YPO GOLD ORANGE COUNTY CHAPTER

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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

2017

Legal Domicile

Principal Officer

JEFF SCHAFFER

Phone

9496334147

Tax Period

2024-07-01 to 2025-06-30

YPO GOLD ORANGE COUNTY CHAPTER, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $461K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $119K, a strong 26% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $289,806

THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS AND PROMOTES IDEA EXCHANGE AMONG ITS MEMBERS, WHO ALL BECAME PRESIDENTS OF THEIR OWN COMPANIES BY THE AGE OF FIFTY.

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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 $460,650

Program Service Revenue $0

Investment Income $20

Other Revenue $0

TOTAL REVENUE $460,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $289,806

Other Expenses $342,029

TOTAL EXPENSES $342,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$460,670	$301,600	+0.5%
Expenses	$342,029	$305,678	+0.1%
Net Income	$118,641	$-4,078	-30.1%

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	Role	Reportable Comp	Other Comp	Total
JONATHAN CRONSTEDT	MEMBER ENGAGEMENT/COMMUNIC	Officer Director	$0	$0	$0
SHAWN ROGERS	ASSISTANT LEARNING OFFICER	Officer Director	$0	$0	$0
CHRIS BRAUN	MEMBER AT LARGE	Officer Director	$0	$0	$0
CHRIS PENNINGTON	MEMBERSHIP OFFICER	Officer Director	$0	$0	$0
RYAN RIECHES	FORMER CHAPTER CHAIR	Officer Director	$0	$0	$0
JEFF SCHAFFER	FINANCE OFFICER	Officer Director	$0	$0	$0
TERRY ADAMS	CHAPTER CHAIR & SECRETARY	Officer Director	$0	$0	$0
ANDY HARRIS	FORUM OFFICER	Officer Director	$0	$0	$0
SERGIO BECHARA	LEARNING OFFICER	Officer Director	$0	$0	$0
ASHESH KAMDAR	MEMBER AT LARGE	Officer Director	$0	$0	$0
WIL SMITH	STRATEGIC ALLIANCE OFFICER	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	$460,670	$342,029	$273,470	$118,641
2024	$301,600	$305,678	$150,476	$-4,078
2023	$276,567	$253,219	$160,429	$23,348
2022	$249,957	$243,874	$130,861	$6,083