YPO Gold Southern California Chapter Inc (EIN 611606042) - 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

2009

Legal Domicile

Principal Officer

Tim Redfern

Phone

9495006899

Tax Period

2024-07-01 to 2025-06-30

YPO Gold Southern California Chapter Inc, founded in 2009, is a small nonprofit in the Community Improvement sector that reported $468K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $413K left a modest 12% surplus.

Mission

To build better company presidents and business leaders though education through education, idea exchange, and networking.

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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 $459,275

Program Service Revenue $0

Investment Income $8,959

Other Revenue $0

TOTAL REVENUE $468,234

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $362,002

Other Expenses $413,372

TOTAL EXPENSES $413,372

Year-over-Year Comparison

	2024	2023	Change
Revenue	$468,234	$615,316	-0.2%
Expenses	$413,372	$570,051	-0.3%
Net Income	$54,862	$45,265	+0.2%

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

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
Tim Redfern	Chairman	002.00	Officer Director	$0	$0	$0
Rick Taketa	Finance Officer	001.00	Officer Director	$0	$0	$0
Glenn Stearns	Learning Officer	001.00	Officer Director	$0	$0	$0
J J Jastrem	Forum and Member Chair	001.00	Director	$0	$0	$0
Dirk McNamee	Member Eng. Ofcr.	001.00	Officer Director	$0	$0	$0
Bettina Kallins	Souse Officer	001.00	Officer Director	$0	$0	$0
Aaron Byrnes	YPO-YPO Gold Liaison	001.00	Director	$0	$0	$0
Tim Ballard	Sage Advisor	001.00	Director	$0	$0	$0
Troy Arntsen	Asst. Education Officer	001.00	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	$468,234	$413,372	$256,428	$54,862
2024	$615,316	$570,051	$156,820	$45,265
2023	$578,166	$555,285	$159,925	$22,881
2022	$282,945	$381,008	$207,644	$-98,063
2021	$270,427	$325,041	$184,023	$-54,614
2020	$461,692	$429,879	$247,183	$31,813
2019	$630,487	$604,787	$193,906	$25,700

YPO Gold Southern California Chapter Inc