594
2019	$733,040	$754,215	$435,885	$-21,175
2018	$862,391	$720,966	$457,060	$141,425

YPO INC COASTAL SAN DIEGO CHAPTER