YPO San Francisco Gold

EIN: 455375710 Community Improvement

San Francisco, CA

Total Revenue
$638,296
Total Expenses
$539,158
Total Assets
$719,837
Net Assets
$714,824
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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
2012
Legal Domicile
CA
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.

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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%)

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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
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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

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Governance

Voting Members
20
Independent Members
20
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
2
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
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
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