WPO Pacific Coast Chapter Inc (EIN 474515058) - 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

Legal Domicile

Phone

3102308335

Tax Period

2023-07-01 to 2024-06-30

WPO Pacific Coast Chapter Inc, founded in 2015, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 6% surplus.

Mission

Organized for the purpose of creating better business leaders through education and idea exchange by offering a series of seminars and conferences.

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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 $0

Program Service Revenue $1,149,061

Investment Income $4,864

Other Revenue $0

TOTAL REVENUE $1,153,925

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $918,670

Other Expenses $1,085,549

TOTAL EXPENSES $1,085,549

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,153,925	$796,488	+0.4%
Expenses	$1,085,549	$769,420	+0.4%
Net Income	$68,376	$27,068	+1.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Randy Levine	Finance Officer	3.00	Officer	$0	$0	$0
Mao Ni	Chairperson	3.00	Officer	$0	$0	$0
Jon Vein	Secretary	3.00	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	$1,153,925	$1,085,549	$668,069	$68,376
2023	$796,488	$769,420	$596,693	$27,068
2022	$788,586	$776,420	$498,125	$12,166
2021	$354,352	$342,125	$466,959	$12,227
2020	$668,397	$682,657	$320,732	$-14,260
2019	$556,311	$537,879	$446,442	$18,432

WPO Pacific Coast Chapter Inc