WISCONSIN CHAPTER OF YOUNG PRESIDENTS ORG INC (EIN 391639581) - 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

2005

Legal Domicile

Principal Officer

ADAM BERGER

Phone

4142717800

Tax Period

2024-07-01 to 2025-06-30

WISCONSIN CHAPTER OF YOUNG PRESIDENTS ORG INC, founded in 2005, is a small nonprofit that reported $552K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $504K left a modest 9% surplus.

Mission

EDUCATION, TRAINING, AND SHARING 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 (2024)

Revenue Breakdown

Contributions & Grants $519,834

Program Service Revenue $17,000

Investment Income $14,747

Other Revenue $0

TOTAL REVENUE $551,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,873

Fundraising Expenses $0

Program Expenses $504,417

Other Expenses $422,544

TOTAL EXPENSES $504,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$551,581	$591,114	-0.1%
Expenses	$504,417	$719,435	-0.3%
Net Income	$47,164	$-128,321	-1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE SPECHT-PALMERT	CHAPTER CHAIRMAN	4.00	Officer	$0	$0	$0
MATT LUEDER	ASSISTANT LEARNING OFFICER	2.00	Officer	$0	$0	$0
JOSH JEFFERS	LEARNING OFFICER	2.00	Officer	$0	$0	$0
ADAM YORK	FORUM OFFICER	2.00	Officer	$0	$0	$0
SHAWN GRETZ	ASSISTANT FORUM OFFICER	2.00	Officer	$0	$0	$0
CHRISTINA BERGER	SPOUSE FORUM COORDINATOR	2.00	Officer	$0	$0	$0
ADAM BERGER	FINANCE OFFICER	2.00	Officer	$0	$0	$0
NOAH RICKUN	PAST CHAPTER CHAIRMAN	2.00	Officer	$0	$0	$0
TYLER DOLPH	MEMBER ENGAGEMENT OFFICER	2.00	Officer	$0	$0	$0
MATT TAUB	MEMBERSHIP OFFICER	2.00	Officer	$0	$0	$0
CHARLIE STALLE	ASSISTANT MEMBERSHIP OFFICER	2.00	Officer	$0	$0	$0
DAN BUEHRLE	AT LARGE	2.00	Officer	$0	$0	$0
BRENT ADAM	AT LARGE	2.00	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	$551,581	$504,417	$932,284	$47,164
2024	No data	No data	No data	No data
2023	$671,996	$776,268	$768,090	$-104,272
2022	$443,786	$408,203	$1,211,981	$35,583
2021	$402,099	$392,154	$952,627	$9,945
2020	$436,837	$416,764	$593,685	$20,073
2019	$473,710	$425,873	$787,675	$47,837

WISCONSIN CHAPTER OF YOUNG PRESIDENTS ORG INC