YOUNG PRESIDENTS ORGANIZATION INC SANTA BARBARA CHAPTER (EIN 742744885) - 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

1989

Legal Domicile

Principal Officer

BRIAN LLOYD

Phone

8056042640

Tax Period

2024-07-01 to 2025-06-30

YOUNG PRESIDENTS ORGANIZATION INC SANTA BARBARA CHAPTER, founded in 1989, is a small nonprofit that reported $542K in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $658K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PROMOTE THE EXCHANGE OF BUSINESS IDEAS IN THE LOCAL SANTA BARBARA BUSINESS COMMUNITY.

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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 $526,343

Investment Income $11,382

Other Revenue $4,715

TOTAL REVENUE $542,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,239

Fundraising Expenses $0

Other Expenses $611,343

TOTAL EXPENSES $657,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$542,440	$732,027	-0.3%
Expenses	$657,582	$491,696	+0.3%
Net Income	$-115,142	$240,331	-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

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

$46,239

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON PICK	CHAPTER CHAIR	2.00	Officer	$0	$0	$0
PARDIS NASSERI	LEARNING OFFICER	2.00	Officer	$0	$0	$0
MATTI KILPELAINEN	ASSISTANT LEARNING OFFICER	2.00	Officer	$0	$0	$0
JAMES RARING	FORUM OFFICERS	2.00	Officer	$0	$0	$0
KELLY MOONEY	MEMBERSHIP OFFICER	2.00	Officer	$0	$0	$0
ADAM BERGER	MEMBER ENGAGEMENT	2.00	Officer	$0	$0	$0
LYNETTE SPIEVAK	SPOUSE/PARTNER ENGAGEMENT OFFICER	2.00	Officer	$0	$0	$0
RICH STEEL	COMMS OFFICER	2.00	Officer	$0	$0	$0
BRIAN LLOYD	FINANCE OFFICER	2.00	Officer	$0	$0	$0
SYLIVA EDNEY	CHAPTER MANAGER	20.00	Officer	$46,239	$0	$46,239

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	$542,440	$657,582	$409,053	$-115,142
2024	$732,027	$491,696	$524,257	$240,331
2023	$732,217	$965,883	$277,006	$-233,666
2022	$650,971	$518,655	$516,512	$132,316
2021	$257,124	$113,062	$304,806	$144,062
2020	$173,269	$206,213	$160,603	$-32,944
2019	$478,963	$349,701	$192,794	$129,262

YOUNG PRESIDENTS ORGANIZATION INC SANTA BARBARA CHAPTER