YPO GOLD NORTHERN CALIFORNIA INC

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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

1982

Legal Domicile

Principal Officer

LESLEY BERGLUND

Phone

7072466827

Tax Period

2024-07-01 to 2025-06-30

YPO GOLD NORTHERN CALIFORNIA INC, founded in 1982, is a small nonprofit that reported $265K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $359K exceeded revenue, resulting in a 36% operating deficit.

Mission

ASSOCIATION OF BUSINESS EXECUTIVES TO PROMOTE AND EDUCATE MANAGERS AND LEADERS OF INTERNATIONAL ORGANIZATIONS.

Program Service Accomplishments

Program 1

THE CHAPTER PRODUCED LOCAL EVENTS INCLUDING SIX EDUCATIONAL EVENTS AND ONE HOLIDAY PARTY. ADDITIONALLY, THE CHAPTER PRODUCED ONE LOCAL RETREAT, ONE INTERNATIONAL RETREAT AND AN INTERNATIONAL FAMILY TRIP. ALL EVENTS ARE PRODUCED TO PROMOTE AND EDUCATE MANAGERS AND LEADERS OF INTERNATIONAL ORGANIZATIONS.

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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 $5,775

Program Service Revenue $258,752

Investment Income $0

Other Revenue $0

TOTAL REVENUE $264,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $359,018

TOTAL EXPENSES $359,018

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,527	$433,311	-0.4%
Expenses	$359,018	$431,232	-0.2%
Net Income	$-94,491	$2,079	-46.5%

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

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
EMILIO UMEOKA	Chairman	2.00	Officer	$0	$0	$0
LIESL LUDWIG	LEARNING OFFICR	2.00	Officer	$0	$0	$0
ESHA RAY	ASSIST LEARNING	1.00	Officer	$0	$0	$0
TANYA PETERSON	MEMBERSHIP	1.00	Officer	$0	$0	$0
SREE UPADHYAYULA	ASSIST MEMBRSHP	1.00	Officer	$0	$0	$0
LESLEY BERGLUND	FINANCE OFFICER	1.00	Officer	$0	$0	$0
PETER CHOUINARD	FORUM OFFICER	1.00	Officer	$0	$0	$0
SARAH WOODBERRY TRAUNER	FAMILY OFFICER	1.00	Officer	$0	$0	$0
BENJI AISSA	MEMBER ENGAGEMT	1.00	Officer	$0	$0	$0
VIPUL KHANNA	PAST CHAIRMAN	1.00	Officer	$0	$0	$0
ANSHU KHANNA	PAST CHAIRMAN	1.00	Officer	$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	$264,527	$359,018	$247,460	$-94,491
2024	$433,311	$431,232	$218,651	$2,079
2023	$456,566	$354,663	$212,538	$101,903
2022	$388,620	$507,951	$110,635	$-119,331
2021	$330,430	$241,608	$233,948	$88,822
2020	$429,839	$359,690	$145,126	$70,149
2019	$556,644	$622,078	$73,433	$-65,434