YPO - California Coast Chapter (EIN 330343619) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

Michele Haddad

Phone

9492324124

Tax Period

2024-07-01 to 2025-06-30

YPO - California Coast Chapter, founded in 1981, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024.

Mission

EDUCATION AND IDEA EXCHANGE FOR LEADERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,040,045

Investment Income $2,198

Other Revenue $0

TOTAL REVENUE $1,042,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,500

Fundraising Expenses $0

Other Expenses $1,001,044

TOTAL EXPENSES $1,080,544

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,042,243	$1,017,549	+0.0%
Expenses	$1,080,544	$1,052,504	+0.0%
Net Income	$-38,301	$-34,955	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$79,500

Total Directors

$79,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michele Haddad	Chapter Manager	30.00	Officer Director	$79,500	$0	$79,500
Trevor Tait	Learning Office	10.00	Officer Director	$0	$0	$0
Naveen Poonian	Treasurer	2.00	Director	$0	$0	$0
Brandon Biegenzahn	Chairman	4.00	Director	$0	$0	$0
Julian Hamood	Member Engageme	3.00	Director	$0	$0	$0
Garrett Busch	Breakfast Offic	2.00	Director	$0	$0	$0
Arun Gupta	Forum Officer	4.00	Director	$0	$0	$0
Audie Attar	Membership Offi	4.00	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
2025	$1,042,243	$1,080,544	$431,512	$-38,301
2024	$1,017,549	$1,052,504	$662,318	$-34,955
2023	$775,238	$761,914	$706,566	$13,324
2022	$808,913	$698,188	$482,552	$110,725
2021	$621,593	$663,692	$510,324	$-42,099
2020	$595,352	$538,588	$525,049	$56,764
2019	$672,534	$633,413	$459,593	$39,121

YPO - California Coast Chapter