YPO GOLD LOUISIANA CHAPTER (EIN 721484466) - 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

1970

Legal Domicile

Principal Officer

JAMES WINFORD

Phone

5047150929

Tax Period

2024-07-01 to 2025-06-30

YPO GOLD LOUISIANA CHAPTER, founded in 1970, is a small nonprofit that reported $703K in total revenue in fiscal year 2024. Expenses of $632K left a modest 10% surplus.

Mission

BETTER LEADERS THROUGH 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 $674,789

Program Service Revenue $0

Investment Income $27,586

Other Revenue $450

TOTAL REVENUE $702,825

Expense Breakdown

Grants Paid $0

Salaries & Benefits $99,989

Fundraising Expenses $0

Program Expenses $632,479

Other Expenses $532,490

TOTAL EXPENSES $632,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$702,825	$696,953	+0.0%
Expenses	$632,479	$613,953	+0.0%
Net Income	$70,346	$83,000	-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
GREGORY RUSOVICH	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
MORRIS MINTZ	FINANCE OFFICER	2.00	Officer Director	$0	$0	$0
SHELBY RUSS	LUNCH SERIES/AT LARGE	1.00	Officer Director	$0	$0	$0
JANELLE FROST	FORUM OFFICER	1.00	Officer Director	$0	$0	$0
BILL ELLIS	CHAPTER CHAIRMAN	3.00	Officer Director	$0	$0	$0
KATIE LEGARDEUR	LEARNING OFFICER	4.00	Officer Director	$0	$0	$0
SCOTT BALLARD	ASST LEARNING OFFICER	2.00	Officer Director	$0	$0	$0
DAVID GAINES	MEMBERSHIP OFFICER/ASST LEARNING OFFICER	2.00	Officer Director	$0	$0	$0
RENEE LABORDE	SPOUSE FORUM OFFICER	1.00	Officer Director	$0	$0	$0
JERRY VASCOCU	ASST LEARNING OFFICER ELECT	2.00	Officer Director	$0	$0	$0
JIMMY BROADWELL	FAMILY OFFICER	1.00	Officer Director	$0	$0	$0
KENNY HODGES	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MAUREEN HUGULEY	SPOUSE OFFICER	1.00	Officer Director	$0	$0	$0
NICOLE LAMBERT	MEMBER AT LARGE	1.00	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	$702,825	$632,479	$624,071	$70,346
2024	$696,953	$613,953	$882,756	$83,000
2023	$694,460	$707,949	$978,323	$-13,489
2022	$517,744	$446,660	$746,487	$71,084
2021	$301,304	$294,720	$649,003	$6,584
2020	$274,877	$218,090	$633,144	$56,787
2019	$449,998	$450,162	$587,329	$-164

YPO GOLD LOUISIANA CHAPTER