YPO Pacific West 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

2020

Legal Domicile

Principal Officer

Ibi Krukrubo

Phone

4194666873

Tax Period

2024-07-01 to 2025-06-30

YPO Pacific West Inc, founded in 2020, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $1.6M left a modest 13% surplus.

Mission

LEARNING AND DEVELOPMENT OF THE MEMBERS (BUSINESS LEADERS).

Program Service Accomplishments

Program 1

PRESIDENTS RETREAT- SEPTEMBER, 2024 A. THE ORGANIZATION HOSTED A MULTI-DAY IN-PERSON MEMBERS ONLY PRESIDENTS RETREAT WITH 117 MEMBERS IN ATTENDANCE. B. THE PURPOSE WAS TO DELIVER A HIGH-VALUE RETREAT TO CONNECT MEMBERS WITH PEERS, DEVELOP A STRONGER CHAPTER CONNECTION, AND DELIVER A MEANINGFUL LEARNING EXPERIENCE.

Program 2

PRESIDENTS RETREAT- MARCH, 2025 A. THE ORGANIZATION HOSTED A MULT-DAY IN-PERSON FAMILY RETREAT WITH 170 ATTENDEES. B. THE PURPOSE WAS TO CONNECT MEMBERS AND THEIR FAMILIES WITH OTHERS IN THE CHAPTER. THROUGH A VARIETY OF CONNECTION ACTIVITIES, LEARNING RESOURCES, AND SOCIALS, THE CHAPTER CREATED STRONGER BONDS.

Program 3

FORUM EXPENSES- A. THE ORGANIZATION HOSTED 22 FORUM EVENTS FOR THE ACTIVE MEMBERS OVER THE FISCAL YEAR. EACH EVENT FEATURED PROFESSIONAL GUEST SPEAKERS. B. THE OBJECTIVE OF THESES FORUM EVENTS FOR...

FORUM EXPENSES- A. THE ORGANIZATION HOSTED 22 FORUM EVENTS FOR THE ACTIVE MEMBERS OVER THE FISCAL YEAR. EACH EVENT FEATURED PROFESSIONAL GUEST SPEAKERS. B. THE OBJECTIVE OF THESES FORUM EVENTS FOR BOTH THIS TIME PERIOD AND THE LONGER-TERM GOAL IS TO FACILITATE A SMALL, TIGHT-KNIT GROUP THAT FORGES DEEP TRUSTING RELATIONSHIPS, ALLOWING MEMBERS TO SHARE LIFE AND OFFER SUPORT ON THE MOST DELICATE BUSINESS AND PERSONAL ISSUES. THROUGH YPO FORUM, MEMBERS GAIN A CONFIDENTIAL RESOURCE THEY CAN RELY ON UNCONDITIONALLY FOR HONEST INSIGHT AND PERSPECTIVE.

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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 $1,604,766

Program Service Revenue $221,368

Investment Income $7,957

Other Revenue $0

TOTAL REVENUE $1,834,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $312,859

Fundraising Expenses $0

Other Expenses $1,287,337

TOTAL EXPENSES $1,600,196

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,834,091	$1,602,705	+0.1%
Expenses	$1,600,196	$1,405,442	+0.1%
Net Income	$233,895	$197,263	+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

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
Ibi Krukrubo	Learning Officer	2.0	Officer	$0	$0	$0
Todd Rubin	Chapter Chair	2.0	Officer	$0	$0	$0
Steve Joung	Finance Officer	2.0	Officer	$0	$0	$0
Victor Goldman	Assistant Learning Officer	2.0	Officer	$0	$0	$0
Kyle Eng	Membership Officer	2.0	Officer	$0	$0	$0
Rajeev Kapur	Engagement Officer	2.0	Officer	$0	$0	$0
Tim Masson	Forum Officer	2.0	Officer	$0	$0	$0
Nick Chaset	Family Officer	2.0	Officer	$0	$0	$0
Reema Batra	Diversity & Inclusion Officer	2.0	Officer	$0	$0	$0
Samuel Hon	Communication Officer	2.0	Officer	$0	$0	$0
Kristin Chaset	Partner Forum Officer	2.0	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	$1,834,091	$1,600,196	$1,586,589	$233,895
2024	$1,602,705	$1,405,442	$1,283,195	$197,263
2023	$1,537,169	$1,301,657	$1,060,098	$235,512
2022	$1,318,974	$890,361	$824,586	$428,613
2021	$803,988	$408,015	$395,973	$395,973