YPO INC DBA WRLD PRSDNTS ORGANIZATION ANGELENO (EIN 273066819) - 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

2010

Legal Domicile

Principal Officer

PHILIP HOLTHOUSE

Phone

3105661900

Tax Period

2022-07-01 to 2023-06-30

YPO INC DBA WRLD PRSDNTS ORGANIZATION ANGELENO, founded in 2010, is a small nonprofit that reported $565K in total revenue in fiscal year 2022. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $639K exceeded revenue, resulting in a 13% operating deficit.

Mission

ADMINISTRATION OF MEETINGS CONFERENCES TO HELP MEMBERS TO BECOME BETTER BUSINESS AND COMMUNITY LEADERS THROUGH CON EDUCATION AND EXCHANGE OF IDEAS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $559,750

Program Service Revenue $0

Investment Income $5,086

Other Revenue $0

TOTAL REVENUE $564,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $638,705

Other Expenses $638,705

TOTAL EXPENSES $638,705

Year-over-Year Comparison

	2022	2021	Change
Revenue	$564,836	$461,211	+0.2%
Expenses	$638,705	$878,276	-0.3%
Net Income	$-73,869	$-417,065	-0.8%

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
JEFFREY HAWKEN	EDUCATION CHAIR	005.00	Officer	$0	$0	$0
PHILIP HOLTHOUSE	CHAPTER FINANCE OFFICER	005.00	Officer	$0	$0	$0
BRIAN COHEN	CHAPTER CHAIR	005.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$564,836	$638,705	$659,580	$-73,869
2022	$461,211	$878,276	$594,192	$-417,065
2021	$530,226	$432,231	$782,548	$97,995
2020	$651,426	$437,578	$597,049	$213,848

YPO INC DBA WRLD PRSDNTS ORGANIZATION ANGELENO