YPO SOUTHERN SANDS (EIN 474389953) - 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

2015

Principal Officer

KRISTEN GOODMAN

Phone

9548739449

Tax Period

2023-07-01 to 2024-06-30

YPO SOUTHERN SANDS, founded in 2015, is a small nonprofit that reported $569K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 26% operating margin.

Mission

AT OUR CORE IS ONE SIMPLE, EXTRAORDINARY IDEA AND MISSION: BETTER LEADERS THROUGH LIFELONG LEARNING 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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $396,167

Program Service Revenue $168,722

Investment Income $4,469

Other Revenue $0

TOTAL REVENUE $569,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $70,500

Fundraising Expenses $0

Program Expenses $327,676

Other Expenses $352,855

TOTAL EXPENSES $423,355

Year-over-Year Comparison

	2023	2022	Change
Revenue	$569,358	$409,605	+0.4%
Expenses	$423,355	$282,574	+0.5%
Net Income	$146,003	$127,031	+0.1%

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

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

$34,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN GOODMAN	MANAGER	20.00	Officer	$34,500	$0	$34,500
JAMIE EARP	ASST LEARNIN	2.00	Officer	$0	$0	$0
CARRIE GALLOWAY	FINANCE OFFI	2.00	Officer	$0	$0	$0
CHRISTIAN GONZALEZ	LEARNING OFF	2.00	Officer	$0	$0	$0
CARLOS IMERY	MEMBERSHIP O	2.00	Officer	$0	$0	$0
HUGH JETHA	CHAIR	2.00	Officer	$0	$0	$0
JOHAN MADRIZ	AT LARGE MEM	2.00	Officer	$0	$0	$0
JOLEEN MCKENZIE	SPOUSE FORUM	2.00	Officer	$0	$0	$0
JOLEEN MCKENZIE	SPOUSE/PARTN	2.00	Officer	$0	$0	$0
STEVEN SANDERS	FORUM OFFICE	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	No data	No data	No data	No data
2024	$569,358	$423,355	$660,483	$146,003
2023	$409,605	$282,574	$405,454	$127,031
2022	$340,831	$271,866	$330,094	$68,965
2021	$314,341	$264,227	$163,280	$50,114

YPO SOUTHERN SANDS