YPO California Coast Gold

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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

2004

Legal Domicile

Principal Officer

Craig Atkins

Phone

9496435300

Tax Period

2024-07-01 to 2025-06-30

YPO California Coast Gold, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $933K in total revenue in fiscal year 2024.

Mission

The Chapter mission includes a commitment to the enterprise of personal and family development. This commitment embraces our businesses, home, and community environment. We encourage the creation of warm and friendly relationships among Chapter members, and their families, to integrate the strength and traditions of YPO within and among our membership. To promote this concept, education programs are designed with a good balance among business, personal development, and current interest, including the use of YPO members wherever possible.

Program Service Accomplishments

Program 1

MEMBERS PARTICIPATE IN MEETINGS AND RETREATS THAT PROVIDE 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $933,452

Investment Income $0

Other Revenue $0

TOTAL REVENUE $933,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,004

Fundraising Expenses $0

Other Expenses $974,924

TOTAL EXPENSES $1,012,928

Year-over-Year Comparison

	2024	2023	Change
Revenue	$933,452	$882,831	+0.1%
Expenses	$1,012,928	$853,451	+0.2%
Net Income	$-79,476	$29,380	-3.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Scott Green	Education Chair	4.00	Director	$0	$0	$0
Scott Green	Vice Chairman	4.00	Director	$0	$0	$0
Darin Anderson	Treasurer	1.00	Director	$0	$0	$0
Francisco Morales	YPO Liaison	1.00	Director	$0	$0	$0
Heidi Zuckerman	Membership Chai	3.00	Director	$0	$0	$0
Matt Stewart	Secretary	1.00	Director	$0	$0	$0
Craig Atkins	Chairman	4.00	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	$933,452	$1,012,928	$284,569	$-79,476
2024	$882,831	$853,451	$364,045	$29,380
2023	$1,144,720	$929,830	$334,665	$214,890
2022	$210,970	$208,831	$119,775	$2,139