Young Presidents Organization Florida Chapter Inc (EIN 592939516) - 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

1956

Legal Domicile

Principal Officer

Juan Segarra

Tax Period

2023-07-01 to 2024-06-30

Young Presidents Organization Florida Chapter Inc, founded in 1956, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 12% surplus.

Mission

Educational meetings are held to help individual development of leadership skills.

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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 $1,280,000

Program Service Revenue $1,228,174

Investment Income $1,378

Other Revenue $0

TOTAL REVENUE $2,509,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $30,000

Fundraising Expenses $0

Program Expenses $2,188,671

Other Expenses $2,174,946

TOTAL EXPENSES $2,204,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,509,552	$2,312,210	+0.1%
Expenses	$2,204,946	$2,370,018	-0.1%
Net Income	$304,606	$-57,808	-6.3%

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

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sarah Fairbairn	Events Director	10.00	Director	$30,000	$0	$30,000
Juan Diaz	Forum Officer	5.00	Officer Director	$0	$0	$0
Dan Singer	Finance Officer	5.00	Officer Director	$0	$0	$0
Nick Friedman	Strategic Partnership Officer	5.00	Officer Director	$0	$0	$0
Michele Robert	Asst Membership Officer	5.00	Officer Director	$0	$0	$0
Matt Crum	Asst Forum Officer	5.00	Officer Director	$0	$0	$0
Brad Fuller	Family YNG Officer	5.00	Officer Director	$0	$0	$0
Bob Davis	Chapter Manager	10.00	Officer Director	$0	$0	$0
Alex Hug	Asst Membership Officer	5.00	Officer Director	$0	$0	$0
Casey Ellison	Communications Officer	5.00	Officer Director	$0	$0	$0
Chris Whitney	Vice Chair	5.00	Officer Director	$0	$0	$0
Ken Babby	Engagement Officer	5.00	Officer Director	$0	$0	$0
Gray Mabry	Past Chapter Chair	5.00	Officer Director	$0	$0	$0
Juan Segarra	Chapter Chair	5.00	Officer Director	$0	$0	$0
John Wohlwend	Learning Officer	5.00	Officer Director	$0	$0	$0
Jamie Graff	Asst Finance Officer	5.00	Officer Director	$0	$0	$0
Rini Fredette	Membership Officer	5.00	Officer Director	$0	$0	$0
Kristin Greco	Asst Learning Officer	5.00	Officer Director	$0	$0	$0
Kevin OConnell	Engagement Officer	5.00	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	No data	No data	No data	No data
2024	$2,509,552	$2,204,946	$1,887,923	$304,606
2023	$2,312,210	$2,370,018	$1,488,423	$-57,808
2023	$2,082,408	$1,786,099	$491,892	$296,309
2023	$2,312,210	$2,370,018	$1,488,423	$-57,808
2022	$1,254,450	$1,337,600	$1,807,295	$-83,150
2021	$983,017	$1,246,560	$1,045,657	$-263,543
2020	$849,709	$571,474	$858,862	$278,235
2019	$1,269,800	$1,192,308	$1,111,212	$77,492

Young Presidents Organization Florida Chapter Inc