YPO US ATLANTIC 13 REGIONAL CHAPTE… - Form 990 Financial Data

🔒

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

2015

Legal Domicile

Principal Officer

CHEZ PERFETTO

Phone

3017524593

Tax Period

2023-07-01 to 2024-06-30

YPO US ATLANTIC 13 REGIONAL CHAPTER INC, founded in 2015, is a small nonprofit that reported $358K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

DEVELOP AND PROMOTE THE EXCHANGE OF EXPERIENCES AND PRACTICES PERTAINING TO BUSINESS MANAGEMENT.TAKE ACTION THAT WILL FURTHER THE DEVELOPMENT OF INDIVIDUAL INCENTIVE.

Program Service Accomplishments

Program 1

THE CHAPTER PROVIDES ONGOING EDUCATIONAL PROGRAMS, NETWORKING OPPORTUNITIES AND TRAINING OPPORTNITIES TO THE MEMBERS

🔒

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 $346,000

Program Service Revenue $11,890

Investment Income $0

Other Revenue $0

TOTAL REVENUE $357,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $359,037

TOTAL EXPENSES $359,037

Year-over-Year Comparison

	2023	2022	Change
Revenue	$357,890	$309,500	+0.2%
Expenses	$359,037	$236,279	+0.5%
Net Income	$-1,147	$73,221	-1.0%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
REMY GARSON	CHAIR	Director	$0	$0	$0
VACANT	VICE CHAIR	Director	$0	$0	$0
CHEZ PERFETTO	FINANCE 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	No data	No data	No data	No data
2024	$357,890	$359,037	$318,593	$-1,147
2023	$309,500	$236,279	$232,306	$73,221
2022	$243,500	$252,258	$324,265	$-8,758
2021	$270,586	$240,676	$252,412	$29,910
2020	$224,000	$158,277	$169,547	$65,723
2019	$218,000	$205,561	$105,482	$12,439

YPO US ATLANTIC 13 REGIONAL CHAPTER INC