YOUNG PRESIDENT ORGANIZATION - SANTA MONICA CHAPTER FKA YOUNG PRESIDENT (EIN 954209780) - 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

2003

Legal Domicile

Principal Officer

TOM BARRY CO HCVT

Phone

3105441678

Tax Period

2023-07-01 to 2024-06-30

YOUNG PRESIDENT ORGANIZATION - SANTA MONICA CHAPTER FKA YOUNG PRESIDENT, founded in 2003, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 3% surplus.

Mission

ADMINISTRATION OF MEETINGS AND CONFERENCES TO HELP MEMBERS TO BECOME BETTER BUSINESS AND COMMUNITY LEADERS THROUGH CONTINUING EDUCATION AND EXCHANGE OF IDEAS.

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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 $1,036,201

Program Service Revenue $0

Investment Income $41,092

Other Revenue $0

TOTAL REVENUE $1,077,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,042,673

Other Expenses $1,042,673

TOTAL EXPENSES $1,042,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,077,293	$891,568	+0.2%
Expenses	$1,042,673	$976,734	+0.1%
Net Income	$34,620	$-85,166	-1.4%

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
DANIEL MURILLO	IMPACT OFFICER	5.0	Officer	$0	$0	$0
TOM BARRY	CHAPTER FINANCE OFFICER	5.0	Officer	$0	$0	$0
NICK HEDGES	CHAPTER CHAIR	5.0	Officer	$0	$0	$0
ANNA HURST	CHAPTER LEARNING OFFICER	5.0	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	No data	No data	No data	No data
2024	$1,077,293	$1,042,673	$914,031	$34,620
2023	$891,568	$976,734	$912,754	$-85,166
2022	$1,360,026	$1,042,000	$993,873	$318,026
2021	$764,022	$582,978	$1,043,423	$181,044
2020	$243,306	$690,199	$620,813	$-446,893
2019	$679,625	$578,972	$1,327,543	$100,653
2018	$742,120	$565,460	$884,416	$176,660

YOUNG PRESIDENT ORGANIZATION - SANTA MONICA CHAPTER FKA YOUNG PRESIDENT