Young Presidents Organization Alumni PNW Chapter (EIN 911588835) - 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

1994

Legal Domicile

Principal Officer

Valerie Motley

Phone

2063909059

Tax Period

2024-07-01 to 2025-06-30

Young Presidents Organization Alumni PNW Chapter, founded in 1994, is a small nonprofit that reported $823K in total revenue in fiscal year 2024. Expenses of $1.1M exceeded revenue, resulting in a 30% operating deficit.

Mission

YPO Gold Seattle seeks to engage all members in our chapter and the broader YPO network, building life-long connections with them and their spouse/partners through enlightened learning opportunities, authentic relationships, and unique shared experiences.

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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 $672,875

Program Service Revenue $150,015

Investment Income $0

Other Revenue $0

TOTAL REVENUE $822,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,068,145

TOTAL EXPENSES $1,068,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$822,890	$815,548	+0.0%
Expenses	$1,068,145	$654,656	+0.6%
Net Income	$-245,255	$160,892	-2.5%

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
Scott Swerland	Director	3.00	Director	$0	$0	$0
Nicolette Sharp	Director	3.00	Director	$0	$0	$0
Andrew Skotdal	Director	3.00	Director	$0	$0	$0
Jim McDonald	Director	2.00	Director	$0	$0	$0
Sean Kell	Treasurer	2.00	Officer Director	$0	$0	$0
Bob Bagga	Director	2.00	Director	$0	$0	$0
Nicole Vogel	Director	2.00	Director	$0	$0	$0
Marnie Bretz	Director	2.00	Director	$0	$0	$0
Annabella Chiocco	Director	1.00	Director	$0	$0	$0
Dan Ederer	Director	2.00	Director	$0	$0	$0
Shauna Swerland	Director	2.00	Director	$0	$0	$0
Chris Saitta	Director	1.00	Director	$0	$0	$0
Mike Raskin	Director	1.00	Director	$0	$0	$0
Jerry Heinlen	Director	1.00	Director	$0	$0	$0
Bruce Tall	Director	1.00	Director	$0	$0	$0
Cate Hardy	Director	1.00	Director	$0	$0	$0
Mike Maher	Director	1.00	Director	$0	$0	$0
George Bartell	Director	1.00	Director	$0	$0	$0
Greg Komen	Director	1.00	Director	$0	$0	$0
Dwayne Clark	Director	1.00	Director	$0	$0	$0
John Spring	Director	1.00	Director	$0	$0	$0
Lindsey Schwartz	Director	1.00	Director	$0	$0	$0
Al Stanley	Director	1.00	Director	$0	$0	$0
Jeff Chandler	Director	1.00	Director	$0	$0	$0
Ralph Chiocco	Director	1.00	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	$822,890	$1,068,145	$447,273	$-245,255
2024	No data	No data	No data	No data
2023	$1,540,504	$1,499,804	$567,480	$40,700
2022	$887,210	$1,518,543	$726,057	$-631,333
2021	$812,794	$287,238	$1,349,068	$525,556
2020	$526,329	$454,689	$821,262	$71,640
2019	$616,776	$461,229	$757,825	$155,547

Young Presidents Organization Alumni PNW Chapter