YPO Gold Chicago

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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

1966

Legal Domicile

Principal Officer

Jon Stromberg

Phone

8474788001

Tax Period

2024-07-01 to 2025-06-30

YPO Gold Chicago, founded in 1966, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

PUT ON EVENTS AND SMALL GROUP FORUMS TO INFORM, EDUCATE AND ASSIST CEOS AND LEADERS OF BUSINESSES AND NOT-FOR-PROFIT ORGANIZATIONS

Program Service Accomplishments

Program 1

CONDUCTED EVENTS AND SMALL GROUP FORUMS TO ENHANCE CONTACTS, SHARE EXPERIENCE, AND HEAR EXPERTS PROVIDE NEW IDEAS, INFORMATION, AND METHODS FOR COMMERCIAL AND NFP LEADERS, OR CONCERNING ECONOMIC AND SOCIAL ISSUES, ALL TO ASSIST THE LEADERS OF ABOUT 250 SIGNIFICANT ORGANIZATIONS- EVENTS ARE SUPPORTED THROUGH THE DUES COLLECTED FROM THE 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 (2024)

Revenue Breakdown

Contributions & Grants $967,418

Program Service Revenue $235,379

Investment Income $5,421

Other Revenue $0

TOTAL REVENUE $1,208,218

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,279,155

TOTAL EXPENSES $1,282,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,208,218	$1,375,393	-0.1%
Expenses	$1,282,155	$1,280,091	+0.0%
Net Income	$-73,937	$95,302	-1.8%

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
Tom Rivkin	Immediate Past Chapter Chair	1.0	Director	$0	$0	$0
Steve Ferrara	Past Chapter Chair	1.0	Director	$0	$0	$0
Ross Pearlstein	Chapter Finance Officer	1.0	Director	$0	$0	$0
Jeff Brandt	Assistant Learning Officer	1.0	Director	$0	$0	$0
Bud Arquilla	Chapter Mentoring Officer	1.0	Director	$0	$0	$0
Caroline Grossinger	Chapter Learning Officer	1.0	Director	$0	$0	$0
Paul Helmer	Chapter Communications Officer	1.0	Director	$0	$0	$0
Sean Auton	Membership/MEO Officer	1.0	Director	$0	$0	$0
Kerryann Minton	At Large Director	1.0	Director	$0	$0	$0
Dave Borovsky	Forum Officer	1.0	Director	$0	$0	$0
Jake Geleerd	Chapter Chair	1.0	Director	$0	$0	$0
Michael Rosenbaum	Senior Learning Officer	1.0	Director	$0	$0	$0
Effie Stojka	Spouse/Partner Officer	1.0	Director	$0	$0	$0
Jon Stromberg	Vice Chair & Governance Office	1.0	Director	$0	$0	$0
Jill Fiscelli	Spouse Forum Officer	1.0	Director	$0	$0	$0
Kevin Bastuga	At Large Director	1.0	Director	$0	$0	$0
Keith berk	Legal Officer	1.0	Director	$0	$0	$0
Dan Costello	At Large Director	1.0	Director	$0	$0	$0
Tony Fiscelli	At Large Director	1.0	Director	$0	$0	$0
Peter Goldman	At Large Director	1.0	Director	$0	$0	$0
Allen Rogoway	Vice Learning Officer	1.0	Director	$0	$0	$0
Phil Schmidt	Asst. Mentoring Officer	1.0	Director	$0	$0	$0
Bruce Taylor	Vice Treasurer	1.0	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	$1,208,218	$1,282,155	$813,688	$-73,937
2024	No data	No data	No data	No data
2023	$1,052,857	$1,148,552	$752,878	$-95,695
2022	$1,239,730	$1,132,841	$848,573	$106,889
2021	$584,357	$793,895	$741,684	$-209,538
2020	$1,328,525	$956,347	$951,222	$372,178
2019	$1,108,449	$1,229,648	$579,044	$-121,199