YPO PRESIDIO GOLD

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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

2025

Legal Domicile

Principal Officer

DANIEL FRANK

Phone

8183990269

Tax Period

2024-07-01 to 2025-06-30

YPO PRESIDIO GOLD, founded in 2025, is a small nonprofit that reported $132K in total revenue in fiscal year 2024. The organization ran a surplus of $82K, a strong 62% operating margin.

Mission

MEETINGS AND CONFERENCES HELP MEMBERS BECOME BETTER BUSINESS AND COMMUNITY LEADERS THROUGH CONTINUING EDUCATION AND THE EXCHANGE OF IDEAS. THESE ACTIVITIES ENCOURAGE COMMUNICATION AND FREE INTERCHANGE OF NEW THOUGHTS, THEREBY GIVING THE MEMBERS VALUABLE KNOWLEDGE AND INSIGHTS.

Program Service Accomplishments

Program 1

Expenses: $49,632 Revenue: $131,930

CONFERENCES AND MEETINGS THROUGHOUT THE YEAR PROVIDE MEMBERS WITH A FORUM TO DEVELOP AND PROMOTE BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE.

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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 $131,930

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $131,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,632

Other Expenses $49,632

TOTAL EXPENSES $49,632

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,930	N/A	N/A
Expenses	$49,632	N/A	N/A
Net Income	$82,298	N/A	N/A

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
SOPHIA KIM	CHAPTER CHAIR	005.00	Officer	$0	$0	$0
AMY NORMAN	EDUCATION OFFICER	005.00	Officer	$0	$0	$0
DANIEL FRANK	CHAPTER FINANCE	005.00	Officer	$0	$0	$0
DANIEL FRANK	SECRETARY	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	$131,930	$49,632	$347,148	$82,298