YPO PACIFIC ONE CHAPTER INC (EIN 824861580) - 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

2018

Legal Domicile

Principal Officer

TONY SHUTTS

Phone

7632522502

Tax Period

2023-07-01 to 2024-06-30

YPO PACIFIC ONE CHAPTER INC, founded in 2018, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 116% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 7% surplus.

Mission

TO PROVIDE A NETWORK TO YOUNG PRESIDENTS AND CHIEF EXECUTIVE OFFICERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,236,885

Program Service Revenue $85,868

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,322,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,231,102

TOTAL EXPENSES $1,231,102

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,322,753	$612,637	+1.2%
Expenses	$1,231,102	$875,333	+0.4%
Net Income	$91,651	$-262,696	-1.3%

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

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
SMOKE WALLIN	CHAPTER CHAIR (PART YEAR)	2.00	Officer Director	$0	$0	$0
GARRY GREEN	CHAPTER CHAIR	2.00	Officer Director	$0	$0	$0
AMY BAUTISTA	MEMBERSHIP OFFICER (PART YEAR)	2.00	Officer Director	$0	$0	$0
LAURA SALERNO OWNES	MEMBERSHIP OFFICER	2.00	Officer Director	$0	$0	$0
CHRIS MITCHELL	FINANCE OFFICER (PART YEAR)	2.00	Officer Director	$0	$0	$0
TONY SHUTTS	FINANCE OFFICER	2.00	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	No data	No data	No data	No data
2024	$1,322,753	$1,231,102	$642,178	$91,651
2023	$612,637	$875,333	$75,941	$-262,696
2022	$844,131	$339,866	$790,984	$504,265
2021	$372,772	$250,307	$286,719	$122,465
2020	$582,147	$453,419	$164,254	$128,728

YPO PACIFIC ONE CHAPTER INC