BIG SKY CHAPTER - YOUNG PRESIDENTS ORGANIZATION (EIN 921760791) - 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

2023

Legal Domicile

Principal Officer

JAMIE BOTTCHER

Phone

4065850735

Tax Period

2024-01-01 to 2024-12-31

BIG SKY CHAPTER - YOUNG PRESIDENTS ORGANIZATION, founded in 2023, is a small nonprofit in the Community Improvement sector that reported $489K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 15% operating margin.

Mission

Big Sky Chapter Young Presidents Organization's mission is to deliver consistently high-quality learning opportunities and forum experiences by offering seminars and conferences with the purpose of helping business leaders grow to achieve both their personal and professional goals.

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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 $488,795

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $488,795

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $314,517

Other Expenses $413,996

TOTAL EXPENSES $413,996

Year-over-Year Comparison

	2024	2023	Change
Revenue	$488,795	$325,849	+0.5%
Expenses	$413,996	$260,125	+0.6%
Net Income	$74,799	$65,724	+0.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
COREY JENSEN	PAST CHAIR	0.00	Officer Director	$0	$0	$0
QUIN WILLIAMS	ASST. LEARN. OF	20.00	Director	$0	$0	$0
MATTHEW MCDONNELL	CHAIR	0.00	Officer Director	$0	$0	$0
BLAKE UNDERRINER	VICE CHAIR	0.00	Officer Director	$0	$0	$0
DUSTY EATON	LEARNING OFFICE	0.00	Director	$0	$0	$0
JAMIE BOTTCHER	FINANCE OFFICER	0.00	Director	$0	$0	$0
BRANDON BRETZ	MBRSHP ENG OFF	10.00	Director	$0	$0	$0
ALI FOX	MEMBERSHIP OFFI	0.00	Director	$0	$0	$0
CHRIS MCCLOUD	FORUM OFFICER	15.00	Director	$0	$0	$0
KELLY COLEMAN	FAMILY OFFICER	0.00	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
2024	$488,795	$413,996	$227,545	$74,799
2023	$325,849	$260,125	$260,221	$65,724

BIG SKY CHAPTER - YOUNG PRESIDENTS ORGANIZATION