YPO San Francisco Gold

🔒

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

2012

Legal Domicile

Principal Officer

Elizabeth Funk

Phone

6503509805

Tax Period

2023-07-01 to 2024-06-30

YPO San Francisco Gold, founded in 2012, is a small nonprofit in the Community Improvement sector that reported $638K in total revenue in fiscal year 2023. The organization ran a surplus of $99K, a strong 16% operating margin.

Mission

Better leaders through education and idea exchange. The organization will convene meetings and events for the purpose of education and the exchange of buisness improvemont information. The individual activities all differ each year based on the needs of the members.

Program Service Accomplishments

Program 1

During the 2023-2024 year, the Chapter held several impactful educational and experiential events, for its Members, both virtually and in person. The Organization continues to focus on leadership...

During the 2023-2024 year, the Chapter held several impactful educational and experiential events, for its Members, both virtually and in person. The Organization continues to focus on leadership development. Although each of the members has achieved significant leadership success at a young age, they understand that they can become better leaders and better people through peer learning and exceptional experiences in an inclusive community of open sharing and trust. During the 2023-24 fiscal year, Members participated in the following events:Core events (8)Sep 22, 2023 - The War on Cancer & Welcome Back PartyOct 13 & 27, 2023 - Potluck Dine AroundsNov 16, 2023 - Implications of ChatGPT & Generative AIDec 9, 2023 - Holiday PartyFeb 2 & 9, 2024 - Classic Dine AroundsMar 1-3, 2024 - Chapter RetreatMay 10, 2024 - Year-End PartyMay 21, 2024 - State of Our DemocracySmall events (10)Sep 12, 2023 - In the Boardroom with Libby SchaafOct 3, 2023 - In the Boardroom with Brooke JenkinsOct 5, 2023 - A Life Well-LivedNov 2, 2023 - Third Party Candidacy: A Service or Disservice?Nov 14, 2023 - Holiday Prep PartyDec 15, 2023 - Sensemaking in a Post Mainstream Media WorldFeb 21, 2024 - In the Boardroom with FBI Counterintelligence BriefingMarch 6, 2024 - Brooke Jenkins at the Lauder'sMay 2, 2024 - October 7th and Its AftermathMarch 14, 2024 - In the Boardroom with Betty Yee

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $12,650

Program Service Revenue $603,650

Investment Income $21,996

Other Revenue $0

TOTAL REVENUE $638,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $539,158

TOTAL EXPENSES $539,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$638,296	$592,864	+0.1%
Expenses	$539,158	$520,536	+0.0%
Net Income	$99,138	$72,328	+0.4%

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

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
Elizabeth Funk	Chapter Chair	5.00	Officer Director	$0	$0	$0
Anthony Brenner	Learning Officer	5.00	Director	$0	$0	$0
Steven Aldrich	Vice Learning	5.00	Director	$0	$0	$0
Steve Wadsworth	Membership Officer	5.00	Director	$0	$0	$0
Sophia Kim	Forum Officer	5.00	Director	$0	$0	$0
Matthew Estes	Vice Forum Officer	5.00	Director	$0	$0	$0
Jennifer Dulski	Finance Officer	5.00	Officer Director	$0	$0	$0
Wynn Burkett	Spouse Forum Officer	5.00	Director	$0	$0	$0
Drew Edwards	Family Officer	5.00	Director	$0	$0	$0
Pankaj Talwar	Communications Officer	5.00	Director	$0	$0	$0
Mari Baker	Development Officer	5.00	Director	$0	$0	$0
Pascal Brochier	Development Officer	5.00	Director	$0	$0	$0
Chanin Ballance	Vice Membership Officer	5.00	Director	$0	$0	$0
Doug Randall	Member Engagement Officer	5.00	Director	$0	$0	$0
John Phelps	New Member Engagement Off	5.00	Director	$0	$0	$0
Daniel Frank	Vice Finance Officer	5.00	Director	$0	$0	$0
Andrew Stack	Male Spouse Officer	5.00	Director	$0	$0	$0
Brian Camastral	Family Officer	5.00	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	No data	No data	No data	No data
2024	$638,296	$539,158	$719,837	$99,138
2023	$592,864	$520,536	$967,260	$72,328
2022	$498,056	$551,128	$858,583	$-53,072
2021	$459,422	$369,242	$812,885	$90,180
2020	$480,950	$474,452	$735,847	$6,498
2019	$474,856	$260,318	$503,551	$214,538
2018	$319,510	$316,563	$235,214	$2,947