YPO NorCal Inc (EIN 943090414) - 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

1989

Legal Domicile

Phone

5592269200

Tax Period

2024-07-01 to 2025-06-30

YPO NorCal Inc, founded in 1989, is a small nonprofit in the Community Improvement sector that reported $504K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $125K, a strong 25% operating margin.

Mission

PROVIDES EDUCATION AND OPPORTUNITIES FOR THE EXCHANGE OF IDEAS WITH PEOPLE IN SIMILAR EXECUTIVE POSITIONS TO INTERACT WITH EACH OTHER REGARDING PROFESSIONAL AND PERSONAL DEVELOPMENT.

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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 $484,151

Program Service Revenue $0

Investment Income $20,060

Other Revenue $0

TOTAL REVENUE $504,211

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $323,072

Other Expenses $369,324

TOTAL EXPENSES $379,324

Year-over-Year Comparison

	2024	2023	Change
Revenue	$504,211	$437,199	+0.2%
Expenses	$379,324	$450,792	-0.2%
Net Income	$124,887	$-13,593	-10.2%

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

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
NISHA ANAND	CHAPTER CHAIR	2.00	Officer Director	$0	$0	$0
BIANCA GATES	MEM. OFFICER	2.00	Officer Director	$0	$0	$0
KRISTIN SVERCHEK	FINANCE OFFICER	2.00	Officer Director	$0	$0	$0
NADIM HOMSANY	LEARN. OFFICER	2.00	Officer Director	$0	$0	$0
CJ MACDONALD	MEM. VICE CHAIR	2.00	Officer Director	$0	$0	$0
Katrinia Lake	Vice Chapt. Chr	2.00	Officer Director	$0	$0	$0
HEIDI ZAK	FORUM OFFICER	2.00		$0	$0	$0
ALICE MOUNT	FORUM OFFICER	2.00	Officer	$0	$0	$0
ADAM BERKE	ASSISTANT LEARN	2.00	Officer	$0	$0	$0
LESLIE SILVERGLIDE	ENG. OFFICER	2.00	Officer	$0	$0	$0
ALEXEI AGRATCHEV	FAMILY OFFICER	2.00	Officer	$0	$0	$0
SAM HODGES	SENIOR ADVISOR	2.00	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	$504,211	$379,324	$759,804	$124,887
2020	$262,744	$451,844	$170,270	$-189,100
2019	$551,996	$543,461	$357,002	$8,535

YPO NorCal Inc