YOUNG PRESIDENTS ORGANIZATION INC ORANGE COUNTY CHAPTER (EIN 330343618) - 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

2003

Legal Domicile

Principal Officer

BASET NIZAM

Phone

9496334147

Tax Period

2023-07-01 to 2024-06-30

YOUNG PRESIDENTS ORGANIZATION INC ORANGE COUNTY CHAPTER, founded in 2003, is a small nonprofit that reported $657K in total revenue in fiscal year 2023. Expenses of $599K left a modest 9% surplus.

Mission

THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS AND PROMOTES IDEA EXCHANGES AMONG 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 (2023)

Revenue Breakdown

Contributions & Grants $652,527

Program Service Revenue $0

Investment Income $4,120

Other Revenue $0

TOTAL REVENUE $656,647

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $504,278

Other Expenses $599,443

TOTAL EXPENSES $599,443

Year-over-Year Comparison

	2023	2022	Change
Revenue	$656,647	$621,872	+0.1%
Expenses	$599,443	$703,802	-0.1%
Net Income	$57,204	$-81,930	-1.7%

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
TRENT BRYSON	VICE CHAPTER CHAIR	Officer Director	$0	$0	$0
CHYRIZE LEBLANC	FORUM /EVENT SPOUSAL OFFICER	Officer Director	$0	$0	$0
KEVIN DUFFY	LEARNING OFFICER	Officer Director	$0	$0	$0
BROOKE SMITH	FORUM OFFICER	Officer Director	$0	$0	$0
BLAKE HARDIN	MEMBERSHIP OFFICER	Officer Director	$0	$0	$0
CLAYTON WELLBANK	MEMBERSHIP ENGAGEMENT OFFICER	Officer Director	$0	$0	$0
JOEL BLOCK	FAMILY OFFICER	Officer Director	$0	$0	$0
SHAUN MACGILIVRAY	NETWORK OFFICER	Officer Director	$0	$0	$0
DAN NGUYEN	STRATEGIC ALLIANCE OFFICER	Officer Director	$0	$0	$0
PEJMAN KALKHORAN	ASSISTANT LEARNING OFFICER	Officer Director	$0	$0	$0
BART DECLARK	CHAPTER CHAIR	Officer Director	$0	$0	$0
BASEL NIZAM	SECRETARY/FINANCIAL OFFICE	Officer Director	$0	$0	$0
BRANDON BALL	COMMUNICATIONS OFFICER	Officer Director	$0	$0	$0
HANNAH GREENBERG	BOARD MEMBER	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
2024	$656,647	$599,443	$633,726	$57,204
2023	$621,872	$703,802	$965,162	$-81,930
2022	$667,935	$683,542	$846,202	$-15,607
2021	$590,691	$610,909	$463,059	$-20,218
2020	$516,563	$475,712	$477,427	$40,851
2019	$1,043,209	$1,051,689	$435,126	$-8,480

YOUNG PRESIDENTS ORGANIZATION INC ORANGE COUNTY CHAPTER