YPO RANCHO SANTA FE GOLD CHAPTER INC (EIN 461008403) - 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

2012

Legal Domicile

Principal Officer

CHRISTOPHER VEUM

Phone

6197042700

Tax Period

2024-07-01 to 2025-06-30

YPO RANCHO SANTA FE GOLD CHAPTER INC, founded in 2012, is a small nonprofit that reported $278K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $252K left a modest 9% surplus.

Mission

YPO IS A GLOBAL, NON-PROFIT, COMMUNITY OF LEADERS AND CEO'S. YPO MEMBERS ARE CONNECTED THROUGH LEADERSHIP, LEARNING AND COMMUNITY INVOLVEMENT. THROUGH MONTHLY EVENTS, MEMBERS CONNECT TO SHARE KNOWLEDGE, IDEAS AND PERSONAL JOURNEY'S TO SUPPORT MEMBERS AND THEIR RESPECTIVE COMMUNITIES.

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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 $274,521

Program Service Revenue $0

Investment Income $3,345

Other Revenue $0

TOTAL REVENUE $277,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $251,673

TOTAL EXPENSES $251,673

Year-over-Year Comparison

	2024	2023	Change
Revenue	$277,866	$197,084	+0.4%
Expenses	$251,673	$201,200	+0.3%
Net Income	$26,193	$-4,116	-7.4%

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

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
STANLEY CHUNG	CHAIRMAN	4.00	Officer Director	$0	$0	$0
RICHARD ERDMAN	EDUCATION OFFICER	4.00	Officer Director	$0	$0	$0
CHRISTOPHER VEUM	FINANCE OFFICER	4.00	Officer Director	$0	$0	$0
SEAN EDWARDS	ASSISTANT EDUCATION OFFICER	4.00	Officer 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	$277,866	$251,673	$242,530	$26,193
2024	$197,084	$201,200	$216,337	$-4,116
2023	$206,600	$189,677	$220,453	$16,923

YPO RANCHO SANTA FE GOLD CHAPTER INC