YPO GOLD ARIZONA INC (EIN 860843455) - 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

2008

Legal Domicile

Phone

6026878016

Tax Period

2023-07-01 to 2024-06-30

YPO GOLD ARIZONA INC, founded in 2008, is a small nonprofit that reported $712K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $115K, a strong 16% operating margin.

Mission

DEVELOPING AND PROMOTING THE EXCHANGE OF IDEAS, EXPERIENCES AND PRACTICES PERTAINING TO BUSINESS MANAGEMENT AND LEADERSHIP.

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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 $0

Program Service Revenue $710,902

Investment Income $856

Other Revenue $0

TOTAL REVENUE $711,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $537,833

Other Expenses $596,585

TOTAL EXPENSES $596,585

Year-over-Year Comparison

	2023	2022	Change
Revenue	$711,758	$607,979	+0.2%
Expenses	$596,585	$637,914	-0.1%
Net Income	$115,173	$-29,935	-4.8%

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

186

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
JAMIE ROSENTHAL	FORUM OFFICER	4.00	Officer	$0	$0	$0
JOE KAISER	DEVELOPMENT OFFICER	4.00	Officer	$0	$0	$0
STEVE CHANEN	SENATOR	4.00	Officer	$0	$0	$0
JEFF RILEY	LEARNING OFFICER	4.00	Officer	$0	$0	$0
MICHAEL BROWN	MENTORSHIP OFFICER	4.00	Officer	$0	$0	$0
JORDAN ROSE	MEMBERSHIP OFFICER	4.00	Officer	$0	$0	$0
LISA SLATTERY	SPOUSAL FORUM OFFICER	4.00	Officer	$0	$0	$0
DAVE GROUNDS	CHAPTER CHAIR	4.00	Officer	$0	$0	$0
CLARENCE MCALLISTER	ENGAGEMENT OFFICER	4.00	Officer	$0	$0	$0
DAN THOMPSON	FINANCE OFFICER	4.00	Officer	$0	$0	$0
MIKE LOFTON	YNG FAMILY OFFICER	4.00	Officer	$0	$0	$0
HEIDI JANNENGA	ATHENA OFFICER	4.00	Officer	$0	$0	$0
STEPHANIE BROWN	SPOUSE PARTNER CO-OFFICER	4.00	Officer	$0	$0	$0
JAIME KOZIOL	SPOUSE PARTNER CO-OFFICER	4.00	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	No data	No data	No data	No data
2024	$711,758	$596,585	$207,200	$115,173
2023	$607,979	$637,914	$92,027	$-29,935
2022	$484,041	$515,442	$121,962	$-31,401
2021	$377,223	$440,519	$153,363	$-63,296

YPO GOLD ARIZONA INC